JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION (EIN 23-7164614)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-12
- IRS object ID
- 202021339349300037
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T09:57:08-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 MAIN STREET SUITE 1000 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237164614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON COUNTY COMMUNITY COLLEGE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9134693835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12345 COLLEGE BLVD | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE B ALLEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9134693835 | PhoneNum |
| Signature | 2020-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A RYAN | PreparerPersonNm |
| PTIN | P00829977 | PTIN |
| Phone | 8164721122 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.243.38.72 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-07 | IPDt |
| IP Tm | 09:37:47 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA2A61144641BC7479ACD83DF5BDC5B005B79A14 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHERINE B ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12345 COLLEGE BLVD | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,137,007 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JCCC.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION IS TO ENHANCE THE JOHNSON COUNTY COMMUNITY BY PROMOTING ACCESS TO JOHNSON COUNTY COMMUNITY COLLEGE AND BY PROVIDING FINANCIAL SUPPORT TO ADVANCE INSTITUTIONAL EXCELLENCE. THE FOUNDATION RAISES FUNDS FOR SCHOLARSHIPS, ACADEMIC PROGRAMS, CAPITAL PROJECTS, AND THE PERFORMING AND VISUAL ARTS THROUGH ANNUAL CAMPAIGNS, PLANNED GIFTS AND SPECIAL EVENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 139 | TotalVolunteersCnt |
| Total Gross UBI | $31,418 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,289 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,589,271 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,562,359 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,225,630 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,044,657 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$31,151 | PYOtherRevenueAmt |
| CY Other Revenue | -$88,873 | CYOtherRevenueAmt |
| PY Total Revenue | $13,783,750 | PYTotalRevenueAmt |
| CY Total Revenue | $6,518,143 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,232,873 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,165,711 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,827 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,238,904 | PYOtherExpensesAmt |
| CY Other Expenses | $1,535,006 | CYOtherExpensesAmt |
| PY Total Expenses | $2,471,777 | PYTotalExpensesAmt |
| CY Total Expenses | $11,700,717 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,311,973 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,182,574 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,480,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,963,677 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $71,968 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,233 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,408,903 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,889,444 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FURTHER THE JCCC MISSION, STRATEGIC GOALS AND INITIATIVES, THE FOUNDATION WILL STRIVE TO PROVIDE ACCESS TO THE COLLEGE FOR ALL STUDENTS; ADVANCE EXCELLENCE THROUGH THE DEVELOPMENT OF COMMUNITY LEADERSHIP, BUSINESS PARTNERSHIPS AND FINANCIAL SUPPORT; AND PROMOTE CULTURAL ACTIVITIES TO ENRICH THE COLLEGE AND COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,264,988 | ExpenseAmt |
| Grant | $1,264,988 | GrantAmt |
| Desc | STUDENT FINANCIAL ASSISTANCE: SCHOLARSHIPS AND GRANTS ARE PROVIDED TO STUDENTS IN MANY AREAS OF STUDY. SELECTION CRITERIA MAY INCLUDE FINANCIAL NEED, ACADEMIC ACHIEVEMENT, TALENTS OR A COMBINATION. AWARDS ASSIST WITH TUITION, BOOKS AND OTHER PROGRAM NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $682,209 | ExpenseAmt |
| Revenue | $38,485 | RevenueAmt |
| Desc | ACADEMIC PROGRAM & PROJECT SUPPORT: THE HEALTHCARE SIMULATION LAB AND ANNUAL SYMPOSIUM PROVIDES STATE OF THE ART LEARNING OPPORTUNITIES FOR STUDENTS IN HEALTHCARE PROFESSIONS AND AREA PROFESSIONALS. INTERNATIONAL SERVICE PROJECTS ARE AVAILABLE FOR THOSE IN NURSING, DENTAL HYGIENE AND EARLY CHILDHOOD EDUCATION PROGRAMS. COLLABORATION BEGAN ON THE DEVELOPMENT OF SAFINGERSTICK WHICH GIVES STUDENTS A COMFORTABLE, HIGH-QUALITY, REALISTIC BLOOD DRAW AND GLUCOSE TESTING EXPERIENCE WHILE PROTECTING A STANDARDIZED PATIENT'S HAND FROM PUNCTURE. THE HOSPITALITY AND CULINARY PROGRAMS PREPARE STUDENTS TO BECOME CHEFS IN THE CHEF APPRENTICESHIP PROGRAM. OTHER AREAS OF STUDY INCLUDE DIETARY MANAGEMENT, PASTRY/BAKING, FOOD AND BEVERAGE AND HOTEL AND LODGING MANAGEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $524,674 | ExpenseAmt |
| Revenue | $2,305 | RevenueAmt |
| Desc | PERFORMING AND VISUAL ARTS SUPPORT: THE PERFORMING ARTS SERIES PRESENTS PROFESSIONAL DANCE, MUSIC AND THEATER PERFORMANCES FOR PUBLIC ACCESS AND ARTS EDUCATION FOR AREA K-12 SCHOOL CHILDREN. THE NERMAN MUSEUM OF CONTEMPORARY ART'S PERMANENT COLLECTION ARE ON DISPLAY IN SEVERAL MUSEUM GALLERIES AND ACROSS THE JCCC CAMPUS. WITH NEARLY 400 WORKS OF ART THE COLLEGE DEMONSTRATES THE PHILOSOPHY OF "LIVING WITH ART" THROUGH A SERIES OF MEDIA FOCUS AREAS SUCH AS WORKS ON PAPER, PHOTOGRAPHY, PAINTING, SCULPTURE, CLAY, NEW MEDIA, LATIN AND AMERICAN INDIAN ARTWORKS. FUNDS ARE USED FOR THE ACQUISITION AND EXHIBITION OF ART AS WELL AS EDUCATIONAL AND OPERATIONAL EXPENSES OF THE MUSEUM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,900,723 | ExpenseAmt |
| Grant | $8,900,723 | GrantAmt |
| Desc | CAPITAL PROJECTS: FUNDS COLLECTED THROUGH A CAPITAL CAMPAGIN TO BUILD TWO NEW JCCC BUILDINGS, FINE ART DESIGN AND CONTRUCTION, TECHNOLOGY & ENGINEERING, AND RENOVATE OTHER AREAS OF CAMPUS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,900,723 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,900,723 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $11,372,594 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| 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 | 10 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JO ANN KONECNY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9134693835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12345 COLLEGE BLVD | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| MARY BIRCH | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN PARKER | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH M SOPCICH | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $336,170 | $72,414 | 39.00 |
| BRYAN BIGGS | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRADLEY BERGMAN | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF ALPERT | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARSHAUN BUTLER | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM POPP | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM MITCHELL | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE CROSS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG MUSIL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE B ALLEN | |||||||
| FOUNDATION EXECUTIVE DIRECTOR | 20.00 | Yes (X) | $0 | $119,996 | $42,419 | 20.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $456,166 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $114,833 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $702,393 | FundraisingAmt |
| All Other Contributions | $4,859,966 | AllOtherContributionsAmt |
| Noncash Contributions | $370,467 | NoncashContributionsAmt |
| Total Contributions | $5,562,359 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $858,043 | TotalRevenueColumnAmt |
| Exclusion | $858,043 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,579,225 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,392,611 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,614 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,614 | TotalRevenueColumnAmt |
| Exclusion | $186,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $104,436 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $702,393 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $224,727 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$120,291 | TotalRevenueColumnAmt |
| Exclusion | -$120,291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $30,244 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,526 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,718 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $28,718 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING INCOME | Desc |
| Business | 511190 | BusinessCd |
| Total Revenue Column | $2,700 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,700 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,700 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,518,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $31,418 | UnrelatedBusinessRevenueAmt |
| Exclusion | $924,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,900,723 | TotalAmt |
| Program Services | $8,900,723 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,264,988 | TotalAmt |
| Program Services | $1,264,988 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838 | TotalAmt |
| Management And General | $838 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,100 | TotalAmt |
| Management And General | $12,100 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,809 | TotalAmt |
| Management And General | $56,809 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,762 | TotalAmt |
| Management And General | $87,762 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $503,627 | TotalAmt |
| Program Services | $497,027 | ProgramServicesAmt |
| Management And General | $6,600 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,863 | TotalAmt |
| Program Services | $16,863 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,566 | TotalAmt |
| Program Services | $24,566 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATION PROGRAM SUPPL | $647,624 | $578,400 | $69,224 | |
| MISCELLANEOUS EXPENSES | $122,454 | $40,975 | $69,681 | $11,798 |
| FOOD/BEVERAGE/CATERING | $46,138 | $32,827 | $11,282 | $2,029 |
| EQUIMENT RENTAL, INSTAL | $16,225 | $16,225 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,700,717 | TotalAmt |
| Program Services | $11,372,594 | ProgramServicesAmt |
| Management And General | $314,296 | ManagementAndGeneralAmt |
| Fundraising | $13,827 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,706,024 | BOYAmt |
| EOY | $3,910,972 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,557,192 | BOYAmt |
| EOY | $2,303,085 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,091 | BOYAmt |
| EOY | $77,937 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,539 | BOYAmt |
| EOY | $7,196 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,863,448 | BOYAmt |
| EOY | $22,753,836 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,323,884 | BOYAmt |
| EOY | $5,549,939 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,015 | BOYAmt |
| EOY | $38,196 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,920,678 | BOYAmt |
| EOY | $5,322,516 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,480,871 | BOYAmt |
| EOY | $39,963,677 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,968 | BOYAmt |
| EOY | $74,233 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,968 | BOYAmt |
| EOY | $74,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,635,499 | BOYAmt |
| EOY | $4,965,013 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,815,199 | BOYAmt |
| EOY | $15,725,549 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,958,205 | BOYAmt |
| EOY | $19,198,882 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,408,903 | BOYAmt |
| EOY | $39,889,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,480,871 | BOYAmt |
| EOY | $39,963,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,182,574 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $663,115 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,900,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,754,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,946,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,586,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,562,359 | CurrentTaxYearAmt |
| Total | $26,751,176 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,900,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,754,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,946,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,586,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,562,359 | CurrentTaxYearAmt |
| Total | $26,751,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,521,962 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,229,214 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $621,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $611,063 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $639,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $696,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858,043 | CurrentTaxYearAmt |
| Total | $3,426,304 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $7,289 | CurrentTaxYearAmt |
| Total | $11,034 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,366 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $41,768 | CurrentTaxYearMinus2YearsAmt |
| Total | $119,134 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,307,648 | TotalSupportAmt |
| Public Support CY170 | 0.46950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING REVENUE - 2014 AMOUNT: $ 77,366. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 41,768. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $56,809 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $56,809 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PAYS THE CARTER GROUP FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $25,000 | RevenuesIncludedAmt |
| Assets Included | $5,191,843 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,737,433 | BeginningYearBalanceAmt |
| Contributions | $376,689 | ContributionsAmt |
| Investment Earnings Or Losses | $1,076,365 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $519,980 | GrantsOrScholarshipsAmt |
| Other Expenditures | $448,908 | OtherExpendituresAmt |
| End Year Balance | $24,221,599 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,433,650 | BeginningYearBalanceAmt |
| Contributions | $506,400 | ContributionsAmt |
| Investment Earnings Or Losses | $1,500,191 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $465,378 | GrantsOrScholarshipsAmt |
| Other Expenditures | $237,430 | OtherExpendituresAmt |
| End Year Balance | $23,737,433 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,394,614 | BeginningYearBalanceAmt |
| Contributions | $933,807 | ContributionsAmt |
| Investment Earnings Or Losses | $2,014,836 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $504,283 | GrantsOrScholarshipsAmt |
| Other Expenditures | $405,324 | OtherExpendituresAmt |
| End Year Balance | $22,433,650 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,829,072 | BeginningYearBalanceAmt |
| Contributions | $651,574 | ContributionsAmt |
| Investment Earnings Or Losses | -$109,047 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $534,441 | GrantsOrScholarshipsAmt |
| Other Expenditures | $442,544 | OtherExpendituresAmt |
| End Year Balance | $20,394,614 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,907,422 | BeginningYearBalanceAmt |
| Contributions | $217,012 | ContributionsAmt |
| Investment Earnings Or Losses | $515,865 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $478,268 | GrantsOrScholarshipsAmt |
| Other Expenditures | $332,959 | OtherExpendituresAmt |
| End Year Balance | $20,829,072 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75160 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24840 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.S. GOVERNMENT OBLIGATIONS | $1,374,976 | C |
| CORPORATE BONDS | $3,787,923 | C |
| CERTIFICATES OF DEPOSIT | $253,290 | C |
| EXCHANGE TRADED FUNDS | $133,750 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,549,939 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CSV OF LIFE INSURANCE | $10,815 |
| CAMPUS ART COLLECTION | $5,191,843 |
| OTHER ASSETS | $119,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,322,516 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,053,937 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $663,115 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $647,952 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $224,727 | OtherRevenueAmt |
| Revenue Not Reported | $1,535,794 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,518,143 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,518,143 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,573,396 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $647,952 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $224,727 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $872,679 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,700,717 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,700,717 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 224,727. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 224,727. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER/DANCE 2018 | Event1Nm |
| Gross Receipts Event1 | $604,969 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $527,219 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $77,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $121,284 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $78,848 | OtherDirectExpensesEvent1Amt |
| Event2 | DINNER/DANCE 2019 | Event2Nm |
| Gross Receipts Event2 | $162,389 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $146,264 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,125 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $14,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $766 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,000 | EntertainmentEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $39,471 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $28,910 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,561 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $3,389 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $200 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,740 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $806,829 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $702,393 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $104,436 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $125,439 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $80,588 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $224,727 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$120,291 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON COUNTY COMMUNITY COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12345 COLLEGE BLVD | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 480735009 | RecipientEIN |
| IRC Section | 501(C)(1) | IRCSectionDesc |
| Cash Grant | $8,900,723 | CashGrantAmt |
| Purpose Of Grant | CAPITAL PROJECT FUND TO BUILD TWO NEW BUILDINGS AND RENOVATE OTHER AREAS ON JCCC CAMPUS | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1524 | RecipientCnt |
| Cash Grant | $1,264,988 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2 | GRANTS ARE GIVEN TO JOHNSON COUNTY COMMUNITY COLLEGE FOR THE USE OF SCHOLARSHIPS TO BE AWARDED TO STUDENTS OF JOHNSON COUNTY COMMUNITY COLLEGE BASED ON ACADEMIC MERITS AND/OR SPECIFIC CRITERIA SET BY DONORS. THE JOHNSON COUNTY COMMUNITY COLLEGE OFFICE OF FINANCIAL AID MONITORS AND AWARDS THE SCHOLARSHIPS TO STUDENTS BASED ON THE PRESCRIBED CRITERIA. |
| PART II, LINE 1 | CAPITAL CAMPAIGN DONATIONS FOR THE EXPANSION AND IMPROVEMENT OF JOHNSON COUNTY COMMUNITY COLLEGE ARE RECEIVED AND HELD BY THE FOUNDATION. FOLLOWING CONTRACTOR PROCESS BILLINGS TO THE COLLEGE AND UPON REQUEST OF THE COLLEGE, THE FOUNDATION WIRES THE REQUESTED FUNDS TO THE APPROPRIATE COLLEGE BANK ACCOUNT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | 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 (2 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 M SOPCICH | ||||||||||||||
| SECRETARY | $0 | $276,026 | $0 | $0 | $0 | $60,144 | $0 | $43,750 | $0 | $28,664 | $0 | $408,584 | $0 | $0 |
| KATHERINE B ALLEN | ||||||||||||||
| FOUNDATION EXECUTIVE DIRECTOR | $0 | $119,006 | $0 | $0 | $0 | $990 | $0 | $8,921 | $0 | $33,498 | $0 | $162,415 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J | FormAndLineReferenceDesc |
| Explanation | JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION RELIES UPON JOHNSON COUNTY COMMUNITY COLLEGE AND THE METHODS IT USES TO ESTABLISH TOP MANAGEMENT OFFICIALS' COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD BERGMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FOUNDATION PAST PRESIDENT AND PRESIDENT OF MIDWEST TRUST COMPANY | RelationshipDescriptionTxt |
| Transaction | MIDWEST TRUST MANAGES FOUNDATION INVESTMENTS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,875 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,554 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $308,038 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED PART I, COLUMN (B) ARE DETERMINED BY THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE JCCC FOUNDATION HAS 28 MEMBERS (DIRECTORS) WHO HAVE THE RIGHT TO VOTE ON CHANGES TO BYLAWS, APPROVE NEW MEMBERS (DIRECTORS) AND APPROVE OFFICERS OF THE EXECUTIVE BOARD. A MAJORITY OF MEMBERS ARE RESIDENTS OF JOHNSON COUNTY, KANSAS AND 2 ARE MEMBERS OF THE BOARD OF TRUSTEES OF THE JOHNSON COUNTY COMMUNITY COLLEGE. THE PROPERTY AND BUSINESS OF THE FOUNDATION IS CONTROLLED AND MANAGED BY AN 11 MEMBER EXECUTIVE BOARD OF DIRECTORS. THE EXECUTIVE BOARD OF DIRECTORS CONSISTS OF THE ELECTED OFFICERS OF THE FOUNDATION PLUS 2 TRUSTEES OF THE COLLEGE, AND FOUR MEMBERS AT-LARGE. ONE OF THE OFFICERS IS THE CHIEF ADMINISTRATIVE OFFICER (PRESIDENT) OF THE JOHNSON COUNTY COMMUNITY COLLEGE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE FOUNDATION'S MEMBERS HAVE THE RIGHT TO ELECT THE OFFICERS OF THE EXECUTIVE BOARD, WHICH OPERATES AS THE PRIMARY GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO THE BY-LAWS MUST BE APPROVED BY THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE DRAFT 990 FORM IS RECEIVED FROM THE EXTERNAL ACCOUNTANTS (RUBINBROWN LLP), THE FOUNDATION'S EXECUTIVE DIRECTOR AND ACCOUNTANT REVIEW THE FORM AND ASSOCIATED SCHEDULES FOR ACCURACY AND COMPLETENESS. THE FOUNDATION EXECUTIVE COMMITTEE IS PROVIDED COPIES OF THE DRAFT FORM AND MEMBERS ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS AND GIVE FEEDBACK ON THE FORM. THIS ALL OCCURS PRIOR TO THE FORM BEING FILED WITH THE IRS BEFORE THE SUBMISSION DEADLINE. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE THAT REQUIRES THE DIRECTOR(S) TO: CONFIRM HE OR SHE HAS READ THE CONFLICT OF INTEREST POLICY AND IS IN COMPLIANCE WITH SUCH POLICY, HE OR SHE WILL DISCLOSE ANY CONFLICT THEY ARE AWARE OF, LIST ALL FOR-PROFIT BUSINESS ENTITIES IN WHICH THE DIRECTOR HAS A MATERIAL FINANCIAL INTEREST OR MANAGEMENT ROLE IN AND THAT IS SEEKING A BUSINESS RELATIONSHIP WITH THE ORGANIZATION, DISCLOSE ANY FAMILY OR BUSINESS RELATIONSHIPS WITH ANY OTHER OF THE ORGANIZATION'S DIRECTORS OR KEY EMPLOYEES. EACH DIRECTOR IS ALSO REQUIRED TO VERBALLY DISCLOSE ANY ACTUAL OR PERCEIVED CONFLICT THAT MAY ARISE FROM A TRANSACTION BEING CONSIDERED BY THE ORGANIZATION. THESE DISCLOSURES ARE COLLECTED AND RETAINED IN THE FOUNDATION OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE FROM THE JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION OFFICE UPON PHONE OR WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | ARTIST, PERFORMER, CURATOR FEES: PROGRAM SERVICE EXPENSES 497,027. MANAGEMENT AND GENERAL EXPENSES 6,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 503,627. |
| FORM 990, PART XII, LINE 2C: | THE JOHNSON COUNTY COMMUNITY COLLEGE HAS AN AUDIT COMMITTEE WHO OVERSEES THE SELECTION OF THE INDEPENDENT AUDITORS FOR THE FOUNDATION. THE FOUNDATION'S EXECUTIVE BOARD OVERSEES THE AUDIT. IT ALSO REVIEWS AND ACCEPTS THE FINAL RESULTS OF THE AUDIT. |
| FORM 990, PART VI, LINES 13-15 | JOHNSON COUNTY COMMUNITY COLLEGE HAS A WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY AND PRACTICES. THE FOUNDATION HAS NO EMPLOYEES, BUT ANY COLLEGE EMPLOYEE PROVIDING SERVICES FOR THE FOUNDATION WOULD BE OBLIGATED TO FOLLOW THE POLICIES OF THE COLLEGE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JC3 INNOVATIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12345 COLLEGE BLVD | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823167058 | EIN |
| Primary Activities | SALE OF MEDICAL SIMULATION DEVICE | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Total Income | $30,244 | TotalIncomeAmt |
| End Of Year Assets | $49,211 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON COUNTY COMMUNITY COLLEGE FOUNDATION 23-7164614 | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON COUNTY COMMUNITY COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12345 COLLEGE BLVD | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 480735009 | EIN |
| Primary Activities | COMMUNITY COLLEGE | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Public Charity Status | COMMUNITY COLLEGE | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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