INSPIRE BRANDS FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- INSPIRE BRANDS FOUNDATION INC (EIN 58-1692997)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349303231
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T10:25:24-06:00 | 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 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 PEACHTREE STREET SUITE 1200 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30309 | 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 | 581692997 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arby's Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % COLBY LINDSAY | InCareOfName |
| Name Control | ARBY | NameControl |
| Phone | 6785145163 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Perimeter Center West | AddressLine1 |
| Address Line2 | Suite 1200 | AddressLine2 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30338 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Hala Moddelmog | Name |
| Title | Chairman | Title |
| Phone | 6785145163 | Phone |
| Date Signed | 2013-09-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer FitzGerald | Name |
| Phone | 4043302000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Hala Moddelmog | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Perimeter Center West | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30338 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9941004 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.arbysfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | Working to end childhood hunger in America | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 852 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3571043 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4682119 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 512303 | InvestmentIncomePriorYear |
| Investment Income Current Year | 469134 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 114042 | OtherRevenuePriorYear |
| Other Revenue Current Year | -88578 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4197388 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5062675 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1736643 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5866083 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1235250 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 805213 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 536588 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 987183 | OtherExpensePriorYear |
| Other Expenses Current Year | 3040820 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3959076 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9712116 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 238312 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -4649441 | RevenuesLessExpensesCY |
| Total Assets BOY | 13226495 | TotalAssetsBOY |
| Total Assets EOY | 11153979 | TotalAssetsEOY |
| Total Liabilities BOY | 1045152 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3157839 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12181343 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7996140 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | See Schedule O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | true | SignificantChange |
| Expense | 2770390 | Expense |
| Grants | 2770390 | Grants |
| Description | Georgia Investment - Funds contributed and support services provided for the multi-year investment of the "Feeding for a Promising Future" campaign in the state of Georgia. Lead partners include Georgia Food Bank Association and Children's Healthcare of Atlanta. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2588487 | Expense |
| Grants | 2588487 | Grants |
| Description | Share our Strength - Services include funds contributed to Share our Strength's mission and initiatives. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 353798 | Expense |
| Description | Summer Mobile Tour - See Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2716037 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 507206 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 8428712 | 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 | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | 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 | false | ForeignActivities |
| More Than5000 K To Organizations | false | 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 |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | 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 |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| 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 | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | COLBY LINDSAY | NamePerson |
| Telephone Number | 6785145163 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 PERIMETER CENTER WEST STE 120 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30338 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Hala Moddelmog | ||||||
| Chairman | 2.0 | X | X | 0 | 0 | 0 |
| John Gray | ||||||
| Secretary | 2.0 | X | X | 0 | 0 | 0 |
| Danton Nolan | ||||||
| Treasurer | 2.0 | X | X | 0 | 0 | 0 |
| Jo Ann Herold | ||||||
| Vice Chair | 2.0 | X | X | 0 | 0 | 0 |
| David Cox | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Susan Adzick | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Terri Evans | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Claire Arnold | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Troy Foote | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Ed Baker | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| James Kennedy | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Scott Boatwright | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Bill Bolling | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Karen Bremer | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| John Davis | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Steve Lanham | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Linda Matzigkeit | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Harold Martin Jr | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| William Pate | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Chuck Sliker | ||||||
| Director | 1.0 | X | 0 | 0 | 0 | |
| Andy D'Agosto | ||||||
| Director | 1.0 | X | 0 | |||
| KENDALL BAILEY | ||||||
| DIRECTOR | 1.0 | X | ||||
| Kathryn Atwood | ||||||
| Executive Director | 40.0 | X | 111572 | 0 | 9504 | |
| Colby Lindsay | ||||||
| Director of Finance | 40.0 | X | 106356 | 0 | 21504 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 217928 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31008 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NONE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor | |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1071458 | FundraisingEvents |
| All Other Contributions | 3610661 | AllOtherContributions |
| Noncash Contributions | 44438 | NoncashContributions |
| Total Contributions | 4682119 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 312092 | TotalRevenueColumn |
| Exclusion | $312,092 | ExclusionAmount |
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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4773083 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4608629 | Securities |
| Other | 7412 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 164454 | Securities |
| Other | -7412 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 157042 | TotalRevenueColumn |
| Related Or Exempt Function Income | -7412 | RelatedOrExemptFunctionIncome |
| Exclusion | $164,454 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 173710 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1071458 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 262288 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -88578 | TotalRevenueColumn |
| Exclusion | -$88,578 | ExclusionAmount |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5062675 | TotalRevenueColumn |
| Related Or Exempt Function Income | -7412 | RelatedOrExemptFunctionIncome |
| Exclusion | $387,968 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5866083 | Total |
| Program Services | 5866083 | 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 | 0 | Total |
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 | 248936 | Total |
| Program Services | 84862 | ProgramServices |
| Management And General | 100461 | ManagementAndGeneral |
| Fundraising | 63613 | 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 | 429043 | Total |
| Program Services | 126017 | ProgramServices |
| Management And General | 192683 | ManagementAndGeneral |
| Fundraising | 110343 | 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 | 72739 | Total |
| Program Services | 36370 | ProgramServices |
| Management And General | 18185 | ManagementAndGeneral |
| Fundraising | 18185 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54495 | Total |
| Program Services | 27248 | ProgramServices |
| Management And General | 13624 | ManagementAndGeneral |
| Fundraising | 13624 | 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 | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124164 | Total |
| Management And General | 124164 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116652 | Total |
| Program Services | 52958 | ProgramServices |
| Management And General | 46150 | ManagementAndGeneral |
| Fundraising | 17544 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49048 | Total |
| Program Services | 48893 | ProgramServices |
| Management And General | 154 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4790 | Total |
| Program Services | 1177 | ProgramServices |
| Management And General | 3612 | ManagementAndGeneral |
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 | 40989 | Total |
| Program Services | 13663 | ProgramServices |
| Management And General | 13663 | ManagementAndGeneral |
| Fundraising | 13663 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85424 | Total |
| Program Services | 76970 | ProgramServices |
| Management And General | 8454 | 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 | 21710 | Total |
| Program Services | 21710 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94549 | Total |
| Program Services | 76848 | ProgramServices |
| Management And General | 17701 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30150 | Total |
| Program Services | 5975 | ProgramServices |
| Management And General | 24175 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ADMINISTRATIVE | 254047 | 63909 | 13137 | 177001 |
| GOODWILL IMPAIRMENT - SCH O | 2219297 | 1926029 | 170653 | 122615 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9712116 | Total |
| Program Services | 8428712 | ProgramServices |
| Management And General | 746816 | ManagementAndGeneral |
| Fundraising | 536588 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1544657 | BOY |
| EOY | 675422 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426571 | BOY |
| EOY | 156136 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13865 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13642 | BOY |
| EOY | 14000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 562856 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 302615 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282361 | BOY |
| EOY | 260241 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8726102 | BOY |
| EOY | 10048180 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2219297 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13226495 | BOY |
| EOY | 11153979 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114653 | BOY |
| EOY | 170091 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 649234 | BOY |
| EOY | 2379 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 281265 | BOY |
| EOY | 2985369 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1045152 | BOY |
| EOY | 3157839 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12181343 | BOY |
| EOY | 7996140 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12181343 | BOY |
| EOY | 7996140 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13226495 | BOY |
| EOY | 11153979 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -4649441 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 464238 | ReconciliationUnrealizedInvest |
| 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 | true | 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 | 6187192 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5820185 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5195730 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3571043 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4682119 | CurrentTaxYear |
| Total | 25456269 | 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 | 6187192 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5820185 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5195730 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3571043 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4682119 | CurrentTaxYear |
| Total | 25456269 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 288034 | AmountsSubstContributorsTotal |
| Public Support Total170 | 25168235 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 268209 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 281003 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 327980 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 281561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 312092 | CurrentTaxYear |
| Total | 1470845 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 163675 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206568 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 193458 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 124198 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 687899 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27615013 | TotalSupport |
| Public Support Pertcentage170 | 0.91140 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92370 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8428016 | BeginningOfYearBalance |
| Contributions | 500000 | Contributions |
| Investment Earnings Or Losses | 940785 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3434666 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 118314 | AdministrativeExpenses |
| End Of Year Balance | 6315821 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8701252 | BeginningOfYearBalance |
| Contributions | 250000 | Contributions |
| Investment Earnings Or Losses | 120389 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 524600 | GrantsOrScholarships |
| Other Expenditures | 7380 | OtherExpenditures |
| Administrative Expenses | 111645 | AdministrativeExpenses |
| End Of Year Balance | 8428016 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7203978 | BeginningOfYearBalance |
| Contributions | 1000000 | Contributions |
| Investment Earnings Or Losses | 987027 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 400000 | GrantsOrScholarships |
| Other Expenditures | 5207 | OtherExpenditures |
| Administrative Expenses | 84546 | AdministrativeExpenses |
| End Of Year Balance | 8701252 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6031484 | BeginningOfYearBalance |
| Contributions | 950000 | Contributions |
| Investment Earnings Or Losses | 961353 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 675000 | GrantsOrScholarships |
| Other Expenditures | 3597 | OtherExpenditures |
| Administrative Expenses | 60262 | AdministrativeExpenses |
| End Of Year Balance | 7203978 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7126522 | BeginningOfYearBalance |
| Contributions | 738036 | Contributions |
| Investment Earnings Or Losses | -1160797 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 600000 | GrantsOrScholarships |
| Other Expenditures | 2403 | OtherExpenditures |
