KELLERMANN FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KELLERMANN FOUNDATION (EIN 34-2018044)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-22
- IRS object ID
- 201531129349300218
- 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 | 2015-04-22T13:46:41-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271661785 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMRosen LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 Dallas Pkwy Ste 218 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75287 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 342018044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kellermann Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 9726850279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 832809 | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75083 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jean Creasey | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9726850279 | PhoneNum |
| Signature | 2015-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chad M Rosen CPA | PreparerPersonNm |
| PTIN | P01071321 | PTIN |
| Phone | 9728181400 | PhoneNum |
| 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 | Sally Stillings | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 832809 | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75083 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $720,399 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | kellermannfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To provide resources for health, education, spiritual outreach, and economic empowerment for the benefit of the Batwa pygmies and adjacent communities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $916,704 | PYContributionsGrantsAmt |
| CY Contributions Grants | $716,523 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $107 | PYOtherRevenueAmt |
| CY Other Revenue | $461 | CYOtherRevenueAmt |
| PY Total Revenue | $916,811 | PYTotalRevenueAmt |
| CY Total Revenue | $716,984 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $806,226 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $539,039 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $123,258 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $133,931 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $73,447 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $44,896 | PYOtherExpensesAmt |
| CY Other Expenses | $59,310 | CYOtherExpensesAmt |
| PY Total Expenses | $974,380 | PYTotalExpensesAmt |
| CY Total Expenses | $732,280 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$57,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$15,296 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $164,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,468 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,899 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $161,865 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $146,569 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To provide resources for health, education, spiritual outreach, and ecomonic empowerment for the benefit of the Batwa pygmies and adjacent communities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $573,034 | ExpenseAmt |
| Grant | $539,039 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | During 2014, the Kellermann Foundation contributed funding, volunteers, and logistical support to our partner programs in Uganda to help accomplish the following:Batwa community programs, through the Batwa Development Program- Supported 251 children in education at every level from nursery through secondary school and provided vocational education classes for Batwa adults- Provided shoes, clothing, mattresses, and other supplies, as well as special oversight and tutoring, for 64 Batwa students at Bishops' Primary School (boarding school)- Constructed 10 additional homes for Batwa families, each with a pit latrine and a separate kitchen- Increased animal husbandry: Five Batwa families who had participated in a rabbit husbandry pilot oversaw reproduction totaling 63 new rabbits for consumption, sale, and reproduction. - Maintained and improved the school garden at Nina Waits Primary School at Mukongoro, providing better school lunch nutrition to 38 students- Planted 350 eucalyptus seedlings in Mukongoro settlement near Nina Waits School - Provided opportunities for at least 120 Batwa children and more than 130 international visitors to learn about Batwa heritage and forest culture at the Batwa Experience and Batwa Walk living history experiences- Acquired 3 additional acres of land for the Batwa Bwindi area healthcare, through Bwindi Community Hospital and their associated clinics- Made high quality, low cost healthcare available to over 100,000 residents in the hospital's service area, a remote region of southwest Uganda- Provided safe delivery of 100-120 babies each month- Treated an average of 2,500 outpatients, 138 pediatric inpatients, and 100 adult inpatients per month- Protected 20,000 children from malaria with mosquito nets- Immunized 1,180 children who were born at BCH- Conducted school health outreaches to 64 schools, reaching 5,000 teenagers with messages about HIV/AIDS prevention, teenage pregnancy prevention, and sanitation/personal hygiene- Completed community health outreach to 14,300 people monthly, using 500 Village Health Teams and 7 community health nurses- Trained hospital staff, nursing students, patients, and families in sustainable production of nutritious vegetables; improved and expanded the hospital demonstration vegetable gardens- Started a community alcohol rehabilitation program - Undertook palliative care services training through Hospice Africa Uganda and Palliative Care Association of Uganda- Acquired a 1-acre parcel of land for future expansion- Bwindi Community Hospital was: o Recognized as the best performing hospital in Uganda by the Uganda Protestant Medical Bureau o Acknowledged by Public Opinions Uganda for its contribution towards the attainment of the Millennium Development Goals o Recipient of the Pearl of Africa Life Time Achievement AwardNursing education, through Uganda Nursing School Bwindi- Provided high quality advanced-level nursing education to 40 students at three levels- Distributed scholarship support to 19 nursing students- Acquired a parcel of 8-9 acres of strategically located land for future expansion- Created international distance learning connections with the University of San Francisco- Achieved the outstanding result of 100% of first-year students passing rigorous national nursing exams | Desc |
| Total Program Service Expenses | $573,034 | 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 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 0 | 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 | 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 | 0 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sally Stillings | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9726850279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1131 Rockingham Dr Ste 108 | AddressLine1Txt |
| City | Richardson | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75080 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Bert Barker | ||||||
| Develpmnt Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jean Creasey | ||||||
| President | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Lynn Schwaab | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sarah Woerner | ||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Robert Macauley | ||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gina Lambright | ||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lana Valenta | ||||||
| Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Alan Wong | ||||||
| Director | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Clif Gardner | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Stacy Lippert | ||||||
| Director | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Robert McLlendon | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gayle Porter | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Weston | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sally Stillings | ||||||
| Executive Dir. | 46.00 | Yes (X) | $66,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,000 | 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 |
| Fundraising | $10,121 | FundraisingAmt |
| All Other Contributions | $706,402 | AllOtherContributionsAmt |
| Noncash Contributions | $36,261 | NoncashContributionsAmt |
| Total Contributions | $716,523 | TotalContributionsAmt |
| Fundraising Gross Income | $3,415 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,121 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,415 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $461 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $461 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $716,984 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $461 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,039 | TotalAmt |
| Program Services | $539,039 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,000 | TotalAmt |
| Program Services | $18,724 | ProgramServicesAmt |
| Management And General | $31,984 | ManagementAndGeneralAmt |
| Fundraising | $15,292 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,203 | TotalAmt |
| Program Services | $9,269 | ProgramServicesAmt |
| Management And General | $18,387 | ManagementAndGeneralAmt |
| Fundraising | $30,547 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,728 | TotalAmt |
| Program Services | $2,177 | ProgramServicesAmt |
| Management And General | $3,925 | ManagementAndGeneralAmt |
| Fundraising | $3,626 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209 | TotalAmt |
| Management And General | $209 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,062 | TotalAmt |
| Management And General | $11,062 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,302 | TotalAmt |
| Program Services | $1,785 | ProgramServicesAmt |
| Management And General | $6,385 | ManagementAndGeneralAmt |
| Fundraising | $16,132 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,837 | TotalAmt |
| Program Services | $10 | ProgramServicesAmt |
| Fundraising | $2,827 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,248 | TotalAmt |
| Program Services | $1,814 | ProgramServicesAmt |
| Management And General | $3,555 | ManagementAndGeneralAmt |
| Fundraising | $2,879 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,961 | TotalAmt |
| Program Services | $60 | ProgramServicesAmt |
| Management And General | $8,555 | ManagementAndGeneralAmt |
| Fundraising | $346 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526 | TotalAmt |
| Program Services | $116 | ProgramServicesAmt |
| Management And General | $227 | ManagementAndGeneralAmt |
| Fundraising | $183 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510 | TotalAmt |
| Management And General | $1,510 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Continuing education | $945 | $0 | $0 | $945 |
| Business expenses | $710 | $40 | $0 | $670 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,280 | TotalAmt |
| Program Services | $573,034 | ProgramServicesAmt |
| Management And General | $85,799 | ManagementAndGeneralAmt |
| Fundraising | $73,447 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,515 | BOYAmt |
| EOY | $111,548 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,282 | BOYAmt |
| EOY | $7,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,358 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,797 | BOYAmt |
| EOY | $1,271 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,094 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $28,426 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,688 | BOYAmt |
| EOY | $148,468 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,823 | BOYAmt |
| EOY | $1,899 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,823 | BOYAmt |
| EOY | $1,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,966 | BOYAmt |
| EOY | $71,612 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,899 | BOYAmt |
| EOY | $74,957 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,865 | BOYAmt |
| EOY | $146,569 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,688 | BOYAmt |
| EOY | $148,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$15,296 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $519,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $682,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $798,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $916,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $716,523 | CurrentTaxYearAmt |
| Total | $3,633,512 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $519,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $682,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $798,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $916,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $716,523 | CurrentTaxYearAmt |
| Total | $3,633,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $681,188 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,952,324 | PublicSupportTotal170Amt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,430 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,121 | CurrentTaxYearAmt |
| Total | $29,284 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $461 | CurrentTaxYearAmt |
| Total | $2,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,665,689 | TotalSupportAmt |
| Public Support CY170 | 0.80540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $366 | DepreciationAmt |
| Book Value | $765 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,498 | OtherCostOrOtherBasisAmt |
| Depreciation | $992 | DepreciationAmt |
| Book Value | $506 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,271 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Items on hand for Batwa medical services | $27,655 |
| Security deposit | $771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $28,426 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $730,778 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $13,794 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $13,794 | RevenueNotReportedAmt |
| Revenue Subtotal | $716,984 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $716,984 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $746,074 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $13,794 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $13,794 | ExpensesNotReportedAmt |
| Expenses Subtotal | $732,280 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $732,280 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | Management has concluded that any tax positions which would not meet the more-likely-than-not criterion of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740-10, Accounting for Income Taxes, would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the operating statement or accrued in the statement of financial position. Federal and state tax returns of the Organization are generally open to examination by the relevant taxing authorities for a period of three years from the date the returns are filed. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Grantmaking | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Health & development | SpecificServicesProvidedTxt |
| Region Total Expenditures | $539,039 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $539,039 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $539,039 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Sub-Saharan Africa | Medical | $283,460 | Wire Transfer | $32,634 | Medical supplies | Selling price |
| Sub-Saharan Africa | Development | $143,213 | Wire Transfer | $672 | Supplies | Selling price |
| Sub-Saharan Africa | Nursing education | $67,948 | Wire Transfer | $11,112 | Textbooks and supplies | Selling price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The Organization conducts periodic field investigations and requires as much detailed financial reporting on the use of funds as the local grantees' resources enable them to provide. Funds requested by the grantees but are not provided until sufficient accountability on the use of previous grants has been obtained. |
| Part I, line 3: | The Organization uses the accrual method to report the assistance. |
| Part II, Line 1b | These entities are not registered in Uganda as NGOs (non-governmental [charitable] organizations). Instead, they are independent organizations that work under the purview of the Anglican Church of Uganda to help fulfill its overall misssion of outreach, poverty alleviation, and healthcare. (However, they are not considered religious institutions.) |
| Part I, Line 1 | The region is severely under-developed and accordingly does not often possess the ability to formally apply for grant funds in a manner in which teh Organization would demand of an entity based in the United States. This, combined with thefact that the Organization's founder helped also pioneer the development in this area, help to meet the eligibility and selection criteria of the Organization. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $55 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Replacement cost | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,098 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Replacement cost | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $774 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Replacement cost | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12819 | ContributionCnt |
| Noncash Contributions Rpt F990 | $29,056 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Replacement cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Office and other supplies | 849 | $2,480 | Replacement cost |
| Yes (X) | Airline tickets | 1 | $489 | Replacement cost |
| Yes (X) | IT equipment | 4 | $310 | Replacement cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number reported in Part I, column (b) is the number of items received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Prior to filing, the entire Form 990 was reviewed by our board, with an opportunity for questions to be asked, after which the board voted its approval. The executive director and ex-officio board members also reviewed the Form 990. |
| Form 990, Part VI, Section B, line 12c | Annual Statements Annual disclosure statements are required to be completed by each board member, officer, senior management, and any related entities. Duty to Disclose In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. Determining Whether a Conflict of Interest Exists After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. Procedures for Addressing the Conflict of Interest 1. An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving possible conflict of interest. 2. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. 3. After exercising due diligence, the governing board or committee shall determine whether the Kellermann Foundation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. 4. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Kellermann Foundation's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its own decision as to whether to enter into the transaction. Violations of the Conflicts of Interest Policy 1. If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. 2. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. |
| Form 990, Part VI, Section B, line 15 | The board of directors reviewed comparability data for a limited number of similar positions in California and Texas, by which they determined the executive director's salary for 2010-2013. In December 2013, to determine the executive director's 2014 and 2015 salary increases, the board reviewed data from the following sources: Community Council of Greater Dallas: DFW 2013 Nonprofit Salary & Benefits Survey; Texas Association of Nonprofit Organizations: The Compensation Report 2012; The NonProfit Times Salary and Benefits Survey, Feb. 1, 2013; GuideStar Compensation Report 2013 (sample). The discussion was covered in conference calls and emails only, but no documentation was formally approved. The organization intends to document and approve these discussions in future years. However, total wages were included in the budget as formally approved and documented by the board. |
| Form 990, Part VI, Section C, line 19 | These documents are available upon request. |
Comments