HOLT INTERNATIONAL CHILDRENS SERVICES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HOLT INTERNATIONAL CHILDRENS SERVICES INC (EIN 23-7257390)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-13
- IRS object ID
- 201730449349302828
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-13T18:52:43-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 Oak Street Suite 500 | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237257390 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holt International Children's | BusinessNameLine1Txt |
| Business Name Line2 | Services Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLT | BusinessNameControlTxt |
| Phone | 5416872202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Country Club Road | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Phillip Littleton | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 5416872202 | PhoneNum |
| Signature | 2017-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy Campos | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5416861040 | PhoneNum |
| Preparation | 2017-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILLIP LITTLETON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Country Club Road | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,406,347 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.holtinternational.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | HOLT INTERNATIONAL IS A CHRISTIAN ORGANIZATION COMMITTED TO EXPRESSING GOD'S COMPASSION FOR CHILDREN. WHILE ALWAYS UPHOLDING THE HIGHEST ETHICAL STANDARDS, WE: FIND AND SUPPORT PERMANENT, LOVING FAMILIES FOR CHILDREN WHO ARE ORPHANED, ABANDONED OR AT SERIOUS RISK OF SEPARATION FROM THEIR FAMILY; PROVIDE SERVICES TO ENSURE THAT CHILDREN WILL GROW AND DEVELOP TO THEIR FULLEST POTENTIAL; LEAD THE GLOBAL COMMUNITY IN ADVOCATING ON BEHALF OF THE WORLD'S MOST VULNERABLE CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 145 | TotalEmployeeCnt |
| Total Volunteers | 55000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,816,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,044,758 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,991,361 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,991,696 | CYProgramServiceRevenueAmt |
| PY Investment Income | $181,921 | PYInvestmentIncomeAmt |
| CY Investment Income | $400,417 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,177 | PYOtherRevenueAmt |
| CY Other Revenue | $19,509 | CYOtherRevenueAmt |
| PY Total Revenue | $16,998,375 | PYTotalRevenueAmt |
| CY Total Revenue | $25,456,380 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,350,969 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,706,035 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,025,842 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,124,500 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $152,541 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $130,692 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,336,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,634,684 | PYOtherExpensesAmt |
| CY Other Expenses | $9,600,693 | CYOtherExpensesAmt |
| PY Total Expenses | $17,164,036 | PYTotalExpensesAmt |
| CY Total Expenses | $24,561,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$165,661 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $894,460 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,334,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,199,715 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,600,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,153,463 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,734,805 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,046,252 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOLT INTERNATIONAL IS A CHRISTIAN ORGANIZATION COMMITTED TO EXPRESSING GOD'S COMPASSION FOR CHILDREN. WHILE ALWAYS UPHOLDING THE HIGHEST ETHICAL STANDARDS, WE: FIND AND SUPPORT PERMANENT, LOVING FAMILIES FOR CHILDREN WHO ARE ORPHANED, ABANDONED OR AT SERIOUS RISK OF SEPARATION FROM THEIR FAMILY; PROVIDE SERVICES TO ENSURE THAT CHILDREN WILL GROW AND DEVELOP TO THEIR FULLEST POTENTIAL; LEAD THE GLOBAL COMMUNITY IN ADVOCATING ON BEHALF OF THE WORLD'S MOST VULNERABLE CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,896,281 | ExpenseAmt |
| Revenue | $3,224,664 | RevenueAmt |
| Desc | THE UNITED STATES PROGRAM SERVICES CONSISTS OF U.S. BASED EXPENSES FOR PROFESSIONAL SERVICES INCURRED IN CONNECTION WITH PLACING CHILDREN FOR ADOPTION, INCLUDING FAMILY PREPARATION, POST-PLACEMENT COUNSELING AND INTERNATIONAL PROCESSING, WHICH INCLUDES TRANSPORTATION, PUBLIC EDUCATION CONCERNING ADOPTION ISSUES, PROVIDING INFORMATION TO SPONSORS CONCERNING THEIR SPONSORED CHILD, AND MANAGEMENT ASSISTANCE AND PROGRAM DEVELOPMENT FOR INTERNATIONAL PROGRAMS. 443 HOME STUDIES COMPLETED; 4,804 POST ADOPTION SERVICES WERE PROVIDED TO ADOPTEES, ADOPTIVE FAMILIES AND BIRTH FAMILIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,543,701 | ExpenseAmt |
| Revenue | $472,500 | RevenueAmt |
