BETA

ECONOMY DATA FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ECONOMY DATA FOUNDATION (EIN 42-1152386)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-28
IRS object ID
201611809349100411
Schema version
2015v2.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-28T13:22:53-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110550 New York Ave Suite 200AddressLine1Txt
CityDes MoinesCityNm
State AbbreviationIAStateAbbreviationCd
ZIP503223775ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421152386EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN TORGERSONPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-06-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY F STRAWHACKERPreparerPersonNm
PTINP00034782PTIN
Phone5152708080PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$871,382FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$175,392ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$131InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$131InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,878DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,878DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,139GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,139CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$194,540TotalRevAndExpnssAmt
Total Net Invst Incm$19,148TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$450AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$600TaxesRevAndExpnssAmt
Taxes Net Invst Incm$600TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,355ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,355ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,405TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,050TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,355TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$158,135ExcessRevenueOverExpensesAmt
Net Investment Income$18,098NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,314CashBOYAmt
Cash EOY$218,070CashEOYAmt
Cash EOYFMV$218,070CashEOYFMVAmt
Other Investments BOY$239,475OtherInvestmentsBOYAmt
Other Investments EOY$242,851OtherInvestmentsEOYAmt
Other Investments EOYFMV$653,312OtherInvestmentsEOYFMVAmt
Total Assets BOY$302,789TotalAssetsBOYAmt
Total Assets EOY$460,921TotalAssetsEOYAmt
Total Assets EOYFMV$871,382TotalAssetsEOYFMVAmt
Other Liabilities BOY$3OtherLiabilitiesBOYAmt
Total Liabilities BOY$3TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$253,422CapitalStockBOYAmt
Capital Stock EOY$253,422CapitalStockEOYAmt
Retained Earning BOY$49,364RetainedEarningBOYAmt
Retained Earning EOY$207,499RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$302,786TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$460,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$302,789TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$460,921TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$302,786TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$158,135ExcessRevenueOverExpensesAmt
Subtotal$460,921SubtotalAmt
Tot Net Ast Or Fund Balances EOY$460,921TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property69.00 KRAFT FOODS GROUPPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2005-09-01AcquiredDt
Sold2015-07-06SoldDt
Gross Sales Price$1,139GrossSalesPriceAmt
Gain Or Loss$1,139GainOrLossAmt
Gains Minus Excess Or Losses$1,139GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,139CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,720AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$707,714NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05189DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,219AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$644,467NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05620DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,672AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$552,160NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03563DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,557AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$433,250NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04976DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,345AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$417,640NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04393DistributionYr5Rt
Total Distribution0.237393TotalDistributionRt
Average Distribution0.047479AverageDistributionRt
Net Vl Noncharitable Assets$783,058NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$37,179AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$181NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$37,360AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,355QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$362InvestmentIncomeExciseTaxAmt
Subtotal$362SubtotalAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$463EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$463TotalPaymentsAndCreditsAmt
Overpayment$101OverpaymentAmt
Applied To ES Tax$101AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$654,291AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$140,692AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$794,983TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$794,983AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,925CashDeemedCharitableAmt
Net Vl Noncharitable Assets$783,058NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,153MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,153MinimumInvestmentReturnAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Total Tax$362TotalTaxAmt
Distributable Before Adj$38,791DistributableBeforeAdjAmt
Distributable Before Ded$38,791DistributableBeforeDedAmt
Distributable As Adjusted$38,791DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,355ExpensesAndContributionsAmt
Qualifying Distributions$35,355QualifyingDistributionsAmt
Adjusted Qualifying Distri$35,355AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,791DistributableAsAdjustedAmt
Undistributed Income PY$3,349UndistributedIncomePYAmt
Qualifying Distributions$35,355QualifyingDistributionsAmt
Applied To Year1$3,349AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,006AppliedToCurrentYearAmt
Undistributed Income CY$6,785UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST TIMOTHYS EPISCOPAL CHURCH
1020 24TH STREETWEST DES MOINESIA50266NONERELIGION$6,000
ST JUDE'S HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONEHUMANITIES$2,000
FRIENDS OF OUTDOOR SCHOOL
PO BOX 82684PORTLANDOR97282NONEEDUCATION$1,000
HOYT ARBORETUM
4000 SW FAIRVIEW BLVDPORTLANDOR97221NONEHUMANITIES$1,000
NEBRASKA HUMANE SOCIETY
8929 FORT STREETOMAHANE68134NONEHUMANITIES$500
OPEN DOOR MISSION
2828 N 23RD STREET EASTOMAHANE68110NONEHUMANITIES$300
FOOD BANK FOR THE HEARTLAND
10525 J STREETOMAHANE68127NONEHUMANITIES$300
LINCOLN HIGH SCHOOL
1600 SW SALMON STREETPORTLANDOR97205NONEEDUCATION$1,000
NATIONAL WESTERN STOCK SHOW
4655 HUMBOLDT STREETDENVERCO80216NONESCHOLARSHIPS$500
EAST ANGELS FOUNDATION
PO BOX 201404DENVERCO80220NONEEDUCATION$3,000
DONATE LIFE NORTHWEST
PO BOX 532PORTLANDOR97207NONEHUMANITIES$1,000
SUSAN G KOMEN
5005 LBJ FREEWAY STE 250DALLASTX75244NONEHUMANITIES$50
COMMUNITY FOUNDATION
1915 GRAND AVENUEDES MOINESIA50309NONEHUMANITIES$1,000
NICK WILSON CHARITABLE GROUP
PO BOX 80852PORTLANDOR97280NONEHUMANITIES$1,000
OPERATION WALK VIRGINIA
PO BOX 343OAKTONVA22124NONEHUMANITIES$5,000
RED NOSE DAY FUND
488 MADISON AVENUENEW YORKNY10022NONEHUMANITIES$500
DOUGLAS COUNTY HEALTH CENTER FOUNDA
4102 WOOLWORTH AVENUEOMAHANE68105NONEHUMANITIES$10,205
MUSIC AND MEMORY
160 FIRST STREET PO BOX 590NEW YORKNY11501NONEHUMANITIES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,355TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$131RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,878RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,139RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,148RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,148TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHARRINGTON K MASON TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111342 PINE STREETAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68144ZIPCd
FieldValueIRS element (for citing)
Total Contributions$175,392TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$450Amt
Net Investment Income$450NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTOCK/MUTUAL FUND INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$242,851BookValueAmt
EOYFMV$653,312EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYMENT WITH 2015 EXTENSIONCategoryTxt
Amt$600Amt
Net Investment Income$600NetInvestmentIncomeAmt

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