THE ALBERT BAKER FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE ALBERT BAKER FUND (EIN 94-1613751)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-06-20
- IRS object ID
- 202521719349300332
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-20T12:52:36-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941613751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALBERT BAKER FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 9165949513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOODMERE ROAD 210 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH RITTER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9165949513 | PhoneNum |
| Signature | 2025-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA H WILLIAMS | PreparerPersonNm |
| PTIN | P01281212 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2025-06-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH RITTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOODMERE ROAD 210 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,718,628 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALBERTBAKERFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SERVE THE CAUSE OF CHRISTIAN SCIENCE AND HUMANITY BY PROVIDING RESOURCES FOR THE EDUCATION AND DEVELOPMENT OF CHRISTIAN SCIENTISTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,375,190 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,380,407 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,989 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,836 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,464,305 | PYInvestmentIncomeAmt |
| CY Investment Income | -$40,885 | CYInvestmentIncomeAmt |
| PY Other Revenue | $28,840 | PYOtherRevenueAmt |
| CY Other Revenue | $29,017 | CYOtherRevenueAmt |
| PY Total Revenue | $2,895,324 | PYTotalRevenueAmt |
| CY Total Revenue | $1,372,375 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,616,366 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,786,489 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,059,286 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,008,759 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $465,830 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $763,898 | PYOtherExpensesAmt |
| CY Other Expenses | $728,782 | CYOtherExpensesAmt |
| PY Total Expenses | $3,439,550 | PYTotalExpensesAmt |
| CY Total Expenses | $3,524,030 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$544,226 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,151,655 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,492,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,662,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $180,006 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $124,632 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,312,800 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,538,195 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SERVE THE CAUSE OF CHRISTIAN SCIENCE AND HUMANITY BY PROVIDING RESOURCES FOR THE EDUCATION AND DEVELOPMENT OF CHRISTIAN SCIENTISTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,742,441 | ExpenseAmt |
| Grant | $1,475,752 | GrantAmt |
| Desc | PROVIDED 294 POST SECONDARY EDUCATIONAL GRANTS TO CHRISTIAN SCIENCE STUDENTS IN NORTH AMERICA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $367,970 | ExpenseAmt |
| Grant | $163,646 | GrantAmt |
| Desc | PROVIDED 188 SCHOLARSHIPS AND EDUCATIONAL GRANTS TO INTERNATIONAL STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $196,307 | ExpenseAmt |
| Grant | $147,091 | GrantAmt |
| Desc | PROVIDED 92 SCHOLARSHIPS AND GRANTS TO STUDENTS OBTAINING TRAINING AS CHRISTIAN SCIENCE NURSES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,744 | ExpenseAmt |
| Revenue | $32,853 | RevenueAmt |
| Desc | POSTSECONDARY LOAN PROGRAM 368 LOW INTEREST FINANCIAL AID LOANS OUTSTANDING TO 301 POSTSECONDARY EDUCATION STUDENTS. TOTAL REVENUE FOR THIS PROGRAM SERVICE ACCOMPLISHMENT INCLUDES REFUNDED OR RETURNED GRANTS FROM PRIOR YEARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $49,744 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $32,853 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,356,462 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9165945913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WOODMERE ROAD STE 210 | AddressLine1Txt |
| City | FOLSOM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95630 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALISTAIR SAVIDES | |||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA MIETCHEN | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRAIG DONALDSON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATIE STANLEY | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HILARY HARPER-WILCOXEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WESTPHAL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TRUDY PALMER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN STROUT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN BRADLEY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAY THOMPSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHOEBE MACKENZIE SMITH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH RITTER | |||||||
| CEO | 40.00 | Yes (X) | $212,027 | $0 | $47,660 | ||
| JANEE SHAW THRU 112023 | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $171,398 | $0 | $12,500 | Yes (X) | ||
| LIBBY SCHEIERN | |||||||
| SCHOLARSHIP MGR. | 40.00 | $127,750 | $0 | $22,727 | Yes (X) | ||
| ANN KENNEDY | |||||||
| CONTROLLER | 30.00 | $104,958 | $0 | $6,798 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $616,133 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $89,685 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAYSTONE CONSULTING | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1617 N WATERFRONT PKWY STE 200 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT SERVICES | ServicesDesc |
| Compensation | $168,912 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,380,407 | AllOtherContributionsAmt |
| Noncash Contributions | $204,561 | NoncashContributionsAmt |
| Total Contributions | $1,380,407 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST ON STUDENT LOANS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $3,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,836 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,836 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $808,364 | TotalRevenueColumnAmt |
| Exclusion | $808,364 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,497,004 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,346,253 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$849,249 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$849,249 | TotalRevenueColumnAmt |
| Exclusion | -$849,249 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $29,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,017 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,017 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,372,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,853 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$40,885 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,583,418 | TotalAmt |
| Program Services | $1,583,418 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,071 | TotalAmt |
| Program Services | $203,071 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,620 | TotalAmt |
| Program Services | $100,476 | ProgramServicesAmt |
| Management And General | $79,542 | ManagementAndGeneralAmt |
| Fundraising | $88,602 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,737 | TotalAmt |
| Program Services | $219,844 | ProgramServicesAmt |
| Management And General | $174,035 | ManagementAndGeneralAmt |
| Fundraising | $193,858 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,424 | TotalAmt |
| Program Services | $12,502 | ProgramServicesAmt |
| Management And General | $9,897 | ManagementAndGeneralAmt |
| Fundraising | $11,025 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,822 | TotalAmt |
| Program Services | $22,002 | ProgramServicesAmt |
| Management And General | $17,418 | ManagementAndGeneralAmt |
| Fundraising | $19,402 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,156 | TotalAmt |
| Program Services | $22,501 | ProgramServicesAmt |
| Management And General | $17,813 | ManagementAndGeneralAmt |
| Fundraising | $19,842 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,900 | TotalAmt |
| Program Services | $20,237 | ProgramServicesAmt |
| Management And General | $8,814 | ManagementAndGeneralAmt |
| Fundraising | $1,849 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,484 | TotalAmt |
| Management And General | $196,484 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,163 | TotalAmt |
| Program Services | $53,811 | ProgramServicesAmt |
| Management And General | $23,436 | ManagementAndGeneralAmt |
| Fundraising | $4,916 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,205 | TotalAmt |
| Program Services | $8,711 | ProgramServicesAmt |
| Management And General | $6,637 | ManagementAndGeneralAmt |
| Fundraising | $28,857 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,564 | TotalAmt |
| Program Services | $14,894 | ProgramServicesAmt |
| Management And General | $46,394 | ManagementAndGeneralAmt |
| Fundraising | $24,276 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,745 | TotalAmt |
| Program Services | $14,746 | ProgramServicesAmt |
| Management And General | $14,999 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,344 | TotalAmt |
| Program Services | $11,380 | ProgramServicesAmt |
| Management And General | $34,842 | ManagementAndGeneralAmt |
| Fundraising | $4,122 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,344 | TotalAmt |
| Program Services | $28,697 | ProgramServicesAmt |
| Management And General | $55,127 | ManagementAndGeneralAmt |
| Fundraising | $47,520 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,515 | TotalAmt |
| Program Services | $23,335 | ProgramServicesAmt |
| Management And General | $700 | ManagementAndGeneralAmt |
| Fundraising | $16,480 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,805 | TotalAmt |
| Program Services | $233 | ProgramServicesAmt |
| Management And General | $6,466 | ManagementAndGeneralAmt |
| Fundraising | $2,106 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LOAN MANAGEMENT AND COL | $16,276 | $16,276 | ||
| OTHER EXPENSES | $12,437 | $328 | $9,134 | $2,975 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,524,030 | TotalAmt |
