KELLERMANN FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KELLERMANN FOUNDATION (EIN 34-2018044)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-22
- IRS object ID
- 201311429349300811
- Schema version
- 2012v2.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-22T12:23:15-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMRosen LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17440 Dallas Pkwy Ste 218 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752877308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 342018044 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kellermann Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KELL | NameControl |
| Phone | 2145199279 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 832809 | AddressLine1 |
| City | Richardson | City |
| State | TX | State |
| ZIP Code | 75083 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jean Creasey | Name |
| Title | President | Title |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Chad M Rosen CPA | Name |
| PTIN | P01071321 | PTIN |
| Phone | 9728181400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 804800 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | kellermannfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To provide resources for sustainable development, health, education, and spiritual outreach for the benefit of the Batwa pygmies and adjacent communities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 145 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 682359 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 798592 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3891 | OtherRevenuePriorYear |
| Other Revenue Current Year | 778 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 686250 | TotalRevenuePriorYear |
| Total Revenue Current Year | 799370 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 553789 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 553869 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 51134 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 83354 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 4038 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 2975 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 35511 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 39803 | OtherExpensePriorYear |
| Other Expenses Current Year | 64276 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 648764 | TotalExpensesPriorYear |
| Total Expenses Current Year | 704474 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 37486 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 94896 | RevenuesLessExpensesCY |
| Total Assets BOY | 134938 | TotalAssetsBOY |
| Total Assets EOY | 226162 | TotalAssetsEOY |
| Total Liabilities BOY | 10400 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6728 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 124538 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 219434 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide resources for sustainable development, health, education, and spiritual outreach for the benefit of the Batwa pygmies and adjacent communities. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 596144 | Expense |
| Grants | 553868 | Grants |
| Description | In 2012, the Kellermann Foundation provided program support that helped accomplish the following:Provided low-cost, high quality healthcare to a region of 60,000 inhabitants through Bwindi Community Hospital and three outlying clinics.91% of children born to HIV-positive mothers were HIV-free at discharge. 97% of TB patients completed their treatment, remarkable progress toward the Millennium Development Goal to halt and reverse incidence of TB by 2015. Safely delivered more than 100 babies per month. Reduced pediatric mortality among admitted children to under 1.3%. Began providing basic psychiatric services in partnership with Kabale Regional Referral Hospital. Expanded the maternity ward, improved the surgical theater, constructed covered walkways connecting all buildings, and completed a staff housing unit. Reduced reliance on diesel generators by accessing power through the nearby newly constructed micro-hydro plant. Enrolled over 40% of the local population in the eQuality Health Membership plan, allowing them to access all basic services for a fee of about $6 per year. Reached over 18,000 students with health information in school health outreach programs. Provided counseling and spiritual outreach to patients and staff through the Chaplaincy program. Supported the surgical suite at Bwindi Community Hospital, allowing for an increased number of emergency Caesarean sections and other life-saving surgeries.Improved care for the sickest children, as well as those who are chronically ill.Reduced malnutrition deaths among admitted children to 2.4%.Expanded services at the Waiting Mothers Hostel at Bwindi Community Hospital, allowing mothers from isolated rural communities to stay close to the hospital prior to childbirth.Over 90% of Batwa pygmies in the Byumba area accessed healthcare services, a 20% increase.Began construction of the only RN-level nursing school in the region, scheduled to be completed by the end of 2013. Decreased under-age-five mortality for Batwa children to 6% (this was 38% in 2001).Improved the Batwa Experience living history cultural site, allowing Batwa children to learn about their heritage and visitors to experience the Batwas former life in the forest.Improved the Batwa Craft Banda, allowing dozens of Batwa artisans the opportunity to sell handmade baskets and other goods at Fair Trade prices.Provided spiritual outreach to all Batwa settlements, including a youth camp for over 50 young people.Purchased additional land for Batwa agriculture, allowing better nutrition for indigenous families.Added school gardens at three schools in Batwa settlements and taught children about nutrition.Built 9 Batwa homes in several isolated settlements, providing the first permanent home some Batwa families had ever lived in.Made improvement to primary schools at the Mukongoro and Byumba Batwa settlements.Supported 247 Batwa children in education, at every level from nursery to university, as well as providing opportunities for 19 adults to receive vocational training.Completed and opened the Batwa Womens Center, which provides adult education, skills development, and income generation opportunities for indigenous Batwa women and girls.Strengthened partnerships with Colgate University, the University of Scranton, Tulane University, Mayo Medical School, and other schools and organizations in support of the programs in Uganda.Provided 65 volunteers the opportunity to assist at Bwindi and experience first-hand the joys and needs of southwest Uganda. | Description |
| Total Program Service Expense | 596144 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | true | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | The Organization | NamePerson |
| Telephone Number | 2145199279 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 832809 | AddressLine1 |
| City | Richardson | City |
| State | TX | State |
| ZIP Code | 75083 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Robert Macauley | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Jerry Hall | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Sarah Woerner | |||||||
| Secretary | 3.00 | 0.00 | X | 0 | 0 | 0 | X |
| Diane Stanton | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Lynn Schwaab | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| James Phillips | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Rob Michelin | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Don Fultz | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Richard Cunningham | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Harry Auld | |||||||
| Director | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| Jean Creasey | |||||||
| President | 10.00 | 0.00 | X | 0 | 0 | 0 | X |
| Bert Barker | |||||||
| Develpmnt Chair | 3.00 | 0.00 | X | 0 | 0 | 0 | X |
| R Simi Lyss | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Sally Stillings | |||||||
| Executive Dir. | 58.00 | 0.00 | 60000 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 60000 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 13534 | FundraisingEvents |
| All Other Contributions | 785058 | AllOtherContributions |
| Noncash Contributions | 61585 | NoncashContributions |
| Total Contributions | 798592 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 5430 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 13534 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 5430 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other revenue | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 778 | TotalRevenueColumn |
| Related Or Exempt Function Income | 778 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 778 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 799370 | TotalRevenueColumn |
| Related Or Exempt Function Income | 778 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10191 | Total |
| Program Services | 10191 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543678 | Total |
| Program Services | 543678 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60000 | Total |
| Program Services | 6600 | ProgramServices |
| Management And General | 34200 | ManagementAndGeneral |
| Fundraising | 19200 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17461 | Total |
| Program Services | 4638 | ProgramServices |
| Management And General | 10473 | ManagementAndGeneral |
| Fundraising | 2350 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5893 | Total |
| Program Services | 855 | ProgramServices |
| Management And General | 3399 | ManagementAndGeneral |
| Fundraising | 1639 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 762 | Total |
| Management And General | 762 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6673 | Total |
| Management And General | 6673 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2975 | Total |
| Fundraising | 2975 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170 | Total |
| Management And General | 1170 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2650 | Total |
| Program Services | 419 | ProgramServices |
| Management And General | 2161 | ManagementAndGeneral |
| Fundraising | 70 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29761 | Total |
| Program Services | 27087 | ProgramServices |
| Management And General | 2674 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253 | Total |
| Program Services | 14 | ProgramServices |
| Management And General | 157 | ManagementAndGeneral |
| Fundraising | 82 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1609 | Total |
| Management And General | 1609 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Bank charges | 1273 | 1140 | 133 | |
| Postage and Shipping | 3602 | 23 | 2486 | 1093 |
| Miscellaneous | 5784 | 584 | 2940 | 2260 |
| Printing and Publications | 10739 | 915 | 3982 | 5842 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 704474 | Total |
| Program Services | 596144 | ProgramServices |
| Management And General | 72819 | ManagementAndGeneral |
| Fundraising | 35511 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125896 | BOY |
| EOY | 170166 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8483 | BOY |
| EOY | 37120 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1498 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 393 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 559 | BOY |
| EOY | 1105 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 17771 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134938 | BOY |
| EOY | 226162 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10400 | BOY |
| EOY | 6728 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10400 | BOY |
| EOY | 6728 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -663 | BOY |
| EOY | 43960 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125201 | BOY |
| EOY | 175474 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124538 | BOY |
| EOY | 219434 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134938 | BOY |
| EOY | 226162 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 94896 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 637282 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 501428 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 519334 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 682359 | CurrentTaxYearMinus1Year |
| Current Tax Year | 798592 | CurrentTaxYear |
| Total | 3138995 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 637282 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 501428 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 519334 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 682359 | CurrentTaxYearMinus1Year |
| Current Tax Year | 798592 | CurrentTaxYear |
| Total | 3138995 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 456181 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2682814 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 5383 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5430 | CurrentTaxYear |
| Total | 10813 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1547 | CurrentTaxYearMinus1Year |
| Current Tax Year | 778 | CurrentTaxYear |
| Total | 2325 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3152133 | TotalSupport |
| Public Support Pertcentage170 | 0.85110 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88910 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1498 | OtherCostOrOtherBasis |
| Depreciation | 393 | Depreciation |
| Book Value | 1105 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1105 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Items on hand for Batwa medical services | Description |
| Book Value | 17771 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 17771 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 804012 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 4642 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 4642 | RevenueNotRptdF990 |
| Revenue Subtotal | 799370 | RevenueSubtotal |
| Total Revenue Per Form990 | 799370 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 709116 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 4642 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 4642 | ExpensesNotRptdF990 |
| Expenses Subtotal | 704474 | ExpensesSubtotal |
| Total Expenses Per Form990 | 704474 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part X | Identifier |
| Return Reference | Part X : FIN48 Footnote | ReturnReference |
| 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. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Grants to recipients | TypeOfActivitiesConducted |
| Specific Services Provided | Health & development | SpecificServicesProvided |
| Total Expenditures | 543678 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 543678 | SubtotalAmountSpent |
| Total Amount Spent | 543678 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Sub-Saharan Afr | Medical | 387893 | Wire Trnfrs | 2608 | Computers | Cost |
| Sub-Saharan Afr | Development | 151817 | Wire Trnsfrs | 1360 | Supplies | Est value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 2 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Grantmaker's Description of How Grants are Used in Foreign Country | 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 are first requested by the grantees but are not provided until sufficient accountability has been received. |
| Additional Supplemental Information | Part I, Line 1 - The region is severely under-developed and accordingly does not possess the ability to formally apply for grant funds in a manner in which the Organization would demand of an entity based in the United States. This, combined with the fact that the Organization's founder helped also form these grantees, help to meet the eligibility and selection criteria of the Organization. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Meet & Greet | NameOfEvent1 |
| Gross Receipts Event1 | 12895 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 8665 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 4230 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 4230 | RentFacilityCostsEvent1 |
| Name Of Event2 | 5K | NameOfEvent2 |
| Gross Receipts Event2 | 6069 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 4869 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 1200 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 200 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 100 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 900 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 18964 | GrossReceiptsTotal |
| Charitable Contributions Total | 13534 | CharitableContributionsTotal |
| Gross Revenue Total Events | 5430 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4430 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 100 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 900 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 5430 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Virunga Artisans | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 38 | AddressLine1 |
| City | Orinda | City |
| State | CA | State |
| ZIP Code | 94563 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 205762680 | EINOfRecipient |
| Amount Of Cash Grant | 10191 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | Craft development for Batwa Pygmies | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Additional Supplemental Information | Identifier |
| Explanation | Though the Organization did maintain records to substantiate the amount of grants, it did not maintain official records of eligibility or selection criteria. The recipient was one of a few US-based entities which assists the specific region of Uganda in which the Organization focuses its efforts. In 2012, due to a lack of receiving sufficient financial reports on the use of funds, the Organization ceased providing additional funding to this entity. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | Virunga Artisans | NameOfInterestedPerson |
| Relationship With Organization | Owned by board membr | RelationshipWithOrganization |
| Amount Of Grant | 10191 | AmountOfGrant |
| Type Of Assistance | Grant | TypeOfAssistance |
| Purpose Of Assistance | See Part V | PurposeOfAssistance |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This entity also specializes in assisting the area of Uganda in which the Organization focuses its efforts. The grant's purpose was to further encourage Batwa Pygmies in artistic endeavors resulting in products to be sold in the United States. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 37956 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Quoted prices. | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Miscellaneous | 5 | 3634 | Selling price |
| X | Reading glasses | 1 | 19995 | Selling price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | These documents are available upon request. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The board of directors reviewed comparability data for a limited number of similar positions and approved the executive director's salary during a board meeting for which minutes were prepared. This was last undertaken during 2010, when the salary for the next few years was determined. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annual conflict of interest questionnaires are required to be completed by each board member, officer, senior management, and any related entities. Potential and ongoing conflicts are reviewed by the board to determine whether they are in the best interest of the Organization and do not violate any laws. Those with any approved conflicts are excused from board deliberations and voting. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | All board members were provided with this Form 990 for review and comment within a time-frame that allowed the organization to meet the filing deadline. |
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