HOMER FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOMER FOUNDATION (EIN 92-0139183)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349313066
- Schema version
- 2024v5.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T17:34:37-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920143182 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTMAN ROGERS & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 C ST STE 201 | AddressLine1Txt |
| City | ANCHORAGE | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99503 | 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 | 920139183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Homer Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 9072350541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3733 Ben Walters Lane Suite 7 | AddressLine1Txt |
| City | Homer | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacey Schultz | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sterling Gillon CPA | PreparerPersonNm |
| PTIN | P02428406 | PTIN |
| Phone | 9072742992 | 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 | Stacey Schultz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3733 Ben Walters Lane Suite 7 | AddressLine1Txt |
| City | Homer | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 996032600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,318,266 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.homerfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | AK | LegalDomicileStateCd |
| Activity Or Mission | To enhance the quality of life for the citizens of the greater Homer area by promoting philanthropic and charitable activities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $776,626 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,011,253 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,760 | PYInvestmentIncomeAmt |
| CY Investment Income | $224,039 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,475 | PYOtherRevenueAmt |
| CY Other Revenue | $30,994 | CYOtherRevenueAmt |
| PY Total Revenue | $845,861 | PYTotalRevenueAmt |
| CY Total Revenue | $2,266,286 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $456,314 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $707,209 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $169,671 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $213,766 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $58,768 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $120,677 | PYOtherExpensesAmt |
| CY Other Expenses | $209,756 | CYOtherExpensesAmt |
| PY Total Expenses | $746,662 | PYTotalExpensesAmt |
| CY Total Expenses | $1,130,731 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $99,199 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,135,555 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,890,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,998,883 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $432,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $574,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,457,552 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,424,712 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To enhance the quality of life for the citizens of the greater Homer area by promoting philanthropic and charitable activities. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $611,830 | ExpenseAmt |
| Grant | $555,009 | GrantAmt |
| Revenue | $9,000 | RevenueAmt |
| Desc | ALL OTHER PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $65,200 | ExpenseAmt |
| Grant | $65,200 | GrantAmt |
| Desc | SCHOLARSHIPS: SCHOLARSHIPS TO SUPPORT AREA STUDENTS IN THEIR POSTSECONDARY EDUCATION. THESE SCHOLARSHIPS VARIED BETWEEN 1,0008,000 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $51,000 | ExpenseAmt |
| Grant | $51,000 | GrantAmt |
| Desc | Impact Grants: Year round grants program to support large capital projects or staff development activities in the community. These grants are reviewed by the Board of Trustees and are meant to exhibit the following criteria: Demonstrate substantial and measurable impact on the quality of life of the service area.Demonstrate needs which arose due to a sudden, unexpected change in funding.Demonstrate substantial collaborationLeverage significant other fundingBe a lasting benefitDemonstrate sustainability | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,000 | ExpenseAmt |
| Grant | $36,000 | GrantAmt |
| Desc | QUICK RESPONSE GRANTS: YEAR ROUND GRANTS PROGRAM TO SUPPORT CHARITABLE ACTIVITIES IN THE COMMUNITY. 86 GRANTS WERE AWARDED TO 43 DIFFERENTPROFITS IN OUR AREA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $36,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $36,000 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $764,030 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacey Schultz | PersonNm |
| Phone | 9072350551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3733 Ben Walters Lane Suite 7 | AddressLine1Txt |
| City | Homer | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 996032600 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Stacey Schultz | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $40,153 | $0 | $1,160 | |
| Douglas Baily | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Van Hawkins | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Paula Martin | |||||||
| Vice President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Denise Pitzman | |||||||