| Program Services | $2,356,462 | ProgramServicesAmt |
| Management And General | $701,738 | ManagementAndGeneralAmt |
| Fundraising | $465,830 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,989 | BOYAmt |
| EOY | $208,833 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,168,226 | BOYAmt |
| EOY | $507,820 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,680 | BOYAmt |
| EOY | $617,986 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,026,484 | BOYAmt |
| EOY | $770,116 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,352 | BOYAmt |
| EOY | $19,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $225,886 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $185,264 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,137 | BOYAmt |
| EOY | $40,622 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,221,111 | BOYAmt |
| EOY | $30,105,322 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,075,305 | BOYAmt |
| EOY | $4,312,734 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,522 | BOYAmt |
| EOY | $79,857 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,492,806 | BOYAmt |
| EOY | $36,662,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,297 | BOYAmt |
| EOY | $42,285 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,709 | BOYAmt |
| EOY | $82,347 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,006 | BOYAmt |
| EOY | $124,632 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,938,679 | BOYAmt |
| EOY | $33,787,842 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,374,121 | BOYAmt |
| EOY | $2,750,353 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,312,800 | BOYAmt |
| EOY | $36,538,195 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,492,806 | BOYAmt |
| EOY | $36,662,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,151,655 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,377,050 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,169,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,399,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,375,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,380,407 | CurrentTaxYearAmt |
| Total | $6,477,147 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,169,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,399,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,375,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,380,407 | CurrentTaxYearAmt |
| Total | $6,477,147 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $94,427 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,382,720 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $650,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $546,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $889,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $828,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $808,364 | CurrentTaxYearAmt |
| Total | $3,723,488 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$79,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$92 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | -$71,515 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,885 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,017 | CurrentTaxYearAmt |
| Total | $96,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,226,033 | TotalSupportAmt |
| Public Support CY170 | 0.62420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,276,540 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $599,503 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| End Year Balance | $2,678,043 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,083,152 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $193,388 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,276,540 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,443,058 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$361,906 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,083,152 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,034,629 | BeginningYearBalanceAmt |
| Contributions | $108,500 | ContributionsAmt |
| Investment Earnings Or Losses | $299,929 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,443,058 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,918,250 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $138,679 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,300 | OtherExpendituresAmt |
| End Year Balance | $2,034,629 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.09674 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.90326 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,130 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,931 | DepreciationAmt |
| Book Value | $6,199 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $191,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $157,333 | DepreciationAmt |
| Book Value | $34,423 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,622 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $3,944,208 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NATURAL RESOURCES & COMMODITY | Desc |
| Book Value | $368,526 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,312,734 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $82,347 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $82,347 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,552,941 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,377,050 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,377,050 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,175,891 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $196,484 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $196,484 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,372,375 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,327,546 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,327,546 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $196,484 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $196,484 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,524,030 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PROVIDES GRANTS FOR COURSES IN CHRISTIAN SCIENCE NURSING AND UNDERGRADUATE DEGREE PROGRAMS. |
| PART X, LINE 2: | ABF HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | GRANT MAKING | POST-SECONDARY/NURSING EDUCATION | $54,422 |
| SOUTH ASIA | 0 | 0 | GRANT MAKING | POST-SECONDARY EDUCATION | $1,374 |
| SUB-SAHARAN AFRICA | 0 | 2 | GRANT MAKING | POST-SECONDARY & VOCATIONAL EDUCATION | $225,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $281,251 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $281,251 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| NEED BASED EDUCATION GRANTS-NURSING | EUROPE | 24 | $39,425 | WIRE TRANSFER |
| NEED BASED EDUCATION GRANTS-NURSING | PHILIPPINES | 1 | $1,374 | WIRE TRANSFER |
| NEED BASED EDUCATION GRANTS-NURSING | SUB-SAHARAN AFRICA | 184 | $147,275 | WIRE TRANSFER |
| NEED BASED POSTSECONDARY/VOCATIONAL | EUROPE | 3 | $14,997 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | USE OF GRANTS IS CONTROLLED BY MAKING FUNDS PAYABLE DIRECTLY TO UNIVERSITIES, COLLEGES, OR OTHER EDUCATIONAL INSTITUTIONS, FOR BENEFIT OF THE AWARD RECIPIENT. THE SCHOOLS CONTACT US TO REFUND AWARD IF STUDENT WITHDRAWS. WE ALSO HAVE REGIONAL AGENTS AND VOLUNTEERS THAT INTERVIEW THE STUDENTS. |
| PART I, LINE 3: | THE ORGANIZATION PROVIDES ONLY CASH BASED ASSISTANCE AND EMPLOYS THE ACCRUAL METHOD OF ACCOUNTING FOR TRANSACTIONS. |
| PART I, LINE 3F - INVESTMENTS AND EXPENDITURES PER REGION | IN ADDITION TO $147,275 IN POST-SECONDARY EDUCATION GRANTS, EXPENDITURES IN SUB-SAHARAN AFRICA INCLUDE FEES PAID TO REGIONAL REPRESENTATIVES AND REIMBURSED COMMUNICATION AND TRAVEL COSTS AMOUNTING TO $78,180. EXPENDITURES IN EUROPE CONSIST OF $14,997 IN POST-SECONDARY EDUCATION GRANTS AND $39,425 IN CHRISTIAN SCIENCE NURSES TRAINING GRANTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| NEED BASED-CS NURSES ED GRANT | 68 | $107,665 |
| NEED BASED POST SECONDARY GRANT | 191 | $1,004,648 |
| NLC GRADUATE GRANTS | 103 | $453,500 |
| TRAVEL ASSISTANCE | 32 | $17,605 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | USE OF GRANTS IS CONTROLLED BY MAKING FUNDS PAYABLE TO UNIVERSITIES, COLLEGES, OR OTHER EDUCATIONAL INSTITUTIONS, FOR BENEFIT OF AWARD RECIPIENT. THE SCHOOLS CONTACT US TO REFUND THE AWARD IF A STUDENT WITHDRAWS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH RITTER | ||||||||||||||
| CEO | $212,027 | $0 | $0 | $0 | $0 | $0 | $12,561 | $0 | $35,099 | $0 | $259,687 | $0 | $0 | $0 |
| JANEE SHAW THRU 112023 | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $171,398 | $0 | $0 | $0 | $0 | $0 | $9,639 | $0 | $2,861 | $0 | $183,898 | $0 | $0 | $0 |
| LIBBY SCHEIERN | ||||||||||||||
| SCHOLARSHIP MGR. | $127,750 | $0 | $0 | $0 | $0 | $0 | $7,665 | $0 | $15,062 | $0 | $150,477 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | JANEE SHAW RECEIVED A $13,308 SEVERANCE PAYMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $204,561 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF RECEIPT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | INVESTMENT MANAGER IS INSTRUCTED TO SELL DONATIONS OF SECURITIES WHEN RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | 30 DAYS PRIOR TO FILING DEADLINE OR PRIOR TO THE LAST ABF SCHEDULED BOARD MEETING THAT OCCURS BEFORE THE FILING DEADLINE, THE DRAFT THAT HAS BEEN REVIEWED BY THE CEO SHALL BE REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE WILL PREPARE COMMENTS AND SUBMIT TO BOARD, ALONG WITH 990, AT THE MEETING OCCURING PRIOR TO THE DEADLINE, FOR THE FULL BOARD TO THEN EITHER APPROVE THE LATEST DRAFT FOR FILING OR APPROVE IT SUBJECT TO CONDITIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MANAGER OF ADMINISTRATION COLLECTS ANNUAL WRITTEN CONFLICT OF INTEREST STATEMENTS FROM TRUSTEES AND EMPLOYEES AND ANY DISCLOSURES ARE REPORTED TO THE BOARD AND ARE THEN SUBJECT TO PROCEEDINGS DESCRIBED IN THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION COMMITTEE USES INDEPENDENT BENCHMARKING STUDIES TO VERIFY THAT CEO ANNUAL SALARY IS WITHIN A REASONABLE PERCENTILE RELATIVE TO COMPARABLE ORGANIZATIONS. KEY EMPLOEES, SAME PROCESS AS ABOVE. THIS WAS LAST DONE IN 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORMS 990 & AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATIONS WEBSITE. OTHER GOVERNING DOCUMENTS AND FORMS 990T ARE AVAILABLE UPON REQUEST. CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ORGANIZATIONS WEBSITE. |
| FORM 990, PART XII, LINE 2C | THE PROCESSES FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |