INNOVIA FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INNOVIA FOUNDATION (EIN 91-0941053)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-10
- IRS object ID
- 201643159349302959
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T14:05:14-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910614823 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOEDEL & SCHOEDEL CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 W RIVERSIDE AVE STE 1420 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992010395 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910941053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INLAND NORTHWEST COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INLA | BusinessNameControlTxt |
| Phone | 5096242606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W RIVERSIDE AVENUE NO 606 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK HURTUBISE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5096242606 | PhoneNum |
| Signature | 2016-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARCY A SKJOTHAUG CPA | PreparerPersonNm |
| PTIN | P00537762 | PTIN |
| Phone | 5097472158 | PhoneNum |
| Preparation | 2016-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK HURTUBISE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W RIVERSIDE SUITE 606 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,940,358 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | BENEFIT OF LOCAL CHARITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,629,939 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,157,325 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $121,036 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $131,792 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,150,418 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,651,241 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,901,393 | PYTotalRevenueAmt |
| CY Total Revenue | $13,940,358 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,189,767 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,820,764 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $798,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $879,442 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $117,522 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $911,395 | PYOtherExpensesAmt |
| CY Other Expenses | $778,081 | CYOtherExpensesAmt |
| PY Total Expenses | $5,899,488 | PYTotalExpensesAmt |
| CY Total Expenses | $6,478,287 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,001,905 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,462,071 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,265,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,335,619 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $515,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,003,277 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $88,750,293 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $92,332,342 | NetAssetsOrFundBalancesEOYAmt |
| Mission | COMMUNITY FOUNDATION FOR THE BENEFIT OF LOCAL CHARITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,850,689 | ExpenseAmt |
| Grant | $4,820,764 | GrantAmt |
| Revenue | $131,792 | RevenueAmt |
| Desc | THE ORGANIZATION'S PURPOSE IS TO CARRY OUT EXCLUSIVELY CHARITABLE PURPOSES FOR THE BENEFIT OF THE COMMUNITY OF SPOKANE, WA, AND THE INLAND NORTHWEST. SEE LIST ATTACHED. | Desc |
| Total Program Service Expenses | $5,850,689 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 0 | 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 | 0 | 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 |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5096242606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 W RIVERSIDE AVENUE NO 606 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT BISHOPP | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES R NIPP | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BIBIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELLEY L BENNETT | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY WILKERSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| K DUANE BRELSFORD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA MCRAE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE N SCHUMAN | |||||||
| VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL WILSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE BALDWIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| K COLLINS SPRAGUE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLA ALTEPETER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BLUME | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HURTUBISE | |||||||
| PRESIDENT/CEO | 40.00 | $206,510 | $0 | $40,172 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $206,510 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,172 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,157,325 | AllOtherContributionsAmt |
| Noncash Contributions | $7,419 | NoncashContributionsAmt |
| Total Contributions | $11,157,325 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMIN ASSESSMENT | 900099 | $88,994 | $88,994 |
| GRANTS RETURNED | 900099 | $42,798 | $42,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $131,792 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,527,820 | TotalRevenueColumnAmt |
| Exclusion | $2,527,820 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,421 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,421 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,421 | TotalRevenueColumnAmt |
| Exclusion | $123,421 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,940,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $131,792 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,651,241 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,820,764 | TotalAmt |
| Program Services | $4,820,764 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,853 | TotalAmt |
| Program Services | $138,997 | ProgramServicesAmt |
| Management And General | $80,472 | ManagementAndGeneralAmt |
| Fundraising | $24,384 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,395 | TotalAmt |
| Program Services | $271,403 | ProgramServicesAmt |
| Management And General | $155,773 | ManagementAndGeneralAmt |