| Desc | International Program Services consist of direct expenses incurred by Holt and in coordination with overseas partner agencies in other countries for adoption services, permanency planning services for children, social work training for indigenous staff, counseling, assistance for displaced families and individuals, and management assistance and program development for international programs. 750 children were placed in Holt adoptive families in their country of birth or the U.S. Services were provided to enable 22,265 children to remain with their birth families, 8,183 children stayed in Holt-supported foster families or care centers; 26,767 children attended school, preschool, or daycare; 1,550 families received microloans or vocational training from Holt to help generate income; over 8,000 children received medical services; and over 53,491 children received nutritional support. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,706,035 | ExpenseAmt |
| Grant | $7,706,035 | GrantAmt |
| Revenue | $5,299,870 | RevenueAmt |
| Desc | International Program Support consists of support to various foreign organizations which operate under the control of separate board of directors that are independent of HICS. This support is negotiated and based on fiscal policies and agreements for support of the respective in-country programs. 750 children were placed in Holt adoptive families in their country of birth or the U.S. Services were provided to enable 22,265 children to remain with their birth families, 8,183 children stayed in Holt-supported foster families or care centers; 26,767 children attended school, preschool, or daycare; 1,550 families received microloans or vocational training from Holt to help generate income; over 8,000 children received medical services; and over 53,491 children received nutritional support. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,146,017 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 145 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | ET | ForeignCountryCd |
| Foreign Country | CB | ForeignCountryCd |
| Foreign Country | VM | ForeignCountryCd |
| Foreign Country | UG | ForeignCountryCd |
| Foreign Country | HA | ForeignCountryCd |
| Foreign Country | MG | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Phillip Littleton | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5416872202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Country Club Road | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CLAYTON E HENDERSON | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHUCK MITMAN | ||||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | |
| JEFFREY M WEINKAUF | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULIE BANTA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| REBECCA BRANDT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLINTON C COTTRELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YOLAINE MARIE DAUPHIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA GIZBERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JON R HANSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC J LARSEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TARA LINH LEAMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| KENNETH T MATSUURA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D RYAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZOE LAINSON THOMPSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANCIS W WANKOWICZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILLIP LITTLETON | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $151,343 | $0 | $35,431 | 1.00 | ||
| KEVIN SWEENEY | ||||||||
| VP OF FINANCE & ADMINISTRATION | 40.00 | Yes (X) | $125,200 | $0 | $20,539 | |||
| SUSAN COX FITZ-GERALD | ||||||||
| VP OF POLICY & EXTERNAL AFFAIRS | 40.00 | $104,455 | $0 | $19,018 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $380,998 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,988 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEW SONG MINISTRIES INC | |||||
| 825 Smith Road | Ball Ground | GA | 30107 | Performance Artist | $2,638,041 |
| QSL PRINT COMMUNICATIONS | |||||
| 3000 Pierce Parkway | Springfield | OR | 97477 | Printing | $239,050 |
| DOUGLAS SHAW & ASSOCIATES | |||||
| 1717 Park Street Suite 300 | Naperville | IL | 60563 | Fundraising Counsel & Direct Mail Svcs | $180,000 |
| MEILI CONSTRUCTION COMPANY INC | |||||
| 10 Van Buren Street | Eugene | OR | 97402 | Remodel/Construction | $151,209 |
| SHELTON TURNBULL PRINTERS INC | |||||
| 3403 W 7th Avenue | Eugene | OR | 97402 | Printing | $145,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $39,653 | FederatedCampaignsAmt |
| Fundraising | $135,329 | FundraisingAmt |
| All Other Contributions | $15,869,776 | AllOtherContributionsAmt |
| Noncash Contributions | $75,039 | NoncashContributionsAmt |
| Total Contributions | $16,044,758 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADOPTION FEES | 624100 | $8,343,045 | $8,343,045 |
| TOUR FEES | 561520 | $472,501 | $472,501 |
| ADOPTEE SERVICES | 624100 | $125,750 | $125,750 |
| TRANSPORTATION FEES | 480000 | $50,400 | $50,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,991,696 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,705 | TotalRevenueColumnAmt |
| Exclusion | $268,705 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $207,398 | SecuritiesAmt |
| Other | $793,177 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $211,148 | SecuritiesAmt |
| Other | $657,715 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,750 | SecuritiesAmt |
| Other | $135,462 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,712 | TotalRevenueColumnAmt |
| Exclusion | $131,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $62,018 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $135,329 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $56,047 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,971 | TotalRevenueColumnAmt |
| Exclusion | $5,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $8,950 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,000 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,950 | TotalRevenueColumnAmt |
| Exclusion | $7,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $29,395 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $24,057 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,338 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,338 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $250 | TotalRevenueColumnAmt |
| Exclusion | $250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $250 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,456,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,997,034 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $414,588 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,535,672 | TotalAmt |
| Program Services | $3,535,672 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,170,363 | TotalAmt |
| Program Services | $4,170,363 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,842 | TotalAmt |
| Management And General | $321,842 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,398,699 | TotalAmt |
| Program Services | $3,975,113 | ProgramServicesAmt |
| Management And General | $691,020 | ManagementAndGeneralAmt |
| Fundraising | $732,566 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,929 | TotalAmt |
| Program Services | $198,585 | ProgramServicesAmt |
| Management And General | $34,786 | ManagementAndGeneralAmt |
| Fundraising | $40,558 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,208 | TotalAmt |
| Program Services | $466,008 | ProgramServicesAmt |
| Management And General | $105,607 | ManagementAndGeneralAmt |
| Fundraising | $101,593 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,822 | TotalAmt |
| Program Services | $321,535 | ProgramServicesAmt |
| Management And General | $77,694 | ManagementAndGeneralAmt |
| Fundraising | $57,593 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,803 | TotalAmt |
| Program Services | $56,279 | ProgramServicesAmt |
| Management And General | $12,468 | ManagementAndGeneralAmt |
| Fundraising | $3,056 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,568 | TotalAmt |
| Program Services | $922 | ProgramServicesAmt |
| Management And General | $37,646 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,692 | TotalAmt |
| Fundraising | $130,692 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,966 | TotalAmt |
| Management And General | $75,966 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,469,150 | TotalAmt |
| Program Services | $933,243 | ProgramServicesAmt |
| Management And General | $352,693 | ManagementAndGeneralAmt |
| Fundraising | $183,214 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,868,629 | TotalAmt |
| Program Services | $1,067,525 | ProgramServicesAmt |
| Management And General | $12,666 | ManagementAndGeneralAmt |
| Fundraising | $2,788,438 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,094,227 | TotalAmt |
| Program Services | $371,463 | ProgramServicesAmt |
| Management And General | $581,938 | ManagementAndGeneralAmt |
| Fundraising | $140,826 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,283 | TotalAmt |
| Program Services | $214,131 | ProgramServicesAmt |
| Management And General | $181,152 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937,354 | TotalAmt |
| Program Services | $738,549 | ProgramServicesAmt |
| Management And General | $89,664 | ManagementAndGeneralAmt |
| Fundraising | $109,141 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,214 | TotalAmt |
| Management And General | $113,214 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,355 | TotalAmt |
| Program Services | $165,345 | ProgramServicesAmt |
| Management And General | $54,094 | ManagementAndGeneralAmt |
| Fundraising | $29,916 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,443 | TotalAmt |
| Program Services | $2,709 | ProgramServicesAmt |
| Management And General | $196,734 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TOURS | $390,415 | $390,415 | ||
| CHILD CARE & MEDICINE | $354,029 | $354,029 | ||
| Bad Debt | $105,184 | $105,184 | ||
| STAFF DEVELOPMENT | $103,186 | $70,579 | $26,839 | $5,768 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,887 | TotalAmt |
| Program Services | $113,552 | ProgramServicesAmt |
| Management And General | $7,989 | ManagementAndGeneralAmt |
| Fundraising | $13,346 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,561,920 | TotalAmt |
| Program Services | $17,146,017 | ProgramServicesAmt |
| Management And General | $3,079,196 | ManagementAndGeneralAmt |
| Fundraising | $4,336,707 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,622,000 | TotalAmt |
| Program Services | $855,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $1,767,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,112 | BOYAmt |
| EOY | $364,072 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,251,167 | BOYAmt |
| EOY | $2,068,819 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,226 | BOYAmt |
| EOY | $58,956 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,772 | BOYAmt |
| EOY | $1,162,403 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,184 | BOYAmt |
| EOY | $45,184 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,293 | BOYAmt |
| EOY | $3,293 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,857 | BOYAmt |
| EOY | $1,636,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,689,382 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,224,169 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,138,901 | BOYAmt |
| EOY | $4,465,213 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,700,436 | BOYAmt |
| EOY | $10,395,233 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,334,948 | BOYAmt |
| EOY | $20,199,715 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,985 | BOYAmt |
| EOY | $1,102,505 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,375,590 | BOYAmt |
| EOY | $4,391,127 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,960,717 | BOYAmt |
| EOY | $2,200,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,851 | BOYAmt |
| EOY | $459,831 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,600,143 | BOYAmt |
| EOY | $8,153,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,906,892 | BOYAmt |
| EOY | $7,769,092 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,655,097 | BOYAmt |
| EOY | $1,087,742 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,172,816 | BOYAmt |
| EOY | $3,189,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,734,805 | BOYAmt |
| EOY | $12,046,252 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,334,948 | BOYAmt |
| EOY | $20,199,715 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $894,460 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $416,984 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,020,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,388,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,548,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,816,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,044,758 | CurrentTaxYearAmt |
| Total | $67,818,623 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,507,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,884,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,167,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,996,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,021,091 | CurrentTaxYearAmt |
| Total | $39,577,775 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,169 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $173,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,268 | CurrentTaxYearAmt |
| Total | $432,742 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,558,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,424,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,889,429 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,828,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,128,117 | CurrentTaxYearAmt |
| Total | $107,829,140 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $182,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,185 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,887 | CurrentTaxYearAmt |
| Total | $650,602 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $485,855 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $79,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,430 | CurrentTaxYearAmt |
| Total | $705,274 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $182,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $686,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $219,317 | CurrentTaxYearAmt |
| Total | $1,355,876 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $106,473,264 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $181,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $268,705 | CurrentTaxYearAmt |
| Total | $987,373 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $126,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $181,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $268,705 | CurrentTaxYearAmt |
| Total | $987,373 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,684,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,605,519 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,128,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,001,081 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,396,822 | CurrentTaxYearAmt |
| Total | $108,816,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00800 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch A Part III | FormAndLineReferenceDesc |
| Explanation | There is one intervening short tax year in the prior five-year calculation period. The short year includes the period 1/1/15 - 9/30/15. Subsequent to this short year, each tax year ends on 9/30. | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,561,920 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,561,920 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,603,206 | BeginningYearBalanceAmt |
| Contributions | $110,340 | ContributionsAmt |
| Investment Earnings Or Losses | $465,203 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $401,937 | OtherExpendituresAmt |
| End Year Balance | $6,776,812 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,077,636 | BeginningYearBalanceAmt |
| Contributions | $102,550 | ContributionsAmt |
| Investment Earnings Or Losses | -$235,547 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $341,433 | OtherExpendituresAmt |
| End Year Balance | $6,603,206 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,863,715 | BeginningYearBalanceAmt |
| Contributions | $152,505 | ContributionsAmt |
| Investment Earnings Or Losses | $425,063 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $313,447 | OtherExpendituresAmt |
| Administrative Expenses | $50,200 | AdministrativeExpensesAmt |
| End Year Balance | $7,077,636 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,113,979 | BeginningYearBalanceAmt |
| Contributions | $1,076,194 | ContributionsAmt |
| Investment Earnings Or Losses | $947,240 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $268,698 | OtherExpendituresAmt |
| Administrative Expenses | $5,000 | AdministrativeExpensesAmt |
| End Year Balance | $6,863,715 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,838,289 | BeginningYearBalanceAmt |
| Contributions | $91,317 | ContributionsAmt |
| Investment Earnings Or Losses | $511,839 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $232,466 | OtherExpendituresAmt |
| Administrative Expenses | $95,000 | AdministrativeExpensesAmt |
| End Year Balance | $5,113,979 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46590 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06350 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,661,980 | OtherCostOrOtherBasisAmt |
| Book Value | $1,661,980 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,297,581 | OtherCostOrOtherBasisAmt |
| Depreciation | $871,824 | DepreciationAmt |
| Book Value | $2,425,757 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,596,717 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,221,486 | DepreciationAmt |
| Book Value | $375,231 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,859 | DepreciationAmt |
| Book Value | $2,245 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,465,213 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITY OBLIGATIONS | $347,572 |
| DEFERRED COMPENSATION PAYABLE | $112,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $459,831 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,847,285 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $416,984 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $49,890 | OtherRevenueAmt |
| Revenue Not Reported | $466,874 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,380,411 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $75,966 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $75,969 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,456,380 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,515,428 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $49,696 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $49,696 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,465,732 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $75,966 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $20,222 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $96,188 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,561,920 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | HICS ENDOWMENT CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS FOR A VARIETY OF PURPOSES AND BOARD-DESIGNATED ENDOWMENT FUNDS. |
| Part X, Line 2: | HICS is a notforprofit organization as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal income taxes. HICS has also been classified as an entity that is not a private foundation within the meaning of the Internal Revenue Code. Accordingly, no provision has been made for income taxes in the financial statements pursuant to Accounting Standards Codification (ASC) 740, Income Taxes. HICS generally evaluates any uncertain tax positions consistent with the accounting and disclosure requirements of ASC 450, Contingencies. HICS did not have any uncertain tax positions in connection with these financial statements as of September 30, 2016. |