| President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Sara Reinert | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Paul Seaton | |||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Ken Taylor | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Tom Zitzmann | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| William Bell | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Christopher Kincaid | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kenneth Schneider | |||||||
| Trustee | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $40,153 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $1,160 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $13,653 | FundraisingAmt |
| Government Grants | $25,000 | GovernmentGrantsAmt |
| All Other Contributions | $1,972,600 | AllOtherContributionsAmt |
| Noncash Contributions | $47,400 | NoncashContributionsAmt |
| Total Contributions | $2,011,253 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,699 | TotalRevenueColumnAmt |
| Exclusion | $220,699 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,672 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,332 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,340 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,340 | TotalRevenueColumnAmt |
| Exclusion | $3,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $23,647 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,653 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,653 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,994 | TotalRevenueColumnAmt |
| Exclusion | $20,994 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,995 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $11,995 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,000 | TotalRevenueColumnAmt |
| Exclusion | $1,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Admin Fee | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,266,286 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,000 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $246,033 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,009 | TotalAmt |
| Program Services | $642,009 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,200 | TotalAmt |
| Program Services | $65,200 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,000 | TotalAmt |
| Program Services | $43,500 | ProgramServicesAmt |
| Management And General | $35,857 | ManagementAndGeneralAmt |
| Fundraising | $7,643 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,386 | TotalAmt |
| Program Services | $45,193 | ProgramServicesAmt |
| Management And General | $37,252 | ManagementAndGeneralAmt |
| Fundraising | $7,941 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,810 | TotalAmt |
| Program Services | $7,905 | ProgramServicesAmt |
| Management And General | $6,516 | ManagementAndGeneralAmt |
| Fundraising | $1,389 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,570 | TotalAmt |
| Program Services | $10,285 | ProgramServicesAmt |
| Management And General | $8,478 | ManagementAndGeneralAmt |
| Fundraising | $1,807 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,875 | TotalAmt |
| Program Services | $71,666 | ProgramServicesAmt |
| Management And General | $20,209 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $822 | ProgramServicesAmt |
| Management And General | $4,248 | ManagementAndGeneralAmt |
| Fundraising | $930 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $23,401 | ProgramServicesAmt |
| Management And General | $6,599 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,550 | TotalAmt |
| Program Services | $2,678 | ProgramServicesAmt |
| Management And General | $13,843 | ManagementAndGeneralAmt |
| Fundraising | $3,029 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,048 | TotalAmt |
| Fundraising | $20,048 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,049 | TotalAmt |
| Program Services | $3,614 | ProgramServicesAmt |
| Management And General | $7,849 | ManagementAndGeneralAmt |
| Fundraising | $5,586 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,915 | TotalAmt |
| Program Services | $318 | ProgramServicesAmt |
| Management And General | $2,497 | ManagementAndGeneralAmt |
| Fundraising | $100 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,385 | TotalAmt |
| Program Services | $506 | ProgramServicesAmt |
| Management And General | $1,098 | ManagementAndGeneralAmt |
| Fundraising | $781 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,865 | TotalAmt |
| Management And General | $3,865 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| Inventory | $11,995 | $11,995 | ||
| Dues and Subs | $3,013 | $172 | $2,841 | |
| Supplies | $2,490 | $2,490 | ||
| Training | $1,224 | $1,224 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,653 | TotalAmt |
| Program Services | -$155,557 | ProgramServicesAmt |
| Management And General | $155,557 | ManagementAndGeneralAmt |
| Fundraising | -$2,653 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,731 | TotalAmt |
| Program Services | $764,030 | ProgramServicesAmt |
| Management And General | $307,933 | ManagementAndGeneralAmt |
| Fundraising | $58,768 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,694 | BOYAmt |
| EOY | $19,867 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12 | BOYAmt |
| EOY | $128,834 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,550 | BOYAmt |
| EOY | $20,350 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,995 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,663,094 | BOYAmt |
| EOY | $8,732,717 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,107 | BOYAmt |
| EOY | $97,115 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,890,452 | BOYAmt |
| EOY | $8,998,883 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,536 | BOYAmt |
| EOY | $7,734 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,005 | BOYAmt |
| EOY | $24,487 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,359 | BOYAmt |
| EOY | $541,950 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,900 | BOYAmt |
| EOY | $574,171 | 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 | $5,848,465 | BOYAmt |
| EOY | $7,764,829 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,087 | BOYAmt |
| EOY | $659,883 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,457,552 | BOYAmt |
| EOY | $8,424,712 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,890,452 | BOYAmt |
| EOY | $8,998,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,135,555 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $831,605 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $568,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,808,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,019,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,056,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,011,253 | CurrentTaxYearAmt |
| Total | $6,464,018 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $568,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,808,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,019,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,056,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,011,253 | CurrentTaxYearAmt |
| Total | $6,464,018 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,057,307 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,406,711 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $220,699 | CurrentTaxYearAmt |
| Total | $647,095 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $687 | CurrentTaxYearMinus1YearAmt |
| Total | $2,052 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $12,493 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,000 | CurrentTaxYearAmt |
| Total | $21,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,134,658 | TotalSupportAmt |
| Public Support CY170 | 0.75780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 16 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,363,273 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $124,402 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,069,588 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $531,482 | BeginningYearBalanceAmt |
| Contributions | $176,830 | ContributionsAmt |
| Investment Earnings Or Losses | -$152,627 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $22,966 | AdministrativeExpensesAmt |
| End Year Balance | $532,719 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $494,447 | BeginningYearBalanceAmt |
| Contributions | $2,800 | ContributionsAmt |
| Investment Earnings Or Losses | $49,561 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$15,326 | AdministrativeExpensesAmt |
| End Year Balance | $531,482 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $534,909 | BeginningYearBalanceAmt |
| Contributions | $57,775 | ContributionsAmt |
| Investment Earnings Or Losses | -$90,216 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | -$8,021 | AdministrativeExpensesAmt |
| End Year Balance | $494,447 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,813 | BeginningYearBalanceAmt |
| Contributions | $423,781 | ContributionsAmt |
| Investment Earnings Or Losses | $22,977 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,662 | AdministrativeExpensesAmt |
| End Year Balance | $534,909 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,062 | BeginningYearBalanceAmt |
| Contributions | $971 | ContributionsAmt |
| Investment Earnings Or Losses | $4,488 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,709 | AdministrativeExpensesAmt |
| End Year Balance | $90,813 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Leave | $9,231 |
| Funds Managed for others | $532,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $541,950 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,104,544 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $831,605 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,653 | OtherRevenueAmt |
| Revenue Not Reported | $838,258 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,266,286 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,266,286 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,137,384 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,653 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,653 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,130,731 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,130,731 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X : FIN48 Footnote | The Foundation is recognized as exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code and has been determined not to be a private foundation as defined under Section 509(a)(1). The Foundation is exempt from State income taxes under the Alaska Nonprofit Corporation Act. Therefore, the accompanying statements do not reflect a provision for income taxes. Although the Foundation is exempt from federal income taxes, any income derived from unrelated business activities is subject to the requirement of filing Federal Income Tax Form 990-T and a tax liability may be determined on these activities. The Foundation believes that it has appropriate support for any tax positions taken, and as such does not have any uncertain tax positions that are material to the financial statements. The Foundations tax returns are subject to possible examination by the Internal Revenue Service until the expiration of the related statute of limitations on those tax returns, generally three years. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Fundraising Exp on part VIII $2653 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Fundraising Exp on part VIII $2653 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Breakfast | Event1Nm |
| Gross Receipts Event1 | $37,300 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,653 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $23,647 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,184 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $469 | EntertainmentEvent1Amt |
| Gross Receipts Total | $37,300 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $13,653 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $23,647 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,184 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $469 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $2,653 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,994 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Homer Community Food Pantry | ||||||||
| 770 East End Road | Homer | AK | 99603 | 920153030 | 3 | $25,500 | $0 | Community Chest and operations |
| Homer Cycling Club | ||||||||
| 4658 Tamara St | Homer | AK | 99603 | 273189396 | 3 | $100,000 | $0 | Eastland Trails |
| Homer OPUS | ||||||||
| 355 E Pioneer Ave | Homer | AK | 99603 | 843921663 | 3 | $25,000 | $0 | New Director |
| IACE Travel | ||||||||
| 1177 Ave of the Americas | New York | NY | 10036 | $14,960 | $0 | Japanese Fiscal Sponsorship | ||
| Kachemak Bay Family Planning | ||||||||
| 3959 Ben Walters Lane | Homer | AK | 99603 | 920106486 | 3 | $9,968 | $0 | |
| Kachemak Nordic Ski Club | ||||||||
| PO Box 44 | Homer | AK | 99603 | 920143362 | 3 | $25,220 | $0 | Baycrest Equipment Shed and Equipme |
| Paul Banks Elementary PTA | ||||||||
| 1340 East End Road | Homer | AK | 99603 | 542159374 | 3 | $16,000 | $0 | After School Program |
| South Peninsula Hospital | ||||||||
| PO Box 2548 | Homer | AK | 99603 | 830354063 | 3 | $10,451 | $0 | Closing non-endowed fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 24 | RecipientCnt |
| Cash Grant | $65,200 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The Homer Foundation moitors all United States grant funds through a formal Letter of Agreement (LOA) issued for every grant. The LOA outlines the approved purpose of the award and clearly defines all reporting and evaluation requirements. Grantee organizations must sign and return the LOA before funds are released, confirming their agreement to use the funds solely for the stated purpose. As part of the required evaluation process, grantees must submit an online grant report that includes a summary of the completed project and an explanation of how grant funds were expended and required public recognition of the fund(s) supporting the grant. All reporting requirements must be completed within sixty days of project completion. Foundation staff review each submitted evaluation to verify project completion, appropriate use of funds and compliance with all LOA requirements. The Foundation may follow up with grantees if additional clarification or documentation is needed. This process ensures accountability and proper stewardship of all grant funds. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lauren Seaton | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Employee | RelationshipDescriptionTxt |
| Transaction | $31,981 | TransactionAmt |
| Transaction | Payroll | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Lauren Seaton is the daughter of Paul Seaton. | ExplanationTxt |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Supplies | Desc |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,400 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 7b | All governance decisions are made through concensus decisions by the board of trustees. |
| Form 990, Part VI, Section B, Line 11b | THE FINANCE COMMITTEE REVIEWS THE COMPLETED 990, THEN PRESENTS IT TO THE BOARD WITH THEIR RECOMMENDATION FOR ACCEPTANCE AT A REGULAR BOARD MEETING. |
| Form 990, Part VI, Section B, Line 12c | AT THE BEGINNING OF THE YEAR, BOARD MEMBERS COMPLETE A DISCLOSURE STATEMENT LISTING ANY PERSONAL INTERESTS THAT COULD LEAD TO POTENTIAL CONFLICTS. AT THE TIME OF COMPLETING THIS QUESTIONNAIRE, BOARD MEMBERS ARE ASKED IF ANY HAVE OCCURRED. IN ADDITION, ALL COMMITTEE MEETINGS REGARDING GRANTS REVIEW THE CONFLICT OF INTEREST POLICY WITH ALL PRESENT MEMBERS AND ASK FOR DISCLOSURES. THE COMMITTEE CHAIR ENSURES THIS POLICY IS FOLLOWED. |
| Form 990, Part VI, Section B, Line 15a | We purchased the Foraker Compensation guide to determine a comparable salary rate from around the state. We also utilized the Council on Foundations Grantmaker Salary and Benefits Report. |
| Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, FINANCIAL REPORTS ARE PRESENTED IN THE ANNUAL REPORT WHICH IS MAILED OUT TO 900 CONSTITUENTS AND POSTED ON OUR WEBSITE: WWW.HOMERFOUNDATION.ORG |
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