| Fundraising | $54,219 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,798 | TotalAmt |
| Program Services | $59,580 | ProgramServicesAmt |
| Management And General | $34,166 | ManagementAndGeneralAmt |
| Fundraising | $12,052 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,396 | TotalAmt |
| Program Services | $27,369 | ProgramServicesAmt |
| Management And General | $15,748 | ManagementAndGeneralAmt |
| Fundraising | $5,279 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,230 | TotalAmt |
| Program Services | $12,572 | ProgramServicesAmt |
| Management And General | $7,233 | ManagementAndGeneralAmt |
| Fundraising | $2,425 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,560 | TotalAmt |
| Program Services | $32,552 | ProgramServicesAmt |
| Management And General | $18,729 | ManagementAndGeneralAmt |
| Fundraising | $6,279 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,473 | TotalAmt |
| Program Services | $13,274 | ProgramServicesAmt |
| Management And General | $7,638 | ManagementAndGeneralAmt |
| Fundraising | $2,561 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,699 | TotalAmt |
| Management And General | $9,699 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,766 | TotalAmt |
| Management And General | $8,766 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT F | $227,898 | $227,898 | ||
| PROGRAM EXPENDITURES | $177,072 | $177,072 | ||
| MAINTENANCE | $56,108 | $56,108 | ||
| PUBLIC INFORMATION | $50,705 | $28,676 | $16,498 | $5,531 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,570 | TotalAmt |
| Program Services | $40,532 | ProgramServicesAmt |
| Management And General | $99,246 | ManagementAndGeneralAmt |
| Fundraising | $4,792 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,478,287 | TotalAmt |
| Program Services | $5,850,689 | ProgramServicesAmt |
| Management And General | $510,076 | ManagementAndGeneralAmt |
| Fundraising | $117,522 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,667 | BOYAmt |
| EOY | $587,127 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,567,922 | BOYAmt |
| EOY | $2,407,184 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,998 | BOYAmt |
| EOY | $28,584 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $159,112 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $135,329 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,247 | BOYAmt |
| EOY | $23,783 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,285,659 | BOYAmt |
| EOY | $87,106,959 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,077,882 | BOYAmt |
| EOY | $3,170,242 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,265,375 | BOYAmt |
| EOY | $93,335,619 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,949 | BOYAmt |
| EOY | $270,436 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,133 | BOYAmt |
| EOY | $732,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,082 | BOYAmt |
| EOY | $1,003,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,672,411 | BOYAmt |
| EOY | $89,162,100 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,077,882 | BOYAmt |
| EOY | $3,170,242 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,750,293 | BOYAmt |
| EOY | $92,332,342 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,265,375 | BOYAmt |
| EOY | $93,335,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,462,071 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$3,561 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$3,876,461 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,729,552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,034,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,043,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,629,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,157,325 | CurrentTaxYearAmt |
| Total | $37,594,839 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,729,552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,034,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,043,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,629,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,157,325 | CurrentTaxYearAmt |
| Total | $37,594,839 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,310,847 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,283,992 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,540,216 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,618,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,234,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,834,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,527,820 | CurrentTaxYearAmt |
| Total | $8,755,904 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,350,743 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $210,474 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $2,991,992 | BeginningBalanceAmt |
| Distributions During Year | $7,335 | DistributionsDuringYearAmt |
| Ending Balance | $2,984,657 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,479,844 | BeginningYearBalanceAmt |
| Contributions | $11,098,663 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,520,676 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,029,697 | GrantsOrScholarshipsAmt |
| Other Expenditures | $225,298 | OtherExpendituresAmt |
| Administrative Expenses | $911,447 | AdministrativeExpensesAmt |
| End Year Balance | $75,891,389 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,348,352 | BeginningYearBalanceAmt |
| Contributions | $11,561,097 | ContributionsAmt |
| Investment Earnings Or Losses | -$964,537 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,643,643 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| Administrative Expenses | $801,425 | AdministrativeExpensesAmt |
| End Year Balance | $73,479,844 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,932,276 | BeginningYearBalanceAmt |
| Contributions | $5,993,180 | ContributionsAmt |
| Investment Earnings Or Losses | $7,406,327 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,208,121 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,933 | OtherExpendituresAmt |
| Administrative Expenses | $754,377 | AdministrativeExpensesAmt |
| End Year Balance | $68,348,352 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,527,822 | BeginningYearBalanceAmt |
