BETA

ECONOMY DATA FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ECONOMY DATA FOUNDATION (EIN 42-1152386)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201713199349100806
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-11-15T06:24:00-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Timmins Jacobsen & Strawhacker LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110550 New York Ave Suite 200AddressLine1Txt
CityDes MoinesCityNm
State AbbreviationIAStateAbbreviationCd
ZIP503223775ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421152386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ECONOMY DATA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlECONBusinessNameControlTxt
Phone3035225922PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1694 SYRACUSE STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN TORGERSONPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY F STRAWHACKERPreparerPersonNm
PTINP00034782PTIN
Phone5152708080PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$926,408FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$21InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$18,179DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,179DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,179DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$73NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$209GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,273TotalRevAndExpnssAmt
Total Net Invst Incm$18,273TotalNetInvstIncmAmt
Total Adj Net Incm$18,200TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$490AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$490TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,140ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,140ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,630TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,140TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,357ExcessRevenueOverExpensesAmt
Net Investment Income$18,273NetInvestmentIncomeAmt
Adjusted Net Income$18,200AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$218,070CashBOYAmt
Cash EOY$190,026CashEOYAmt
Cash EOYFMV$190,026CashEOYFMVAmt
Other Investments BOY$418,243OtherInvestmentsBOYAmt
Other Investments EOY$421,930OtherInvestmentsEOYAmt
Other Investments EOYFMV$736,382OtherInvestmentsEOYFMVAmt
Total Assets BOY$636,313TotalAssetsBOYAmt
Total Assets EOY$611,956TotalAssetsEOYAmt
Total Assets EOYFMV$926,408TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$428,814CapitalStockBOYAmt
Capital Stock EOY$428,814CapitalStockEOYAmt
Retained Earning BOY$207,499RetainedEarningBOYAmt
Retained Earning EOY$183,142RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$636,313TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$611,956TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$636,313TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$611,956TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$636,313TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,357ExcessRevenueOverExpensesAmt
Subtotal$611,956SubtotalAmt
Tot Net Ast Or Fund Balances EOY$611,956TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
11.00 ROUSE PROPERTIES INCP2012-01-132016-07-06$201$115$86$86
.333 ALCOA CORPP2005-06-272016-11-01$8$21-$13-$13
FieldValueIRS element (for citing)
Capital Gain Net Income$73CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,355AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$783,058NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04515DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,720AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$707,714NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05189DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,219AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$644,467NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05620DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,672AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$552,160NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03563DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,557AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$433,250NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04976DistributionYr5Rt
Total Distribution0.238618TotalDistributionRt
Average Distribution0.047724AverageDistributionRt
Net Vl Noncharitable Assets$885,412NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,255AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$183NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,438AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,140QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$365InvestmentIncomeExciseTaxAmt
Subtotal$365SubtotalAmt
Tax Based On Investment Income$365TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$101EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$101TotalPaymentsAndCreditsAmt
Tax Due$264TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANN TORGESONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3035225922PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1694 SYRACUSE STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANN TORGERSON
694 SYRACUSE STDENVERCO80230President1.00$0
JOHN SHORS
666 WALNUTDES MOINESIA50309Secretary1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$694,847AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$204,048AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$898,895TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$898,895AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$885,412NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,271MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,271MinimumInvestmentReturnAmt
Tax Based On Investment Income$365TaxBasedOnInvestmentIncomeAmt
Total Tax$365TotalTaxAmt
Distributable Before Adj$43,906DistributableBeforeAdjAmt
Distributable Before Ded$43,906DistributableBeforeDedAmt
Distributable As Adjusted$43,906DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,140ExpensesAndContributionsAmt
Qualifying Distributions$42,140QualifyingDistributionsAmt
Adjusted Qualifying Distri$42,140AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,906DistributableAsAdjustedAmt
Undistributed Income PY$6,785UndistributedIncomePYAmt
Qualifying Distributions$42,140QualifyingDistributionsAmt
Applied To Year1$6,785AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,355AppliedToCurrentYearAmt
Undistributed Income CY$8,551UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SIERRA CLUB
85 SECOND STREET 2ND FLOORSAN FRANCISCOCA94105NONEHUMANITIES$7,130
LOWRY FOUNDATION
293 ROSLYN STREETDENVERCO80230NONEEDUCATION$1,000
FRIENDS OF OUTDOOR SCHOOL
PO BOX 82684PORTLANDOR97282NONEEDUCATION$1,000
LINCOLN HIGH SCHOOL BOOSTER CLUB
2600 SW 9TH STREETDES MOINESIA50315NONEEDUCATION$1,000
HOYT ARBORETUM
4000 SW FAIRVIEW BLVDPORTLANDOR97221NONECHARITABLE$1,000
NATIONAL WESTERN STOCK SHOW
4655 HUMBOLDT STREETDENVERCO80216NONESCHOLARSHIPS$500
EAST ANGELS FOUNDATION
PO BOX 201404DENVERCO80220NONEEDUCATION$3,000
NICK WILSON CHARITABLE GROUP
PO BOX 80852PORTLANDOR97280NONEHUMANITIES$1,000
PHYSICIANS FOR REPRODUCTIVE HEALTH
55 W 39TH ST FL 10NEW YORKNY10018NONECHARITABLE$7,130
KIDS ALIVE INTERNATIONAL
2507 CUMBERLAND DRVALPARAISOIN46383NONECHARITABLE$7,130
LEAP THERAPEUTIC WILDERNESS PROGRAM
806 SW BROADWAY SUITE 300PORTLANDOR97205NONECHARITABLE$1,000
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONECHARITABLE$10,000
DENVER BOTANICAL GARDENS
1007 YORK STDENVERCO80206NONECHARITABLE$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,140TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,179RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$73RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,273RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,273TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$490Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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