COMMUNITY FOUNDATION OF JACKSON HOLE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF JACKSON HOLE (EIN 83-0308856)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-24
- IRS object ID
- 201942979349301729
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-24T19:45:08-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822140628 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bement & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 N 200 W Ste 112 | AddressLine1Txt |
| City | Bountiful | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84010 | 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 | 830308856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF JACKSON HOLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 3077391026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 574 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN COLEMAN | PersonNm |
| Person Title | EXEC VICE PRES & CFO | PersonTitleTxt |
| Signature | 2019-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENT J BEMENT | PreparerPersonNm |
| PTIN | P01259774 | PTIN |
| Phone | 8019361900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 574 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,665,276 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cfjacksonhole.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | WY | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE LIVES THROUGH PHILANTHROPIC LEADERSHIP BY PROVIDING SUPERIOR DONOR SERVICES, ENSURING THE SUSTAINABILITY OF THE PHILANTHROPIC COMMUNITY, MAKING GRANTS THAT POSITIVELY IMPACT THE COMMUNITY AND SERVING AS A LEADER, CATALYST AND RESOURCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 670 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $25,127,211 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,556,597 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,557 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,817 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,613,715 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,185,164 | CYInvestmentIncomeAmt |
| PY Other Revenue | $56,205 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $27,831,688 | PYTotalRevenueAmt |
| CY Total Revenue | $38,768,578 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,382,973 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,547,646 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,232,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,290,975 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $150,544 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,007,773 | PYOtherExpensesAmt |
| CY Other Expenses | $1,334,169 | CYOtherExpensesAmt |
| PY Total Expenses | $23,622,904 | PYTotalExpensesAmt |
| CY Total Expenses | $25,172,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,208,784 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,595,788 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,794,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,334,938 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $372,882 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $145,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,421,207 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,189,819 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE LIVES THROUGH PHILANTHROPIC LEADERSHIP BY PROVIDING SUPERIOR DONOR SERVICES, ENSURING THE SUSTAINABILITY OF THE PHILANTHROPIC COMMUNITY, MAKING GRANTS THAT POSITIVELY IMPACT THE COMMUNITY AND SERVING AS A LEADER, CATALYST AND RESOURCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $13,434,940 | ExpenseAmt |
| Grant | $12,444,771 | GrantAmt |
| Revenue | $4,870 | RevenueAmt |
| Desc | OLD BILL'S FUN RUN / TIN CUP CHALLENGE - SINCE 1997, THE COMMUNITY FOUNDATION HAS PRODUCED OLD BILL'S FUN RUN FOR CHARITIES, A COLLABORATIVE FUNDRAISING OPPORTUNITY IN TETON COUNTY, WY. OVER THE PAST 22 YEARS, THE EVENT HAS RAISED OVER $159 MILLION FOR LOCAL NONPROFITS. IN 2018, APPROXIMATELY 3,800 DONORS GAVE $13.3 MILLION (INCLUDING INTERFUND GIFTS) TO BENEFIT 200 ORGANIZATIONS. A SIMILAR EVENT, INITIATED BY OUR AFFILIATE IN TETON COUNTY, ID, RAISED AN ADDITIONAL $1.6 MILLION FROM OVER 1,000 DONORS TO BENEFIT 46 ORGANIZATIONS IN TETON VALLEY, ID AND ALTA, WY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,192,101 | ExpenseAmt |
| Grant | $8,617,996 | GrantAmt |
| Revenue | $11,758 | RevenueAmt |