| Administrative Expenses | 69874 | AdministrativeExpenses |
| End Of Year Balance | 6031484 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 562856 | OtherCostOrOtherBasis |
| Depreciation | 302615 | Depreciation |
| Book Value | 260241 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 260241 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $214,979 |
| COMMUNITY INVESTMENT OBLIGATION | $2,770,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2985369 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5796613 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 464238 | NetUnrealizedGainsInvestments |
| Other Revenues | 269700 | OtherRevenues |
| Revenue Not Rptd F990 | 733938 | RevenueNotRptdF990 |
| Revenue Subtotal | 5062675 | RevenueSubtotal |
| Total Revenue Per Form990 | 5062675 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9981816 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 269700 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 269700 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9712116 | ExpensesSubtotal |
| Total Expenses Per Form990 | 9712116 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART XI, LINE 2D, OTHER ADJUSTMENTS: | Other Reconciliation of Revenue | SPECIAL EVENT EXPENSES $262,288 Disposal of Fixed Assets $ 7,412 Total $269,700 |
| PART XII, LINE 2D, OTHER ADJUSTMENTS: | Other Reconciliation of Expenses | SPECIAL EVENT EXPENSES $262,288 Disposal of Fixed Assets $ 7,412 Total $269,700 |
| Endowment Funds | Schedule D, Part V, Line 4: | The intended use of the Arby's Foundation endowment fund is to provide financial resources to further the organization's tax exempt purpose. |
| FIN 48 (ASC 740) Footnote | Schedule D, Part X, Line 2: | The Foundation is recognized by the Internal Revenue Service as being exempt from Federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code (the "IRC") as a publicly supported organization. U.S. GAAP requires an asset and liability approach to financial accounting and reporting for income taxes. Deferred income tax assets and liabilities are computed annually for the difference between the financial statement and tax basis of assets and liabilities that will result in taxable or deductible amounts in the future based on enacted tax laws and rates. Valuation allowances are established when necessary to reduce the deferred income tax assets to an amount that is more likely than not to be realized. The Foundation is subject to IRC Section 511(a) for income taxes on unrelated business income. The Foundation has reported on its Form 990-T, the return to report unrelated business income, approximately $750,000 of net operating loss carry forwards. These net operating losses may be available to offset future unrelated business income. These net operating losses will expire between 2023 to 2026. These net operating losses resulted in approximately $255,000 of deferred income tax assets which are fully reserved for with a valuation allowance. Management does not believe it is more likely than not the future benefits of the net operating losses will be recognized. The Foundation recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authority, based on the technical merits of the position. As of December 31, 2012 and 2011, there are no known items which result in recording a liability related to uncertain tax positions. Tax years 2009 through 2012 remain subject to examination by major tax jurisdictions (US Federal, state and local authorities). |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts Event1 | 1245168 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1071458 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 173710 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 6470 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 54337 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 73768 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 127713 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 1245168 | GrossReceiptsTotal |
| Charitable Contributions Total | 1071458 | CharitableContributionsTotal |
| Gross Revenue Total Events | 173710 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 6470 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 54337 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 73768 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 127713 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 262288 | DirectExpenseSummaryEvents |
| Net Income Summary | -88578 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Share Our Strength | ||||||||
| 1730 M ST NW STE 700 | Washington | DC | 20036 | 521367538 | 501 (c ) (3) | 2588487 | FMV | See Part IV |
| Alliance for Choice in Education | ||||||||
| 1201 E Colfax Duite 302 | Denver | CO | 80218 | 841531066 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| Action Ministries | ||||||||
| 17 Executive Pk Ste 540 | Atlanta | GA | 30329 | 582070427 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| Alliance Theatre | ||||||||
| 1280 Peachtree St NE | Atlanta | GA | 30309 | 580633971 | 501 (c ) (3) | 15000 | FMV | See Part IV |
| Atlanta Childrens' Shelter | ||||||||
| PO Box 54322 | Atlanta | GA | 30308 | 581675299 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| Atlanta Community Food Bank | ||||||||
