BETA

ECONOMY DATA FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ECONOMY DATA FOUNDATION (EIN 42-1152386)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-04
IRS object ID
202041259349102014
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-04T12:06:27-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420721983PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Timmins Jacobsen & Strawhacker LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110550 New York Ave Suite 200AddressLine1Txt
CityDes MoinesCityNm
State AbbreviationIAStateAbbreviationCd
ZIP503223775ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421152386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ECONOMY DATA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlECONBusinessNameControlTxt
Phone3035225922PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1694 SYRACUSE STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN TORGERSONPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY F STRAWHACKER CPAPreparerPersonNm
PTINP00034782PTIN
Phone5152708080PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,182,357FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$46InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$46InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$29,159DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,159DividendsNetInvstIncmAmt
Dividends Adj Net Incm$29,159DividendsAdjNetIncmAmt
Total Rev And Expnss$29,205TotalRevAndExpnssAmt
Total Net Invst Incm$29,205TotalNetInvstIncmAmt
Total Adj Net Incm$29,205TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$575AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$287AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$288AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$521TaxesRevAndExpnssAmt
Taxes Adj Net Incm$521TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$105OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$105OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,201TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$913TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,201TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$913TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$52,288TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,996ExcessRevenueOverExpensesAmt
Net Investment Income$29,205NetInvestmentIncomeAmt
Adjusted Net Income$28,292AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,466CashBOYAmt
Cash EOY$5,955CashEOYAmt
Cash EOYFMV$5,955CashEOYFMVAmt
Rcvbl From Officers BOY$2,500RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$2,500RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$2,500RcvblFromOfficersEOYFMVAmt
Other Investments BOY$321,535OtherInvestmentsBOYAmt
Other Investments EOY$329,050OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,173,902OtherInvestmentsEOYFMVAmt
Total Assets BOY$361,501TotalAssetsBOYAmt
Total Assets EOY$337,505TotalAssetsEOYAmt
Total Assets EOYFMV$1,182,357TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$220,231CapitalStockBOYAmt
Capital Stock EOY$220,231CapitalStockEOYAmt
Retained Earning BOY$141,270RetainedEarningBOYAmt
Retained Earning EOY$117,274RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$361,501TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$337,505TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$361,501TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$337,505TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$361,501TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,996ExcessRevenueOverExpensesAmt
Subtotal$337,505SubtotalAmt
Tot Net Ast Or Fund Balances EOY$337,505TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$61,754AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$978,308NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06312DistributionYr1Rt
Adjusted Qlfy Distri Yr2$54,760AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$964,724NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05676DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,140AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$885,412NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04759DistributionYr3Rt
Adjusted Qlfy Distri Yr4$35,355AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$783,058NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04515DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,720AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$707,714NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05189DistributionYr5Rt
Total Distribution0.264514TotalDistributionRt
Average Distribution0.052903AverageDistributionRt
Net Vl Noncharitable Assets$1,051,760NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$55,641AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$292NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$55,933AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,288QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$584InvestmentIncomeExciseTaxAmt
Subtotal$584SubtotalAmt
Tax Based On Investment Income$584TaxBasedOnInvestmentIncomeAmt
Tax Due$584TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANN TORGESONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3035225922PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1694 SYRACUSE STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANN TORGERSON
694 SYRACUSE STDENVERCO80230President1.00$0
JOHN SHORS
666 WALNUTDES MOINESIA50309Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,046,067AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,710AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,067,777TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,067,777AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,017CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,051,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,588MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,588MinimumInvestmentReturnAmt
Tax Based On Investment Income$584TaxBasedOnInvestmentIncomeAmt
Total Tax$584TotalTaxAmt
Distributable Before Adj$52,004DistributableBeforeAdjAmt
Distributable Before Ded$52,004DistributableBeforeDedAmt
Distributable As Adjusted$52,004DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,288ExpensesAndContributionsAmt
Qualifying Distributions$52,288QualifyingDistributionsAmt
Adjusted Qualifying Distri$52,288AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,004DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$12,334ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,334TotalExcessDistributionCyovAmt
Qualifying Distributions$52,288QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,004AppliedToCurrentYearAmt
Remaining Distri From Corpus$284RemainingDistriFromCorpusAmt
Total Corpus$12,618TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$12,618ExcessDistriCyovToNextYrAmt
Excess From Year1$12,334ExcessFromYear1Amt
Excess From Current Year$284ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LOWRY FOUNDATION
293 ROSLYN STREETDENVERCO80230NONECHARITABLE$1,500
HOYT ARBORETUM
4000 SW FAIRVIEW BLVDPORTLANDOR97221NONECHARITABLE$1,500
NATIONAL WESTERN STOCK SHOW
4655 HUMBOLDT STREETDENVERCO80216NONESCHOLARSHIPS$1,500
DONATE LIFE NORTHWEST
PO BOX 532PORTLANDOR97207NONECHARITABLE$1,500
NICK WILSON CHARITABLE GROUP
PO BOX 80852PORTLANDOR97280NONECHARITABLE$1,500
LEAP THERAPEUTIC WILDERNESS PROGRAM
806 SW BROADWAY SUITE 300PORTLANDOR97205NONECHARITABLE$1,000
DENVER BOTANIC GARDENS
1007 YORK STDENVERCO80206NONECHARITABLE$1,500
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117NONECHARITABLE$3,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902NONECHARITABLE$2,000
WORLD HOPE INTERNATIONAL
PO BOX 743794ATLANTAGA30374NONECHARITABLE$3,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489NEWTOWNCT06470NONECHARITABLE$5,000
PLANNED PARENTHOOD OF MN
1200 LAGOON AVENUEMINNEAPOLISMN55408NONECHARITABLE$3,000
PLANNED PARENTHOOD OF THE ROCKY MOU
7155 E 38TH AVENUEDENVERCO80207NONECHARITABLE$3,000
PLANNED PARENTHOOD COLUMBIA WILLAME
3727 NE MARTIN LUTHER KING BLVDPORTLANDOR97212NONECHARITABLE$3,000
PLANNED PARENTHOOD OF THE HEARTLAND
PO BOX 4557DES MOINESIA50305NONECHARITABLE$3,000
CITY PARK JAZZ
PO BOX 18384DENVERCO80218NONECHARITABLE$1,000
THE ROTARY FOUNDATION
1560 SHERMAN AVENUEEVANSTONIL60201NONECHARITABLE$3,000
FRIENDS OF OUTDOOR SCHOOL
PO BOX 82684PORTLANDOR97282NONECHARITABLE$1,000
JEWISH FAMILY SERVICES OF COLORADO
3201 S TAMARAC DRIVEDENVERCO80231NONECHARITABLE$2,000
CRAIG HOSPITAL
3425 S CLARKSON STREETENGLEWOODCO80113NONECHARITABLE$1,000
WOMEN VENTURE
2021 E HENNEPIN AVENUE STE 200MINNEAPOLISMN55413NONECHARITABLE$2,000
TREE TRUST
2231 EDGEWOOD AVENUE SST LOUIS PARKMN55426NONECHARITABLE$2,000
YMCA CAMP WIDJIWAGAN
NW5901 PO BOX 1450MINNEAPOLISMN55485NONECHARITABLE$2,000
PLANNED PARENTHOOD ACTION FUND
PO BOX 96771WASHINGTONDC20090NONECHARITABLE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$46RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$29,159RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$29,205RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,205TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Category990-PF PREPARATIONCategoryTxt
Amt$575Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$287AdjustedNetIncomeAmt
Disbursements Charitable Prps$288DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLEANEOUSDesc
Revenue And Expenses Per Books$105RevenueAndExpensesPerBooksAmt
Adjusted Net Income$105AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2018 TAX RETURN FILINGCategoryTxt
Amt$521Amt
Adjusted Net Income$521AdjustedNetIncomeAmt

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