| Desc | FUND ADMINISTRATION - THE COMMUNITY FOUNDATION MANAGES OVER 200 FUNDS DESIGNED TO MAKE PHILANTHROPY EASY AND EFFECTIVE FOR LOCAL DONORS AND TO PROVIDE COST EFFECTIVE ASSET MANAGEMENT FOR LOCAL NONPROFITS. IN 2018, THE FOUNDATION RECEIVED OVER 800 GIFTS, TOTALING $23.5 MILLION, FOR THESE FUNDS AND PROCESSED APPROXIMATELY 1,800 GRANTS, TOTALING $12 MILLION, FROM OUR DONOR ADVISED, DESIGNATED AND OTHER ADVISED FUNDS, INCLUDING INTERFUND GRANTS, TO BENEFIT QUALIFIED CHARITIES WORKING IN A VARIETY OF FIELDS THROUGHOUT THE U.S. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,827,147 | ExpenseAmt |
| Grant | $1,484,879 | GrantAmt |
| Desc | DISCRETIONARY GRANTS, SCHOLARSHIPS AND FELLOWSHIPS - THE FOUNDATION'S COMPETITIVE, COLLECTIVE IMPACT, CAPACITY BUILDING, AND MICRO GRANTS PROGRAMS SUPPORT ORGANIZATIONS THAT ADDRESS COMMUNITY NEEDS ON A COMPETITIVE BASIS BASED UPON COMMUNITY NEED, IMPACT, AND ORGANIZATIONAL CAPACITY. THE FOUNDATION'S EDELWEISS ENDOWMENT PROVIDES ADDITIONAL DISCRETIONARY SUPPORT TO COMPELLING PROJECTS ACROSS WYOMING. THE FOUNDATION'S SCHOLARSHIP FUNDS HELP DESERVING YOUTH PURSUE EDUCATIONAL OPPORTUNITIES. IN 2018, THE GRANTS PROGRAMS PROVIDED MORE THAN $800,000 TO 81 LOCAL ORGANIZATIONS TO ADDRESS IMPORTANT ISSUES IN JACKSON HOLE AND TETON VALLEY, AND 41 STUDENTS WERE AWARDED APPROXIMATELY $340,000 IN SCHOLARSHIPS TO PURSUE THEIR EDUCATIONAL DREAMS. THE FOUNDATION ALSO OFFERS A YOUTH PHILANTHROPY PROGRAM TO INTRODUCE HIGH SCHOOL STUDENTS TO PHILANTHROPY AND GRANTMAKING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $285,179 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $10,189 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,739,367 | 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 | 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 | Yes (true) | 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 | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | 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 | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN COLEMAN | PersonNm |
| Phone | 3077391026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 EAST SIMPSON ST | AddressLine1Txt |
| City | JACKSON HOLE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|
| JULIE FAUPEL | |||||||
| Executive Membr | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DON OPATRNY | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETTY ANDRIKOPOULUS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JIM AUGE | |||||||
| PAST CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LUMMIS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT GIBSON | |||||||
| EXECUTIVE MEMBR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LISA CARLIN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DICK COLLISTER | |||||||
| CO-CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JERRY SCHENDEL | |||||||
| Executive Membr | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TINA CULMAN | |||||||
| CHAIR CFTV | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL HOGLUND | |||||||
| VICE-CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MERCEDES HUFF | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CATHY KEHR | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARCIA KUNSTEL | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL NEWTON | |||||||
| EMERITUS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIKA PEARSALL | |||||||
| CO-CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JULIE O'HALLORAN | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB KOPP | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JON DAWSON | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA HARRISON | |||||||
| Director | 1.00 | 20.00 | Yes (X) | $0 | $65,570 | $0 | |
| TED STARYK | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL VOGELHEIM | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID VELA | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHARINE CONOVER | |||||||
| President & CEO | 50.00 | 0.00 | $265,813 | $0 | $20,815 | Yes (X) | |
| KAREN COLEMAN | |||||||
| Exec VP & CFO | 50.00 | 0.00 | $227,899 | $0 | $36,528 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $493,712 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $65,570 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,343 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANTERBURY CONSULTING INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 NEWPORT CENTER DRIVE SUITE 300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISORY | ServicesDesc |
| Compensation | $154,881 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,430,928 | RelatedOrganizationsAmt |
