AGC OF WASHINGTON EDUCATION FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AGC OF WASHINGTON EDUCATION FOUNDATION (EIN 91-1157971)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-13
- IRS object ID
- 202600449349301690
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T18:00:19-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910873571 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWOOD OHLUND PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4241 21ST AVE W SUITE 400 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911157971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGC OF WASHINGTON EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGCO | BusinessNameControlTxt |
| Phone | 2062844500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WESTLAKE AVENUE N 411 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE ERVIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2062844500 | PhoneNum |
| Signature | 2026-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC L KIMPTON | PreparerPersonNm |
| PTIN | P01970440 | PTIN |
| Phone | 2067821767 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELAINE ERVIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WESTLAKE AVENUE N 411 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,219,109 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CONSTRUCTIONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO DEVELOP AND PROMOTE CONSTRUCTION CAREERS THROUGH EDUCATION AND TRAINING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $754,712 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,013,318 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $728,526 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $831,132 | CYProgramServiceRevenueAmt |
| PY Investment Income | $248,215 | PYInvestmentIncomeAmt |
| CY Investment Income | $266,346 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,731,453 | PYTotalRevenueAmt |
| CY Total Revenue | $2,110,796 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $111,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $115,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $961,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,038,658 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $205,370 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $490,610 | PYOtherExpensesAmt |
| CY Other Expenses | $494,273 | CYOtherExpensesAmt |
| PY Total Expenses | $1,563,152 | PYTotalExpensesAmt |
| CY Total Expenses | $1,647,931 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $168,301 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $462,865 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,568,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,490,851 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $249,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $252,587 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,319,086 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,238,264 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO DEVELOP AND PROMOTE CONSTRUCTION CAREERS THROUGH EDUCATION AND TRAINING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $656,132 | ExpenseAmt |
| Revenue | $831,132 | RevenueAmt |
| Desc | PROVIDED CONTINUING EDUCATION CLASSES TO ALL MEMBERS OF THE CONSTRUCTION INDUSTRY. THE AVERAGE NUMBER OF STUDENTS ATTENDING OUR COURSES ANNUALLY IS 2,600. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $379,441 | ExpenseAmt |
| Desc | PROVIDED OUTREACH PROGRAMS TO YOUNG MEN AND WOMEN TO INTRODUCE CAREERS IN CONSTRUCTION INDUSTRY. OUR SUCCESSFUL CORE PLUS CONSTRUCTION PROGRAM HAS RECEIVED STATE-WIDE ACCLAIM, RESULTING IN GRANT REVENUE FOR ITS EXPANSION AND DEVELOPMENT WITH UNIVERSAL DESIGN LEARNING. WE OFFER THIS PROGRAM FREE OF CHARGE. 101 SCHOOL DISTRICTS AND 12 SKILLS CENTER OFFER THE PROGRAM THROUGHOUT THE STATE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $163,564 | ExpenseAmt |
| Grant | $115,000 | GrantAmt |
| Desc | DISTRIBUTED GRANTS AND SCHOLARSHIPS TO HIGH SCHOOLS, UNIVERSITIES, AND CONSTRUCTION/EDUCATION RELATED ENTITIES TO SUPPORT INDIVIDUALS IN OBTAINING HIGHER LEARNING IN THE CONSTRUCTION FIELD. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,199,137 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE KOCER | PersonNm |
| Phone | 2062844500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WESTLAKE AVENUE N 411 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEFF TOBIN | |||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK WORKMAN | |||||||
| PAST PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELAINE ERVIN | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CURT GIMMESTAD | |||||||
| OFFICER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRAD HAYES | |||||||
| OFFICER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DELTON BONDS | |||||||
| OFFICER/2ND VP AGCW | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE PRICE | |||||||
| OFFICER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM ELLIOTT | |||||||
| OFFICER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KURT BOYD | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALEX COLLINS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEFF CHRISTIANSON | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN EPPLER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| AARON FAULK | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANNIKA GAFFNEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVE GRASSO | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHIP GREGORY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MAX HANLEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LEAH HANSON | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RON LANGE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MATT LESSARD | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BOB MARCONI | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KALIN MAGRUDER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JULIANNA PLANT | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL RECHNITZ | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY REED | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA RUPP | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SCHAUFELBERGER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WENDY SIMMONS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TYLER TONKIN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PHIL WALLACE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| OLIN WICK | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SEAN WOERMAN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DIANE KOCER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $230,167 | $0 | $45,540 | ||
