SOUTH DAKOTA COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH DAKOTA COMMUNITY FOUNDATION (EIN 46-0398115)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-16
- IRS object ID
- 201512949349300446
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-16T08:48:19-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460398115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH DAKOTA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6052241025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 296 | AddressLine1Txt |
| City | Pierre | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephanie Judson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6052241025 | PhoneNum |
| Signature | 2015-10-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Stephanie Judson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 296 | AddressLine1Txt |
| City | Pierre | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,278,708 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SDCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Activity Or Mission | RECEIVE AND ADMINISTER GIFTS FOR CHARITABLE, BENEVOLENT, HUMAN SERVICES, ENVIRONMENTAL, CULTURAL, RELIGIOUS, CIVIC, HEALTH, SCIENTIFIC, EDUCATIONAL, AND ECONOMIC DEVELOPMENT PURPOSES, PRIMARILY IN OR FOR THE BENEFIT OF SOUTH DAKOTA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,775,567 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,887,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $233,052 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $254,493 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,873,996 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,116,521 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,261 | PYOtherRevenueAmt |
| CY Other Revenue | $19,942 | CYOtherRevenueAmt |
| PY Total Revenue | $19,890,876 | PYTotalRevenueAmt |
| CY Total Revenue | $41,278,708 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,994,794 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,766,637 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $553,675 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $680,281 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $277,501 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $313,011 | PYOtherExpensesAmt |
| CY Other Expenses | $345,515 | CYOtherExpensesAmt |
| PY Total Expenses | $4,861,480 | PYTotalExpensesAmt |
| CY Total Expenses | $6,792,433 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,029,396 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $34,486,275 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $194,220,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,342,816 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,711,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79,978,149 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $123,508,732 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $147,364,667 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SEE PART 1, LINE 1. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,626,055 | ExpenseAmt |
| Grant | $4,626,055 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE SOUTH DAKOTA COMMUNITY FOUNDATION IS THE ONLY COMMUNITY FOUNDATION IN SOUTH DAKOTA WITH A STATEWIDE FOCUS. ESTABLISHED AS A PUBLIC NONPROFIT IN 1987 UNDER THE VISION OF GOVERNOR MICKELSON, THE FOUNDATION PROVIDES GRANTS TO NONPROFIT AND CHARITABLE ORGANIZATIONS ACROSS THE STATE IN SUPPORT OF ECONOMIC DEVELOPMENT, HUMAN SERVICES, HEALTH, EDUCATION, AND CULTURAL PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $786,666 | ExpenseAmt |
| Grant | $786,666 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY ACTION-COMMUNITY SAVINGS ACCOUNT-WORK WITH OVER 60 COMMUNITIES ACROSS THE STATE, RANGING IN POPULATION FROM 200 TO OVER 30,000, TO CREATE PERPETUAL FUNDING STREAMS TO ASSIST WITH LOCAL CHARITABLE CAUSES. GRANTS WERE AWARDED TO SUPPORT NONPROFIT AND CHARITABLE CAUSES THAT ENABLE THE FOUNDATION TO DIRECTLY EFFECT NECESSARY CHANGE AS DETERMINED BY LOCAL LEADERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $353,916 | ExpenseAmt |
| Grant | $353,916 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIP PROGRAM-MAINTAINS OVER 200 SCHOLARSHIP FUNDS TARGETING SOUTH DAKOTA SCHOOLS FOR THE BENEFIT OF HIGH SCHOOL GRADUATES ACROSS THE STATE. THE FOUNDATION WORKS WITH DONORS TO IMPROVE ACCESS FOR SOUTH DAKOTA'S YOUTH TO OBTAIN HIGHER EDUCATION. THE FOUNDATION AWARDED OVER 500 SCHOLARSHIPS TO ASSIST STUDENTS WITH HIGHER EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Other program services, administrative fees as program service revenues | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,766,637 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Clayton Cudmore | PersonNm |