| Contributions | $3,876,042 | ContributionsAmt |
| Investment Earnings Or Losses | $5,243,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,913,437 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$10,000 | OtherExpendituresAmt |
| Administrative Expenses | $811,201 | AdministrativeExpensesAmt |
| End Year Balance | $59,932,276 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,743,260 | BeginningYearBalanceAmt |
| Contributions | $4,582,482 | ContributionsAmt |
| Investment Earnings Or Losses | -$806,844 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,077,804 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,298,509 | OtherExpendituresAmt |
| Administrative Expenses | $614,763 | AdministrativeExpensesAmt |
| End Year Balance | $54,527,822 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $159,112 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $135,329 | DepreciationAmt |
| Book Value | $23,783 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,783 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (27 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DODGE AND COX FUNDS | $3,080,440 | F |
| EUROPACIFIC GROWTH FUND | $7,065,026 | F |
| AURORA OFFSHORE FUND | $2,583,641 | F |
| RREEF AMERICA REIT II | $2,843,953 | F |
| CASH VALUE LIFE INSURANCE | $2,407,044 | F |
| DIMENSIONAL FUND | $3,323,713 | F |
| RICHARDS MERRILL PETERSON | $10,105,607 | F |
| GROWTH FUND OF AMERICA | $3,208,304 | F |
| BLACKROCK GLOBAL FUND | $1,712,356 | F |
| VANGUARD TOTAL BOND MARKET INDEX | $2,031,887 | F |
| THIRD AVENUE REAL ESTATE VALUE FUND | $1,708,037 | F |
| WELLS FARGO | $2,509,243 | F |
| VANGUARD | $3,010 | F |
| PARAMETRIC EMERGING MARKET FUND | $1,452,492 | F |
| GATEWAY FUND | $6,187,078 | F |
| KALMAR SMALL CAP EQUITY FUND | $3,789,062 | F |
| DIMENSIONAL FUNDS - EMERGING | $1,481,301 | F |
| WESTWOOD FUNDS | $1,822,455 | F |
| MERRILL LYNCH | $1,834,941 | F |
| DOUBLELINE TOTAL RETURN | $1,722,904 | F |
| JP MORGAN ALERIAN MLP | $2,139,888 | F |
| JP MORGAN CORE BOND SLCT | $3,850,285 | F |
| SCHWAB GOVERNMENT MONEY FUND | $5,251,405 | F |
| SCHWAB FUNDAMENTAL US | $4,966,438 | F |
| TEMPLETON GLOBAL BOND | $4,199,897 | F |
| NUMERICA MONEY MKT | $5,337,516 | F |
| UBS | $489,036 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $87,106,959 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $9,988,185 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,743,523 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,235,216 | OtherRevenueAmt |
| Revenue Not Reported | -$2,508,307 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,496,492 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,443,866 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,443,866 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,940,358 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,326,228 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,188,303 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,188,303 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,137,925 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $340,362 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $340,362 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,478,287 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | TRUSTEE OF CHARITABLE REMAINDER UNITRUSTS. AMOUNTS REPORTED IN SCHEDULE D ARE NET OF REMAINDER INTEREST ALREADY REPORTED IN FORM 990, PART X, BALANCE SHEET. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE INVESTED TO PROVIDE FUNDS FOR FUTURE CHARITABLE DISTRIBUTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTERNAL ADMIN. FEES FUTURE INTERESTS RECEIVABLE FMV ADJUSTMENT CONSOLIDATING ENTRY - SUPPORTING ORGANIZATION |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FASB 136 AGENCY FUNDS ALLOCATION ADJUSTMENT |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTERNAL ADMIN. FEES CONSOLIDATING ENTRY - SUPPORTING ORGANIZATION |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FASB 136 AGENCY FUNDS ALLOCATION ADJUSTMENT |
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 | PDF SCHEDULE ATTACHED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $4,820,764 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Purpose Of Grant | CHARITABLE, EDUCATIONAL | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT DISBURSEMENT COMMITTEE MONITORS THE USE OF GRANT FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | MARK HURTUBISE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $187,736 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $18,774 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $30,976 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,196 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $246,682 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE FISCAL DIRECTOR AND PRESIDENT & CEO AND IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH FISCAL YEAR, A CONFLICT OF INTEREST QUESTIONNAIRE IS COMPLETED BY BOARD MEMBERS. THE IS REVIEWED BY THE BOARD FOR ANY CONFLICT. ANY POTENTIAL CONFLICT OF INTEREST IS RECORDED IN MINUTES OF BOARD MEETINGS. IF IT IS DEMONSTRATED THAT A BOARD OR COMMITTEE MEMBER HAS A CONFLICT, THEY ARE EXCUSED FROM VOTING ON A MOTION WHERE IT IS PERCEIVED A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ON WEBSITE. |
| FORM 990, PART XI, LINE 9: | INCREASE (DECREASE) DEFERRED GIFTS-FUTURE INTEREST VALUATION 92,360. INCREASE (DECREASE) IN FAIR MARKET VALUE OF INVESTMENTS -3,743,523. TRANSFER TO SUPPORTING ORGANIZATION -225,298. |
| FORM 990, PART XII, LINE 2C, OVERSIGHT OF THE AUDIT | THE FINANCE COMMITTEE HAS OVERSIGHT OF THE ANNUAL AUDIT. NO CHANGES HAVE OCCURRED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HENRY TREEDE SUPPORTING ORGANIZATION | |||||||||
| 421 W RIVERSIDE SUITE 606 | SPOKANE | WA | 99201 | 330995489 | SUPPORTING ORGANIZATION | WA | 501(C)(3) | 509(A)(3) TYPE I | 0 |
| TAD SUPPORTING ORGANIZATION | |||||||||
| 421 W RIVERSIDE SUITE 606 | SPOKANE | WA | 99201 | 453028624 | SUPPORTING ORGANIZATION | WA | 501(C)(3) | 509(A)(3) TYPE I | 0 |
| BOYS AND GIRLS CLUB SUPPORTING ORGANIZATION | |||||||||
| 421 W RIVERSIDE SUITE 606 | SPOKANE | WA | 99201 | SUPPORTING ORGANIZATION | WA | 501(C)(3) | 509(A)(3) TYPE I | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments