2020-11-04T14:44:59-06:00 2019-12-31 208019714 JDS PROFESSIONAL GROUP 10303 E DRY CREEK RD STE 400 ENGLEWOOD CO 80112 990 2019-01-01 204246752 SHANTA FOUNDATION INC SHAN 9707491198 PO BOX 1603 DURANGO CO 81302 DAVE C PETERS TREASURER 9709467948 2020-10-27 true LORI B BAUER CPA P01260252 3037710123 2020-11-04 2019 2022-09-23 18:48:47Z DAVE C PETERS PO BOX 1603 DURANGO CO 81302 647669 false X WWW.SHANTAFOUNDATION.ORG X 2006 CO TO PARTNER WITH UNDERSERVED RURAL VILLAGES IN MYANMAR TO DEVELOP HEALTHY COMMUNITIES. THROUGH A COLLABORATIVE PROCESS, WE EMPOWER LOCAL LEADERSHIP TO MAKE EFFECTIVE, SUSTAINABLE CHANGE FOCUSING ON EDUCATION, QUALITY HEALTH CARE, AND ECONOMIC OPPORTUNITIES. 6 6 8 30 0 517125 554328 0 8564 7195 78539 16019 604228 577542 229721 270377 0 266357 224554 0 126284 72538 62991 568616 557922 35612 19620 298521 312817 8894 59623 289627 253194 X TO PARTNER WITH UNDERSERVED RURAL VILLAGES IN MYANMAR TO DEVELOP HEALTHY COMMUNITIES. THROUGH A COLLABORATIVE PROCESS, WE EMPOWER LOCAL LEADERSHIP TO MAKE EFFECTIVE, SUSTAINABLE CHANGE FOCUSING ON EDUCATION, QUALITY HEALTH CARE, AND ECONOMIC OPPORTUNITIES. false false 224038 160501 EDUCATION & VILLAGE LEADERSHIP 2019 ACCOMPLISHMENTS -CONSTRUCTED TEACHER HOUSING IN FOUR VILLAGES. -BUILT TWO PRESCHOOLS AND PROVIDED TOYS AND TRAINING TO TEACHERS IN TWO VILLAGES. 83 CHILDREN ATTEND THESE PRESCHOOLS -ESTABLISHED MIDDLE AND HIGH SCHOOL SCHOLARSHIP FUNDS IN TWO VILLAGES -SUPPORTED 42 STUDENTS TO ATTEND SPECIAL BOARDING SCHOOL -HELD ENGLISH SUMMER CLASSES IN SIX VILLAGES FOR 192 STUDENTS -ESTABLISHED SCHOOL LIBRARIES IN FOUR VILLAGES AND SUPPORTED READING ACTIVITIES IN PARTNER VILLAGES REACHING 800 STUDENTS -LAUNCHED VILLAGE PARTNERSHIPS WITH SIX NEW VILLAGES, BEGAN TRAINING 78 NEW VILLAGE LEADERS . HEALTH & WOMEN'S EMPOWERMENT 2019 ACCOMPLISHMENTS -ESTABLISHED WOMEN SAVINGS GROUPS IN FOUR VILLAGES -HELD WOMEN'S DISCUSSION GROUPS WHICH OVER 400 WOMEN PARTICIPATED IN DISCUSSING VARIOUS TOPICS -HELD YEARLY DENTAL CLINIC FOR 1306 CHILDREN 54072 36888 CAPACITY BUILDING AND OPERATIONS 2019 ACCOMPLISHMENTS -EXPANDED AND CONDUCTED PROGRAMMING IN 22 PARTNER VILLAGES -ONE VILLAGE GRADUATED FROM SIX-YEAR PARTNERSHIP PROGRAM -CONTINUED WORKING CLOSELY WITH MYANMAR MANAGERS TO MANAGE FINANCIAL CONTROLS, PROGRAM PROCEDURES, AND OPERATIONS IN MYANMAR -HIRED A PROGRAM MANAGER IN US OFFICE TO PROVIDE ASSISTANCE IN EVALUATION AND PROGRAM OVERSIGHT 53312 39407 INFRASTRUCTURE 2019 ACCOMPLISHMENTS -BUILT CLEAN-WATER SYSTEMS IN THREE VILLAGES -CONSTRUCTED A THREE-MILE ROAD TO GIVE VILLAGE ACCESS TO MARKETS 46336 33581 LIVELIHOOD (ECONOMIC DEVELOPMENT) 2019 ACCOMPLISHMENTS -ESTABLISHED COMMUNITY LOAN FUNDS IN SIX NEW VILLAGES AND EXPANDED THE LOAN FUND IN FOUR OTHER VILLAGES, OFFERING LOW-INTEREST LOANS TO AN ESTIMATED 1600 