| Phone | 6052241025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1714 N Lincoln Ave | AddressLine1Txt |
| City | Pierre | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Jim Hart | ||||||
| Chair | 1 | Yes (X) | $0 | $0 | $0 | |
| John Porter | ||||||
| Vice Chair | 1 | Yes (X) | $0 | $0 | $0 | |
| Patricia Adam | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Steve Myers | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Donna Christen | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Blake Hoffman | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| David Anderson | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Jeff Erickson | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Al Kurtenbach | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Janet Cronin | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Peg Seljeskog | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Curt Wischmeier | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Beth Benning | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Bruce Brandner | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Norbert Sebade | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Stanley Porch | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Trudy Morgan | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Anita Nachtigal | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Charles Hart | ||||||
| Director | 1 | Yes (X) | $0 | $0 | $0 | |
| Stephanie Judson | ||||||
| President | 50 | $152,497 | $0 | $39,259 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $152,497 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,259 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $5,005,000 | GovernmentGrantsAmt |
| All Other Contributions | $31,882,752 | AllOtherContributionsAmt |
| Noncash Contributions | $6,727,165 | NoncashContributionsAmt |
| Total Contributions | $36,887,752 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other administrative fees | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $254,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,493 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $254,493 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,116,521 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,116,521 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous/Change in CSV/Annuity | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $19,942 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,942 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,942 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,278,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $254,493 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,136,463 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,766,637 | TotalAmt |
| Program Services | $5,766,637 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,497 | TotalAmt |
| Management And General | $68,624 | ManagementAndGeneralAmt |
| Fundraising | $83,873 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,423 | TotalAmt |
| Management And General | $244,883 | ManagementAndGeneralAmt |
| Fundraising | $97,540 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,837 | TotalAmt |
| Management And General | $68,837 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,653 | TotalAmt |
| Management And General | $82,653 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,871 | TotalAmt |
| Management And General | $21,631 | ManagementAndGeneralAmt |
| Fundraising | $12,240 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,162 | TotalAmt |
| Management And General | $3,162 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,856 | TotalAmt |
| Management And General | $47,856 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,245 | TotalAmt |
| Management And General | $12,868 | ManagementAndGeneralAmt |
| Fundraising | $28,377 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,222 | TotalAmt |
| Management And General | $22,555 | ManagementAndGeneralAmt |
| Fundraising | $9,667 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,161 | TotalAmt |
| Management And General | $21,113 | ManagementAndGeneralAmt |
| Fundraising | $9,048 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,736 | TotalAmt |
| Management And General | $7,515 | ManagementAndGeneralAmt |
| Fundraising | $3,221 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,648 | TotalAmt |
| Management And General | $27,239 | ManagementAndGeneralAmt |
| Fundraising | $13,409 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,987 | TotalAmt |
| Management And General | $59,987 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,590 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,590 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing | $36,709 | $0 | $25,696 | $11,013 |
| Resource Development | $9,113 | $0 | $0 | $9,113 |
| Dues/Fees/Subscriptions | $12,640 | $0 | $12,640 | $0 |
| Miscellaneous | $4,446 | $0 | $4,446 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,792,433 | TotalAmt |
| Program Services | $5,766,637 | ProgramServicesAmt |
| Management And General | $748,295 | ManagementAndGeneralAmt |
| Fundraising | $277,501 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,523,154 | BOYAmt |
| EOY | $16,556,003 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,116 | BOYAmt |
| EOY | $443,737 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,795 | BOYAmt |
| EOY | $2,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,268,253 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $224,223 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,332 | BOYAmt |
| EOY | $1,044,030 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,369,547 | BOYAmt |
| EOY | $208,449,540 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,238 | BOYAmt |
| EOY | $846,856 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,220,182 | BOYAmt |
| EOY | $227,342,816 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,563 | BOYAmt |
| EOY | $66,544 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,554,221 | BOYAmt |
| EOY | $79,823,938 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,666 | BOYAmt |
| EOY | $87,667 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,711,450 | BOYAmt |
| EOY | $79,978,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,737,382 | BOYAmt |
| EOY | $146,422,948 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,350 | BOYAmt |
| EOY | $941,719 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,508,732 | BOYAmt |
| EOY | $147,364,667 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,220,182 | BOYAmt |
| EOY | $227,342,816 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $34,486,275 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$414,150 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$10,216,190 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,921,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,569,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,957,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,775,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,887,752 | CurrentTaxYearAmt |
| Total | $84,111,972 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,921,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,569,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,957,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,775,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,887,752 | CurrentTaxYearAmt |
| Total | $84,111,972 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,136,747 | SubstantialContributorsTotAmt |
| Public Support Total170 | $54,975,225 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,195,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,600,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,995,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,873,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,116,521 | CurrentTaxYearAmt |
| Total | $13,781,652 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $241,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,435 | CurrentTaxYearAmt |
| Total | $1,264,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $99,157,693 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,264,069 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55442 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58199 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Includes program services revenue of administrative fees along with changes in cash surrender value and split interest agreements. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 77 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,729,834 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,438,912 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $20,553,834 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,547,900 | BeginningYearBalanceAmt |
| Contributions | $15,189,746 | ContributionsAmt |
| Investment Earnings Or Losses | $3,151,214 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,485,594 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,208,349 | AdministrativeExpensesAmt |
| End Year Balance | $131,194,917 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,670,091 | BeginningYearBalanceAmt |
| Contributions | $11,145,696 | ContributionsAmt |
| Investment Earnings Or Losses | $19,121,012 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,541,040 | GrantsOrScholarshipsAmt |
| Other Expenditures | $779,755 | OtherExpendituresAmt |
| Administrative Expenses | $1,068,104 | AdministrativeExpensesAmt |
| End Year Balance | $118,547,900 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,937,093 | BeginningYearBalanceAmt |
| Contributions | $9,365,043 | ContributionsAmt |
| Investment Earnings Or Losses | $11,598,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,398,403 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $831,847 | AdministrativeExpensesAmt |
| End Year Balance | $93,670,091 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,528,429 | BeginningYearBalanceAmt |
| Contributions | $5,612,520 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,839,956 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,568,901 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $794,999 | AdministrativeExpensesAmt |
| End Year Balance | $76,937,093 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,835,695 | BeginningYearBalanceAmt |
| Contributions | $6,077,918 | ContributionsAmt |
| Investment Earnings Or Losses | $8,125,211 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,508,476 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $742,751 | AdministrativeExpensesAmt |
| End Year Balance | $77,787,597 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $55,000 | OtherCostOrOtherBasisAmt |
| Book Value | $55,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $924,034 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,628 | DepreciationAmt |
| Book Value | $837,406 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $289,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,595 | DepreciationAmt |
| Book Value | $151,624 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,044,030 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuities Payable | Desc |
| Amt | $87,667 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $87,667 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,145,377 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$414,150 | OtherRevenueAmt |
| Revenue Not Reported | -$414,150 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,559,527 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $10,719,181 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $10,719,181 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,278,708 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,289,442 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,289,442 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $502,991 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $502,991 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,792,433 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b | The Foundation acts as agent for certain donors by receiving assets under agreements in which the donor has named itself as the nonprofit beneficiary. For financial statement/GAAP, the Foundation recognizes a liability to the donor. For income tax reporting, the Foundation records contributions received. The Foundation entered into an agreement with a separate nonprofit to administer, invest, and disburse funds to higher education institutions for scholarships as overseen by the nonprofit's board. |
| Schedule D, Part V, Line 4 | See Form 990, Part 1, line 1. |
| Schedule D, Part X, Line 2 | At December 31, 2014, the Foundation believes that no significant uncertain tax positions or liabilities exist. In accordance with the applicable statute of limitations, the Foundation's tax returns could be audited by the Internal Revenue Service for the years ended December 31, 2011 to 2014. |
| Schedule D, Part XI, Line 2d | Unrealized loss on investments. |
| Schedule D, Part XI, Line 4b | GAAP versus income tax accounting: Agency endowment contributions $10,501,859 investment income $560,859; unrealized loss $107,600; administrative fees $235,937. Net $10,719,181. |
| Schedule D, Part XII, Line 4b | GAAP versus income tax accounting: Agency endowment grant expenses $502,991. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (120 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| City of Alcester | |||||||
| 106 W 2nd Street | Alcester | SD | 57001 | 466000025 | Gov | $8,200 | Community welfare |
| Highmore School District | |||||||
| PO Box 416 | Highmore | SD | 57345 | 466000364 | Gov | $13,000 | Education |
| Helpline Center | |||||||
| 1000 N West Avenue Suite 310 | Sioux Falls | SD | 571041314 | 237424387 | 3 | $10,000 | Community welfare |
| Huron Regional Medical Center Foundation | |||||||
| 110 Fourth Street SE B-8 | Huron | SD | 57350 | 460437171 | 3 | $37,538 | Healthcare |
| Fred Hutchinson Cancer Research Center | |||||||
| PO Box 19024 | Seattle | WA | 981091024 | 237156071 | 3 | $141,667 | Healthcare |
| Girl Scouts-Dakota Horizons | |||||||
| 1101 South Marion Road | Sioux Falls | SD | 57106 | 460250744 | 3 | $39,466 | Youth services |
| Lower Brule Community College | |||||||
| 111 Little Partisan Lane | Lower Brule | SD | 57325 | 460430791 | 3 | $9,900 | Education |
| Boys & Girls Club of Brookings | |||||||
| 1126 Southland Lane | Brookings | SD | 57006 | 731630215 | 3 | $311,292 | Youth services |
| Beresford Public Library | |||||||
| 115 South 3rd | Beresford | SD | 57004 | 466000049 | 3 | $6,000 | Community welfare |
| Northern State University | |||||||
| 1200 South Jay Street | Aberdeen | SD | 57401 | 466000364 | 3 | $20,000 | Education |
| South Dakota Center for Enterprise Opportunity | |||||||
| 1200 University Street Unit 9511 | Spearfish | SD | 577999511 | 237428348 | 3 | $8,000 | Community welfare |
| Dakota Wesleyan University | |||||||
| 1200 West University Ave | Mitchell | SD | 57301 | 460224589 | 3 | $20,000 | Education |
| South Dakota Humanities Council | |||||||
| 1215 Trail Ridge Road Suite A | Brookings | SD | 57006 | 460316222 | 3 | $27,367 | Community welfare |
| Crazy Horse Memorial Foundation | |||||||
| 12151 Ave of the Chiefs | Custer | SD | 57730 | 460220678 | 3 | $142,879 | Historical education |
| St Francis House | |||||||
| 1301 E Austin | Sioux Falls | SD | 57103 | 460423202 | 3 | $13,986 | Youth services |
| Volunteers of America Dakotas | |||||||
| 1309 W 51st Street | Sioux Falls | SD | 57109 | 237353508 | 3 | $10,000 | Community welfare |
| South Dakota CARES Inc | |||||||
| 1351 North Harrison Ave | Pierre | SD | 57501 | 460227839 | 3 | $9,174 | Community welfare |
| South Dakota Hall of Fame | |||||||
| 1480 South Main Street | Chamberlain | SD | 57325 | 460324210 | 3 | $36,000 | Community welfare |
| Presentation College | |||||||
| 1500 North Main Street | Aberdeen | SD | 57401 | 460280847 | 3 | $5,424 | Education |
| Peninsula College Foundation | |||||||
| 1502 East Lauridsen Blvd | Port Angeles | WA | 98362 | 911589749 | 3 | $47,559 | Education |
| Chiesman Center for Democracy | |||||||
| 1641 Deadwood Ave | Rapid City | SD | 57702 | 275217305 | 3 | $10,000 | Community welfare |
| Nordby Center for Recreation | |||||||
| 1700 Lincoln Ave SW | Huron | SD | 57350 | 460449821 | 3 | $7,149 | Community welfare |
| Community Development Foundation | |||||||
| 1705 Dakota Avenue South | Huron | SD | 57350 | 208612763 | 3 | $81,039 | Community welfare |
| Mitchell Area Safehouse Family Visitation Center | |||||||
| 1809 N Wisconsin | Mitchell | SD | 57301 | 460389086 | 3 | $7,000 | Community welfare |
| Youth & Family Services Inc | |||||||
| 1920 Plaza Blvd | Rapid City | SD | 577092813 | 466017085 | 3 | $10,000 | Community welfare |
| Sioux Falls Area Community Foundation | |||||||
| 200 North Cherapa Place | Sioux Falls | SD | 571032205 | 311748533 | 3 | $30,000 | Community welfare |
| City of Presho | |||||||
| 209 North Fir Ave | Presho | SD | 57568 | 466000375 | Gov | $13,950 | Community welfare |
| Watertown Community Foundation | |||||||
| 211 East Kemp Ave | Watertown | SD | 57201 | 460350319 | 3 | $5,978 | Community welfare |
| NECOG Development Corporation | |||||||
| 2201 6th Ave SE Suite 2 | Aberdeen | SD | 57401 | 460434487 | 3 | $7,500 | Community welfare |
| Centerville Development Corporation | |||||||
| 2201 State St | Centerville | SD | 57014 | 460315601 | 3 | $10,000 | Community welfare |
| Aberdeen Area Arts Council | |||||||
| PO Box 126 | Aberdeen | SD | 574020126 | 237181353 | 3 | $10,000 | Community welfare |
| Community Organized Resources for Educating Youth | |||||||
| 22732 Rando Court | Box Elder | SD | 57719 | 454426181 | 3 | $25,000 | Youth services |
| Sioux Falls Family YMCA | |||||||
| 230 S Minnesota Ave | Sioux Falls | SD | 57104 | 460225021 | 3 | $12,000 | Community welfare |
| Children's Care Hospital & School | |||||||
| 2501 West 26th Street | Sioux Falls | SD | 571052498 | 460233030 | 3 | $18,423 | Healthcare |
| Harmony South Dakota | |||||||
| 2522 W 41st St Number 125 | Sioux Falls | SD | 57105 | 463296505 | 3 | $14,500 | Youth services |
| Dakota Resources | |||||||
| 25795 475th Ave | Renner | SD | 57055 | 460442430 | 3 | $10,000 | Community welfare |
| YMCA of the Greater Twin Cities | |||||||
| 30 South 9th Street | Minneapolis | MN | 554023198 | 452563299 | 3 | $11,000 | Community welfare |
| Kilian Community College | |||||||
| 300 East 6th Street | Sioux Falls | SD | 57105 | 460385443 | 3 | $10,000 | Education |
| South Dakota Symphony Orchestra | |||||||
| 301 South Main 4th Floor | Sioux Falls | SD | 57104 | 466017026 | 3 | $30,000 | Community welfare |
| South Dakota School of Mines & Technology Foundation | |||||||
| 306 East St Joseph Street Suite 200 | Rapid City | SD | 57701 | 466011771 | 3 | $33,205 | Education |
| Safe Harbor | |||||||
| 310 S Kline St | Aberdeen | SD | 57401 | 460344310 | 3 | $32,500 | Community welfare |
| Homes Are Possible Inc | |||||||
| 318 South Main Street | Aberdeen | SD | 57401 | 460458578 | 3 | $20,000 | Community welfare |
| Club for Boys | |||||||
| PO Box 907 | Rapid City | SD | 57709 | 460277778 | 3 | $30,002 | Youth services |
| Our Home Inc of Huron Fund | |||||||
| 334 3rd Street SW | Huron | SD | 57350 | 237163006 | 3 | $9,164 | Community welfare |
| Canistota School District 43-1 | |||||||
| 341 4th Ave | Canistota | SD | 57012 | 466002267 | Gov | $10,000 | Education |
| Canova Community Improvement | |||||||
| 350 South Street W | Canova | SD | 57321 | 200874823 | 3 | $15,000 | Community welfare |
| DakotAbilities | |||||||
| 3600 S Duluth Ave | Sioux Falls | SD | 57105 | 460306216 | 3 | $8,730 | Community welfare |
| Historic Arnolds Park Inc | |||||||
| PO Box 609 | Arnolds Park | IA | 51331 | 421231504 | 3 | $17,990 | Community welfare |
| Aliive-Roberts County | |||||||
| 401 Veterans Ave | Sisseton | SD | 57262 | 274467170 | 3 | $10,000 | Community welfare |
| Avera St Benedict Health Center | |||||||
| 401 West Glynn Drive | Parkston | SD | 57366 | 460226738 | 3 | $9,206 | Healthcare |
| United Retirement Center | |||||||
| 405 1st Ave | Brookings | SD | 57006 | 460271768 | 3 | $38,226 | Community welfare |
| Western Resources for dis-ABLED Independence | |||||||
| 405 East Omaha Suite D | Rapid City | SD | 57701 | 460401091 | 3 | $12,000 | Community welfare |
| Live Center Inc | |||||||
| PO Box 59 | Lemmon | SD | 57638 | 460346445 | 3 | $10,000 | Community welfare |
| Springfield Veterans Memorial Committee | |||||||
| 41208 311th Street | Springfield | SD | 57062 | 466016082 | 3 | $10,000 | Community welfare |
| About this Life Inc | |||||||
| 4218 West St Louis Street | Rapid City | SD | 57702 | 464216109 | 3 | $10,000 | Community welfare |
| South Dakota Junior Golf Foundation | |||||||
| 4809 West 41st Street Suite 202 | Sioux Falls | SD | 571061565 | 460449824 | 3 | $5,194 | Youth services |
| Violet Tschetter Memorial Home | |||||||
| 50 7th Street SE | Huron | SD | 57350 | 460275857 | 3 | $9,501 | Community welfare |
| American Legion Post 23 | |||||||
| PO Box 376 | Garretson | SD | 57030 | 466015368 | 3 | $7,500 | Community welfare |
| South Dakota Parks & Wildlife Foundation | |||||||
| 523 East Capitol Ave | Pierre | SD | 57501 | 460387968 | 3 | $20,294 | Community welfare |
| Spearfish Middle School | |||||||
| 525 E Illinois | Spearfish | SD | 57783 | 460278406 | Gov | $20,000 | Education |
| Working Against Violence Inc | |||||||
| 527 Quincy St | Rapid City | SD | 57701 | 460355127 | 3 | $20,000 | Community welfare |
| Catholic Social Services | |||||||
| 529 Kansas City Street | Rapid City | SD | 57701 | 460418272 | $103,995 | Community welfare | |
| Jamestown College | |||||||
| 6088 College Lane | Jamestown | ND | 58405 | 450231180 | 3 | $18,474 | Education |
| Town of Pollock | |||||||
| 618 C Ave | Pollock | SD | 57648 | 460325193 | Gov | $10,000 | Community welfare |
| Northern State University Foundation | |||||||
| 620 15th Ave SE | Aberdeen | SD | 57401 | 237002314 | 3 | $105,424 | Education |
| Planned Parenthood Minnesota North Dakota South Dakota | |||||||
| 671 Vandalia Street Suite 323 | Saint Paul | MN | 55114 | 410948382 | 3 | $50,000 | Education |
| Anne Carlsen Center for Children | |||||||
| 701 3rd Street NW | Jamestown | ND | 58401 | 870694180 | 3 | $18,449 | Youth services |
| Lutheran Social Services of South Dakota | |||||||
| 705 E 41st St Ste 200 | Sioux Falls | SD | 571056048 | 460224731 | 3 | $7,500 | Community welfare |
| Northern Hills Alliance for Children | |||||||
| 753 Main Street | Deadwood | SD | 57732 | 800502521 | 3 | $10,000 | Youth services |
| St Mary's Foundation | |||||||
| 800 East Dakota Ave | Pierre | SD | 575013313 | 460378424 | 3 | $50,000 | Community welfare |
| Sioux Council Boy Scouts of America | |||||||
| 800 NW Ave North | Sioux Falls | SD | 57105 | 460224599 | 3 | $15,642 | Youth services |
| Avera St Mary's Hospital Central SD Child Assessment Center | |||||||
| 801 E Sioux Avenue | Pierre | SD | 57501 | 460230199 | 3 | $7,000 | Youth services |
| Lifequest Foundation | |||||||
| 804 North Mentzer Street | Mitchell | SD | 57301 | 363641131 | 3 | $9,095 | Community welfare |
| Brainerd Public Schools Foundation | |||||||
| 804 Oak Street | Brainerd | MN | 56401 | 363542673 | 3 | $10,000 | Education |
| South Dakota 4-H Foundation | |||||||
| 815 Medary Ave | Brookings | SD | 57007 | 466016086 | 3 | $15,000 | Youth services |
| High Plains Western Heritage Center | |||||||
| PO Box 524 | Spearfish | SD | 57783 | 510142818 | 3 | $18,289 | Education |
| Black Hills Area Community Foundation | |||||||
| 825 St Joseph Street | Rapid City | SD | 57709 | 363608635 | 3 | $10,000 | Community welfare |
| Northern Hills Family Recreation Center | |||||||
| 845 Miners Ave | Lead | SD | 57754 | 460332124 | 3 | $25,000 | Youth services |
| South Dakota State Fair Foundation | |||||||
| 890 3rd Street SW | Huron | SD | 57350 | 460425814 | 3 | $515,000 | Community welfare |
| South Dakota Historical Society Foundation | |||||||
| 900 Governors Drive | Pierre | SD | 57501 | 460370475 | 3 | $18,369 | Historical education |
| Abbott House | |||||||
| 909 Court Merrill | Mitchell | SD | 57301 | 460379896 | 3 | $19,240 | Youth services |
| Glacial Lakes Area Development | |||||||
| 909 South Main Street | Britton | SD | 57430 | 870787080 | 3 | $75,000 | Community welfare |
| Front Porch Coalition | |||||||
| 915 Mountain View Road | Rapid City | SD | 57702 | 770591124 | 3 | $10,000 | Community welfare |
| University of Colorado Foundation | |||||||
| Box 17126 | Denver | CO | 802179155 | 846049811 | 3 | $8,000 | Education |
| Hamill Hustlers 4-H Club | |||||||
| 234 E 4th Street | Winner | SD | 57580 | 161710601 | 3 | $10,000 | Youth services |
| Mount Rushmore Society | |||||||
| PO Box 1524 | Rapid City | SD | 57709 | 460259847 | 3 | $10,000 | Education |
| South Dakota Voices for Children | |||||||
| PO Box 2196 | Sioux Falls | SD | 571012196 | 460425502 | 3 | $10,000 | Youth services |
| Clallam County Historical Society | |||||||
| PO Box 1327 | Port Angeles | WA | 98362 | 916054757 | 3 | $20,382 | Historical education |
| Associated School Boards of South Dakota | |||||||
| PO Box 1059 | Pierre | SD | 575011059 | 460242298 | 3 | $7,481 | Education |
| Mitchell Area Charitable Foundation | |||||||
| PO Box 1087 | Mitchell | SD | 57301 | 460390971 | 3 | $6,735 | Community welfare |
| Northern Fort Playhouse | |||||||
| PO Box 129 | Britton | SD | 57430 | 562576627 | 3 | $7,175 | Community welfare |
| Huron University Foundation | |||||||
| PO Box 1297 | Huron | SD | 57350 | 460371097 | 3 | $26,500 | Education |
| Spearfish Foundation for Public Education | |||||||
| PO Box 1351 | Spearfish | SD | 57783 | 710865732 | 3 | $11,368 | Education |
| City of Huron | |||||||
| PO Box 1369 | Huron | SD | 57350 | 466000216 | Gov | $58,000 | Community welfare |
| Aberdeen Community Foundation | |||||||
| PO Box 1560 | Aberdeen | SD | 57402 | 363323233 | 3 | $50,000 | Community welfare |
| Old Fort Meade Museum | |||||||
| PO Box 164 | Fort Meade | SD | 57741 | 460314448 | 3 | $10,000 | Historical education |
| Ride Across South Dakota (RASDAK) | |||||||
| PO Box 1671 | Sioux Falls | SD | 57101 | 472016803 | 3 | $9,948 | Community welfare |
| Alcester Health Services Foundation Inc | |||||||
| PO Box 168 | Alcester | SD | 57001 | 460344665 | 3 | $10,000 | Healthcare |
| Youth Business Adventure | |||||||
| PO Box 190 | Pierre | SD | 57501 | 460349099 | 3 | $6,465 | Education |
| Heritage Museum of Roberts County | |||||||
| PO Box 215 | Sisseton | SD | 57262 | 460404911 | 3 | $15,000 | Historical education |
| Sioux YMCA | |||||||
| PO Box 218 | Dupree | SD | 57623 | 460336514 | 3 | $9,803 | Community welfare |
| South Dakota State University | |||||||
| PO Box 2201 Admin 106 | Brookings | SD | 57007 | 466000364 | 3 | $208,590 | Education |
| Bon Homme School District 4-2 | |||||||
| PO Box 28 | Tyndall | SD | 57066 | 460311996 | Gov | $74,290 | Education |
| Shriners Hospitals for Children | |||||||
| PO Box 31356 | Tampa | FL | 33631 | 362193608 | 3 | $49,178 | Youth services |
| Lakota Funds | |||||||
| PO Box 340 | Kyle | SD | 57752 | 460421416 | 3 | $15,000 | Community welfare |
| Casey Tibbs Foundation | |||||||
| PO Box 37 | Fort Pierre | SD | 57532 | 460407894 | 3 | $120,000 | Historical education |
| Historic Homestake Opera House Society | |||||||
| PO Box 412 | Lead | SD | 57754 | 411901385 | 3 | $14,000 | Historical education |
| DeSmet Community Foundation | |||||||
| PO Box 42 | De Smet | SD | 57231 | 461401425 | 3 | $10,000 | Community welfare |
| City of Tripp | |||||||
| PO Box 428 | Tripp | SD | 57376 | 466000488 | Gov | $7,000 | Community welfare |
| Oglala Lakota College | |||||||
| PO Box 490 | Kyle | SD | 577520490 | 237135915 | 3 | $5,383 | Education |
| Morningside Care Center | |||||||
| PO Box 500 | Alcester | SD | 57001 | 460277755 | 3 | $16,752 | Community welfare |
| Save the Pearl Hotel Inc | |||||||
| PO Box 504 | Kadoka | SD | 57543 | 320186165 | 3 | $10,000 | Community welfare |
| Dakota Rural Action Inc | |||||||
| PO Box 549 | Brookings | SD | 57006 | 460398656 | 3 | $10,000 | Community welfare |
| University of South Dakota Foundation | |||||||
| PO Box 5555 | Vermillion | SD | 57069 | 466018891 | 3 | $8,214 | Education |
| Native American Community Board | |||||||
| PO Box 572 | Lake Andes | SD | 57356 | 460392867 | 3 | $9,979 | Community welfare |
| Parkston Lions Club | |||||||
| PO Box 634 | Parkston | SD | 57366 | 237030455 | 3 | $6,535 | Community welfare |
| American Legion Post 303 | |||||||
| PO Box 64 | Hermosa | SD | 57744 | 237014964 | 3 | $10,000 | Community welfare |
| Verendrye Museum | |||||||
| PO Box 665 | Fort Pierre | SD | 57532 | 460314846 | 3 | $7,500 | Historical education |
| Operation Black Hills Cabin | |||||||
| PO Box 855 | Custer | SD | 57730 | 275144524 | 3 | $6,300 | Community welfare |
| The Village Family Service Center | |||||||
| PO Box 9859 | Fargo | ND | 58106 | 450226423 | 3 | $17,416 | Community welfare |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 120 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Foundation reviews the tax status of prospective grantees by using Guidestar Charity Check, which integrates data from IRS Publication 78 on a continual basis. For 501c3 organizations, governmental entities, and religious organizations, verification is conducted prior to grant issuance. If the organization cannot be verified, no grant is awarded. The monitoring procedures used vary based on the grantee's tax status, fund type of distribution, and grant purpose. Donor advised funds can only make grants to 170(B)(1)(A) organizations or to other donor advised funds, and are done through written recommendation with signature certifying the purpose of the grant is only for a charitable purpose. Unrestricted grantmaking requires a due diligence form prior to grant verifying the proceeds will be used only for the purpose stated in the application. In addition, a full program evaluation is required upon completion of the grant/program. Future grants will be denied to grantee if not received. Scholarship distributions are approved only after being recommended by independent selection committee with predetermined criteria, with both committee and criteria having previously been disclosed and approved by the Foundation's Board of Directors. Scholarship distributions are paid directly to the educational institution. Finally, charitable organizations receiving distributions from designated funds certify that funds will be used only for the designated and charitable purpose. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephanie Judson | PersonNm |
| Title | President | TitleTxt |
| Base Compensation Filing Org | $150,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $2,497 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $22,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,759 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $191,756 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,667,165 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Average exchange price | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal/sale | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Directors Jim Hart and Charles Hart have a family relationship. |
| Form 990, Part VI, Section B, Line 11b | The audit committee reviews the Form 990 along with management. Copies of the return are given to the Board of Directors at the fall meeting along with a recommendation from the audit committee for approval before filing with the IRS. |
| Form 990, Part VI, Section B, Line 12c | The Foundation has adopted a "Policy governing conflicts of interest transactions" that clearly delineates the circumstances that qualify as a conflict of interest and the procedures for disclosing such conflicts. Board members and staff are required to complete a conflict of interest form each year that requires the individual to disclose any "disqualifying relationships" with other nonprofits or business organizations. Board members are required to abstain from any voting that is related to any relationship with which they have indicated they have a disqualifying relationship, and those instances are documented in the meeting's minutes. |
| Form 990, Part VI, Section B, Line 15 | The executive committee annually reviews several sources of salary data including from the Council on Foundations and the Association of Small Foundations, before recommending compensation for the President to the full Board for approval. The President of the Foundation annually reviews several sources of salary data including from the Council on Foundations and the Association of Small Foundations, before recommending compensation for staff to the executive committee and to the full Board for approval. |
| Form 990, Part VI, Section C, Line 19 | Available upon request. |
| Form 990, Part XI, Line 9 | The difference represents the net difference between GAAP and income tax accounting for certain agency endowments. See additional explanation on Schedule D. |
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