2025-06-20T12:52:36-05:00 2024-09-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-10-01 941613751 THE ALBERT BAKER FUND ALBE 9165949513 111 WOODMERE ROAD 210 FOLSOM CA 95630 JOSEPH RITTER CEO 9165949513 2025-06-19 1 1 AMANDA H WILLIAMS P01281212 9166466464 2025-06-19 2023 2025-03-06 01:10:19Z JOSEPH RITTER 111 WOODMERE ROAD 210 FOLSOM CA 95630 18718628 0 X WWW.ALBERTBAKERFUND.ORG X 1964 CA TO SERVE THE CAUSE OF CHRISTIAN SCIENCE AND HUMANITY BY PROVIDING RESOURCES FOR THE EDUCATION AND DEVELOPMENT OF CHRISTIAN SCIENTISTS. 11 11 9 25 0 0 1375190 1380407 26989 3836 1464305 -40885 28840 29017 2895324 1372375 1616366 1786489 0 0 1059286 1008759 0 0 465830 763898 728782 3439550 3524030 -544226 -2151655 31492806 36662827 180006 124632 31312800 36538195 X TO SERVE THE CAUSE OF CHRISTIAN SCIENCE AND HUMANITY BY PROVIDING RESOURCES FOR THE EDUCATION AND DEVELOPMENT OF CHRISTIAN SCIENTISTS. 0 0 1742441 1475752 PROVIDED 294 POST SECONDARY EDUCATIONAL GRANTS TO CHRISTIAN SCIENCE STUDENTS IN NORTH AMERICA. 367970 163646 PROVIDED 188 SCHOLARSHIPS AND EDUCATIONAL GRANTS TO INTERNATIONAL STUDENTS. 196307 147091 PROVIDED 92 SCHOLARSHIPS AND GRANTS TO STUDENTS OBTAINING TRAINING AS CHRISTIAN SCIENCE NURSES. 49744 32853 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. 49744 32853 2356462 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA FL GA HI IL KY MA MD MI MN MS NC NH NM NY OR SC TN VA WI WV X X CONTROLLER 9165945913 111 WOODMERE ROAD STE 210 FOLSOM CA 95630 ALISTAIR SAVIDES CHAIRMAN 2.00 X X 0 0 0 LISA MIETCHEN VICE CHAIR 2.00 X X 0 0 0 CRAIG DONALDSON TREASURER 2.00 X X 0 0 0 KATIE STANLEY SECRETARY 2.00 X X 0 0 0 HILARY HARPER-WILCOXEN TRUSTEE 2.00 X 0 0 0 DAVID WESTPHAL TRUSTEE 2.00 X 0 0 0 TRUDY PALMER TRUSTEE 2.00 X 0 0 0 JOHN STROUT TRUSTEE 2.00 X 0 0 0 JOAN BRADLEY TRUSTEE 2.00 X 0 0 0 RAY THOMPSON TRUSTEE 2.00 X 0 0 0 PHOEBE MACKENZIE SMITH TRUSTEE 2.00 X 0 0 0 JOSEPH RITTER CEO 40.00 X 212027 0 47660 JANEE SHAW THRU 112023 CHIEF DEVELOPMENT OFFICER 40.00 X 171398 0 12500 LIBBY SCHEIERN SCHOLARSHIP MGR. 40.00 X 127750 0 22727 ANN KENNEDY CONTROLLER 30.00 X 104958 0 6798 616133 0 89685 4 0 1 0 GRAYSTONE CONSULTING 1617 N WATERFRONT PKWY STE 200 WICHITA KS 67206 INVESTMENT SERVICES 168912 1 1380407 204561 1380407 INTEREST ON STUDENT LOANS 611710 3836 3836 3836 808364 808364 16497004 17346253 -849249 -849249 -849249 OTHER INCOME 900099 29017 29017 29017 1372375 32853 0 -40885 1583418 1583418 203071 203071 268620 100476 79542 88602 587737 219844 174035 193858 33424 12502 9897 11025 58822 22002 17418 19402 60156 22501 17813 19842 30900 20237 8814 1849 196484 196484 82163 53811 23436 4916 44205 8711 6637 28857 85564 14894 46394 24276 29745 14746 14999 50344 11380 34842 4122 131344 28697 55127 47520 40515 23335 700 16480 8805 233 6466 2106 LOAN MANAGEMENT AND COL 16276 16276 OTHER EXPENSES 12437 328 9134 2975 3524030 2356462 701738 465830 X 237989 208833 2168226 507820 534680 617986 1026484 770116 17352 19537 225886 185264 81137 40622 23221111 30105322 4075305 4312734 130522 79857 31492806 36662827 47297 42285 132709 82347 180006 124632 X 28938679 33787842 2374121 2750353 31312800 36538195 31492806 36662827 -2151655 7377050 0 X X 0 1 X 1 0 X 1169352 1152797 1399401 1375190 1380407 6477147 1169352 1152797 1399401 1375190 1380407 6477147 94427 6382720 650639 546332 889308 828845 808364 3723488 3542 -79906 4941 -92 0 -71515 9197 16885 12974 28840 29017 96913 10226033 0.62420 0.57110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2276540 2000 599503 200000 2678043 2083152 193388 2276540 2443058 2000 -361906 2083152 2034629 108500 299929 2443058 1918250 138679 22300 2034629 0.09674 0.90326 0 0 34130 27931 6199 191756 157333 34423 40622 3944208 F NATURAL RESOURCES & COMMODITY 368526 F 4312734 OPERATING LEASE LIABILITY 82347 82347 X 8552941 7377050 7377050 1175891 196484 196484 1372375 3327546 0 3327546 196484 196484 3524030 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. 1 EUROPE 0 0 GRANT MAKING POST-SECONDARY/NURSING EDUCATION 54422 SOUTH ASIA 0 0 GRANT MAKING POST-SECONDARY EDUCATION 1374 SUB-SAHARAN AFRICA 0 2 GRANT MAKING POST-SECONDARY & VOCATIONAL EDUCATION 225455 0 2 0 0 0 2 281251 0 281251 NEED BASED EDUCATION GRANTS-NURSING EUROPE 24 39425 WIRE TRANSFER NEED BASED EDUCATION GRANTS-NURSING PHILIPPINES 1 1374 WIRE TRANSFER NEED BASED EDUCATION GRANTS-NURSING SUB-SAHARAN AFRICA 184 147275 WIRE TRANSFER NEED BASED POSTSECONDARY/VOCATIONAL EUROPE 3 14997 WIRE TRANSFER 0 0 0 0 0 0 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. 1 NEED BASED-CS NURSES ED GRANT 68 107665 NEED BASED POST SECONDARY GRANT 191 1004648 NLC GRADUATE GRANTS 103 453500 TRAVEL ASSISTANCE 32 17605 PART I, LINE 2: 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. 1 X X X X 1 0 0 0 0 0 0 0 0 JOSEPH RITTER CEO 212027 0 0 0 0 0 12561 0 35099 0 259687 0 0 0 JANEE SHAW THRU 112023 CHIEF DEVELOPMENT OFFICER 171398 0 0 0 0 0 9639 0 2861 0 183898 0 0 0 LIBBY SCHEIERN SCHOLARSHIP MGR. 127750 0 0 0 0 0 7665 0 15062 0 150477 0 0 0 PART I, LINE 4A JANEE SHAW RECEIVED A $13,308 SEVERANCE PAYMENT. X 2 204561 FMV ON DATE OF RECEIPT 0 1 1 PART I, LINE 32B: INVESTMENT MANAGER IS INSTRUCTED TO SELL DONATIONS OF SECURITIES WHEN RECEIVED. 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.