MENTORS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MENTORS (EIN 46-1308435)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201641379349308414
- 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 | 2016-05-16T15:33:09-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850203431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDW LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Post Office Box 93656 | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871993656 | 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 | 461308435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mentors | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MENT | BusinessNameControlTxt |
| Phone | 5054007032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 774-10 May Blvd Suite 393 | AddressLine1Txt |
| City | Incline Village | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 894519613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Whitesage | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5054007032 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James D Trujillo CPA | PreparerPersonNm |
| PTIN | P00311340 | PTIN |
| Phone | 5059983200 | PhoneNum |
| 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 | Michael Whitesage | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 774-10 May Blvd Suite 393 | AddressLine1Txt |
| City | Incline Village | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 894519613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,604,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | NV | LegalDomicileStateCd |
| Activity Or Mission | Mentors is dedicated to assisting people through transitions to self-sufficiency. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 307 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,081 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $431,329 | PYInvestmentIncomeAmt |
| CY Investment Income | -$2,217,922 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$29,286 | PYOtherRevenueAmt |
| CY Other Revenue | -$69,263 | CYOtherRevenueAmt |
| PY Total Revenue | $402,043 | PYTotalRevenueAmt |
| CY Total Revenue | -$2,286,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $181,212 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $132,672 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $95,938 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $100,178 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,969 | PYOtherExpensesAmt |
| CY Other Expenses | $38,946 | CYOtherExpensesAmt |
| PY Total Expenses | $305,119 | PYTotalExpensesAmt |
| CY Total Expenses | $271,796 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $96,924 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,557,900 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,239,485 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,086,618 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $878 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$428 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,238,607 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,087,046 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Mentors is dedicated to assisting people through transitions to self-sufficiency. There are many paths to self-sufficiency, among them financial, educational, and travel. Mentors assists with the means to independence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $171,618 | ExpenseAmt |
| Grant | $132,672 | GrantAmt |
| Desc | Mentors provides microloans, grants, scholarships and support and mentoring to people who would otherwise have no access to financial services for their business or education plans. Mentors provides education and business specific tools such as calculators and computers. | Desc |
| Total Program Service Expenses | $171,618 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | 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 | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Annalee Burns | PersonNm |
| Phone | 5054007032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 774-10 May Blvd Suite 393 | AddressLine1Txt |
| City | Incline Village | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 894519613 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Marilyn Mecham | ||||||
| Executive Director | 40.00 | Yes (X) | $80,000 | $0 | $0 | |
| Michael Whitesage | ||||||
| President | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Whitesage | ||||||
| Treasurer | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Michael Whitesage | ||||||
| Secretary | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $80,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,081 | AllOtherContributionsAmt |
| Total Contributions | $1,081 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $442,383 | TotalRevenueColumnAmt |
| Exclusion | $442,383 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,230,643 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,890,948 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,660,305 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,660,305 | TotalRevenueColumnAmt |
| Exclusion | -$2,660,305 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| IRS Refund | 900099 | $3,907 | $3,907 |
| Income/Loss from Pass-through | 211110 | -$73,170 | -$73,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$69,263 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,286,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,287,185 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,672 | TotalAmt |
| Program Services | $132,672 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,000 | TotalAmt |
| Management And General | $80,000 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200 | TotalAmt |
| Management And General | $3,200 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,632 | TotalAmt |
| Management And General | $10,632 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,346 | TotalAmt |
| Management And General | $6,346 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,865 | TotalAmt |
| Program Services | $16,865 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696 | TotalAmt |
| Program Services | $696 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,151 | TotalAmt |
| Program Services | $10,151 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,490 | TotalAmt |
| Program Services | $4,490 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,721 | TotalAmt |
| Program Services | $6,721 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Business Expenses | Desc |
| Total | $23 | TotalAmt |
| Program Services | $23 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,796 | TotalAmt |
| Program Services | $171,618 | ProgramServicesAmt |
| Management And General | $100,178 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,564 | BOYAmt |
| EOY | $256,451 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,452 | BOYAmt |
| EOY | $414,894 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,616,469 | BOYAmt |
| EOY | $6,415,273 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,239,485 | BOYAmt |
| EOY | $7,086,618 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878 | BOYAmt |
| EOY | -$428 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878 | BOYAmt |
| EOY | -$428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,238,607 | BOYAmt |
| EOY | $7,087,046 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,238,607 | BOYAmt |
| EOY | $7,087,046 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,239,485 | BOYAmt |
| EOY | $7,086,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,557,900 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $213,955 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $192,384 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 Minus3 Years | $10,000,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $1,081 | CurrentTaxYearAmt |
| Total | $10,001,081 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,000,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $1,081 | CurrentTaxYearAmt |
| Total | $10,001,081 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,794,406 | SubstantialContributorsTotAmt |
| Public Support Total170 | $206,675 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $65 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $278,546 | CurrentTaxYearMinus2YearsAmt |
| Total | $278,611 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,279,692 | TotalSupportAmt |
| Public Support CY170 | 0.02010 | PublicSupportCY170Pct |
| Private Foundation170 | Yes (X) | PrivateFoundation170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Energy Transfer Partners | $293,046 | F |
| New York Morgage Trust Inc | $354,978 | F |
| The Blackstone Group | $327,195 | F |
| Vanguard High Dividend Yield | $2,934,330 | F |
| Vanguard REIT ETF | $886,598 | F |
| Cabot Corp Senior Note | $639,388 | F |
| Capital One Finl Corp | $721,273 | F |
| Health Care Ppty | $258,465 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,415,273 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|---|---|
| Brigham Young University | ||||||||
| A-41 ASB | Provo | UT | 84602 | $11,970 | Scholarships | |||
| DEBATE - Kansas City | ||||||||
| 5100 Rockhill Road 202 Haag Hall | Kansas City | MO | 64122 | $10,500 | Scholarships | |||
| Chadron State College | ||||||||
| 1000 Main Street Crites Hall 114 | Chadron | NE | 69337 | $2,000 | Scholarships | |||
| Doane College | ||||||||
| 1014 Boswell Avenue | Crete | NE | 68333 | $4,000 | Scholarships | |||
| University of Nebraska-Kearney | ||||||||
| 905 West 25th Street Memorial | Kearney | NE | 68849 | $5,000 | Scholarships | Affairs Building | ||
| University of Nebraska-Lincoln | ||||||||
| 17 Canfield Administration Building | Lincoln | NE | 685880411 | $13,000 | Scholarships | PO Box 880411 | ||
| University of Nebraska-Omaha | ||||||||
| 6001 Dodge Street Eppley Administra | Omaha | NE | 681820153 | $3,700 | Scholarships | ion Building 103 | ||
| Central Community College | ||||||||
| PO Box 4903 | Grand Island | NE | 68802 | $1,500 | Scholarships | |||
| Iowa State University | ||||||||
| 1600 S 16th Street | Ames | IA | 50011 | $3,000 | Scholarships | |||
| Kansas City KS CC | ||||||||
| 7250 State Ave | Kansas City | KS | 66112 | $3,237 | Scholarships | |||
| Metropolitian Community College | ||||||||
| PO Box 3777 | Omaha | NE | 68013 | $5,000 | Scholarships | |||
| Morningside College | ||||||||
| 1501 Morningside Avenue | Sioux City | IA | 68802 | $2,000 | Scholarships | |||
| Nebraska Methodist College | ||||||||
| 720 N 87th Street | Omaha | NE | 68114 | $2,000 | Scholarships | |||
| Southeast Community College | ||||||||
| 8800 O Street | Lincoln | NE | 68837 | $2,120 | Scholarships | |||
| Tennessee State University | ||||||||
| 3500 John A Merritt Blvd | Nashville | TN | 37209 | $3,974 | Scholarships | |||
| Desert Research Institute | ||||||||
| 2215 Raggio Pkwy | Reno | NV | 89512 | $18,240 | Scholarships | |||
| University of New Mexico | ||||||||
| 1 University of New Mexico | Albuquerque | NM | 87131 | $8,793 | Scholarships | |||
| Green Our Planet | ||||||||
| 6785 Edmond St | Las Vegas | NV | 89118 | $9,000 | Scholarships | |||
| TMCC Applied Technology Center | ||||||||
| 475 Edison Way | Reno | NV | 89502 | $561 | Scholarships | |||
| Briar Cliff College | ||||||||
| 3303 Rebecca St | Sioux City | IA | 51104 | $1,000 | Scholarships | |||
| Nevada State Board of Massage Therapy | ||||||||
| 1755 E Plump Lane | Reno | NV | 89502 | $436 | Scholarships | |||
| Universal Technical Institute | ||||||||
| 4100 Duckhorn Ave | Sacramento | CA | 95834 | $10,000 | Scholarships | |||
| REMSA | ||||||||
| 400 Edison Way | Reno | NV | 89502 | $65 | Scholarships | |||
| Dallas Theological Seminary | ||||||||
| 3909 Swinn Ave | Sulls | TX | 75204 | $7,500 | Scholarships | |||
| Lenovo | ||||||||
| 1009 Think Place | Morrisville | NC | 27560 | Purchase laptops for students | $4,075 | FMV | ||
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 8b | There is no committee - acting as a whole. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is presented during board meetings. |
| Form 990, Part VI, Section B, line 12c | The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy and takes corrective action as necessary. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available upon request. |
| Form 990, Part XI, line 9: | Book/Tax Difference on Pass-through 192,384. |
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