WENDT FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WENDT FAMILY FOUNDATION (EIN 94-3229232)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349100630
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T10:50:52-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930428202 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOLATORE SCROGGIN PETERSON & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 PINE STREET | AddressLine1 |
| City | KLAMATH FALLS | City |
| State | OR | State |
| ZIP Code | 97601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943229232 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN INSTITUTE FOR FULL EMPLOYMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 8014938068 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 DECKER LAKE BLVDSUITE 500 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RODERICK WENDT | Name |
| Title | DIRECTOR | Title |
| Phone | 8014938068 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICK DILLARD | Name |
| PTIN | P00367567 | PTIN |
| Phone | 5418844164 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2405355 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 268 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 11377 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11377 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 11377 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 152 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 152 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 152 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -616454 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 334595 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 334511 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 69070 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 69070 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | -535587 | TotalRevenueAndExpenses |
| Total Net Investment Income | 346040 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 80599 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 80997 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 80997 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3373 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1687 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1686 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 47352 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 46831 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 20762 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 7528 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 1255 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 1255 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 24843 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 26502 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 1093 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 1093 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7504 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7626 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 187179 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1687 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 173518 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 187179 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1687 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 173518 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -722766 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 344353 | NetInvestmentIncome |
| Adjusted Net Income | 80599 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4339 | CashBOY |
| Cash EOY | 346802 | CashEOY |
| Cash EOYFMV | 346802 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 92 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 129 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 129 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1409 | AccountsReceivable |
| Accounts Receivable BOY | 4179 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1409 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1409 | AccountsReceivableEOYFMV |
| Prepaid Expenses EOY | 284 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 284 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 3681463 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2053235 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2053235 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 225 | OtherAssetsBOY |
| Other Assets EOY | 3496 | OtherAssetsEOY |
| Other Assets EOYFMV | 3496 | OtherAssetsEOYFMV |
| Total Assets BOY | 3690298 | TotalAssetsBOY |
| Total Assets EOY | 2405355 | TotalAssetsEOY |
| Total Assets EOYFMV | 2405355 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 6228 | AccountsPayableBOY |
| Accounts Payable EOY | 182539 | AccountsPayableEOY |
| Loans From Officers BOY | 13000 | LoansFromOfficersBOY |
| Mortgages And Notes Payable BOY | 48000 | MortgagesAndNotesPayableBOY |
| Other Liabilities BOY | 77803 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 44494 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 145031 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 227033 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3545267 | UnrestrictedBOY |
| Unrestricted EOY | 2178322 | UnrestrictedEOY |
| Total Net Assets BOY | 3545267 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2178322 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3690298 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2405355 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3545267 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -722766 | ExcessOfRevenueOverExpenses |
| Other Increases | 33000 | OtherIncreases |
| Subtotal | 2855501 | Subtotal |
| Other Decreases | 677179 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2178322 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 1397 SH JELD-WEN STOCK | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Sold | 2011-11-04 | DateSold |
| Gross Sales Price | 334595 | GrossSalesPrice |
| Cost Or Other Basis | 84 | CostOrOtherBasis |
| Gain Or Loss | 334511 | GainOrLoss |
| Gains Minus Excess Or Losses | 334511 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 334511 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 367791 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4593380 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080070 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1015537 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5730691 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.177210 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1246585 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6625191 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.188158 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1886518 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6895573 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.273584 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2144143 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5108326 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.419735 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.138757 | TotalDistributionRatio |
| Average Distribution Ratio | 0.227751 | AverageDistributionRatio |
| Net Noncharitable Assets | 2629374 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 598843 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3444 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 602287 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 173518 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6887 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6887 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6887 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 7500 | TaxPaidWithExtension |
| Total Credits And Payments | 7500 | TotalCreditsAndPayments |
| Penalty For Underpayment | 167 | PenaltyForUnderpayment |
| Overpayment | 446 | Overpayment |
| Amount Credited To Next Year | 446 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OR | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | FULLEMPLOYMENT.ORG | WebsiteAddress |
| Books In Care Of Person Name | DAVID GUYAUX | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8014938068 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 DECKER LAKE BLVD SUITE 500 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN COURTNEY | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | PRESIDENT/SECRETARY | 0.50 | 0 | 0 | 0 |
| RODERICK WENDT | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| TED ABRAM | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | EXECUTIVE DIRECTOR | 0.50 | 0 | 0 | 0 |
| JAMES MADDEN | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | TREASURER/DIRECTOR | 0.50 | 0 | 0 | 0 |
| MARK WENDT | ||||||||
| 3250 LAKEPORT BLVD | KLAMATH FALLS | OR | 97601 | DIRECTOR | 0.50 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD B PEITERSEN | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1788 S TUCSON ST | AddressLine1 |
| City | AURORA | City |
| State | CO | State |
| ZIP Code | 80012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROJECT DIRECTOR | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 80997 | Compensation |
| Employee Benefits | 0 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSULTING, POLICY DEVELOPMENT AND ADVICE BY EXPERTS TO VARIOUS STATE AND LOCAL GOVERNMENTS ON THE OPERATION OF SOCIAL WELFARE AND UNEMPLOYMENT PROGRAMS. | Description1 |
| Expenses1 | 51462 | Expenses1 |
| Description2 | WRITING, PUBLISHING AND PRODUCING PAPERS, RESEARCH, REPORT CARDS, NEWSLETTERS AND ANALYSIS ON SOCIAL ISSUES FOR DISTRIBUTION TO INTERESTED PERSONS ON A NON-PARTISAN BASIS. | Description2 |
| Expenses2 | 0 | Expenses2 |
| Description3 | HOLDING AND ATTENDING CONFERENCES, SPEAKING NETWORKING TO DISSEMINATE BEST PRACTICES IN SOCIAL WELFARE AND UNEMPLOYMENT ISSUES. | Description3 |
| Expenses3 | 120417 | Expenses3 |
| Description4 | DEVELOPMENT OF ON-LINE AND INTERACTIVE ECONOMIC CURRICULUM APPROACH TO TEACHING ECONOMIC PRINCIPLES TO SCHOOL CHILDREN AT ALL LEVELS OF EDUCATION. | Description4 |
| Expenses4 | 4582 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2628424 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40991 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2669415 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2669415 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 40041 | CashDeemedCharitable |
| Net Noncharitable Assets | 2629374 | NetNoncharitableAssets |
| Minimum Investment Return | 131469 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 173518 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 173518 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 173518 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 80599 | CurrentYear |
| Year1 | 139727 | Year1 |
| Year2 | 97818 | Year2 |
| Year3 | 99565 | Year3 |
| Total | 417709 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 68509 | CurrentYear |
| Year1 | 118768 | Year1 |
| Year2 | 83145 | Year2 |
| Year3 | 84630 | Year3 |
| Total | 355053 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 173518 | CurrentYear |
| Year1 | 367791 | Year1 |
| Year2 | 1015537 | Year2 |
| Year3 | 1246585 | Year3 |
| Total | 2803431 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 173518 | CurrentYear |
| Year1 | 367791 | Year1 |
| Year2 | 1015537 | Year2 |
| Year3 | 1246585 | Year3 |
| Total | 2803431 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 87646 | CurrentYear |
| Year1 | 153113 | Year1 |
| Year2 | 191023 | Year2 |
| Year3 | 220840 | Year3 |
| Total | 652622 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RODERICK C WENDT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3250 LAKEPORT BLVD | AddressLine1 |
| City | KLAMATH FALLS | City |
| State | OR | State |
| ZIP Code | 97601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5418823451 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORMAT REQUIRED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE. | SubmissionDeadlines |
| Restrictions On Awards | NONE. | RestrictionsOnAwards |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII (3 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|
| BOOK & WEBSITE SALES | 1694 |
| CONSULTING INCOME | 49000 |
| COMMISSION INCOME | 3773 |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,377 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $152 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$616,454 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDS | Description |
| Related Or Exempt Function Income | 14603 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$604,925 | ExclusionAmount |
| Related Or Exempt Function Income | 69070 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -535855 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (4 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 1A | MISCELLANEOUS SALES OF PUBLICATIONS AND PRODUCT THE PROCEEDS CONTRIBUTING TO THE OPERATING OVERHEAD AND CHARITABLE PURPOSE OF THIS ENTITY. |
| 1B | MISCELLANEOUS SPEAKING FEES AND CONSULTING RECEIPTS FROM OTHER ORGANIZATIONS THE PROCEEDS CONTRIBUTING TO THE OPERATING OVERHEAD AND CHARITABLE PURPOSE OF THIS ENTITY |
| 1C | COMMISSION INCOME ON SALES OF THINKING ECONOMICS MATERIALS CONTRIBUTING TO THE OPERATING OVERHEAD AND CHARITABLE PURPOSE OF THIS ORGANIZATION. |
| 11A | MISCELLANEOUS REFUNDS OF PRIOR YEAR EXPENSES PAID. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,373 | Amount |
| Net Investment Income | 1687 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1686 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| IMS FUND | 351 | 351 |
| JELD-WEN HOLDING COMPANY | 1388799 | 1388799 |
| SOUTH VALLEY BANK & TRUST CMN | 664085 | 664085 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DEPOSITS | 225 | 225 | 225 |
| INTERCOMPANY ACCOUNT | 3271 | 3271 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Description |
| Amount | $677,179 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ADVERTISING | 235 | 0 | 0 | 235 |
| SUBSCRIPTIONS | 1025 | 0 | 0 | 1025 |
| TELEPHONE | 991 | 0 | 0 | 991 |
| OFFICE EXPENSE | 1134 | 0 | 0 | 712 |
| BANK CHARGES | 411 | 0 | 0 | 411 |
| INSURANCE | 993 | 0 | 0 | 1537 |
| TRAINING EXPENSE | 2715 | 0 | 0 | 2715 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| BOOK & WEBSITE SALES | 1694 | 1694 |
| CONSULTING INCOME | 49000 | 49000 |
| COMMISSION INCOME | 3773 | 3773 |
| REFUNDS | 14603 | 14603 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED TAX DEFERRAL ADJUSTMENT | Description |
| Amount | $33,000 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| DEFERRED TAXES | 73000 | 40000 |
| PAYROLL LIABILITIES | 4740 | 4494 |
| INTERCOMPANY ACCOUNT | 63 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| CONTRACT LABOR | $37,880 | 0 | 0 | 37359 |
| COMMISSIONS | $9,472 | 0 | 0 | 9472 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| CORPORATE FILING FEES | $305 | 0 | 0 | 330 |
| OREGON CT-12 FILING FEE | $365 | 0 | 0 | 365 |
| FEDERAL INCOME TAX | $13,259 | 0 | 0 | 0 |
| PAYROLL TAX EXPENSE | $6,833 | 0 | 0 | 6833 |
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