| Part XI, Line 2d - Other Adjustments: | FUNDRAISING AND GAMING EXPENSES 49,702. HOLT INTERNATIONAL CHINA FOUNDATION INVESTMENT INCOME 188. |
| Part XI, Line 4b - Other Adjustments: | Rounding 3. |
| Part XII, Line 2d - Other Adjustments: | FUNDRAISING AND GAMING EXPENSES 49,702. rounding -6. |
| Part XII, Line 4b - Other Adjustments: | HOLT INTERNATIONAL CHINA FOUNDATION EXPENSES NOT ELIMINATED FOR FINANCIALS 20,222. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean - | 1 | 1 | PROGRAM SERVICES | VARIOUS CHILDREN SERVICES | $308,874 |
| East Asia and the Pacific - | 2 | 15 | PROGRAM SERVICES | VARIOUS CHILDREN SERVICES | $4,036,671 |
| South Asia - Afghanistan, Bangladesh, | 0 | 0 | PROGRAM SERVICES | VARIOUS CHILDREN SERVICES | $546,143 |
| Sub-Saharan Africa - Angola, | 2 | 8 | PROGRAM SERVICES | VARIOUS CHILDREN SERVICES | $573,739 |
| Russia and the newly independent states | 0 | 0 | Program Services | Various Children Services | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 5 | SubtotalOfficesCnt |
| Subtotal Employees | 24 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 5 | TotalOfficeCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Subtotal Spent | $5,475,427 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,475,427 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (49 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Central America and the Caribbean | Child Care | $71,250 | Wire Transfer |
| Central America and the Caribbean | Child Care | $37,264 | Wire Transfer |
| Central America and the Caribbean | Services to Families | $30,300 | Wire Transfer |
| Central America and the Caribbean | Child Care | $6,000 | Wire Transfer |
| East Asia and the Pacific | Services to Families | $75,164 | Wire Transfer |
| East Asia and the Pacific | Services to Families | $32,362 | Wire Transfer |
| East Asia and the Pacific | Services to Families | $14,090 | Wire Transfer |
| East Asia and the Pacific | Relief | $225,000 | Wire Transfer |
| East Asia and the Pacific | Child Care & International Adoption | $13,573 | Wire Transfer |
| East Asia and the Pacific | Child Care | $21,500 | Wire Transfer |
| East Asia and the Pacific | Education Assistance | $14,400 | Wire Transfer |
| East Asia and the Pacific | Services to Families | $32,589 | Wire Transfer |
| East Asia and the Pacific | Education Assistance | $12,500 | Wire Transfer |
| East Asia and the Pacific | Foster Care | $53,205 | Wire Transfer |
| East Asia and the Pacific | Unwed Mothers Program | $27,349 | Wire Transfer |
| East Asia and the Pacific | Independent Living Program | $23,814 | Wire Transfer |
| East Asia and the Pacific | Child Care | $41,929 | Wire Transfer |
| East Asia and the Pacific | Services to Families | $12,815 | Wire Transfer |
| East Asia and the Pacific | Domestic Adoption | $9,285 | Wire Transfer |
| East Asia and the Pacific | International Adoption | $36,861 | Wire Transfer |
| East Asia and the Pacific | Administration | $105,110 | Wire Transfer |
| East Asia and the Pacific | Outreach | $44,523 | Wire Transfer |
| East Asia and the Pacific | Foster Care - DSWD | $4,125 | Wire Transfer |
| East Asia and the Pacific | Support | $12,550 | Wire Transfer |
| East Asia and the Pacific | Adoption Fees | $1,161,242 | Wire Transfer |
| East Asia and the Pacific | Contributions | $678,393 | Wire Transfer |
| East Asia and the Pacific | Support | $61,308 | Wire Transfer |
| East Asia and the Pacific | Child Care | $5,000 | Wire Transfer |
| East Asia and the Pacific | Foster Care | $249,000 | Wire Transfer |
| East Asia and the Pacific | Unwed Mothers Program | $31,000 | Wire Transfer |
| East Asia and the Pacific | International Adoption | $56,222 | Wire Transfer |
| East Asia and the Pacific | Services to Families | $88,000 | Wire Transfer |
| East Asia and the Pacific | Child Care | $55,836 | Wire Transfer |
| East Asia and the Pacific | Child Care | $12,500 | Wire Transfer |
| South Asia | Child Care | $162,888 | Wire Transfer |
| South Asia | Services to Families | $37,000 | Wire Transfer |
| South Asia | Education Assistance | $27,802 | Wire Transfer |
| South Asia | Services to Families | $12,500 | Wire Transfer |
| South Asia | Education Assistance | $25,667 | Wire Transfer |
| South Asia | Child Care | $30,000 | Wire Transfer |
| South Asia | Services to Families | $109,833 | Wire Transfer |
| South Asia | International Adoption | $86,700 | Wire Transfer |
| Sub-Saharan Africa | Services to Families | $63,428 | Wire Transfer |
| Sub-Saharan Africa | Services to Families | $6,255 | Wire Transfer |
| Sub-Saharan Africa | Services to Families | $72,787 | Wire Transfer |
| Sub-Saharan Africa | Services to Families | $23,557 | Wire Transfer |
| Sub-Saharan Africa | Services to Families | $11,438 | Wire Transfer |
| Sub-Saharan Africa | Child Care | $104,823 | Wire Transfer |
