CENTRAL VALLEY COMMUNITY FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CENTRAL VALLEY COMMUNITY FOUNDATION (EIN 77-0478025)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349314910
- 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 F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T13:57:50-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770203007 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Price Paige and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 677 Scott Avenue | AddressLine1Txt |
| City | Clovis | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770478025 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Central Valley Community Foundation | BusinessNameLine1Txt |
| Business Name Line2 | A Corporation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 5592265600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5260 N Palm Avenue | AddressLine1Txt |
| City | Fresno | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY SWEARENGIN | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Fausto Hinojosa CPA CFE | PreparerPersonNm |
| PTIN | P00196912 | PTIN |
| Phone | 5592999540 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ASHLEY SWEARENGIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5260 N Palm Avenue 122 | AddressLine1Txt |
| City | Fresno | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,631,813 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.centralvalleycf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To cultivate smart philanthropy, lead and invest in solutions that build stronger communities in the Central San Joaquin Valley. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,277,511 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,493,827 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $933,825 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $960,230 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,137,181 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,177,756 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,348,517 | PYTotalRevenueAmt |
| CY Total Revenue | $19,631,813 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,122,463 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,453,631 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,213,967 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,347,777 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $421,183 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,616,318 | PYOtherExpensesAmt |
| CY Other Expenses | $5,017,705 | CYOtherExpensesAmt |
| PY Total Expenses | $15,952,748 | PYTotalExpensesAmt |
| CY Total Expenses | $16,819,113 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,604,231 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,812,700 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,020,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,790,211 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,461,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,543,554 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,558,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,246,657 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To cultivate smart philanthropy, lead and invest in solutions that build stronger communities in the Central San Joaquin Valley. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $15,243,517 | ExpenseAmt |
| Grant | $10,453,631 | GrantAmt |
| Revenue | $7,987,744 | RevenueAmt |
| Desc | Support for various community services, including education, health, cultural and environmental programs. | Desc |
| Total Program Service Expenses | $15,243,517 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERRI HORN | PersonNm |
| Phone | 5592265600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5260 N Palm Avenue Ste 122 | AddressLine1Txt |
| City | Fresno | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| CAROL CHANDLER | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUAN ARAMBULA | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DJ Criner | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY BRUEGMAN | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOE DEL BOSQUE | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN MUSSON | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LYDIA HERRERA-MATA | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG FOURCHY | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JIM MAXWELL | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MAS MASUMOTO | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brandon Esraelian | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Doug Morgan | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Vivian Velasco Paz | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN PIERROT | |||||||
| Chairman | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CELIA MALDONADO ARROYO | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK CULLERS | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY POWELL | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROD THORNTON | |||||||
| Vice Ch & Treas | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUSTIN VARTANIAN | |||||||
| Vice Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ASHLEY SWEARENGIN | |||||||
| President & CEO | 40.00 | 0.00 | $249,702 | $0 | $0 | Yes (X) | |
| KERRI HORN | |||||||
| CFO | 40.00 | 0.00 | $115,187 | $0 | $5,753 | Yes (X) | |
| ELLIOTT BALCH | |||||||
| COO | 40.00 | 0.00 | $115,027 | $0 | $5,750 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $479,916 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $11,503 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Assemi Brothers LLC co Gunner Management | |||||
| 555 W Shaw Ave Suite B-4 | Fresno | CA | 93704 | Rent & Bldg Maint | $221,842 |
| Rival Equipment & Landscape | |||||
| PO Box 80537 | Bakersfield | CA | 93380 | Landscape Maint | $107,291 |
| Gleason Group | |||||
| 630 E Home Ave | Fresno | CA | 93728 | Professional Service | $144,000 |
| Brooke Frost | |||||
| 1857 South Bush Ave | Fresno | CA | 93727 | Grantwriting/Researc | $106,880 |
| Forsyth Street Advisors | |||||
| 588 Broadway Suite 1208 | New York | NY | 10012 | Finacial Advisors | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,493,827 | AllOtherContributionsAmt |
| Noncash Contributions | $3,288,984 | NoncashContributionsAmt |
| Total Contributions | $16,493,827 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Assessment | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $960,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $960,230 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $960,230 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,177,756 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,177,756 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,631,813 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,137,986 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,453,729 | TotalAmt |
| Program Services | $8,453,729 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,560 | TotalAmt |
| Program Services | $825,560 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,342 | TotalAmt |
| Program Services | $1,174,342 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,420 | TotalAmt |
| Program Services | $122,831 | ProgramServicesAmt |
| Management And General | $275,554 | ManagementAndGeneralAmt |
| Fundraising | $93,035 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,170 | TotalAmt |
| Program Services | $287,606 | ProgramServicesAmt |
| Management And General | $277,319 | ManagementAndGeneralAmt |
| Fundraising | $100,245 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,093 | TotalAmt |
| Program Services | $2,872 | ProgramServicesAmt |
| Management And General | $3,869 | ManagementAndGeneralAmt |
| Fundraising | $1,352 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,094 | TotalAmt |
| Program Services | $64,974 | ProgramServicesAmt |
| Management And General | $87,523 | ManagementAndGeneralAmt |
| Fundraising | $30,597 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,561 | TotalAmt |
| Management And General | $212,561 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,847 | TotalAmt |
| Program Services | $31,174 | ProgramServicesAmt |
| Management And General | $41,993 | ManagementAndGeneralAmt |
| Fundraising | $14,680 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,847 | TotalAmt |
| Program Services | $50,609 | ProgramServicesAmt |
| Management And General | $8,076 | ManagementAndGeneralAmt |
| Fundraising | $8,162 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,418 | TotalAmt |
| Program Services | $77,025 | ProgramServicesAmt |
| Management And General | $54,382 | ManagementAndGeneralAmt |
| Fundraising | $19,011 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,772 | TotalAmt |
| Program Services | $467,119 | ProgramServicesAmt |
| Management And General | $102,737 | ManagementAndGeneralAmt |
| Fundraising | $35,916 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,207 | TotalAmt |
| Program Services | $550,482 | ProgramServicesAmt |
| Management And General | $11,640 | ManagementAndGeneralAmt |
| Fundraising | $4,085 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,932 | TotalAmt |
| Program Services | $19,932 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,379 | TotalAmt |
| Program Services | $9,716 | ProgramServicesAmt |
| Management And General | $13,088 | ManagementAndGeneralAmt |
| Fundraising | $4,575 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,227 | TotalAmt |
| Program Services | $26,235 | ProgramServicesAmt |
| Management And General | $16,295 | ManagementAndGeneralAmt |
| Fundraising | $5,697 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROJECT CONSULTANTS | $1,976,205 | $1,976,205 | |
| ADMINISTRATIVE ASSESSMENT | $726,425 | $726,425 | |
| RECEPTIONS | $242,469 | $148,666 | $93,803 |
| COMMISSIONS | $90,000 | $90,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,416 | TotalAmt |
| Program Services | $138,015 | ProgramServicesAmt |
| Management And General | $49,376 | ManagementAndGeneralAmt |
| Fundraising | $10,025 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,819,113 | TotalAmt |
| Program Services | $15,243,517 | ProgramServicesAmt |
| Management And General | $1,154,413 | ManagementAndGeneralAmt |
| Fundraising | $421,183 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,597,176 | BOYAmt |
| EOY | $5,707,764 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,062,661 | BOYAmt |
| EOY | $5,347,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,399 | BOYAmt |
| EOY | $116,283 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,385 | BOYAmt |
| EOY | $108,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,154,206 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $178,318 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,156 | BOYAmt |
| EOY | $1,975,888 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,996,878 | BOYAmt |
| EOY | $49,620,330 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $902,500 | BOYAmt |
| EOY | $902,500 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,020,853 | BOYAmt |
| EOY | $11,668 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,020,008 | BOYAmt |
| EOY | $63,790,211 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,098 | BOYAmt |
| EOY | $324,492 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,855 | BOYAmt |
| EOY | $4,989,956 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,628,175 | BOYAmt |
| EOY | $10,229,106 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,461,128 | BOYAmt |
| EOY | $16,543,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,526,537 | BOYAmt |
| EOY | $14,036,999 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,386,501 | BOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,645,842 | BOYAmt |
| EOY | $33,209,658 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,558,880 | BOYAmt |
| EOY | $47,246,657 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,020,008 | BOYAmt |
| EOY | $63,790,211 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,812,700 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,305,953 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $47,000 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | $181,030 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$47,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,439,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,611,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,454,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,331,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,540,827 | CurrentTaxYearAmt |
| Total | $71,377,556 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,439,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,611,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,454,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,331,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,540,827 | CurrentTaxYearAmt |
| Total | $71,377,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $71,377,556 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,621,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,190,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,163,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,137,181 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,177,756 | CurrentTaxYearAmt |
| Total | $10,290,041 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,667,597 | TotalSupportAmt |
| Public Support CY170 | 0.87400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $605,829 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $755,829 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $605,829 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $755,829 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,213,284 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $18,165,453 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,819,113 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $18,921,282 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $990,956 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $247,739 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $947,637 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $1,947,637 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,921,456 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $120,700 | CurrentYearMinus1Amt |
| Current Year | $755,829 | CurrentYearAmt |
| Total | $876,529 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $236,909 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $486,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $730,364 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 66 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 157 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $5,195,284 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $14,119,700 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $3,708,407 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $9,628,225 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,075,372 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $33,171,284 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,920,680 | BeginningYearBalanceAmt |
| Contributions | $1,500,389 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,478,336 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,143,627 | GrantsOrScholarshipsAmt |
| Other Expenditures | $235,042 | OtherExpendituresAmt |
| Administrative Expenses | $302,336 | AdministrativeExpensesAmt |
| End Year Balance | $22,261,728 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,489,205 | BeginningYearBalanceAmt |
| Contributions | $2,912,977 | ContributionsAmt |
| Investment Earnings Or Losses | $2,950,584 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,023,128 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $408,958 | AdministrativeExpensesAmt |
| End Year Balance | $23,920,680 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,646,494 | BeginningYearBalanceAmt |
| Contributions | $1,640,997 | ContributionsAmt |
| Investment Earnings Or Losses | $1,243,745 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $762,675 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $279,356 | AdministrativeExpensesAmt |
| End Year Balance | $19,489,205 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,472,838 | BeginningYearBalanceAmt |
| Contributions | $178,615 | ContributionsAmt |
| Investment Earnings Or Losses | $43,871 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,106,858 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,425,041 | OtherExpendituresAmt |
| Administrative Expenses | $367,013 | AdministrativeExpensesAmt |
| End Year Balance | $17,646,494 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,171,617 | BeginningYearBalanceAmt |
| Contributions | $50,125 | ContributionsAmt |
| Investment Earnings Or Losses | $1,037,215 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $593,267 | GrantsOrScholarshipsAmt |
| Other Expenditures | $147,952 | OtherExpendituresAmt |
| Administrative Expenses | $340,804 | AdministrativeExpensesAmt |
| End Year Balance | $16,472,838 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92730 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,906,816 | OtherCostOrOtherBasisAmt |
| Book Value | $1,906,816 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,904 | DepreciationAmt |
| Book Value | $7,991 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $236,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,414 | DepreciationAmt |
| Book Value | $61,081 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,975,888 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT | Desc |
| Book Value | $902,500 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY & TRUST FUNDS | Desc |
| Amt | $10,229,106 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,229,106 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,002,480 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,305,953 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $47,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $5,500,482 | OtherRevenueAmt |
| Revenue Not Reported | $2,241,529 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,760,951 | RevenueSubtotalAmt |