| All Other Contributions | $34,125,669 | AllOtherContributionsAmt |
| Noncash Contributions | $9,244,255 | NoncashContributionsAmt |
| Total Contributions | $35,556,597 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM/REGISTRATION FEES | Desc |
| Total Revenue Column | $26,817 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,817 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,817 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,616,111 | TotalRevenueColumnAmt |
| Exclusion | $1,616,111 | ExclusionAmt |
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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,465,751 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,896,698 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,569,053 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,569,053 | TotalRevenueColumnAmt |
| Exclusion | $1,569,053 | ExclusionAmt |
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 | $38,768,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,817 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,185,164 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,081,673 | TotalAmt |
| Program Services | $22,081,673 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,973 | TotalAmt |
| Program Services | $168,973 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,000 | TotalAmt |
| Program Services | $297,000 | 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 | $551,055 | TotalAmt |
| Program Services | $429,167 | ProgramServicesAmt |
| Management And General | $78,127 | ManagementAndGeneralAmt |
| Fundraising | $43,761 | 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 | $584,784 | TotalAmt |
| Program Services | $496,591 | ProgramServicesAmt |
| Management And General | $62,811 | ManagementAndGeneralAmt |
| Fundraising | $25,382 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,664 | TotalAmt |
| Program Services | $19,268 | ProgramServicesAmt |
| Management And General | $2,424 | ManagementAndGeneralAmt |
| Fundraising | $972 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,089 | TotalAmt |
| Program Services | $53,641 | ProgramServicesAmt |
| Management And General | $5,434 | ManagementAndGeneralAmt |
| Fundraising | $4,014 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,383 | TotalAmt |
| Program Services | $56,722 | ProgramServicesAmt |
| Management And General | $8,451 | ManagementAndGeneralAmt |
| Fundraising | $4,210 | 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 | $21,856 | TotalAmt |
| Program Services | $525 | ProgramServicesAmt |
| Management And General | $21,331 | ManagementAndGeneralAmt |
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 | $397,833 | TotalAmt |
| Program Services | $363,080 | ProgramServicesAmt |
| Management And General | $34,753 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,748 | TotalAmt |
| Program Services | $65,748 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,110 | TotalAmt |
| Program Services | $167,384 | ProgramServicesAmt |
| Fundraising | $45,726 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,939 | TotalAmt |
| Program Services | $40,510 | ProgramServicesAmt |
| Management And General | $15,804 | ManagementAndGeneralAmt |
| Fundraising | $2,625 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,170 | TotalAmt |
| Program Services | $64,297 | ProgramServicesAmt |
| Management And General | $7,925 | ManagementAndGeneralAmt |
| Fundraising | $3,948 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,810 | TotalAmt |
| Program Services | $30,092 | ProgramServicesAmt |
| Management And General | $4,484 | ManagementAndGeneralAmt |
| Fundraising | $2,234 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $103,019 | TotalAmt |
| Program Services | $98,782 | ProgramServicesAmt |
| Management And General | $2,828 | ManagementAndGeneralAmt |
| Fundraising | $1,409 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,342 | TotalAmt |
| Program Services | $25,622 | ProgramServicesAmt |
| Management And General | $3,818 | ManagementAndGeneralAmt |
| Fundraising | $1,902 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,452 | TotalAmt |
| Program Services | $9,381 | ProgramServicesAmt |
| Management And General | $3,740 | ManagementAndGeneralAmt |
| Fundraising | $331 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECT EXPENSES | $150,555 | $150,555 | ||
| MISCELLANEOUS | $107,087 | $87,682 | $6,018 | $13,387 |
| Printing and Publications | $48,806 | $23,747 | $24,587 | $472 |
| Postage and Shipping | $9,442 | $8,927 | $344 | $171 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,172,790 | TotalAmt |
| Program Services | $24,739,367 | ProgramServicesAmt |
| Management And General | $282,879 | ManagementAndGeneralAmt |
| Fundraising | $150,544 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,556,214 | BOYAmt |
| EOY | $8,943,115 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,000 | BOYAmt |
| EOY | $434,105 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $96 | 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 | $1,950,000 | BOYAmt |
| EOY | $1,980,000 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,603,820 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $226,202 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,495 | BOYAmt |
| EOY | $1,377,618 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,442,326 | BOYAmt |
| EOY | $50,364,865 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,459,594 | BOYAmt |
| EOY | $8,667,989 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,460 | BOYAmt |
| EOY | $567,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,794,089 | BOYAmt |
| EOY | $72,334,938 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,629 | BOYAmt |
| EOY | $145,119 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,253 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,882 | BOYAmt |
| EOY | $145,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,051,207 | BOYAmt |
| EOY | $69,775,714 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,370,000 | BOYAmt |
| EOY | $2,414,105 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,421,207 | BOYAmt |
| EOY | $72,189,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,794,089 | BOYAmt |
| EOY | $72,334,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,595,788 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,827,176 | 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) |
|---|---|---|
| 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 | $18,186,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,170,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,342,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,127,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,556,597 | CurrentTaxYearAmt |
| Total | $125,383,316 | 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 | $18,186,042 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,170,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,342,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,127,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,556,597 | CurrentTaxYearAmt |
| Total | $125,383,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,274,795 | SubstantialContributorsTotAmt |
| Public Support Total170 | $103,108,521 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $626,976 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $923,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,766,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,616,111 | CurrentTaxYearAmt |
| Total | $5,956,097 | 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 | $131,339,413 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $223,391 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 144 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 8 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $19,538,039 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $556,069 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $7,466,489 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $347,450 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $35,264,285 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $884,526 | 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 | $34,899,534 | BeginningYearBalanceAmt |
| Contributions | $3,266,929 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,250,303 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $704,815 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $280,986 | AdministrativeExpensesAmt |
| End Year Balance | $34,930,359 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,393,654 | BeginningYearBalanceAmt |
| Contributions | $3,544,005 | ContributionsAmt |
| Investment Earnings Or Losses | $4,912,976 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $727,138 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $223,963 | AdministrativeExpensesAmt |
| End Year Balance | $34,899,534 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,070,752 | BeginningYearBalanceAmt |
| Contributions | $4,106,026 | ContributionsAmt |
| Investment Earnings Or Losses | $1,185,472 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $819,941 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $148,655 | AdministrativeExpensesAmt |
| End Year Balance | $27,393,654 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,678,041 | BeginningYearBalanceAmt |
| Contributions | $3,711,697 | ContributionsAmt |
| Investment Earnings Or Losses | -$515,226 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $641,879 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $161,881 | AdministrativeExpensesAmt |
| End Year Balance | $23,070,752 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,300,085 | BeginningYearBalanceAmt |
| Contributions | $2,495,279 | ContributionsAmt |
| Investment Earnings Or Losses | $484,027 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $397,393 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $203,957 | AdministrativeExpensesAmt |
| End Year Balance | $20,678,041 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $600,000 | OtherCostOrOtherBasisAmt |
| Book Value | $600,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $897,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $143,246 | DepreciationAmt |
| Book Value | $754,277 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $106,297 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,956 | DepreciationAmt |
| Book Value | $23,341 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,377,618 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,942,500 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,667,989 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $30,068,289 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,770,675 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $27,317 | OtherRevenueAmt |
| Revenue Not Reported | -$4,743,358 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,811,647 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $347,900 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,609,031 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,956,931 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $38,768,578 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,274,945 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $330 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $330 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,274,615 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $347,900 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $550,275 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $898,175 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,172,790 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | PART V LINE 4: DUE TO THE FOUNDATION'S VARIANCE POWER, ALL OF ITS ENDOWMENT FUNDS ARE CLASSIFIED AS BOARD-DESIGNATED. ENDOWMENT FUNDS ARE INTENDED TO PROVIDE GRANTMAKING RESOURCES TO ADDRESS EVOLVING COMMUNITY NEEDS IN PERPETUITY AND TO SUPPORT THE FOUNDATION'S OPERATIONS ON A PERMANENT BASIS. THE FOUNDATION ALSO MANAGES AGENCY ENDOWMENT FUNDS FOR THE BENEFIT OF OTHER NONPROFITS. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | DONOR DIRECTED/ADMIN FUND INTEREST/GAINS $-455 AGENCY ENDOWMENT / DD ADMIN FEE $27772 |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | AGENCY ENDOWMENT / DD CONTRIBUTIONS $2575342 AGENCY ENDOWMENT / DD DIVIDENDS & INTRST $418064 AGENCY ENDOWMENT / DD REALIZED GAIN/LOSS $615955 LOSS ON DISPOSITION OF EQUIPMENT $-330 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | LOSS ON DISPOSAL OF ASSETS $330 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | AGENCY ENDOWMENT / DD GRANTS $500495 AGENCY ENDOWMENT / DD OTHER EXPENSES $49780 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS | $296,500 |
| EUROPE | 0 | 0 | GRANTS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $297,000 | SubtotalSpentAmt |
| Total Spent | $297,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| SUB-SAHARAN AFR | GENERAL SUPPORT | $20,000 | WIRE TRNSFR |
| SUB-SAHARAN AFR | GENERAL SUPPORT | $275,000 | WIRE TRNSFR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| 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 | PRIOR TO ISSUANCE OF AN INTERNATIONAL GRANT, ELIGIBILITY FOR POTENTIAL GRANTEES IS VERIFIED THROUGH COMPLETION OF A DUE DILIGENCE CHECKLIST THAT INCLUDES THE FOLLOWING: (1) REVIEW OF THE U.S. TREASURY SDN LIST, (2) RECEIPT AND REVIEW OF GRANTEE ORGANIZATIONAL DOCUMENTS AND MOST RECENT FINANCIAL STATEMENTS, AND (3) RECEIPT AND REVIEW OF AN AFFIDAVIT FROM THE GRANTEE REGARDING CHARITABLE STATUS, PAST AND FUTURE ACTIVITIES, DISSOLUTION PROVISIONS AND RESTRICTIONS ON PRIVATE INUREMENT AND POLITICAL ACTIVITY. BASED UPON THE RESULTS OF THE DILIGENCE PROCESS, THE ORGANIZATION IS EITHER DEEMED TO BE SUBSTANTIALLY EQUIVALENT OR EXPENDITURE RESPONSIBIILTY IS EXERCISED. A GRANT CONTRACT PROVIDES FOR SEPARATE ACCOUNTING OF GRANT AWARDS AND THE PROVISION OF GRANT REPORTS. ALL GRANT AWARDS ARE ALSO ACCOMPANIED BY A LETTER THAT STATES "NO GOODS OR SERVICES MAY BE PROVIDED IN EXCHANGE FOR THIS GRANT" AND DETAILS ANY RESTRICTIONS OF THE USE OF GRANT FUNDS. THE USE OF FUNDS IS ALSO MONITORED THROUGH DONOR-ADVISED FUNDHOLDERS' ONGOING RELATIONSHIPS WITH THE GRANTEES. | 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 CONTINUATION SHEET SCH I | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE PART IV FOR ADDTL INFO | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $21,917,953 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 310 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT SCHOLARSHIPS FOR COLLEGES AND UNIVERSITIES | 42 | $145,973 |
| SCHOLARSHIPS-PROFSNL CERTIFICATION | 2 | $17,000 |
| FELLOWSHIP FOR GLOBAL INTERNSHIPS | 1 | $6,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | OTHER ORGANIZATIONS NUMBERED ON PART II LINE 3 ARE RELIGIOUS ORGANIZATIONSCONTINUATION SHEET SCH I-1 INCLUDES DISTRIBUTIONS FROM ALL PROGRAMS DESCRIBED IN FORM 990 PART III PROGRAM SERVICE ACCOMPLISHMENTS MEETING THE THRESHOLD FOR REPORTING. |
| Grantmaker's Description of How Grants are Used | PRIOR TO ISSUANCE OF A GRANT, ELIGIBILITY FOR ALL POTENTIAL DOMESTIC GRANTEES IS VERIFIED THROUGH IRS PUBLICATION 78, GUIDESTAR OR DIRECT CORRESPONDENCE WITH THE GRANTEE TO VERIFY CHARITABLE STATUS. ALL GRANT AWARDS ARE ALSO ACCOMPANIED BY A LETTER THAT STATES "NO GOODS OR SERVICES MAY BE PROVIDED IN EXCHANGE FOR THIS GRANT" AND DETAILS ANY RESTRICTIONS OF THE USE OF GRANT FUNDS. THE USE OF FUNDS FOR ALL DISCRETIONARY GRANTS IS MONITORED THROUGH REGULAR STAFF CONTACT WITH LOCAL GRANTEES AND MANDATORY GRANT REPORTS. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. THE USE OF GRANTS FROM DONOR ADVISED FUNDS IS TYPICALLY MONITORED THROUGH THE ADVISORS' ONGOING RELATIONSHIP WITH THE GRANTEE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| KAREN COLEMAN | |||||
| Exec VP & CFO | $190,000 | $37,899 | $9,116 | $27,412 | $264,427 |
| KATHARINE CONOVER | |||||
| President & CEO | $222,500 | $43,313 | $10,633 | $10,182 | $286,628 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | |
| Part III, Additional Information | THE FOUNDATION COVERS MEMBERSHIP DUES FOR THE PRESIDENT AT A LOCAL SPORTS/SOCIAL CLUB TO FACILITATE COMMUNITY AND DONOR RELATIONS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 90 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,744,255 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV DAY RECVD | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,500,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | INDPNDNT APPRAISAL | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Method Of Determining Revenues | NOMINAL VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES/EQUIP | Desc |
| Contribution | 8 | ContributionCnt |
| Method Of Determining Revenues | NOMINAL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 33, Revenues Not Reported | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION RECEIVED A LIMITED NUMBER OF CONTRIBUTIONS OF FOOD, SUPPLIES AND EQUIPMENT. AS THE ESTIMATED VALUE OF THESE CONTRIBUTIONS IS NOT MATERIAL TO THE FOUNDATION'S FINANCIAL STATEMENTS, NO CONTRIBUTION REVENUE IS RECORDED. ALL IN-KIND DONORS ARE ISSUED A TAX RECEIPT PURSUANT TO IRS RULES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: OTHER PROGRAM SERVICES - IN ADDITION TO FUND ADMINISTRATION, OLD BILL'S FUN RUN, AND COMPETITIVE GRANTS AND SCHOLARSHIPS, THE COMMUNITY FOUNDATION ALSO SUPPORTS LOCAL NONPROFITS BY OFFERING CLASSES ON NONPROFIT MANAGEMENT (E.G. BOARD DEVELOPMENT, GRANT WRITING, SUSTAINABILITY, ETC.), COORDINATING NETWORKING AND INFORMATION SHARING OPPORTUNITIES (E.G. BREAKFAST CLUBS, VOLUNTEERJACKSONHOLE.ORG, AND A NONPROFIT LIST-SERVE) AND PROVIDING TECHNICAL ASSISTANCE AND CONSULTING AS REQUESTED. IN 2018, APPROXIMATELY 295 PARTICIPANTS ATTENDED 40 CLASSES, WORKSHOPS, OR NETWORKING EVENTS OFFERED BY THE FOUNDATION, AND 97 ORGANIZATIONS PARTICIPATED. 39 NONPROFITS POSTED 74 VOLUNTEER OPPORTUNITIES ON THE VOLUNTEER JACKSON HOLE WEBSITE, AND APPROXIMATELY 1,400 INDIVIDUALS SUBSCRIBE TO THE NONPROFIT LIST-SERVE HOSTED BY THE FOUNDATION. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | A LIMITED NUMBER OF UNRELATED CURRENT AND FORMER DIRECTORS HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER, SUCH AS SERVING ON COMMON BOARDS AND HAVING OWNERSHIP INTERESTS IN THE SAME BUSINESS ENTITIES. WITH THE EXCEPTION OF STANDARD BUSINESS ACCOUNTS HELD AT LOCAL BANKS, NONE OF THE ENTITIES THROUGH WHICH THESE DIRECTORS HAVE BUSINESS RELATIONSHIPS ENGAGED IN ANY TRANSACTIONS WITH THE FOUNDATION. ONE CURRENT DIRECTOR IS EMPLOYED BY A RELATED ORGANIZATION. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE FOUNDATION'S VICE PRESIDENT WORKS CLOSELY WITH THE FOUNDATION'S AUDITORS TO PREPARE THE FORM 990. THE VICE PRESIDENT AND THE AUDIT COMMITTEE SUBSEQUENTLY REVIEW THE FINAL DRAFT FOR ACCURACY AND COMPLETENESS. PRIOR TO FILING THE FORM 990, THE VICE PRESIDENT PROVIDES A COPY TO THE DIRECTORS. TO FACILITATE ITS REVIEW, THE VICE PRESIDENT WALKS THROUGH THE FORM 990 FINAL DRAFT AT A BOARD MEETING, HIGHLIGHTING ANY ITEMS OF NOTE OR CHANGES FROM THE PRIOR YEAR AND ADDRESSING ANY QUESTIONS THAT ARISE. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ALL FOUNDATION STAFF, DIRECTORS AND COMMITTEE MEMBERS COMPLETE A CONFLICT OF INTEREST POLICY & DISCLOSURE FORM ANNUALLY. THE FORM INCLUDES A COPY OF THE CONFLICT OF INTEREST POLICY AND FORM FOR DISCLOSING ANY POTENTIAL CONFLICTS. THE FORMS ARE COLLECTED AND REVIEWED BY THE FOUNDATION'S VICE PRESIDENT. POTENTIAL STAFF CONFLICTS MUST BE APPROVED BY THE FOUNDATION'S EXECUTIVE COMMITTEE. BOARD MEMBERS AND COMMITTEE MEMBERS SELF REGULATE AND MONITOR EACH OTHER, ALONG WITH STAFF INPUT. INDIVIDUALS WITH A CONFLICT OF INTEREST ARE PROHIBITED FROM PARTICIPATING IN DELIBERATION AND VOTING. INDVIDUALS WITH CONFLICTS RECUSE THEMSELVES WHEN NECESSARY, WITH SUCH ACTION NOTED IN MEETING MINUTES. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | THE PRESIDENT'S PERFORMANCE AND COMPENSATION ARE REVIEWED AT LEAST ANNUALLY BY THE FOUNDATION'S COMPENSATION COMMITTEE. COMPENSATION IS BASED UPON THE FOUNDATION'S APPROVED COMPENSATION PHILOSOPHY AND INCLUDES A REVIEW OF THE COUNCIL ON FOUNDATION'S ANNUAL SALARY SURVEY, THE MOST RECENT NONPROFIT SALARY SURVEY FOR JACKSON HOLE, AND CURRENT KNOWLEDGE OF COMPENSATION LEVELS FOR LEADERS OF OTHER LOCAL NONPROFITS. THE ACHIEVEMENT OF AGREEMENT UPON GOALS FOR THE PRIOR YEAR, BOTH QUANTITATIVE AND QUALITATIVE IN NATURE DRIVEN BY OUR LONG-RANGE PLAN, IS ALSO TAKEN INTO CONSIDERATION. THE COMPENSATION COMMITTEE RECOMMENDS ANY MERIT BONUS FOR THE PRIOR YEAR AND COMPENSATION FOR THE COMING YEAR TO THE EXECUTIVE COMMITTEE FOR APPROVAL. ALL BOARD MEMBERS HAVE AN OPPORTUNITY TO REVIEW AND DISCUSS THE EXECUTIVE COMMITTEE'S COMPENSATION RECOMMENDATIONS DURING BOARD MEETING EXECUTIVE SESSIONS. COMPENSATION FOR THE VICE PRESIDENT IS DETERMINED AND APPROVED BY THE PRESIDENT USING A SIMILAR FORMAT. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE FOUNDATION'S FORM 990 IS AVAILABLE UPON REQUEST FROM THE FOUNDATION AND ON GUIDESTAR. ITS AVAILABILITY IS NOTED ON THE FOUNDATION'S WEBSITE AND IN THE ANNUAL REPORT. THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE FOUNDATION'S WEBSITE. THE GOVERNING DOCUMENTS, FORM 1023 AND CONFLICT OF INTEREST AND OTHER BOARD APPROVED POLICIES ARE ALSO AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMKT JH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 574 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821180174 | EIN |
| Primary Activities | INVESTMENT HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | WY | LegalDomicileStateCd |
| Total Income | $163,430 | TotalIncomeAmt |
| End Of Year Assets | $429,958 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF JACKSON HOLE | BusinessNameLine1Txt |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION DONOR DIRECTED FUND | ||||||||||
| PO BOX 574 | JACKSON | WY | 83001 | 830313321 | SUPPORTING ORGANIZATION - GRANT MAKING | WY | 501(c)(3) | 509(a)(3)-I | N/A | Yes (true) |
| NEWTON FOUNDATION | ||||||||||
| PO BOX 14670 | JACKSON | WY | 83002 | 966470560 | SUPPORTING ORGANIZATION - GRANT MAKING | WY | 501(c)(3) | 509(a)(3)-III | N/A | false |
| 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COMMUNITY FOUNDATION DONOR DIRECTED FUND | ||
| c | $97,868 | CASH CONTRIBUTI |
| COMMUNITY FOUNDATION DONOR DIRECTED FUND | ||
| n | $67,945 | COST |
| COMMUNITY FOUNDATION DONOR DIRECTED FUND | ||
| o | $1,290,975 | COST |
| NEWTON FOUNDATION | ||
| c | $1,235,192 | CASH CONTRIBUTI |
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