EPISCOPAL CHURCH FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL CHURCH FOUNDATION (EIN 13-1776448)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-08
- IRS object ID
- 202512819349300736
- Schema version
- 2024v5.1
- 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 | 2025-10-08T11:16:09+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332621854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI Capin Crouse Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Massachusetts Ave Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131776448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Church Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 8006972858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Riverside Drive 750 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dail St Claire | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8006972858 | PhoneNum |
| Signature | 2025-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sara Tibbott | PreparerPersonNm |
| PTIN | P01486965 | PTIN |
| Phone | 5055022746 | PhoneNum |
| Preparation | 2025-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dail St Claire | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Riverside Drive 750 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,082,108 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.episcopalfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | Helps congregations and other Episcopal groups develop leadership and financial resources. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $614,880 | PYContributionsGrantsAmt |
| CY Contributions Grants | $848,148 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,305,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,550,940 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,030,731 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,802,595 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $15,951,115 | PYTotalRevenueAmt |
| CY Total Revenue | $5,201,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $246,789 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $302,310 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,867,422 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,981,458 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $359,503 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,141,819 | PYOtherExpensesAmt |
| CY Other Expenses | $1,340,980 | CYOtherExpensesAmt |
| PY Total Expenses | $4,256,030 | PYTotalExpensesAmt |
| CY Total Expenses | $4,624,748 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,695,085 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $576,935 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $709,163,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $874,066,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $653,989,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $814,870,039 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,174,034 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $59,196,779 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Episcopal Church Foundation (ECF) is an independent, lay led organization that helps congregations and other Episcopal groups develop leadership and raise financial resources for ministry. ECF's practical, innovative, and spiritually grounded programs, products and services include endowment management services, planned giving and annual stewardship support, leadership resource development, the fellowship partners program, and web based resources and publications. ECF is also involved in a variety of collaborative projects and partnerships to provide new kinds of solutions to help address the changing needs of the Episcopal Church. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,885,220 | ExpenseAmt |
| Revenue | $1,532,420 | RevenueAmt |
| Desc | Financial and Strategic Resources - The Episcopal Church Foundation (ECF) provides a holistic approach to visioning, planning and financial resource development for Episcopal organizations and services and support including endowment management, planned giving, and stewardship consultation. These programs help congregations identify goals and raise resources to enhance and grow their local ministries and their wider mission. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,692,170 | ExpenseAmt |
| Grant | $302,310 | GrantAmt |
| Revenue | $18,520 | RevenueAmt |
| Desc | Adaptive Ministries - The Episcopal Church Foundation (ECF) understands that church leaders must be fully equipped with effective resources. ECF's comprehensive visioning, training and information resources help empower lay and ordained leaders with the tools they need to strengthen and grow their congregations, including publications, web-based resources (ECF Vital Practices), and other collaborative leadership initiatives. ECF consulting services assist dioceses and congregations in making strategic decisions in a practical and spiritually grounded way. Additionally, through the Fellowship Partners program, ECF supports Episcopal scholars leaders pursuing advanced academic degrees and individuals involved in transformational ministries. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,577,390 | 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 | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | 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 |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 21 | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (true) | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Craig Bossi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8006972858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Riverside Drive Ste 750 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Andrea McKellar | ||||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Andrew H Luke | ||||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Annette Buchanan | ||||||||
| Vice Chairperson | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| S Todd Anderson | ||||||||
| Chairperson | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Allison Rutledge-Parisi | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles Schilling | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Derrick Humphries | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| G Peter Macon | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Harry Grand | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jo Ann Roberts | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Judy Godfrey | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Julie Gehm | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Karla Fernandez Parker | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Linda Davila | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mason Lecky | ||||||||
| Director (part year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Reynolds Cafferata | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Craig Bossi | ||||||||
| VP of Finance & COO | 40.0 | Yes (X) | $206,182 | $0 | $42,250 | |||
| Dail St Claire | ||||||||
| President | 40.0 | Yes (X) | $27,596 | $0 | $0 | |||
| Donald Romanik | ||||||||
| President (part year) | 40.0 | Yes (X) | $308,995 | $0 | $59,799 | |||
| Carsten Sierck | ||||||||
| Managing Program Director | 40.0 | $169,681 | $0 | $65,399 | Yes (X) | |||
| Aline Sun | ||||||||
| Program Director | 40.0 | $123,178 | $0 | $16,718 | Yes (X) | |||
| Annette Richardson | ||||||||
| Senior Program Director | 40.0 | $130,154 | $0 | $34,990 | Yes (X) | |||
| Yvonne Lembo | ||||||||
| Director of Development | 40.0 | $122,842 | $0 | $44,685 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,088,628 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $263,841 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Cohn Reznick LLP | ||||||
| 350 Granite Street | Suite 1200 | Braintree | MA | 02184 | Accounting services | $143,265 |
| Mercer Investment Counseling LLC | ||||||
| 21875 Network Place | Chicago | IL | 60673 | Investment Advisory | $131,630 | |
| Korn Ferry | ||||||
| PO 1450 | Minneapolis | MN | 55485 | Executive Search | $109,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,100 | RelatedOrganizationsAmt |
| All Other Contributions | $844,048 | AllOtherContributionsAmt |
| Noncash Contributions | $88,666 | NoncashContributionsAmt |
| Total Contributions | $848,148 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Fees for services | 900099 | $1,532,420 | $1,532,420 |
| Publication fees | 900099 | $18,520 | $18,520 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,550,940 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,216,220 | TotalRevenueColumnAmt |
| Exclusion | $2,216,220 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,466,800 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,880,425 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $586,375 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $586,375 | TotalRevenueColumnAmt |
| Exclusion | $586,375 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,201,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,550,940 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,802,595 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,310 | TotalAmt |
| Program Services | $222,310 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
| Program Services | $80,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $879,902 | TotalAmt |
| Program Services | $706,932 | ProgramServicesAmt |
| Management And General | $110,675 | ManagementAndGeneralAmt |
| Fundraising | $62,295 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,574,619 | TotalAmt |
| Program Services | $1,265,084 | ProgramServicesAmt |
| Management And General | $198,056 | ManagementAndGeneralAmt |
| Fundraising | $111,479 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,365 | TotalAmt |
| Program Services | $93,490 | ProgramServicesAmt |
| Management And General | $14,637 | ManagementAndGeneralAmt |
| Fundraising | $8,238 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,595 | TotalAmt |
| Program Services | $195,709 | ProgramServicesAmt |
| Management And General | $30,640 | ManagementAndGeneralAmt |
| Fundraising | $17,246 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,977 | TotalAmt |
| Program Services | $137,015 | ProgramServicesAmt |
| Management And General | $18,358 | ManagementAndGeneralAmt |
| Fundraising | $11,604 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,668 | TotalAmt |
| Program Services | $6,542 | ProgramServicesAmt |
| Management And General | $2,484 | ManagementAndGeneralAmt |
| Fundraising | $642 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,374 | TotalAmt |
| Management And General | $48,374 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,630 | TotalAmt |
| Management And General | $131,630 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,157 | TotalAmt |
| Program Services | $256,141 | ProgramServicesAmt |
| Management And General | $48,898 | ManagementAndGeneralAmt |
| Fundraising | $25,118 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,773 | TotalAmt |
| Program Services | $3,231 | ProgramServicesAmt |
| Fundraising | $49,542 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,036 | TotalAmt |
| Program Services | $105,015 | ProgramServicesAmt |
| Management And General | $11,687 | ManagementAndGeneralAmt |
| Fundraising | $39,334 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,979 | TotalAmt |
| Program Services | $74,420 | ProgramServicesAmt |
| Management And General | $28,261 | ManagementAndGeneralAmt |
| Fundraising | $7,298 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,615 | TotalAmt |
| Program Services | $104,939 | ProgramServicesAmt |
| Management And General | $16,429 | ManagementAndGeneralAmt |
| Fundraising | $9,247 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,407 | TotalAmt |
| Program Services | $171,576 | ProgramServicesAmt |
| Management And General | $9,910 | ManagementAndGeneralAmt |
| Fundraising | $6,921 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,668 | TotalAmt |
| Program Services | $65,266 | ProgramServicesAmt |
| Management And General | $3,769 | ManagementAndGeneralAmt |
| Fundraising | $2,633 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,150 | TotalAmt |
| Program Services | $62,787 | ProgramServicesAmt |
| Management And General | $9,830 | ManagementAndGeneralAmt |
| Fundraising | $5,533 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,523 | TotalAmt |
| Program Services | $26,933 | ProgramServicesAmt |
| Management And General | $4,217 | ManagementAndGeneralAmt |
| Fundraising | $2,373 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,624,748 | TotalAmt |
| Program Services | $3,577,390 | ProgramServicesAmt |
| Management And General | $687,855 | ManagementAndGeneralAmt |
| Fundraising | $359,503 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,824 | BOYAmt |
| EOY | $182,689 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,281 | BOYAmt |
| EOY | $121,750 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,781 | BOYAmt |
| EOY | $5,393 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,413,236 | BOYAmt |
| EOY | $1,684,866 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,327 | BOYAmt |
| EOY | $178,372 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,541,272 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,468,921 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,165 | BOYAmt |
| EOY | $72,351 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,463,929 | BOYAmt |
| EOY | $288,718,940 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,924,616 | BOYAmt |
| EOY | $583,102,457 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,163,159 | BOYAmt |
| EOY | $874,066,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,520 | BOYAmt |
| EOY | $275,710 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,407,437 | BOYAmt |
| EOY | $787,868,566 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,241,168 | BOYAmt |
| EOY | $26,725,763 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,989,125 | BOYAmt |
| EOY | $814,870,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,464,143 | BOYAmt |
| EOY | $51,169,904 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,709,891 | BOYAmt |
| EOY | $8,026,875 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,174,034 | BOYAmt |
| EOY | $59,196,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,163,159 | BOYAmt |
| EOY | $874,066,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $576,935 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,178,889 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $266,921 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| 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 | $1,503,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $883,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $614,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $848,148 | CurrentTaxYearAmt |
| Total | $4,585,499 | 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 | $1,503,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $883,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $614,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $848,148 | CurrentTaxYearAmt |
| Total | $4,585,499 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,585,499 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,129,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,615,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,070,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,519,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,216,220 | CurrentTaxYearAmt |
| Total | $7,551,183 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $19,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,156,188 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,458,957 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.37722 | PublicSupportCY170Pct |
| Public Support PY170 | 0.42221 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISC INCOME, COLUMN A - , COLUMN B - 19506.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 19506.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 33 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $293,861 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $221,310 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,175,626 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,525,185 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $285,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,000 | OtherExpendituresAmt |
| End Year Balance | $3,689,174 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,246,215 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $400,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,000 | OtherExpendituresAmt |
| End Year Balance | $3,525,185 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,908,208 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$539,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,000 | OtherExpendituresAmt |
| End Year Balance | $3,246,215 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,709,801 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $320,407 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,000 | OtherExpendituresAmt |
| End Year Balance | $3,908,208 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,585,155 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $246,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,000 | OtherExpendituresAmt |
| End Year Balance | $3,709,801 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,009,566 | OtherCostOrOtherBasisAmt |
| Depreciation | $944,270 | DepreciationAmt |
| Book Value | $65,296 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $531,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $524,651 | DepreciationAmt |
| Book Value | $7,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $72,351 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Hedge Funds | $5,464,160 | F |
| Beneficial interest in perpetual trusts | $1,654,853 | F |
| Cash and cash equivalents | $31,677,864 | C |
| U.S. government and corporate obligations | $1,127,596 | F |
| Common trust funds | $483,488,279 | F |
| Pooled investments | $57,846,856 | F |
| Money market funds | $286,607 | C |
| Private Equity Funds | $1,556,242 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $583,102,457 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Liabilities under split-interest agreements and discount for future interest - pooled income fund | $26,725,763 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,725,763 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,515,863 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,178,889 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $266,921 | OtherRevenueAmt |
| Revenue Not Reported | $3,445,810 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,070,053 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $131,630 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $131,630 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,201,683 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,493,118 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,493,118 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $131,630 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $131,630 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,624,748 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | ECF manages certain investments on behalf of dioceses, parishes, and other Episcopal entities. Such investments, which are reported at fair value, approximated $787,868,566 and $627,407,437 at December 31, 2024 and 2023, respectively, and are reflected in the statements of financial position as investments managed on behalf of others. ECF has no ownership of or residual interest in these investments and as such, a liability equal to the fair value of the investments is reflected in the accompanying statements of financial position as funds managed on behalf of others. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ECF's endowment consists of a portfolio of actively managed funds established to provide both a source of operating funds as well as long-term financial stability. The endowment has donor-restricted endowment funds that may have purpose restrictions on the use of the income. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Change in value of split-interest agreements - 178050 Change in value of Beneficial Interest in perpetual trusts - 88871 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,464,160 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,464,160 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,464,160 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | 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 | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|
| St Stephen's Episcopal Church | |||
| 030266161 | 501(c)(3) | $40,000 | General support |
| Episcopal Project | |||
| 922533458 | 501(c)(3) | $25,000 | General support |
| St Mark's Episcopal Church | |||
| 941156840 | 501(c)(3) | $20,326 | General support |
| All Saints Episcopal Church | |||
| 951831098 | 501(c)(3) | $12,500 | General support |