| Russia and the Newly Independent States | Child Care | $10,000 | Wire Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | HOLT INTERNATIONAL REVIEWS BUDGETS PREPARED BY GRANT RECIPIENTS FOR ASSURANCE THAT PROJECTED EXPENSES ARE REASONABLE AND FOCUSED ON ACHIEVING THE GRANT OBJECTIVES AND HOLT'S MISSION. HOLT INTERNATIONAL REVIEWS REGULAR FINANCIAL REPORTS FROM GRANT RECIPIENTS FOR ASSURANCE THAT ACTUAL EXPENDITURES ARE IN LINE WITH THE BUDGET AND FOCUSED ON REACHING GRANT OBJECTIVES. IN ADDITION, HOLT INTERNATIONAL STAFF PERSONALLY VISIT GRANT SITES AND REVIEW FINANCIAL SYSTEMS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Douglas Shaw & Associates | ||||||||
| 1717 Park St Suite 300 | Naperville | IL | 60563 | Fundraising Counsel - Consultation Services | 0 | $785,843 | $120,000 | $665,843 |
| MDS COMMUNICATIONS | ||||||||
| 545 W Juanita Ave | Mesa | AZ | 85210 | Fundraising Solicitor - Telemarketing | 0 | $27,033 | $10,692 | $16,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $812,876 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $130,692 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $682,184 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | GU | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | PR | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Portland, OR Dinner/Auction | Event1Nm |
| Gross Receipts Event1 | $91,060 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $69,095 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,965 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $500 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,848 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $14,743 | OtherDirectExpensesEvent1Amt |
| Event2 | Omaha, NE Dinner/Auction | Event2Nm |
| Gross Receipts Event2 | $106,287 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $66,234 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,053 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $13,170 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $16,786 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $197,347 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $135,329 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $62,018 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $500 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,018 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,529 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,047 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,971 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLT INTERNATIONAL FOUNDATION OF CHINA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Country Club Road | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 930476873 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,535,672 | CashGrantAmt |
| Purpose Of Grant | Grant-Making to Support International Adoption, Foster Care and education | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | HOLT INTERNATIONAL'S ONLY US GRANT WAS TO A RELATED ORGANIZATION WHICH HOLT INTERNATIONAL EXERCISES SUFFICIENT AUTHORITY OVER TO ENSURE FUNDS ARE SPENT APPROPRIATELY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP LITTLETON | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $151,343 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,278 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,153 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $186,774 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM BROWN | PersonNm |
| Relationship With Org | FORMER PRESIDENT/CEO | RelationshipWithOrgTxt |
| Loan Purpose | EMPLOYEE REIMBURSEMENT RECEIVABLE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $45,184 | OriginalPrincipalAmt |
| Balance Due | $45,184 | BalanceDueAmt |
| Default | Yes (1) | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $45,184 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,038 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | HOLT FINANCIAL STAFF REVIEW THE FORM 990 FOR ACCURACY. THE FORM 990 IS POSTED TO THE HOLT BOARD INTRANET FOR REVIEW BY BOARD MEMBERS. |
| Form 990, Part VI, Section B, line 12c | SENIOR STAFF ARE CHARGED WITH ENSURING COMPLIANCE WITH HOLT'S CONFLICT OF INTEREST POLICY THROUGH SUPERVISION OF STAFF AND APPROVAL OF FINANCIAL TRANSACTIONS. |
| Form 990, Part VI, Section B, line 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR HOLT INTERNATIONAL RESEARCHED THE COMPENSATION LEVELS WITHIN OTHER SIMILAR ORGANIZATIONS PRIOR TO APPROVING THE CURRENT COMPENSATION FOR THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THIS WAS CONDUCTED VIA WEBSITE INFORMATION AS WELL AS DIRECT CONTACT WITH THESE OTHER ORGANIZATIONS. THE EXECUTIVE COMMITTEE ACTS ON BEHALF OF THE FULL BOARD. |
| Form 990, Part VI, Section C, line 19 | ALL GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH HOLT'S WEBSITE FOR SELECTED DOCUMENTS. |
| Form 990, Part XI, line 9: | Rounding 3. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLT INTERNATIONAL FOUNDATION OF CHINA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 Country Club Road | AddressLine1Txt |
| City | Eugene | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930476873 | EIN |
| Primary Activities | Grant-making to support international adoption, foster care, and education | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11a, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments