FUNDSY INCORPORATED: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FUNDSY INCORPORATED (EIN 82-0291260)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-14
IRS object ID
202213189349303951
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T07:19:01-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274426887PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Czarniecki & Company PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1925 E Opus StAddressLine1Txt
CityBoiseCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83716ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820291260EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FUNDSY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFUNDBusinessNameControlTxt
Phone2088779881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7126AddressLine1Txt
CityBoiseCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYsabel BilbaoPersonNm
Person TitleChairPersonTitleTxt
Phone2088779881PhoneNum
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstYsabelPersonFirstNm
Person LastBilbaoPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTom Czarniecki CPAPreparerPersonNm
PTINP00946018PTIN
Phone2083764499PhoneNum
Preparation2022-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerYsabel BilbaoPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7126AddressLine1Txt
CityBoiseCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83707ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$746,869GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.fundsy.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Legal Domicile StateIDLegalDomicileStateCd
Activity Or MissionFUNDSY, INC. IS A NONPROFIT ORGANIZATION INCORPORATED FOR THE PURPOSE OF RAISING FUNDS FOR CHARITABLE AND COMMUNITY CAPITAL IMPROVEMENT PROJECTS.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$55,550PYContributionsGrantsAmt
CY Contributions Grants$750CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$399,069CYOtherRevenueAmt
PY Total Revenue$55,550PYTotalRevenueAmt
CY Total Revenue$399,819CYTotalRevenueAmt
CY Grants And Similar Paid$530,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$24,269PYOtherExpensesAmt
CY Other Expenses$5,286CYOtherExpensesAmt
PY Total Expenses$24,269PYTotalExpensesAmt
CY Total Expenses$535,286CYTotalExpensesAmt
PY Revenues Less Expenses$31,281PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$135,467CYRevenuesLessExpensesAmt
Total Assets BOY$225,620TotalAssetsBOYAmt
Total Assets EOY$75,371TotalAssetsEOYAmt
Total Liabilities BOY$441TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,663TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$225,179NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$67,708NetAssetsOrFundBalancesEOYAmt
MissionFUNDSY, INC. IS A NONPROFIT ORGANIZATION INCORPORATED FOR THE PURPOSE OF RAISING FUNDS FOR CHARITABLE AND COMMUNITY CAPITAL IMPROVEMENT PROJECTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$531,270ExpenseAmt
Grant$530,000GrantAmt
Revenue$399,819RevenueAmt
DescFUNDSY, INC. PROVIDES GRANTS TO LOCAL NON-PROFIT ORGANIZATIONS FOR CAPITAL IMPROVEMENTS, WHICH CONTRIBUTED IMPORTANTLY TO THE ORGANIZATION'S EXEMPT PURPOSE TO PROVIDE CAPITAL SUPPORT TO LOCAL CHARITIESDesc
Total Program Service Expenses$531,270TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBlake WatanabePersonNm
Phone2088779881PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7126AddressLine1Txt
CityBoiseCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83707ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Ysabel Bilbao
Chair2.00Yes (X)Yes (X)$0$0$0
Lindsey Brist
Vice Chair2.00Yes (X)Yes (X)$0$0$0
David Sullivan
Treasurer2.00Yes (X)Yes (X)$0$0$0
Jann Marie Stockwell
Secretary2.00Yes (X)Yes (X)$0$0$0
Sarah Bettwieser
Director2.00Yes (X)$0$0$0
Keith Bushardt
Director2.00Yes (X)$0$0$0
Natalie Chatfield
Director2.00Yes (X)$0$0$0
Erin Erkins
Director2.00Yes (X)$0$0$0
Carolyn Holly
Director2.00Yes (X)$0$0$0
Troy Ladish
Director2.00Yes (X)$0$0$0
Christina Maag
Director2.00Yes (X)$0$0$0
Bobbi Jo Meuleman
Director2.00Yes (X)$0$0$0
Duane Morris
Director2.00Yes (X)$0$0$0
Tommy Muarta
Director2.00Yes (X)$0$0$0
Jaclyn Padgett
Director2.00Yes (X)$0$0$0
Sarah Reed
Director2.00Yes (X)$0$0$0
Meredith Stead
Director2.00Yes (X)$0$0$0
Ben Thomas
Director2.00Yes (X)$0$0$0
Dan Tillis
Director2.00Yes (X)$0$0$0
Linda Zaccheo
Director2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$750AllOtherContributionsAmt
Total Contributions$750TotalContributionsAmt
Fundraising Gross Income$746,119FundraisingGrossIncomeAmt
Fundraising Direct Expenses$347,050FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$399,069TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$399,069ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$399,819TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$399,069ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$530,000TotalAmt
Program Services$530,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,343TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,343ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Board Expense$1,270$1,270$0$0
Dues$700$0$700$0
Insurance$1,641$0$1,641$0
PO Box$332$0$332$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$535,286TotalAmt
Program Services$531,270ProgramServicesAmt
Management And General$4,016ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$203,520BOYAmt
EOY$75,371EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,100BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$225,620BOYAmt
EOY$75,371EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$441BOYAmt
EOY$7,663EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$441BOYAmt
EOY$7,663EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$225,179BOYAmt
EOY$67,708EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$225,179BOYAmt
EOY$67,708EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$225,620BOYAmt
EOY$75,371EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$135,467ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$429,591CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,441CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$1,050CurrentTaxYearMinus1YearAmt
Current Tax Year$399,819CurrentTaxYearAmt
Total$953,901TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$429,591CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,441CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$1,050CurrentTaxYearMinus1YearAmt
Current Tax Year$399,819CurrentTaxYearAmt
Total$953,901TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$953,901PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$953,901TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GolfEvent1Nm
Gross Receipts Event1$41,852GrossReceiptsEvent1Amt
Charitable Contri Event1$5,000CharitableContriEvent1Amt
Gross Revenue Event1$36,852GrossRevenueEvent1Amt
Other Direct Expenses Event1$32,177OtherDirectExpensesEvent1Amt
Event2GalaEvent2Nm
Gross Receipts Event2$703,267GrossReceiptsEvent2Amt
Charitable Contri Event2$5,250CharitableContriEvent2Amt
Gross Revenue Event2$698,017GrossRevenueEvent2Amt
Other Direct Expenses Event2$312,526OtherDirectExpensesEvent2Amt
Gross Receipts Total$745,119GrossReceiptsTotalAmt
Charitable Contributions Tot$10,250CharitableContributionsTotAmt
Gross Revenue Total Events$734,869GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$344,703OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$344,703DirectExpenseSummaryEventsAmt
Net Income Summary$390,166NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt V, PBCTHE ORGANIZATION DID NOT, DURING THE YEAR,RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
Pt VI, Line 15bNo officers or directors were compensated
Pt VI, Line 11bBoard members were sent a copy of this 990 prior to filing
Pt VI, Line 12cConflicts of interest were regularly checked
Pt VI, Line 15aNo officers or directors were compensated

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