INDIVIDUALS -ASSISTED 40 FAMILIES IN ESTABLISHING THEIR OWN PIG FARM -PROVIDED 64 FAMILIES WITH SEEDLINGS TO START THEIR COFFEE FARMS -ASSISTED NINE HOUSEHOLDS TO ESTABLISH CHILI FARM AND DEVELOPED A CONTRACT WITH AN EXPORTER FOR THEIR HARVEST -18 FARMERS PARTICIPATED IN TRAININGS TO MAKE ORGANIC FERTILIZER AND TO RESTORE THEIR SOIL QUALITY IMPORTANT NOTE: ALL OF THESE ACCOMPLISHMENTS AND GOALS ARE DONE IN COLLABORATION WITH OUR MYANMAR-BASED PARTNER ORGANIZATION, MUDITAR. MUDITAR AND SHANTA LEADERS IN TURN PARTNER WITH VILLAGERS TO FUND AND ACCOMPLISH PROJECTS THAT VILLAGERS IDENTIFY AS PRIORITY NEEDS TO IMPROVE AND SUSTAIN QUALITY OF LIFE. 46336 33581 377758 true true false false false false false false false true true false false false true true true false false false true true false false true false false false false false false false false false false true false false false false false false false false false false false true 5 0 true 8 true false false false false false false false false false false false false X 6 6 true false false false false false false true true false false true true true true true true true false false CO X X THE ORGANIZATION 9707491198 PO BOX 1603 DURANGO CO 81302 ANNA POOL PRESIDENT 7.00 X X 0 0 0 DAVE C PETERS TREASURER 4.00 X X 0 0 0 ARLEN WEINER SECRETARY 4.00 X X 0 0 0 ZACHARY RAY DIRECTOR 4.00 X X 0 0 0 TODD STARR DIRECTOR 4.00 X 0 0 0 PATRICIA KARPFEN DIRECTOR 4.00 X 0 0 0 MARK MASTALSKI DIRECTOR 4.00 X 0 0 0 KATHY SINTON DIRECTOR 4.00 X X 0 0 0 LAURIE MEININGER EXECUTIVE DI 40.00 X 86887 0 0 86887 false false false 554328 554328 6818 6818 65361 64984 377 377 377 21162 5143 16019 16019 577542 23214 270377 270377 86887 35387 13013 38487 114096 46470 17086 50540 1017 454 149 414 6495 2901 950 2644 16059 7173 2349 6537 9074 9074 5477 2267 1080 2130 12987 1036 3010 8941 8679 3535 1300 3844 13761 7694 6067 3603 1821 1782 829 414 415 1119 1119 MISC 4743 -581 2929 2395 BANK FEES 2719 631 2088 557922 377758 53880 126284 66003 117296 2892 86590 32200 674 786 12582 4852 2503 4994 2349 127260 93326 64386 298521 312817 8894 43417 16206 8894 59623 X 225734 124950 63893 128244 289627 253194 298521 312817 19620 7658 -63711 X false true X true X 357641 374087 465477 517125 554328 2268658 357641 374087 465477 517125 554328 2268658 526056 1742602 6048 4354 4596 7387 6818 29203 2297861 131982 0.75840 0.98750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25000 1422 26422 1.00000 true false 4852 2503 2349 2349 REFUNDABLE ADVANCE 16206 16206 X 585200 7658 7658 577542 577542 621633 63711 63711 557922 557922 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FUNDS MAY BE USED FOR SPECIFIC PURPOSES OR GENERAL OPERATING USE. SCHEDULE D, PAGE 3, PART X THE FOUNDATION FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH REQUIRES THE FOUNDATION TO DETERMINE WHETHER A TAX POSITION (AND THE RELATED TAX BENEFIT) IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, BASED SOLELY ON THE TECHNICAL ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT, PRESUMING THAT THE TAX POSITION IS EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. DURING THE YEAR ENDED DECEMBER 31, 2019, THE FOUNDATION'S MANAGEMENT EVALUATED ITS TAX POSITIONS TO DETERMINE THE EXISTENCE OF UNCERTAINTIES, AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION OR WHICH MAY HAVE AN AFFECT ON ITS TAX-EXEMPT STATUS. true EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES 270377 1 1 1 1 270377 270377 EDUC & LEADERSHIP 160501 WIRE INFRASTRUCTURE 39407 WIRE HLTH & LIVELIHOOD 33581 WIRE CAP BLDG & OPERATION 36888 WIRE false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 EAST ASIA AND THE PACIFIC 270,377 0 SCHEDULE F, PAGE 5, PART V SHANTA FOUNDATION KEEPS RECORDS ON ALL PROGRAM EXPENSES INCURRED. THE ORGANIZATION CONTINUALLY MONITORS ACTIVITIES BY PERFORMING ON-SITE VISITS AND CONFERENCE CALLS. . ALL OF THESE ACCOMPLISHMENTS AND GOALS ARE DONE IN COLLABORATION WITH OUR MYANMAR-BASED PARTNER ORGANIZATION, MUDITAR. MUDITAR AND SHANTA LEADERS IN TURN PARTNER WITH VILLAGERS TO FUND AND ACCOMPLISH PROJECTS THAT VILLAGERS IDENTIFY AS PRIORITY NEEDS TO IMPROVE AND SUSTAIN QUALITY OF LIFE. . THE FOUNDATION AND MUDITAR OPERATE AS RELATED ENTITIES BUT DO NOT CONSOLIDATE THEIR FINANCIAL STATEMENTS AS THE CRITERIA FOR FINANCIAL CONSOLIDATION (SIGNIFICANT INFLUENCE AND ECONOMIC INTEREST) HAVE NOT BEEN MET. FALL FUNDRAISER 21162 21162 5143 21162 21162 5143 5143 16019 MIKE KARPFEN FORMER BOD MBR 2816 CONSULTING false SCHEDULE L, PART V FORMER EXECUTIVE DIRECTOR, MIKE KARPFEN RECEIVED COMPENSATION FOR CONSULTING IN 2019, AND IS ALSO THE SPOUSE OF BOARD MEMBER PATRICIA KARPFEN. FORM 990 - ORGANIZATION'S MISSION TO PARTNER WITH UNDERSERVED RURAL VILLAGES IN MYANMAR TO DEVELOP HEALTHY COMMUNITIES. THROUGH A COLLABORATIVE PROCESS, WE EMPOWER LOCAL LEADERSHIP TO MAKE EFFECTIVE, SUSTAINABLE CHANGE FOCUSING ON EDUCATION, QUALITY HEALTH CARE, AND ECONOMIC OPPORTUNITIES. FORM 990, PAGE 2, PART III, LINE 4A EDUCATION & VILLAGE LEADERSHIP 2019 ACCOMPLISHMENTS -CONSTRUCTED TEACHER HOUSING IN FOUR VILLAGES. -BUILT TWO PRESCHOOLS AND PROVIDED TOYS AND TRAINING TO TEACHERS IN TWO VILLAGES. 83 CHILDREN ATTEND THESE PRESCHOOLS -ESTABLISHED MIDDLE AND HIGH SCHOOL SCHOLARSHIP FUNDS IN TWO VILLAGES -SUPPORTED 42 STUDENTS TO ATTEND SPECIAL BOARDING SCHOOL -HELD ENGLISH SUMMER CLASSES IN SIX VILLAGES FOR 192 STUDENTS -ESTABLISHED SCHOOL LIBRARIES IN FOUR VILLAGES AND SUPPORTED READING ACTIVITIES IN PARTNER VILLAGES REACHING 800 STUDENTS -LAUNCHED VILLAGE PARTNERSHIPS WITH SIX NEW VILLAGES, BEGAN TRAINING 78 NEW VILLAGE LEADERS . HEALTH & WOMEN'S EMPOWERMENT 2019 ACCOMPLISHMENTS -ESTABLISHED WOMEN SAVINGS GROUPS IN FOUR VILLAGES -HELD WOMEN'S DISCUSSION GROUPS WHICH OVER 400 WOMEN PARTICIPATED IN DISCUSSING VARIOUS TOPICS -HELD YEARLY DENTAL CLINIC FOR 1306 CHILDREN FORM 990, PAGE 2, PART III, LINE 4D LIVELIHOOD (ECONOMIC DEVELOPMENT) 2019 ACCOMPLISHMENTS -ESTABLISHED COMMUNITY LOAN FUNDS IN SIX NEW VILLAGES AND EXPANDED THE LOAN FUND IN FOUR OTHER VILLAGES, OFFERING LOW-INTEREST LOANS TO AN ESTIMATED 1600 INDIVIDUALS -ASSISTED 40 FAMILIES IN ESTABLISHING THEIR OWN PIG FARM -PROVIDED 64 FAMILIES WITH SEEDLINGS TO START THEIR COFFEE FARMS -ASSISTED NINE HOUSEHOLDS TO ESTABLISH CHILI FARM AND DEVELOPED A CONTRACT WITH AN EXPORTER FOR THEIR HARVEST -18 FARMERS PARTICIPATED IN TRAININGS TO MAKE ORGANIC FERTILIZER AND TO RESTORE THEIR SOIL QUALITY IMPORTANT NOTE: ALL OF THESE ACCOMPLISHMENTS AND GOALS ARE DONE IN COLLABORATION WITH OUR MYANMAR-BASED PARTNER ORGANIZATION, MUDITAR. MUDITAR AND SHANTA LEADERS IN TURN PARTNER WITH VILLAGERS TO FUND AND ACCOMPLISH PROJECTS THAT VILLAGERS IDENTIFY AS PRIORITY NEEDS TO IMPROVE AND SUSTAIN QUALITY OF LIFE. FORM 990, PAGE 6, PART VI, LINE 2 PATRICIA KARPFEN ARLEN WEINER BOARD MEMBER BOARD MEMBER AUNT/NIECE FORM 990, PAGE 6, PART VI, LINE 11B ALL BOARD MEMBERS ARE GIVEN COPIES OF THE DRAFT FORM 990 AND ACCOMPANYING SCHEDULES TO REVIEW. THEY ARE ENCOURAGED TO ASK QUESTIONS. THE DRAFT FORM 990 IS DISCUSSED AND APPROVED IN A BOARD MEETING PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS REVIEW AND CERTIFY UNDERSTANDING AND COMPLIANCE BY SIGNING THE CONFLICT OF INTEREST POLICY WHEN THEY JOIN THE BOARD. ANNUALLY, THE POLICY IS REVIEWED AT A BOARD MEETING AND THE BOARD MEMBERS ARE REQUIRED TO INITIAL AND RECERTIFY THAT THEY ARE IN COMPLIANCE. ADDITIONALLY, IF AND WHEN SUCH A CONFLICT ARISES, THE MEMBER MUST REPORT THE CONFLICT TO THE BOARD PRESIDENT WITHIN FIVE DAYS. THE PRESIDENT CONSULTS THE BOARD TO DETERMINE IF ANY ACTION IS NEEDED TO MINIMIZE THE CONFLICT. DURING THIS TIME, THE MEMBER'S AUTHORITY AND PARTICIPATION ARE DETERMINED BY THE BOARD THROUGH OPEN DISCUSSION, UNTIL A DECISION IS MADE REGARDING THE CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF THE EXECUTIVE DIRECTOR IS DISCUSSED, AT LEAST TWICE PER YEAR, DURING BOARD MEETINGS. DATA CONSIDERED WHEN DETERMINING COMPENSATION INCLUDES JOB DESCRIPTION, QUALIFICATIONS OF STAFF MEMBER, COMPARABLE SALARIES IN THE REGION, AND COST OF LIVING. FORM 990, PAGE 6, PART VI, LINE 19 THE SHANTA FOUNDATION OFFERS TO RECEIVE REQUESTS VIA TELEPHONE, MAIL OR ELECTRONIC MAIL FOR COPIES OF ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, DOCUMENT RETENTION POLICY, AND SUMMARY FINANCIAL STATEMENTS. SUCH REQUESTS ARE HONORED WITH EITHER PAPER OR ELECTRONIC READ-ONLY COPIES.