| 732 Joseph E Lowery Blvd | Atlanta | GA | 30318 | 581376648 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| BBBS of Greater Birmingham | ||||||||
| 216 Aquarius Dr STE315 | Birmingham | AL | 35209 | 630647080 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| BBBS of Greater Charlotte | ||||||||
| 2424 N Davidson St | Charlotte | NC | 28205 | 562264009 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| BBBS of Greater Cleveland | ||||||||
| 1422 Euclid Ave Ste 552 | Cleveland | OH | 44115 | 341039700 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| BBBS of Kentuckiana | ||||||||
| 322 W Broadway Ste 600 | Louisville | KY | 40202 | 616057856 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| BBBS of Metro Atlanta | ||||||||
| 1382 Peachtree Street NE | Atlanta | GA | 30309 | 580861895 | 501 (c ) (3) | 31368 | FMV | See Part IV |
| BBBS of the Greater Twin Cities | ||||||||
| 2550 Univ Ave 410N | St Paul | MN | 55114 | 320017737 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| Boys & Girls Clubs of Greater Cincinnati | ||||||||
| 600 Dalton Ave | Cincinnati | OH | 45203 | 310536965 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| Boys & Girls Clubs of Metro Atlanta | ||||||||
| 1275 Peachtree St Ste 500 | Atlanta | GA | 30309 | 580566123 | 501 (c ) (3) | 6500 | FMV | See Part IV |
| Camp Twin Lakes | ||||||||
| 600 Means Street Ste 110 | Atlanta | GA | 30318 | 581826782 | 501 (c ) (3) | 7500 | FMV | See Part IV |
| Children's Health Care of Atlanta | ||||||||
| 1405 Clifton Rd Northeast | Atlanta | GA | 30307 | 581710601 | 501 (c ) (3) | 167500 | FMV | See Part IV |
| DonorsChoose | ||||||||
| 213 W 35th St 2nd Flr E | New York | NY | 10001 | 134129457 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| Feed the Hungry Foundation | ||||||||
| 1440 Dutch VLy Pl Ste 135 | Atlanta | GA | 30324 | 581307595 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| Genesis Shelter | ||||||||
| 173 Boulevard NE | Atlanta | GA | 30312 | 581934891 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| Georgia Food Bank Association | ||||||||
| 732 Joseph E Lowery Blvd | Atlanta | GA | 30318 | 582374577 | 501 (c ) (3) | 2620390 | FMV | See Part IV |
| Georgia Forward | ||||||||
| 50 Hurt Plaza Ste 110 | Atlanta | GA | 30303 | 274187308 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| Habitat for Humanity in Atlanta Inc | ||||||||
| 519 Memorial Drive SE | Atlanta | GA | 30312 | 911914868 | 501 (c ) (3) | 5500 | FMV | See Part IV |
| IFA Educational Foundation | ||||||||
| 1501 K St NW Ste 350 | Washington | DC | 20005 | 366108621 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| Indiana Youth Institute | ||||||||
| 603 E Washington St | Indianapolis | IN | 46204 | 311251680 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| Kate's Club | ||||||||
| 1330 West Peachtree St NW | Atlanta | GA | 30309 | 161646487 | 501 (c ) (3) | 5197 | FMV | See Part IV |
| Open Hand Atlanta | ||||||||
| 176 Ottley Dr NE | Atlanta | GA | 30324 | 581816778 | 501 (c ) (3) | 10000 | FMV | See Part IV |
| The Madonna School | ||||||||
| 6402 N 71st Plaza | Omaha | NE | 68122 | 470491332 | 501 (c ) (3) | 20000 | FMV | See Part IV |
| WXIA-TV (Kids Who Care Campaign) | ||||||||
| PO Box 637392 | Cincinnati | OH | 45263 | 132599556 | 12572 | FMV | See Part IV | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 27 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Grants | SCHEDULE I, PART II, Line 1, Column (H) | Contributed funds to support their mission. |
| Monitoring Procedures | SCHEDULE I, PART I, Line 2 | For our smaller grants, we request gift acknowledgment letters from all grantees and use these letters to confirm that any restrictions on the funding are cited in this letter. For our larger investments, we ask for the allocations of funds from the grantee. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 38675 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Tickets | 3 | 3364 | FAIR MARKET VALUE |
| X | Toys | 1 | 2399 | FAIR MARKET VALUE |
| 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 (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | As the charitable giving arm of Arby's Restaurant Group, Inc., the Arby's Foundation works to end childhood hunger in America with the vision that all children have access to the wholesome food they need to learn, play and grow. The Arby's Foundation focuses on ending childhood hunger on national, state and local levels by raising awareness of the issue, supporting hunger-fighting organizations, and funding innovative solutions that solve this critical problem. Since 2011, the Arby's Foundation has been a national charity partner of Share Our Strength's No Kid Hungry campaign (NKH). As NKH's largest quick service restaurant partner, the Arby's Foundation has raised over $5 million in the past two years to support NKH and other hunger-fighting organizations in the communities that Arby's serves. The Arby's Foundation specifically recognizes a tremendous need to support children during the summer months, when school breakfast and lunch is not available, and takes a leading role in helping connect kids to the meals they need while on summer break. With the goal of raising awareness of childhood hunger and increasing access to the existing free summer meal sites around the country, the Arby's Foundation provides the grassroots Hungry for Happiness summer mobile tour. As an additional tactic to raise awareness about summer meal resources available in the communities the Tour visits, the Arby's Foundation funds an innovative summer meals texting program administered by Share Our Strength. Extensive volunteer needs at the Hungry for Happiness tour stops allows the opportunity for Arby's employees to see hunger in their communities firsthand and become involved with their local hunger relief organization. Volunteer opportunities also lead to greater understanding of the issue and support for the Arby's Foundation's mission to end childhood hunger in America. The increased system support becomes even clearer during the execution of the Arby's Foundation's national restaurant fundraiser in the months following the Hungry for Happiness Tour. For a six-week period, restaurant team members ask customers to donate $1 to end childhood hunger in exchange for a coupon. In 2012, Arby's team members and customers set a system record by raising almost $2.7 million for the fight to end childhood hunger. As an industry leader in corporate philanthropy, the Arby's Foundation staff and volunteers engage thousands of people across America while utilizing employees and volunteers, supporting local hunger organizations, connecting children and families with the food resources they need, and sharing information on the growing issue of childhood hunger. To this end, Arby's and the Arby's Foundation proudly received the 2013 Restaurant Neighbor Award from the National Restaurant Association for their work to end childhood hunger in America. |
| Significant changes to program services | PART III, LINE 3 | The Arby's foundation first launched the hungry for happiness mobile tour in 2012, where the 18-wheel Arby's foundation event vehicle traveled more than 10,000 miles to serve 4,000 meals to children across 15 major cities |
| Program Service - Summer Mobile Tour | Part III, Line 4C | Summer Mobile Tour - The Hungry for Happiness mobile tour sets out in the summer to raise awareness about childhood hunger and increase participation in free summer meal programs in communities nationwide. Summer continues to be a vulnerable time for children who rely on school breakfast and lunch during the school year. The Arby's Foundation, in partnership with Share Our Strength's No Kid Hungry campaign, is committed to helping all kids get the food they need every day. With this goal in mind, the Arby's Foundation first launched the Hungry for Happiness mobile tour in 2012, where the 18-wheel Arby's Foundation event vehicle traveled more than 10,000 miles to serve 4,000 meals to children across 15 major cities. |
| Other Program Services | Part III, Line 4D | The remaining Program Services include Community Outreach, Disaster Relief, and Legacy Grants. Community Outreach are funds and goods provided to initiatives that support Atlanta, Georgia and surrounding areas, as well as Executive Team's requests for support of charitable organizations. Disaster Relief are funds contributed to services and programs that aid in relief efforts caused by natural and man-made disasters. Legacy Grants are funds contributed to organizations previously supported under the former Arby's Charity Tour. |
| Governing Body and Management | PART VI, SECTION A, LINE 4 | DURING 2012, THE ARBY'S FOUNDATION, INC. BY-LAWS WERE AMENDED. THE BY-LAWS NOW REFLECT AN ELIMINATION OF THE "CLASSES" AND PROVIDE FOR THE STRUCTURE OF THE BOARD TO INCLUDED KEY STAKEHOLDERS BOTH WITHIN THE ARBY'S SYSTEM AND OUTSIDE THE ARBY'S SYSTEM. THIS CHANGE ALSO ALLOWS FOR THE SIZE OF THE BOARD TO EXPAND BEYOND 11 TRUSTEES. A NEW FRAMEWORK OF THE REGULAR BOARD OF TRUSTEES HAS BEEN CREATED. IT IS LOOSER THAN THE PREVIOUS CLASS STRUCTURE BUT STILL PROVIDES FOR KEY STAKEHOLDERS TO HOLD A SEAT. THE REMAINING SECTIONS OF ARTICLE 3 HAVE BEEN AMENDED TO REFLECT THIS CHANGE. TERMS HAVE BEEN SET AT 2 YEARS AND TRUSTEES ARE ABLE TO SERVE CONSECUTIVE TERMS. THIS WAS AMENDED DUE TO THE ARBY'S FOUNDATION, INC. EXPANSION TO INCLUDE EXTERNAL STAKEHOLDERS. THE EXECUTIVE COMMITTEE MOVING FORWARD WILL CONSIST OF 1. CHAIR, VICE CHAIR, SECRETARY, TREASURER AND FRANCHISEE. |
| Policies | PART VI, SECTION B, LINE 11 | The Executive Committee, Executive Director and Director of Finance and Administration all reviewed and approved a draft of the return before it was filed. |
| Policies | PART VI, SECTION B, LINE 15A | THE COMPENSATION COMMITTEE CONDUCTS A SURVEY/STUDY AND THE FINAL AMOUNT IS APPROVED BY THE EXECUTIVE COMMITTEE. |
| Disclosure | PART VI, SECTION C, LINE 18 | PUBLIC INSPECTION COPY OF THE ORGANIZATION'S TAX RETURN IS AVAILABLE UPON REQUEST. |
| Disclosure | PART VI, SECTION C, LINE 19 | REQUESTS ARE CONSIDERED ON AN INDIVIDUAL BASIS. |
| Impairment of Goodwill | Part IX, Line 24b | In 2005, the Arby's Foundation ("Foundation") acquired certain assets (employees and goods) of Marketing Event Partners ("MVP") and recorded Goodwill of $4,564,357. In 2012 there was an impairment of goodwill for financial statement purposes in the amount of $2,219,297. Therefore, management has determined that the impairment of goodwill should be allocated based on the organization's functional expenses prior to the goodwill impairment. |
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