| SARAH PATTERSON | |||||||
| WORKPLACE DEVELOPMENT DIRECTOR | 40.00 | $144,559 | $0 | $29,332 | Yes (X) | ||
| DAN MORRIS | |||||||
| DIRECTOR, EDUCATION AND TRAINING | 40.00 | $130,758 | $0 | $23,807 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $505,484 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $98,679 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $601,595 | GovernmentGrantsAmt |
| All Other Contributions | $411,723 | AllOtherContributionsAmt |
| Total Contributions | $1,013,318 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASSROOM REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $831,132 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $831,132 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $831,132 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,659 | TotalRevenueColumnAmt |
| Exclusion | $205,659 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $169,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,313 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,687 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,687 | TotalRevenueColumnAmt |
| Exclusion | $60,687 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,110,796 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $831,132 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $266,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,000 | TotalAmt |
| Program Services | $112,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,432 | TotalAmt |
| Program Services | $171,998 | ProgramServicesAmt |
| Management And General | $36,100 | ManagementAndGeneralAmt |
| Fundraising | $49,334 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,745 | TotalAmt |
| Program Services | $365,481 | ProgramServicesAmt |
| Management And General | $72,515 | ManagementAndGeneralAmt |
| Fundraising | $105,749 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,746 | TotalAmt |
| Program Services | $7,357 | ProgramServicesAmt |
| Management And General | $2,485 | ManagementAndGeneralAmt |
| Fundraising | $1,904 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,123 | TotalAmt |
| Program Services | $98,419 | ProgramServicesAmt |
| Management And General | $33,228 | ManagementAndGeneralAmt |
| Fundraising | $25,476 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,612 | TotalAmt |
| Program Services | $42,977 | ProgramServicesAmt |
| Management And General | $14,510 | ManagementAndGeneralAmt |
| Fundraising | $11,125 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,833 | TotalAmt |
| Program Services | $31,064 | ProgramServicesAmt |
| Fundraising | $9,769 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,773 | TotalAmt |
| Management And General | $34,773 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,368 | TotalAmt |
| Program Services | $258,368 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,522 | TotalAmt |
| Program Services | $980 | ProgramServicesAmt |
| Fundraising | $542 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,748 | TotalAmt |
| Program Services | $2,744 | ProgramServicesAmt |
| Management And General | $14,458 | ManagementAndGeneralAmt |
| Fundraising | $546 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,094 | TotalAmt |
| Program Services | $895 | ProgramServicesAmt |
| Fundraising | $199 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,382 | TotalAmt |
| Program Services | $4,308 | ProgramServicesAmt |
| Fundraising | $74 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,630 | TotalAmt |
| Management And General | $8,630 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $47,620 | $47,620 | ||
| MISCELLANEOUS | $31,375 | $21,413 | $9,310 | $652 |
| DIRECT MATERIALS | $30,513 | $30,513 | ||
| BUSINESS TAXES | $17,415 | $17,415 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,647,931 | TotalAmt |
| Program Services | $1,199,137 | ProgramServicesAmt |
| Management And General | $243,424 | ManagementAndGeneralAmt |
| Fundraising | $205,370 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,199 | BOYAmt |
| EOY | $726,457 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,053 | BOYAmt |
| EOY | $605,233 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,615 | BOYAmt |
| EOY | $172,191 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,998 | BOYAmt |
| EOY | $8,122 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,906 | BOYAmt |
| EOY | $3,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $214,720 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $190,548 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,386 | BOYAmt |
| EOY | $24,172 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,514,957 | BOYAmt |
| EOY | $6,106,190 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $791,606 | BOYAmt |
| EOY | $844,580 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,568,720 | BOYAmt |
| EOY | $8,490,851 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,426 | BOYAmt |
| EOY | $115,995 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,000 | BOYAmt |
| EOY | $112,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,208 | BOYAmt |
| EOY | $24,592 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,634 | BOYAmt |
| EOY | $252,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,461 | BOYAmt |
| EOY | $1,325,557 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,286,625 | BOYAmt |
| EOY | $6,912,707 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,319,086 | BOYAmt |
| EOY | $8,238,264 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,568,720 | BOYAmt |
| EOY | $8,490,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $462,865 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $456,313 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $481,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $477,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $604,895 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $754,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,013,318 | CurrentTaxYearAmt |
| Total | $3,331,900 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $588,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $686,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $710,651 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $728,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $831,132 | CurrentTaxYearAmt |
| Total | $3,544,892 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,070,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,163,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,315,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,483,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,844,450 | CurrentTaxYearAmt |
| Total | $6,876,792 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,750 | CurrentTaxYearAmt |
| Total | $208,250 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,750 | CurrentTaxYearAmt |
| Total | $208,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,668,542 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,659 | CurrentTaxYearAmt |
| Total | $861,090 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $182,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $187,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,659 | CurrentTaxYearAmt |
| Total | $861,090 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,170,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,348,821 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,497,693 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,671,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,050,109 | CurrentTaxYearAmt |
| Total | $7,737,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87050 | PublicSupportPY509Pct |
| Investment Income CY | 0.11130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11250 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,600,276 | BeginningYearBalanceAmt |
| Contributions | $131,500 | ContributionsAmt |
| Investment Earnings Or Losses | $622,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $169,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,185,080 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,151,242 | BeginningYearBalanceAmt |
| Contributions | $56,300 | ContributionsAmt |
| Investment Earnings Or Losses | $575,268 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $150,646 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $31,888 | AdministrativeExpensesAmt |
| End Year Balance | $5,600,276 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,933,417 | BeginningYearBalanceAmt |
| Contributions | $25,500 | ContributionsAmt |
| Investment Earnings Or Losses | $395,063 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $173,646 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $29,092 | AdministrativeExpensesAmt |
| End Year Balance | $5,151,242 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,754,719 | BeginningYearBalanceAmt |
| Contributions | $26,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$648,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $164,766 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $34,486 | AdministrativeExpensesAmt |
| End Year Balance | $4,933,417 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,468,774 | BeginningYearBalanceAmt |
| Contributions | $101,924 | ContributionsAmt |
| Investment Earnings Or Losses | $1,332,716 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $118,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $30,695 | AdministrativeExpensesAmt |
| End Year Balance | $5,754,719 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40310 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.57800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $214,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $190,548 | DepreciationAmt |
| Book Value | $24,172 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,172 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN REMAINDER UNITRUST | Desc |
| Book Value | $844,580 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $844,580 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $2,668,877 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $456,313 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $136,541 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $592,854 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,076,023 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $34,773 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $34,773 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,110,796 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,749,699 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $136,541 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $136,541 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,613,158 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $34,773 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $34,773 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,647,931 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | USED TO HOLD FUNDS IN PERPETUITY BASED ON AGREEMENT WITH DONOR. EARNINGS ARE DISBURSED BASED ON (A) AGREEMENT WITH DONOR AND (B) INVESTMENT POLICY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 27 | RecipientCnt |
| Cash Grant | $112,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AFTER A SUCCESSFUL SCHOLARSHIP APPLICATION, STUDENTS ARE AWARDED SCHOLARSHIPS TO ATTEND THE SCHOOL, WITH FUNDS BEING PAID DIRECTLY TO THE SCHOOL. THE FOUNDATION HAS A SCHOLARSHIP COMMITTEE THAT REVIEWS AND EITHER APPROVES OR DENIES THE APPLICANT. GRADE TRANSCRIPTS AND UPCOMING CLASS SCHEDULES MUST BE FORWARDED TO THE FOUNDATION AT THE CONCLUSION OF EACH ACADEMIC PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DIANE KOCER | ||||||||||||||
| EXECUTIVE DIRECTOR | $230,167 | $0 | $0 | $0 | $0 | $0 | $30,498 | $0 | $15,042 | $0 | $275,707 | $0 | $0 | $0 |
| SARAH PATTERSON | ||||||||||||||
| WORKPLACE DEVELOPMENT DIRECTOR | $139,559 | $0 | $5,000 | $0 | $0 | $0 | $16,200 | $0 | $13,132 | $0 | $173,891 | $0 | $0 | $0 |
| DAN MORRIS | ||||||||||||||
| DIRECTOR, EDUCATION AND TRAINING | $126,758 | $0 | $4,000 | $0 | $0 | $0 | $9,900 | $0 | $13,907 | $0 | $154,565 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE COMMITTEE RECEIVED AN ELECTRONIC COPY OF THE RETURN ALONG WITH A REQUEST FOR COMMENTS PRIOR TO FILING. WHEN A MEMBER HAS NO COMMENTS, THEY ARE DEEMED TO BE IN AGREEMENT WITH THE RETURN AS PRESENTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS AN OUTSIDE PROFESSIONAL ATTEND AT LEAST ONE BOARD MEETING A YEAR TO ADVISE MEMBERS ABOUT WHAT TYPES OF TRANSACTIONS MAY CAUSE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND COMPARES TO OTHER ORGANIZATIONS OF COMPARABLE SIZE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS WHEN REQUESTED BY THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | INSTRUCTOR FEES: PROGRAM SERVICE EXPENSES 258,368. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,368. |
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