LEADERSHIP GEORGIA FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEADERSHIP GEORGIA FOUNDATION INC (EIN 58-1329285)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201913169349304956
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T14:40:04-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581445724 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAY & JOSEPH CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CHURCH STREET | AddressLine1Txt |
| City | LAGRANGE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 302402711 | 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 | 581329285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADERSHIP GEORGIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEAD | BusinessNameControlTxt |
| Phone | 4042232264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PEACHTREE ST NE SUITE 2200 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303031402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRYSTAL PENDLETON SHAHID | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4042232264 | PhoneNum |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY E LONG JR CPA | PreparerPersonNm |
| PTIN | P00188073 | PTIN |
| Phone | 7068847331 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.251.28.112 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 14:40:04 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8A91013224F7FFCBF28A25ECB1A0BD012BB7A96D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A232F15A4DA9FD25D03EABAB3EECADED931E7AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM ALAN NESMITH | PrincipalOfficerNm |
| Gross Receipts | $2,236,221 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEADERSHIPGEORGIA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Activity Or Mission | LEADERSHIP GEORGIA BRINGS RECOGNIZED LEADERS OF DIVERSE COMMUNITIES TOGETHER FOR PROGRAMS WHICH FOCUS ATTENTION ON THE OPPORTUNITIES FACING CITIES IN GEORGIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $617,404 | PYContributionsGrantsAmt |
| CY Contributions Grants | $320,145 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $342,376 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $310,740 | CYProgramServiceRevenueAmt |
| PY Investment Income | $225,249 | PYInvestmentIncomeAmt |
| CY Investment Income | $125,908 | CYInvestmentIncomeAmt |
| CY Other Revenue | $130,264 | CYOtherRevenueAmt |
| PY Total Revenue | $1,185,029 | PYTotalRevenueAmt |
| CY Total Revenue | $887,057 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $829,584 | PYOtherExpensesAmt |
| CY Other Expenses | $733,790 | CYOtherExpensesAmt |
| PY Total Expenses | $835,584 | PYTotalExpensesAmt |
| CY Total Expenses | $741,290 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $349,445 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $145,767 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,084,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,827,158 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $117,773 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,980,807 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,709,385 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LEADERSHIP GEORGIA BRINGS RECOGNIZED LEADERS OF DIVERSE COMMUNITIES TOGETHER FOR PROGRAMS WHICH FOCUS ATTENTION ON THE OPPORTUNITIES FACING CITIES IN GEORGIA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $504,674 | ExpenseAmt |
| Grant | $7,500 | GrantAmt |
| Revenue | $310,740 | RevenueAmt |
| Desc | LEADERSHIP GEORGIA BRINGS RECOGNIZED LEADERS OF DIVERSE COMMUNITIES TOGETHER FOR PROGRAMS WHICH FOCUS ATTENTION ON THE OPPORTUNITIES FACING CITIES IN GEORGIA. EDUCATION AND SKILLS ARE THE MAIN BASIS. | Desc |
| Total Program Service Expenses | $504,674 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OPERATIONS DIRECTOR | PersonNm |
| Phone | 4042332264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PEACHTREE STREET | AddressLine1Txt |
| Address Line2 | SUITE 2000 | AddressLine2Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM ALAN NESMITH | ||||||
| CHAIRMAN OF | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATTHEW L BISHOP PHD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER U EVANS | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CRYSTAL PENDLETON SHAHID | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| E DALE THREADGILL | ||||||
| ADVISOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN DILL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES BUSH MAY JR MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES ANDERSON NIXON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP ARTHUR WILHEIT JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGEL BROWN TOUWSMA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA RIVERA HOLMES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA MACCARTNEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN MEEKS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA WALDEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES PIERCE ALFRIEND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PATRICK LUCAS MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES C MCCURRY JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERALD MITCHELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL SMITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $320,145 | AllOtherContributionsAmt |
| Noncash Contributions | $36,000 | NoncashContributionsAmt |
| Total Contributions | $320,145 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| PARTICIPANT FEES | $189,000 | $189,000 |
| ALUMNI DUES | $121,740 | $121,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $310,740 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,627 | TotalRevenueColumnAmt |
| Exclusion | $106,627 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,247,348 | SecuritiesAmt |
| Other | $3,657 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,231,724 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,624 | SecuritiesAmt |
| Other | $3,657 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,281 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $247,218 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $117,440 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,778 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $486 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $486 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $887,057 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $330,507 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $106,627 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $7,500 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,559 | TotalAmt |
| Management And General | $29,559 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,180 | TotalAmt |
| Management And General | $15,180 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,991 | TotalAmt |
| Management And General | $70,991 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,325 | TotalAmt |
| Program Services | $497,174 | ProgramServicesAmt |
| Management And General | $32,151 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287 | TotalAmt |
| Management And General | $1,287 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| INVESTMENT EXPENSES | $41,818 | $41,818 |
| MISCELLANEOUS | $20,307 | $20,307 |
| BANK AND CREDIT CARD FEES | $16,486 | $16,486 |
| WEBSITE | $3,853 | $3,853 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,984 | TotalAmt |
| Management And General | $4,984 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741,290 | TotalAmt |
| Program Services | $504,674 | ProgramServicesAmt |
| Management And General | $236,616 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,456 | BOYAmt |
| EOY | $346,457 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,015 | BOYAmt |
| EOY | $50,375 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,924 | BOYAmt |
| EOY | $31,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,703 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,583 | BOYAmt |
| EOY | $13,097 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,596,786 | BOYAmt |
| EOY | $4,385,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,084,764 | BOYAmt |
| EOY | $4,827,158 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,457 | BOYAmt |
| EOY | $84,773 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,500 | BOYAmt |
| EOY | $33,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,957 | BOYAmt |
| EOY | $117,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,853,949 | BOYAmt |
| EOY | $4,530,024 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,478 | BOYAmt |
| EOY | $46,015 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,380 | BOYAmt |
| EOY | $133,346 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,980,807 | BOYAmt |
| EOY | $4,709,385 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,084,764 | BOYAmt |
| EOY | $4,827,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $145,767 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$417,189 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $458,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $426,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $515,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $617,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $630,885 | CurrentTaxYearAmt |
| Total | $2,648,703 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $458,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $426,570 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $515,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $617,404 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $630,885 | CurrentTaxYearAmt |
| Total | $2,648,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,725 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,630,978 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $101,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,627 | CurrentTaxYearAmt |
| Total | $515,035 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,163,738 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $558,444 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85870 | 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 D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,916 | DepreciationAmt |
| Book Value | $2,084 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,800 | OtherCostOrOtherBasisAmt |
| Depreciation | $787 | DepreciationAmt |
| Book Value | $11,013 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,097 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $428,050 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$417,189 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$417,189 | RevenueNotReportedAmt |
| Revenue Subtotal | $845,239 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,818 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $41,818 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $887,057 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $699,472 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $699,472 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,818 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $41,818 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $741,290 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $247,218 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $247,218 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $23,674 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $59,864 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,971 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,931 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $247,218 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $247,218 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,674 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $59,864 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,971 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,931 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $117,440 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $129,778 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID/SCHOLARSHIP | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $7,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | THE FOUNDATION ACCEPTS ALL SCHOLARSHIPS/FINANCIAL AID REQUESTS. APPLICANTS SUBMIT A REQUEST THROUGH A LETTER EXPLAINING WHY AND WHAT THEY ARE GOING TO DO TO RAISE THE OTHER HALF OF TUITION AND THE BOARD SELECTS THE APPLICANTS AND VOTES ON WHO SHALL BE AWARDED A SCHOLARSHIP. |
| SCHEDULE I, PAGE 4, PART IV | SCHOLARSHIPS ARE PROVIDED TO VARIOUS INDIVIDUALS NOT TO EXCEED HALF OF THE ANNUAL TUITION AMOUNT. TOTAL SCHOLARSHIPS WERE 7,500 FOR THE YEAR. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ACCOUNTNG SVCS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUE FROM PROVIDERS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | TAX RETURN WAS PRESENTED AND APPROVED BY THE BOARD OF TRUSTEES ALONG WITH THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | IF ANY EMPLOYEE OR TRUSTEE OR MEMBER OF HIS OR HER FAMILY HAS OR IS ABOUT TO ASSUME AN INTEREST OR OTHER OUTSIDE RELATIONSHIP WHICH MIGHT RESULT IN A CONFLICT OF INTEREST, IT IS THE EMPLOYEE'S OR THE TRUSTEE'S RESPONSIBILITY TO IMMEDIATELY GIVE ALL PERTINENT INFO TO THE CHAIRMAN, WHO SHALL THEN REPORT ALL INFO TO THE EXECUTIVE COMMITEE OF THE BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS MADE AVAILABLE UPON REQUEST. |
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