| Grace Episcopal Church | |||
| 540681945 | 501(c)(3) | $11,000 | General support |
| Emmanuel Episcopal Church | |||
| 942423447 | 501(c)(3) | $10,100 | General support |
| Trinity Episcopal Church | |||
| 430653302 | 501(c)(3) | $9,060 | General support |
| Trinity Episcopal Church | |||
| 560530238 | 501(c)(3) | $6,000 | General support |
| Valley Forge Park Alliance | |||
| 232036005 | 501(c)(3) | $5,500 | General support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Episcopal Church Foundation Fellowship | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $80,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | ECF makes grants to organizations from time to time and requires those organizations to submit a written description of their intended use of the funds. These submissions are reviewed by ECF management and progress reports, as required, are internally reviewed. Individuals who receive fellowship funding from ECF are required to submit status reports of the progress of their academic studies or transformational ministry. These reports are reviewed by a committee established by ECF specifically to oversee the fellowship program. As a condition of their Fellowship, individuals provide biannual progress reports to ECF, including an accounting of use of funds, which are internally reviewed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald Romanik | ||||||||||||||
| President (part year) | $286,561 | $0 | $10,000 | $0 | $12,434 | $0 | $55,203 | $0 | $4,596 | $0 | $368,794 | $0 | $0 | $0 |
| Craig Bossi | ||||||||||||||
| VP of Finance & COO | $192,955 | $0 | $8,000 | $0 | $5,227 | $0 | $21,587 | $0 | $20,663 | $0 | $248,432 | $0 | $0 | $0 |
| Carsten Sierck | ||||||||||||||
| Managing Program Director | $160,242 | $0 | $8,000 | $0 | $1,439 | $0 | $45,195 | $0 | $20,204 | $0 | $235,080 | $0 | $0 | $0 |
| Yvonne Lembo | ||||||||||||||
| Director of Development | $114,385 | $0 | $7,000 | $0 | $1,457 | $0 | $27,998 | $0 | $16,687 | $0 | $167,527 | $0 | $0 | $0 |
| Annette Richardson | ||||||||||||||
| Senior Program Director | $123,825 | $0 | $6,000 | $0 | $329 | $0 | $33,475 | $0 | $1,515 | $0 | $165,144 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7 Non-fixed payments | FormAndLineReferenceDesc |
| Explanation | Board approved non-fixed payments in the form of bonuses were given to the following individuals: Dail St. Claire, President, Donald Romanik, President (part year), Craig Bossi, VP of Finance & COO, Carsten Sierck, Managing Program Director, Yvonne Lembo, Director of Development, Annette Richardson, Senior Program Director, Aline Sun, Program Director. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $88,666 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 | Schedule M, Part I | FormAndLineReferenceDesc |
| Explanation | The number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee consists of the Chairperson of the Board (who serves as chairperson of the Committee), the Vice Chairperson or the Chairperson elect, the President, the Secretary, the Treasurer, and the chairpersons of all standing committees. Subject to the discretion of the Board, the Executive Committee shall have immediate charge, management and control of the business and affairs of ECF, and it shall have full powers, in the intervals between the meetings of the Board, to do any and all things in relation to the affairs of ECF and to exercise any powers of the Board which are not specifically required by law or the Bylaws to be exercised by the Board, except that the Executive Committee shall not have power to remove or elect a Director or the President. The Executive Committee shall report to the Board, in writing, all actions taken by the Committee. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The presiding bishop of the Episcopal Church selects two members of ECF's Board of Directors for a four-year term. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Form 990 is prepared by an independent CPA firm in conjunction with the organization's financial department. A copy of the draft Form 990 is reviewed in detail by the President, and Vice President of Finance & COO, and the Chairperson of the Board of Directors. The draft, less identified contributors, is also circulated to the full Board of Directors for discussion and comment. Each Director is provided ample opportunity to comment on the information contained in the 990 prior to its filing with the Internal Revenue Service. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All members of the Board of Directors and all staff members are required to annually provide in writing a full disclosure of any real or perceived conflicts of interest as well as specifically identify if they are a director, officer, associate, partner, or manager in any outside firm or business enterprise, regardless of whether that relationship constitutes a potential conflict. Management monitors compliance through ongoing discussions and reminders of the conflict of interest policy. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The compensation for the organization's President is established and approved by the full Board of Directors and the Executive Committee based on a thorough evaluation of their performance relative to written annual administrative and programmatic goals. The compensation for other officers and key employees is established by the President within the context of annual staff reviews. Generally, compensation is compared on a yearly basis with available reports created by third parties that establish compensation ranges paid for comparable positions. The process is documented in the Board minutes for the President and in the personnel file for the other officers. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | See narrative for Form 990, Part VI, Line 15a |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization's financial statements, governing documents, and conflict of interest policy are made available to the public upon written request and at management's discretion. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in value of split interest agreements - 178050; Change in value of beneficial interest in perpetual trust - 88871; |
| Schedule F, Part IV Line 3 | The organization has analyzed its ownership in the foreign corporation, Mercer Hedge Fund Investor SPC, and has determined that it does not meet the reporting thresholds for Form 5471. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Episcopal Church (aka DFMS) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 Second Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135562208 | EIN |
| Primary Activities | Church | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trust (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable Remainder Trust | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Episcopal Church Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| 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 | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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