SIMON YOUTH FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SIMON YOUTH FOUNDATION INC (EIN 35-2035269)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201631319349300148
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T09:17:26-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352035269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simon Youth Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AMY L UPDIKE | InCareOfNm |
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 3172632361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST WASHINGTON STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MICHAEL DURNIL | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 3172632361 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3172632361 | PhoneNum |
| Preparation | 2016-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J MICHAEL DURNIL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WEST WASHINGTON STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,862,683 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SYF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | SIMON YOUTH FOUNDATION FOSTERS AND IMPROVES EDUCATIONAL OPPORTUNITIES, CAREER DEVELOPMENT, AND LIFE SKILLS TO TRANSFORM THE LIVES OF AT-RISK YOUTH. SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,221,687 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,429,655 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$422,844 | PYInvestmentIncomeAmt |
| CY Investment Income | $419,536 | CYInvestmentIncomeAmt |
| PY Other Revenue | $470,524 | PYOtherRevenueAmt |
| CY Other Revenue | $384,884 | CYOtherRevenueAmt |
| PY Total Revenue | $3,269,367 | PYTotalRevenueAmt |
| CY Total Revenue | $4,234,075 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,071,004 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,111,118 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $864,234 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,111,413 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $124,191 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $528,454 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,021,021 | PYOtherExpensesAmt |
| CY Other Expenses | $1,300,492 | CYOtherExpensesAmt |
| PY Total Expenses | $3,080,450 | PYTotalExpensesAmt |
| CY Total Expenses | $3,523,023 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $188,917 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $711,052 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,539,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,798,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $560,611 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $797,441 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,978,629 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,001,530 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SIMON YOUTH FOUNDATION EXISTS TO HELP AT-RISK STUDENTS WHO ARE ON THE VERGE OF DROPPING OUT OF HIGH SCHOOL STAY IN SCHOOL. THROUGH 26 SIMON YOUTH ACADEMIES IN 12 STATES AND SIMON YOUTH SCHOLARSHIPS, SIMON YOUTH FOUNDATION ADVOCATES, CREATES AND INITIATES EDUCATIONAL OPPORTUNITIES FOR STUDENTS. IN PARTNERSHIP WITH LOCAL PUBLIC SCHOOLS, SYF HAS MAINTAINED A 90% CUMULATIVE GRADUATION RATE AT OUR ACADEMIES SINCE INCEPTION, GRADUATED MORE THAN 13,000 STUDENTS, AND AWARDED MORE THAN $13 MILLION IN SCHOLARSHIPS TO APPROXIMATELY 4,200 STUDENTS IN 42 STATES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,190,417 | ExpenseAmt |
| Desc | SIMON YOUTH ACADEMIES ARE PUBLIC ALTERNATIVE SCHOOLS PRIMARILY LOCATED IN SIMON PROPERTY GROUP MALLS, WITH SOME STAND-ALONE SITES. THE ACADEMIES SERVE STUDENTS WHO ARE STRUGGLING IN TRADITIONAL HIGH SCHOOL ENVIRONMENTS, OFTEN DUE TO CHALLENGING LIFE CIRCUMSTANCES SUCH AS PARENTING, HOMELESSNESS OR ILLNESS. BY WORKING WITH LOCAL PUBLIC SCHOOL DISTRICTS, SYF IS ABLE TO REACH THESE STUDENTS BEFORE THEY DROP OUT, AND THROUGH THE ACADEMY NETWORK, OFFER STUDENTS THE SAME EDUCATIONAL OPPORTUNITIES THEY WOULD RECEIVE IN A TRADITIONAL HIGH SCHOOL, BUT IN AN ENVIRONMENT THAT MEETS THE NEEDS OF AT-RISK STUDENTS. WITH SMALL CLASS SIZES, FLEXIBLE HOURS, SELF-PACED CURRICULUM, AND A FAMILY-LIKE ATMOSPHERE THE ACADEMIES PROVIDE A UNIQUE LEARNING ENVIRONMENT THAT HAS PROVEN TO BE A SUCCESSFUL MODEL. IN ORDER TO GRADUATE FROM AN ACADEMY, STUDENTS MUST MEET ALL STATE AND NATIONAL GRADUATION REQUIREMENTS. WHEN THEY GRADUATE, ACADEMY STUDENTS EARN THEIR DIPLOMAS FROM THEIR REFERRING HIGH SCHOOLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,111,118 | ExpenseAmt |
| Grant | $1,111,118 | GrantAmt |
| Desc | SIMON YOUTH SCHOLARSHIPS ARE AWARDED TO SIMON YOUTH ACADEMY GRADUATES, AS WELL AS NON-ACADEMY STUDENTS IN EVERY COMMUNITY THAT IS HOME TO A SIMON PROPERTY. THE AWARDS PRIMARILY SERVE STUDENTS WHO WILL BE THE FIRST IN THEIR FAMILIES TO ATTEND POST-SECONDARY EDUCATION INSTITUTIONS, INCLUDING 2-YEAR VOCATIONAL AND TECHNICAL SCHOOLS AND 4-YEAR COLLEGES. A THIRD-PARTY ADMINISTRATOR SELECTS RECIPIENTS AND FACTORS IN FINANCIAL NEED, ACADEMIC PERFORMANCE, LEADERSHIP SKILLS, SCHOOL PARTICIPATION, AND COMMUNITY ACTIVITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,780 | ExpenseAmt |
| Desc | TO SUPPORT CONTINUED HIGH ACADEMIC AND PROGRAM STANDARDS, SYF HOSTS AN ANNUAL BEST PRACTICES CONFERENCE FOR SYF SCHOOL DISTRICT PARTNERS AND REPRESENTATIVES FROM NATIONAL ORGANIZATIONS THAT WORK TO IMPROVE GRADUATION RATES. THE BEST PRACTICES CONFERENCE IS HELD IN CONJUNCTION WITH A LEADING NATIONAL EDUCATION CONFERENCE, PROVIDING AN OPPORTUNITY FOR ACADEMY ADMINISTRATORS AND TEACHERS TO TAKE ADVANTAGE OF PROFESSIONAL DEVELOPMENT BEYOND SYF SPONSORED LECTURES AND SESSIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,400,315 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | CO | 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 | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | 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 | NY | 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 | 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 | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY L UPDIKE | PersonNm |
| Phone | 3176857289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WASHINGTON ST | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| LENA A BARKLEY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE J BELLEJ | |||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SANDRA CATH | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HALEY GLOVER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY A JOHNSON | |||||||
| TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFFREY J KUCER | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL E MCCARTY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY H PATCHEN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH J SIMON | |||||||
| CHAIR OF THE BOARD | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT WOLFRUM | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LESLIE G FATUM | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DARIN ETCHISON | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BETH FORTUNE | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVE KINGLSEY | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANITA SILVERMAN | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KISSEL | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SUSAN MASSELA | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM N SALIN II | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| COLLIN L SAM | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SHARI SIMON GREENBERG | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN H SIMON | |||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| J MICHAEL DURNIL | |||||||
| PRESIDENT AND CEO | 50.0 | 0.0 | $193,679 | $0 | $16,364 | Yes (X) | |
| AMY L UPDIKE | |||||||
| VP, FINANCE & ADMINISTRATION | 50.0 | 0.0 | $96,758 | $0 | $12,065 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $290,437 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,429 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIEL SEXTON | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 NORTH CAPITOL AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION SERVICE | ServicesDesc |
| Compensation | $319,543 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $30,925 | FundraisingAmt |
| All Other Contributions | $3,398,730 | AllOtherContributionsAmt |
| Noncash Contributions | $57,402 | NoncashContributionsAmt |
| Total Contributions | $3,429,655 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $304,445 | TotalRevenueColumnAmt |
| Exclusion | $304,445 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,504,323 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,389,232 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $115,091 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,091 | TotalRevenueColumnAmt |
| Exclusion | $115,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $624,260 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $30,925 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $239,376 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $384,884 | TotalRevenueColumnAmt |
| Exclusion | $384,884 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,234,075 | TotalRevenueColumnAmt |
| Exclusion | $804,420 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,368 | TotalAmt |
| Program Services | $1,093,368 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,750 | TotalAmt |
| Program Services | $17,750 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,866 | TotalAmt |
| Program Services | $92,915 | ProgramServicesAmt |
| Management And General | $106,646 | ManagementAndGeneralAmt |
| Fundraising | $119,305 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,795 | TotalAmt |
| Program Services | $212,958 | ProgramServicesAmt |
| Management And General | $233,347 | ManagementAndGeneralAmt |
| Fundraising | $189,490 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,814 | TotalAmt |
| Program Services | $4,761 | ProgramServicesAmt |
| Management And General | $5,288 | ManagementAndGeneralAmt |
| Fundraising | $4,765 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,384 | TotalAmt |
| Program Services | $28,617 | ProgramServicesAmt |
| Management And General | $31,472 | ManagementAndGeneralAmt |
| Fundraising | $26,295 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,554 | TotalAmt |
| Program Services | $17,855 | ProgramServicesAmt |
| Management And General | $19,829 | ManagementAndGeneralAmt |
| Fundraising | $17,870 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,144 | TotalAmt |
| Program Services | $12,180 | ProgramServicesAmt |
| Management And General | $14,017 | ManagementAndGeneralAmt |
| Fundraising | $10,947 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,032 | TotalAmt |
| Management And General | $19,032 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,198 | TotalAmt |
| Management And General | $35,753 | ManagementAndGeneralAmt |
| Fundraising | $10,445 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,662 | TotalAmt |
| Program Services | $96,662 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,647 | TotalAmt |
| Program Services | $7,089 | ProgramServicesAmt |
| Management And General | $10,564 | ManagementAndGeneralAmt |
| Fundraising | $71,994 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,232 | TotalAmt |
| Program Services | $3,427 | ProgramServicesAmt |
| Management And General | $57,139 | ManagementAndGeneralAmt |
| Fundraising | $9,666 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,983 | TotalAmt |
| Program Services | $45,398 | ProgramServicesAmt |
| Management And General | $4,262 | ManagementAndGeneralAmt |
| Fundraising | $17,323 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,694 | TotalAmt |
| Program Services | $101,030 | ProgramServicesAmt |
| Management And General | $9,818 | ManagementAndGeneralAmt |
| Fundraising | $5,846 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,110 | TotalAmt |
| Program Services | $180,781 | ProgramServicesAmt |
| Management And General | $33,329 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,971 | TotalAmt |
| Program Services | $17,114 | ProgramServicesAmt |
| Management And General | $4,857 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACADEMY EXPENSES | $387,885 | $387,885 | ||
| MISCELLANEOUS EXPENSES | $133,934 | $80,525 | $8,901 | $44,508 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,523,023 | TotalAmt |
| Program Services | $2,400,315 | ProgramServicesAmt |
| Management And General | $594,254 | ManagementAndGeneralAmt |
| Fundraising | $528,454 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250 | BOYAmt |
| EOY | $250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,482,227 | BOYAmt |
| EOY | $1,321,528 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,921 | BOYAmt |
| EOY | $1,005,634 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,200 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,001 | BOYAmt |
| EOY | $57,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,554,849 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,767,824 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,424,126 | BOYAmt |
| EOY | $2,787,025 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,731,515 | BOYAmt |
| EOY | $7,626,796 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,539,240 | BOYAmt |
| EOY | $12,798,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,611 | BOYAmt |
| EOY | $797,441 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,611 | BOYAmt |
| EOY | $797,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,260,153 | BOYAmt |
| EOY | $11,286,226 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,993 | BOYAmt |
| EOY | $417,821 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,483 | BOYAmt |
| EOY | $297,483 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,978,629 | BOYAmt |
| EOY | $12,001,530 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,539,240 | BOYAmt |
| EOY | $12,798,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $711,052 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$623,849 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$64,302 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,351,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,940,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,694,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,134,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,398,730 | CurrentTaxYearAmt |
| Total | $14,519,359 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,351,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,940,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,694,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,134,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,398,730 | CurrentTaxYearAmt |
| Total | $14,519,359 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,241,399 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,277,960 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $299,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $304,445 | CurrentTaxYearAmt |
| Total | $1,281,303 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,800,662 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,979,531 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84034 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84578 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,111,906 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$239,294 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $480 | AdministrativeExpensesAmt |
| End Year Balance | $7,868,132 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,919,255 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $193,105 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $454 | AdministrativeExpensesAmt |
| End Year Balance | $8,111,906 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,093,832 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $826,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $422 | AdministrativeExpensesAmt |
| End Year Balance | $7,919,255 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,251,036 | BeginningYearBalanceAmt |
| Contributions | $252,515 | ContributionsAmt |
| Investment Earnings Or Losses | $592,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $277 | AdministrativeExpensesAmt |
| End Year Balance | $7,093,832 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,721,120 | BeginningYearBalanceAmt |
| Contributions | $752,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$220,171 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $413 | AdministrativeExpensesAmt |
| End Year Balance | $6,251,036 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,054,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,275,726 | DepreciationAmt |
| Book Value | $2,778,720 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,492 | OtherCostOrOtherBasisAmt |
| Depreciation | $239,187 | DepreciationAmt |
| Book Value | $8,305 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $252,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,911 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,787,025 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $7,135,825 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$623,849 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,321,976 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $239,376 | OtherRevenueAmt |
| Revenue Not Reported | $2,937,503 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,198,322 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,753 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $35,753 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,234,075 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,048,622 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,321,976 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $239,376 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,561,352 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,487,270 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $35,753 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $35,753 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,523,023 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: TO PROVIDE FOR SPECIFIC RESTRICTED OR DESIGNATED OPERATING OR CAPITAL REQUIREMENTS OF THE FOUNDATION. USES WOULD INCLUDE FUNDING SCHOLARSHIPS, OPERATING BUDGET ITEMS, AND SIMON YOUTH ACADEMY BUILD-OUTS. |
| SCHEDULE D, PART X | FIN 48 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PARTS XI & XII, LINE 2D | OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES $ 239,376 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (2 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS | South Asia | 1 | $10,000 | CASH |
| SCHOLARSHIPS | North America | 1 | $7,750 | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 1 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: SIMON YOUTH FOUNDATION USES AN INDEPENDENT THIRD PARTY TO MONITOR THE USE OF ITS SCHOLARSHIP FUNDS. THE COMPANY INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES, INC. IS AN INDUSTRY LEADER IN SCHOLARSHIP MANAGEMENT. THEY MONITOR THE USE OF THE SCHOLARSHIP FUNDS AND WORK DIRECTLY WITH SCHOOLS TO ENSURE PROPER USE OF THE FUNDS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MASQUERADE | Event1Nm |
| Gross Receipts Event1 | $378,413 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,925 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $363,488 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $54,434 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $72,174 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $27,050 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $35,745 | OtherDirectExpensesEvent1Amt |
| Event2 | FOUNDERS CELEBR | Event2Nm |
| Gross Receipts Event2 | $236,300 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $228,300 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $20,779 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $16,114 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $40,472 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,000 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $32,472 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,047 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $2,639 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,712 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $5,682 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $655,185 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,925 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $624,260 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,047 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,639 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $58,146 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $98,635 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $27,050 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $51,859 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $239,376 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $384,884 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 440 | RecipientCnt |
| Cash Grant | $1,034,423 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S.: SIMON YOUTH FOUNDATION USES AN INDEPENDENT THIRD PARTY TO MONITOR THE USE OF ITS SCHOLARSHIP FUNDS. THE COMPANY INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES, INC. IS AN INDUSTRY LEADER IN SCHOLARSHIP MANAGEMENT. THEY MONITOR THE USE OF THE SCHOLARSHIP FUNDS AND WORK DIRECTLY WITH SCHOOLS TO ENSURE PROPER USE OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J MICHAEL DURNIL | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $192,437 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $1,242 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,364 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $210,043 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MATERIALS | 2 | $37,093 | FMV |
| Yes (X) | PRINTING | 1 | $6,212 | FMV |
| Yes (X) | FLORAL ARRANGEMENTS | 1 | $6,597 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | THIRD PARTY WHO SELLS NONCASH CONTRIBUTIONS: STIFEL NICOLAUS SELLS PUBLICLY TRADED STOCK THAT SIMON YOUTH FOUNDATION RECEIVES AS CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | ORGANIZATION'S MISSION: SIMON YOUTH FOUNDATION FOSTERS AND IMPROVES EDUCATIONAL OPPORTUNITIES, CAREER DEVELOPMENT AND LIFE SKILLS TO TRANSFORM THE LIVES OF AT-RISK YOUTH THROUGH FOCUSED PROGRAMS AND INITIATIVES WITH OUR PUBLIC SCHOOL AND POST-SECONDARY EDUCATION PARTNERS. TO DELIVER ON ITS MISSION AND IGNITE HOPE IN STUDENTS, SIMON YOUTH FOUNDATION HAS DEVELOPED TWO MAJOR INITIATIVES: SIMON YOUTH ACADEMIES AND SIMON YOUTH SCHOLARSHIPS. OUR 26 NATIONWIDE ACADEMIES ARE ALTERNATIVE HIGH SCHOOLS LOCATED PRIMARILY IN SIMON PROPERTY GROUP MALLS THAT GIVE STUDENTS WHO ARE AT RISK OF DROPPING OUT THE SAME EDUCATION THEY WOULD RECEIVE IN A TRADITIONAL CLASSROOM, BUT IN A FLEXIBLE ENVIRONMENT. OUR SCHOLARSHIPS ARE AWARDED TO GRADUATES OF OUR ACADEMIES AND TO STUDENTS IN EVERY COMMUNITY THAT IS HOME TO A SIMON PROPERTY. |
| FORM 990, PART V, LINE 2A | EMPLOYEES REPORTED ON FORM W-3: THE SIMON PROPERTY GROUP, INC. PREPARES AND MAINTAINS THE PAYROLL RECORDS FOR THE SIMON YOUTH FOUNDATION'S EMPLOYEES UNDER A REIMBURSEMENT PLAN. |
| FORM 990, PART VI, SECTION A, LINE 2 | DIRECTOR, TRUSTEE, OR KEY EMPLOYEE: DEBORAH SIMON, STEPHEN SIMON, AND SHARI SIMON GREENBERG HAVE A FAMILY RELATIONSHIP. MICHELLE BELLEJ, TIMOTHY EARNEST, DARIN ETCHISON, KIMBERLY JOHNSON, AND DEBORAH SIMON HAVE A BUSINESS RELATIONSHIP WITH OTHER BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM, THE FINANCE COMMITTEE, AND THE TREASURER. IT WILL BE PROVIDED TO EACH BOARD MEMBER BY EMAIL BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PROCESS FOR MONITORING COMPLIANCE WITH C.O.I. POLICY: A QUESTIONNAIRE IS SENT ANNUALLY TO ALL BOARD MEMBERS WHICH REQUIRES THEM TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE VICE PRESIDENT OF FINANCE AND ADMINISTRATION REVIEWS THE SIGNED CONFLICT OF INTEREST POLICIES. ANY CONFLICTS ARE REPORTED TO AND DISCUSSED WITH THE FINANCE COMMITTEE. ANY PERSON WITH A CONFLICT ABSTAINS FROM VOTING ON THE RELATED ISSUE. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES OFFICER COMPENSATION FOR SIMON YOUTH FOUNDATION. COMPENSATION REVIEWS WERE LAST CONDUCTED IN JANUARY 2015 AND 2016. ON AN ANNUAL BASIS, THE CHAIR AND MEMBERS OF THE EXECUTIVE COMMITTEE AND/OR BOARD OF DIRECTORS SHALL REVIEW GENERAL AND SPECIFIC COMPENSATION DATA WITHIN THE COMPARABLE MARKET FOR SIMILARLY QUALIFIED INDIVIDUALS IN FUNCTIONALLY COMPARABLE POSITIONS. THE DATA REVIEWED WILL BE USED AS A KEY FACTOR IN DETERMINING COMPENSATION OF SYF'S KEY EMPLOYEES. WHEN NECESSARY, INDEPENDENT CONSULTANTS WILL BE CONSULTED TO HELP ESTABLISH COMPENSATION OBJECTIVES AND METHODS. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO DELIBERATIONS AND DECISIONS REGARDING COMPENSATION SHALL BE MAINTAINED BY THE CHAIR OR HER DESIGNEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: SIMON YOUTH FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, LINE 1A | OFFICERS: AMY L. UPDIKE AND J. MICHAEL DURNIL MEET THE IRS DEFINITION OF OFFICER FOR THE FORM 990 BUT ARE NOT OFFICERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS: RESERVE FOR UNCOLLECTIBLE ACCOUNTS $ ( 64,302) |
Comments