| Other Revenues Not Included | $870,862 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $870,862 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,631,813 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,825,695 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $47,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,830,444 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,877,444 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,948,251 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $870,862 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $870,862 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,819,113 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | The Foundation and its Supporting Organizations have qualified as non-profit organizations and have been granted tax-exempt status pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d). he Foundations LLCs are subject to the State of Californias minimum tax for each entity. Generally accepted accounting principles provides accounting and disclosures guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundations returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Revenue for Silkwood Family Foundation $-5217 Revenue for Lyles Foundation $5505699 |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | ADMINISTRATIVE ASSESSMENTS ELIMINATED $870862 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | EXPENSES FOR LYLE FOUNDATION $1826736 EXPENSES FOR SILKWOOD FOUNDATION $3708 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | ADMINISTRATIVE ASSESSMENTS ELIMINATED $870862 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SOUTH ASIA/AFRICA | 0 | 0 | GRANTMAKING | CHARITABLE SUPPORT | $7,350 |
| Middle East | 0 | 0 | GRANTMAKING | CHARITABLE SUPPORT | $975,000 |
| Armenia | 0 | 0 | GRANTMAKING | CHARITABLE SUPPORT | $191,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,174,342 | SubtotalSpentAmt |
| Total Spent | $1,174,342 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Armenia | Medical Missions | $191,992 | Cash | Actual |
| Middle East | Medical Support | $975,000 | CASH | ACTUAL |
| S. Asia/Africa | Local Community | $7,350 | Cash | Actual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US | FormAndLineReferenceDesc |
| Explanation | The Foundation employs program officers who monitor the use of grants. Grants awarded through competitive cycles require interim reports, and/or final reports, depending on the length and amount of the grant awarded. Grants Committee Members also review the final reports. Organizations awarded through donor advised funds or at the board's discretion are asked to provide reports upon request. Prior to awarding any grants, all organizations are reviewed with our due diligence steps, and organizations are asked to submit 990s, internal financials and/or audited financial statements, board member listings, and mission statements or strategic plans. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 1 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 1 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $8,453,729 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 291 | RecipientCnt |
| Cash Grant | $825,560 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The Foundation employs program officers who monitor the use of grants. Grants awarded through competitive cycles require interim reports, and/or final reports, and/or site visits depending on the length and amount of the grant awarded. Grants Committee Members also review the final reports and may attend site visits. Organizations awarded through donor advised funds or at the board's discretion are asked to provide reports upon request, and/or receive site visits depending on the length and amount of the grant awarded. Prior to awarding any grants, all organizations are reviewed with our due diligence steps, and organizations are asked to submit 990s, internal financials and/or audited financial statements, board member listings, and mission statements or strategic plans. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY SWEARENGIN | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $249,677 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $25 | BonusFilingOrganizationAmount |
| Total Compensation Filing Org | $249,702 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $288,974 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Trade Value | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,000,010 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | Investment broker firms are utilized to sell contributions of publicly traded stock. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE INFORMATION RETURNS, INCLUDING FORM 990 ARE REVIEWED BY THE AUDIT AND/OR FINANCE COMMITTEE, AND THEN TO THE ENTIRE BOARD PRIOR TO BEING SUBMITTED. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Foundation requires a conflict of interest statement to be read and understood and signed by the Board members and employees. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | COMPENSATION OF THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | FINANCIAL STATEMENTS ARE PUBLISHED WITH YEAR END BROCHURE, GOVERNING DOCUMENTS AND POLICIES ARE POSTED ON THE FOUNDATION'S WEBSITE AND ARE AVAILABLE UPON REQUEST. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | DONATED SERVICES = -$47000 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| EDNA LAKE LLC | |||||||||
| 5260 N PALM AVE SUITE 122 | FRESNO | CA | 93704 | 392072666 | REAL ESTATE HOLDING | CA | $3,053,274 | $4,754,200 | CENTRAL VALLEY COMMUNITY FOUNDATION |
| FRF HOLDINGS LLC | |||||||||
| 5260 N PALM AVE SUITE 122 | FRESNO | CA | 93704 | 770478025 | COMMODITY HOLDING | CA | $7,371 | $41,637 | CENTRAL VALLEY COMMUNITY FOUNDATION |
| LHCF LLC | |||||||||
| 5260 N PALM AVE SUITE 122 | FRESNO | CA | 93704 | 770478025 | Management and operations of Lost Hills Wonderful Park | CA | $461,977 | $154,477 | CENTRAL VALLEY COMMUNITY FOUNDATION |
| CVCF HOLDINGS LLC | |||||||||
| 5260 N PALM AVE SUITE 122 | FRESNO | CA | 93704 | 770478025 | HOLDING COMPANY | CA | $1,466 | CENTRAL VALLEY COMMUNITY FOUNDATION | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LYLES FOUNDATION | |||||||||||
| 5260 N PALM AVENUE STE 122 | FRESNO | CA | 93704 | 137334864 | SUPPORTING ORGANIZATION | CA | 501C3 | 11 - TYPE 1 | NA | Yes (true) | |
| SILKWOOD FAMILY FOUNDATION | |||||||||||
| 5260 N PALM AVENUE STE 122 | FRESNO | CA | 93704 | 770529725 | SUPPORTING ORGANIZATION | CA | 501C3 | 11 - TYPE III FI | false | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LYLES FOUNDATION | ||
| c | $1,131,213 | Actual Amount |
| LYLES FOUNDATION | ||
| l | $142,808 | Actual Costs |
| SILKWOOD FAMILY FOUNDATION | ||
| l | $1,629 | Actual Costs |
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