HOMER FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOMER FOUNDATION (EIN 92-0139183)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-04-26
- IRS object ID
- 201931169349300243
- Schema version
- 2017v2.2
- 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 | 2019-04-26T10:57:40-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOSTER AND COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 872194 | AddressLine1Txt |
| City | WASILLA | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 996872194 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920139183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Homer Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 9072350541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2600 | AddressLine1Txt |
| City | Homer | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 996032600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE JASON | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 9072350541 | PhoneNum |
| Signature | 2019-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN FOSTER | PreparerPersonNm |
| PTIN | P01436085 | PTIN |
| Phone | 9073766901 | PhoneNum |
| Preparation | 2019-04-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.4.232.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-26 | IPDt |
| IP Tm | 10:57:30 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9CAE34220E061CD2CEBE5122E9C8042A99237A70 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9CAE34220E061CD2CEBE5122E9C8042A99237A70 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bonnie Jason | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2600 | AddressLine1Txt |
| City | Homer | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,819,681 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.homerfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | COMMUNITY FOUNDATION TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE GREATER HOMER AREA BY PROMOTING PHILANTHROPIC AND CHARITABLE ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $641,525 | PYContributionsGrantsAmt |
| CY Contributions Grants | $390,863 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $953 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,906 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,042 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,456 | PYOtherRevenueAmt |
| CY Other Revenue | $3,514 | CYOtherRevenueAmt |
| PY Total Revenue | $672,887 | PYTotalRevenueAmt |
| CY Total Revenue | $399,372 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $292,225 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $107,093 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,501 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $98,003 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,009 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $178,737 | PYOtherExpensesAmt |
| CY Other Expenses | $239,513 | CYOtherExpensesAmt |
| PY Total Expenses | $527,463 | PYTotalExpensesAmt |
| CY Total Expenses | $444,609 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $145,424 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$45,237 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,552,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,520,903 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $332,167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $332,459 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,220,114 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,188,444 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Community Foundation | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $71,046 | ExpenseAmt |
| Grant | $71,046 | GrantAmt |
| Desc | YEAR-ROUND GRANTS PROGRAM TO SUPPORT CHARITABLE ACTIVITIES IN THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,433 | ExpenseAmt |
| Grant | $33,433 | GrantAmt |
| Desc | CITY OF HOMER GRANTS PROGRAM TO SUPPORT TAX EXEMPT ORGANIZATIONS PROVIDING PROGRAMS AND SERVICES WITHIN THE CITY OF HOMER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $212,828 | ExpenseAmt |
| Desc | FY18 FISCAL SPONSOR FOR CONSTRUCTION OF THE "BOAT HOUSE PAVILION". | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $2,614 | GrantAmt |
| Revenue | $8,509 | RevenueAmt |
| Desc | Other programs | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Grant | $2,614 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $8,509 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $317,307 | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | 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 | false | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | false | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOY STEWARD | PersonNm |
| Phone | 9072350541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2600 | AddressLine1Txt |
| City | HOMER | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 996032600 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BONNIE JASON | ||||||
| Chair | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROL SWARTZ | ||||||
| Vice Chair | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE ALBERT | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDSAY WOLTER | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM KIZZIA | ||||||
| Trustee | 0.75 | Yes (X) | $0 | $0 | $0 | |
| FLO LARSON | ||||||
| Trustee | 0.75 | Yes (X) | $0 | $0 | $0 | |
| PHIL MORRIS | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MOUW | ||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS ROBINSON | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TERRI SPIGELMYER | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON MCBRIDE-MORIN | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LUANA STOVEL | ||||||
| Trustee | 0.75 | Yes (X) | $0 | $0 | $0 | |
| JOY STEWARD | ||||||
| Executive Director | 40.00 | Yes (X) | $48,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $48,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $30,446 | FundraisingAmt |
| Government Grants | $47,700 | GovernmentGrantsAmt |
| All Other Contributions | $312,717 | AllOtherContributionsAmt |
| Total Contributions | $390,863 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Fees - R&R | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $953 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $953 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,192 | TotalRevenueColumnAmt |
| Exclusion | $32,192 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,382,706 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,410,856 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$28,150 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$28,150 | TotalRevenueColumnAmt |
| Exclusion | -$28,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,050 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $30,446 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,050 | FundraisingDirectExpensesAmt |
| Gross Sales Of Inventory | $2,536 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $403 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,133 | TotalRevenueColumnAmt |
| Exclusion | $2,133 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refunds, Rebates, Reimbursements | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,381 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,381 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $399,372 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,334 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $6,175 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,093 | TotalAmt |
| Program Services | $107,093 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Program Services | $16,800 | ProgramServicesAmt |
| Management And General | $24,000 | ManagementAndGeneralAmt |
| Fundraising | $7,200 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,746 | TotalAmt |
| Program Services | $14,611 | ProgramServicesAmt |
| Management And General | $20,873 | ManagementAndGeneralAmt |
| Fundraising | $6,262 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697 | TotalAmt |
| Program Services | $244 | ProgramServicesAmt |
| Management And General | $349 | ManagementAndGeneralAmt |
| Fundraising | $104 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,560 | TotalAmt |
| Program Services | $2,646 | ProgramServicesAmt |
| Management And General | $3,779 | ManagementAndGeneralAmt |
| Fundraising | $1,135 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,696 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,696 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,894 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $37,894 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,778 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,778 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,364 | TotalAmt |
| Program Services | $2,626 | ProgramServicesAmt |
| Management And General | $9,430 | ManagementAndGeneralAmt |
| Fundraising | $308 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $608 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,612 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,612 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Boat House Pavilion | $143,003 | $143,003 | $0 | $0 |
| Distribution of Earnings | $30,284 | $30,284 | $0 | $0 |
| Investment Expense | $710 | $0 | $710 | $0 |
| Dues and Subscriptions | $516 | $0 | $516 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $48 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,609 | TotalAmt |
| Program Services | $317,307 | ProgramServicesAmt |
| Management And General | $112,293 | ManagementAndGeneralAmt |
| Fundraising | $15,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,572 | BOYAmt |
| EOY | $28,922 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,036,054 | BOYAmt |
| EOY | $353,329 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,204 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,423 | BOYAmt |
| EOY | $16,021 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,815 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,815 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,456,803 | BOYAmt |
| EOY | $2,113,260 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,225 | BOYAmt |
| EOY | $8,764 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,552,281 | BOYAmt |
| EOY | $2,520,903 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,500 | BOYAmt |
| EOY | $54,788 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,850 | BOYAmt |
| EOY | $14,685 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,817 | BOYAmt |
| EOY | $262,986 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,167 | BOYAmt |
| EOY | $332,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,875,788 | BOYAmt |
| EOY | $2,023,774 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,803 | BOYAmt |
| EOY | $96,526 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,523 | BOYAmt |
| EOY | $68,144 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,220,114 | BOYAmt |
| EOY | $2,188,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,552,281 | BOYAmt |
| EOY | $2,520,903 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$45,237 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,567 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $335,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $502,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $641,525 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $390,863 | CurrentTaxYearAmt |
| Total | $2,090,970 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $335,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $502,902 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $641,525 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $390,863 | CurrentTaxYearAmt |
| Total | $2,090,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $195,387 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,895,583 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$122,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$240,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,042 | CurrentTaxYearAmt |
| Total | -$163,719 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,381 | CurrentTaxYearAmt |
| Total | $1,381 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,928,632 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,639 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: Refunds, Rebates, Reimbursements 2013: 0. 2014: 0. 2015: 0. 2016: 0. 2017: 1381. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 15 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $34,328 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $46,594 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $742,378 | DonorAdvisedFundsVlEOYAmt |
| 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 | $83,523 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,879 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $68,144 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $104,268 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$20,745 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $83,523 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,584 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,684 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $104,268 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,139 | BeginningYearBalanceAmt |
| Contributions | $1,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,755 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $93,584 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,329 | BeginningYearBalanceAmt |
| Contributions | $11,200 | ContributionsAmt |
| Investment Earnings Or Losses | $12,610 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $114,139 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,815 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,815 | DepreciationAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash Surrender Value Life Ins. | $3,090 |
| Investments-Land, Buildings & Equipment | $5,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,764 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds Managed for Others | Desc |
| Amt | $262,986 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $262,986 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt X, Line 2 | The Foundation is recognized as exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code (the Code) and has been determined not to be a private foundation as defined under Section 509(a)(1). The Foundation is exempt from State income taxes under the Alaska Nonprofit Corporation Act. Therefore, the accompanying statements do not reflect a provision for income taxes. Although the Foundation is exempt from federal income taxes, any income derived from unrelated business activities is subject to the requirement of filing Federal Income Tax Form 990-T and a tax liability may be determined on these activities. The Foundation believes that it has appropriate support for any tax positions taken, and as such does not have any uncertain tax positions that are material to the financial statements. |
| Pt V, Line 4 | Permanently restricted net assets consist of an endowment that must be maintained in perpetuity by the Foundation. In accordance with donor restrictions, the Foundation may use the investment income from this endowment to support operations. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Halibut Cove | Event1Nm |
| Gross Receipts Event1 | $39,496 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,446 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,050 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,450 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,600 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $39,496 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,446 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,050 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,450 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,600 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,050 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Center for Alaskan Coastal Studies | |||||||
| 708 Smokey Bay Way | Homer | AK | 99603 | 920086250 | 501(c)(3) | $10,084 | Ocean Science & Ops |
| Friends of the Homer Public Library | |||||||
| 500 Hazel Avenue | Homer | AK | 99603 | 920092030 | 501(c)(3) | $7,070 | Summer at HPL |
| Hospice of Homer | |||||||
| 265 E Pioneer Ave Ste 3 | Homer | AK | 99603 | 920115943 | 501(c)(3) | $8,859 | Operating Support |
| Kachemak Heritage Reserve | |||||||
| 315 Klondike Ave | Homer | AK | 99603 | 943104608 | 501(c)(3) | $7,127 | Land & Ops Support |
| Homer Society of Nat HistoryPratt | |||||||
| 3779 Bartlett St | Homer | AK | 99603 | 926002856 | 501(c)(3) | $7,033 | Intern & Ops |
| Homer Food Pantry | |||||||
| 770 East End Rd | Homer | AK | 99603 | 920153030 | 501(c)(3) | $18,151 | Emergency Aid |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Finance Commitee reviews the completed 990, then presents it to the board with their recommendation for acceptance at a regular board meeting. |
| Pt VI, Line 12c | At the beginning of the year, Board members complete a disclosure statement listing any personal interests that could lead to potential conflicts. At the time of completing this questionnaire, Board members are asked if any have occurred. |
| Pt VI, Line 15a | Compensation is reviewed by the Board at the time of the ED's review. Any increase in compensation is based on that review. Salary, benefits, and bonuses are determined to be as appropriate and sustainable, and compared to The Foraker Group's Alaska Nonprofits Salary and Benefits Survey and to the local employment opportunities of similar scope and responsibility. |
| Pt VI, Line 19 | Governing documents, policies, and financial statements are available to the public upon request. In addition, financial reports are presented in the annual report which is mailed out to 950 constituients and posted on our website: www.homerfoundation.org |
| Form 990, Part III, Line 4d | Other programs 0. 2614. 8509. |
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