FURP.ORG / PUBLIC DATA EXPLORER

GIG HARBOR BOATSHOP

Cite this

Plain text GIG HARBOR BOATSHOP. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/gig-harbor-boatshop-205014377. Retrieved 2026-10-23.

APA furp.org. (n.d.). GIG HARBOR BOATSHOP [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 23, 2026, from https://furp.org/org/gig-harbor-boatshop-205014377

MLA “GIG HARBOR BOATSHOP.” furp.org, tax years 2011–2024, https://furp.org/org/gig-harbor-boatshop-205014377. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $238K · expenses $212K · assets $585K

EIN
20-5014377
Address
3805 HARBORVIEW DR, GIG HARBOR, WA 98332-2131
Website
WWW.GIGHARBORBOATSHOP.ORG
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
March 2008 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

PRESERVE THE HISTORIC EDDON BOATYARD AND ITS TRADITIONAL USES TO PERPETURATE, AND BUILD AWARENESS OF, THE CULTURAL LIVELIHOODS ON GIG HARBOR'S WORKING WATERFRONT.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Christy Cooper Kleven (former) BOARD MEMBER2020-2021 $2,186$2,186 1

Officers and directors, no compensation reported

20 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Erik Carlson PRESIDENT2011-2024 2 $0 reported 1
Stephanie Payne SECRETARY2023-2024 2 $0 reported 1
John Mcmillan TREASURER2011-2024 2 $0 reported 1
Jaime Storkman VICE PRESIDENT2015-2024 2 $0 reported 1
Richard Gray BOARD MEMBER2024 2 $0 reported 1
Sarah Fisken BOARD MEMBER2023-2024 2 $0 reported 1
Reid Ekberg (former) BOARD MEMBER2018-2023 2 $0 reported 1
Guy Hoppen (former) PRESIDENT2011-2022 2 $0 reported 1
Michael Perrow (former) BOARD MEMBER2020-2022 2 $0 reported 1
Gene Pearson (former) CHARTER MEMBER2011-2019 2 $0 reported 1
Christy Cooper (former) BOARD MEMBER2018-2019 2 $0 reported 1
Tim Lee (former) BOARD MEMBER2016-2018 2 $0 reported 1
Peter Carr (former) BOARD MEMBER2017-2018 2 $0 reported 1
John Mcmillen (former) TREASURER2015 2 $0 reported 1
Stephanie Lile (former) SECRETARY2012-2015 2 $0 reported 1
Don Rees (former) BOARD MEMBER2012-2015 2 $0 reported 1
Vern Scott (former) CHARTER MEMBER2011-2015 2 $0 reported 1
Jamie Storkman (former) LEADER OF THUNDERBIRD REST2012-2014 2 $0 reported 1
Steve Helgeson (former) PROGRAM DIRECTOR2011-2012 2 $0 reported 1
John Bare (former) CHARTER MEMBER2011 2 $0 reported 1

People by year

2024 · 6 people listed · none paid · 12 employees · 55 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIK CARLSON PRESIDENT2 $0$0$0 $01
STEPHANIE PAYNE SECRETARY2 $0$0$0 $01
JOHN MCMILLAN TREASURER2 $0$0$0 $01
JAIME STORKMAN VICE PRESIDENT2 $0$0$0 $01
RICHARD GRAY BOARD MEMBER2 $0$0$0 $01
SARAH FISKEN BOARD MEMBER2 $0$0$0 $01
2023 · 6 people listed · none paid · 10 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIK CARLSON PRESIDENT2 $0$0$0 $01
STEPHANIE PAYNE BOARD MEMBER2 $0$0$0 $01
JOHN MCMILLAN TREASURER2 $0$0$0 $01
JAIME STORKMAN SECRETARY2 $0$0$0 $01
REID EKBERG BOARD MEMBER2 $0$0$0 $01
SARAH FISKEN BOARD MEMBER2 $0$0$0 $01
2022 · 6 people listed · none paid · 14 employees · 88 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0$0$0 $01
ERIK CARLSON VICE PRESIDENT2 $0$0$0 $01
JOHN MCMILLAN TREASURER2 $0$0$0 $01
JAIME STORKMAN SECRETARY2 $0$0$0 $01
REID EKBERG BOARD MEMBER2 $0$0$0 $01
MICHAEL PERROW BOARD MEMBER2 $0$0$0 $01
2021 · 7 people listed · 1 paid, $2K · 8 employees · 60 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHRISTY COOPER KLEVEN BOARD MEMBER2 $2,186$0$0 $2,1861
GUY HOPPEN PRESIDENT2 $0$0$0 $01
ERIK CARLSON VICE PRESIDENT2 $0$0$0 $01
JOHN MCMILLAN TREASURER2 $0$0$0 $01
JAIME STORKMAN SECRETARY2 $0$0$0 $01
REID EKBERG BOARD MEMBER2 $0$0$0 $01
MICHAEL PERROW BOARD MEMBER2 $0$0$0 $01
2020 · 7 people listed · none paid · 4 employees · 41 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0$0$0 $01
ERIK CARLSON VICE PRESIDENT2 $0$0$0 $01
JOHN MCMILLAN TREASURER2 $0$0$0 $01
JAIME STORKMAN SECRETARY2 $0$0$0 $01
CHRISTY COOPER KLEVEN BOARD MEMBER2 $0$0$0 $01
REID EKBERG BOARD MEMBER2 $0$0$0 $01
MICHAEL PERROW BOARD MEMBER2 $0$0$0 $01
2019 · 7 people listed · none paid · 10 employees · 82 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0$0$0 $01
ERIK CARLSON VICE PRESIDENT2 $0$0$0 $01
JOHN MCMILLAN TREASURER2 $0$0$0 $01
JAIME STORKMAN SECRETARY2 $0$0$0 $01
GENE PEARSON CHARTER MEMBER2 $0$0$0 $01
CHRISTY COOPER BOARD MEMBER2 $0$0$0 $01
REID EKBERG BOARD MEMBER2 $0$0$0 $01
2018 · 9 people listed · none paid · 11 employees · 68 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0$0$0 $01
ERIK CARLSON VICE PRESIDENT2 $0$0$0 $01
JOHN MCMILLAN TREASURER2 $0$0$0 $01
JAIME STORKMAN SECRETARY2 $0$0$0 $01
GENE PEARSON CHARTER MEMBER2 $0$0$0 $01
TIM LEE BOARD MEMBER2 $0$0$0 $01
PETER CARR BOARD MEMBER2 $0$0$0 $01
CHRISTY COOPER BOARD MEMBER2 $0$0$0 $01
REID EKBERG BOARD MEMBER2 $0$0$0 $01
2017 · 7 people listed · none paid · 14 employees · 54 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0$0$0 $01
ERIK CARLSON VICE PRESIDENT2 $0$0$0 $01
JOHN MCMILLAN TREASURER2 $0$0$0 $01
JAIME STORKMAN SECRETARY2 $0$0$0 $01
GENE PEARSON CHARTER MEMBER2 $0$0$0 $01
TIM LEE BOARD MEMBER2 $0$0$0 $01
PETER CARR BOARD MEMBER2 $0$0$0 $01
2016 · 6 people listed · none paid · 11 employees · 48 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Guy Hoppen President2 $0$0$0 $01
Erik Carlson Vice President2 $0$0$0 $01
John McMillan Treasurer2 $0$0$0 $01
Jaime Storkman Secretary2 $0$0$0 $01
Gene Pearson Charter Member2 $0$0$0 $01
Tim Lee Board Member2 $0$0$0 $01
2015 · 8 people listed · none paid · 4 employees · 39 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0$0$0 $01
ERIK CARLSON VICE PRESIDENT2 $0$0$0 $01
JOHN MCMILLEN TREASURER2 $0$0$0 $01
STEPHANIE LILE SECRETARY2 $0$0$0 $01
GENE PEARSON CHARTER MEMBER2 $0$0$0 $01
DON REES BOARD MEMBER2 $0$0$0 $01
VERN SCOTT CHARTER MEMBER2 $0$0$0 $01
JAIME STORKMAN LEADER, THUNDERBIRD RESTORATIONS2 $0$0$0 $01
2014 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0-$0 $01
JOHN MCMILLAN TREASURER2 $0-$0 $01
ERIK CARLSON VICE PRESIDENT2 $0-$0 $01
GENE PEARSON CHARTER MEMBER2 $0-$0 $01
VERN SCOTT CHARTER MEMBER2 $0-$0 $01
STEPHANIE LILE SECRETARY2 $0-$0 $01
DON REES BOARD MEMBER2 $0-$0 $01
JAMIE STORKMAN LEADER OF THUNDERBIRD REST2 $0-$0 $01
2013 · 8 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0-$0 $01
JOHN MCMILLAN TREASURER2 $0-$0 $01
ERIK CARLSON VICE PRESIDENT2 $0-$0 $01
GENE PEARSON CHARTER MEMBER2 $0-$0 $01
VERN SCOTT CHARTER MEMBER2 $0-$0 $01
STEPHANIE LILE SECRETARY2 $0-$0 $01
DON REES BOARD MEMBER2 $0-$0 $01
JAMIE STORKMAN LEADER OF THUNDERBIRD REST2 $0-$0 $01
2012 · 9 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0-$0 $01
JOHN MCMILLAN TREASURER2 $0-$0 $01
ERIK CARLSON VICE PRESIDENT2 $0-$0 $01
GENE PEARSON CHARTER MEMBER2 $0-$0 $01
VERN SCOTT CHARTER MEMBER2 $0-$0 $01
STEVE HELGESON PROGRAM DIRECTOR2 $0-$0 $01
STEPHANIE LILE SECRETARY2 $0-$0 $01
DON REES BOARD MEMBER2 $0-$0 $01
JAMIE STORKMAN LEADER OF THUNDERBIRD RESTORATIONS2 $0-$0 $01
2011 · 7 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GUY HOPPEN PRESIDENT2 $0-$0 $01
JOHN MCMILLAN VICE PRESIDENT2 $0-$0 $01
ERIK CARLSON CHARTER MEMBER2 $0-$0 $01
GENE PEARSON CHARTER MEMBER2 $0-$0 $01
JOHN BARE CHARTER MEMBER2 $0-$0 $01
VERN SCOTT CHARTER MEMBER2 $0-$0 $01
STEVE HELGESON PROGRAM DIRECTOR2 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2021$0$01
2020$4,000$01
Largest awards · 1 shown
YearAgencyKindProgramDescriptionObligated
2020Small Business AdministrationGrant or other assistanceECONOMIC INJURY DISASTER LOAN EMERGENCY ADVANCE 59.072ECONOMIC INJURY DISASTER GRANT$4,000

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$238,500$212,161 $585,077$564,632 $138,028$65,607 $01255
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$198,882$174,116 $563,272$538,293 $153,677$45,205 $01075
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$92,695$159,906 $529,188$513,527 $66,435$26,797 $01488
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$238,033$169,023 $585,392$580,738 $221,373$8,873 $2,186860
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$131,785$91,859 $517,506$511,728 $107,685$10,493 $0441
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$212,072$196,095 $480,474$471,802 $133,076$48,998 $01082
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$241,355$240,529 $473,481$455,825 $162,200$53,900 $01168
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$434,293$210,538 $464,832$454,999 $357,664$53,501 $01454
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$190,021$218,239 $242,670$231,244 $116,237$53,102 $01148
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$338,489$230,600 $281,531$259,463 $224,317$90,470 $0439
2014 · Form 990EZ period ending 2014-12-31 · view filing · original 990 ↗
$169,886$128,051 $226,789$151,574 $116,775$26,733 ---
2013 · Form 990EZ period ending 2013-12-31 · view filing · original 990 ↗
$110,471$111,462 $191,598$169,739 $84,153$19,127 ---
2012 · Form 990EZ period ending 2012-12-31 · view filing · original 990 ↗
$153,921$64,689 $200,086$170,730 $128,768$7,199 ---
2011 · Form 990EZ period ending 2011-12-31 · view filing · original 990 ↗
$89,968$49,096 $97,344$81,498 $74,047$13,471 ---

Funders of this organization

8 grantors reported grants to this organization, $114,810 in all, tax years 2010 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
GREATER TACOMA COMMUNITY FOUNDATION DAF sponsor Exact 2012, 2014, 2017, 2020-2021 6$39,679 2021$10,000
show
ARTSFUND Public charity Exact 2020, 2022 2$28,400 2022$5,900
show
RPM FOUNDATION Public charity Exact 2015-2016 2$20,000 2016$8,000
show
MEACHAM FOUNDATION Private foundation Fuzzy filed as “GIG HARBOR BOATSHOP” 2011-2017, 2019-2021, 2023-2025 13$12,290 2025$1,900
show
AMERICAN ENDOWMENT FOUNDATION DAF sponsor Exact 2016 1$10,100 2016$10,100
show
GATES FOUNDATION Private foundation Fuzzy filed as “GIG HARBOR BOATSHOP” 2010 1$3,750 2010$3,750
show
JUNE & JULIAN FOSS FOUNDATION Private foundation Fuzzy filed as “GIG HARBOR BOATSHOP” 2014 1$500 2014$500
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “GIG HARBOR BOATSHOP” 2020-2023 4$91 2023$32
show

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OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SENIOR HOMES FOUNDATION OF EASTERN WASHINGTONWAT20 $237,681$651,463 DEVELOPMENT$21,818 Same NTEE code T20, revenue within 2x, same state
RIVERVIEW EDUCATIONAL FOUNDATIONWAT20 $247,304$177,707 BOARD OF DIR$0 Same NTEE code T20, revenue within 2x, same state
BISHOP FAM FOUNDATION TR AGREEMENTWAT20 $250,214$250,358 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HASELWOOD FAMILY FOUNDATIONWAT20 $237,386$107,424 Director$0 Same NTEE code T20, revenue within 2x, same state
HUG MORENZ FOUNDATION FOR MEDIA LITERACYWAT20 $250,672$139,720 EXECUTIVE DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
FRED GOLDBERG FAMILY FOUNDATIONWAT20 $237,775$101,185 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
CARL L HOSSMAN FAMILY FOUNDATIONWAT20 $236,227$107,272 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
TRUE NORTH FAMILY FOUNDATIONWAT20 $236,430$258,316 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
WALTER AND LUCILLE RUBIN FOUNDATIONINCWAT20 $235,212$708,002 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
W RAZORE FAMILY FOUNDATIONWAT20 $243,027$138,281 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CHARITY BALL LEGACY FOUNDATIONTXT20 $227,137$398,608 Chair EMERITUS$0 Same NTEE code T20, revenue within 2x
BUFFALO PRESCOTT FOUNDATIONMIT20 $234,422$227,410 MANAGING DIRECTOR$37,500 Same NTEE code T20, revenue within 2x
WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INCMAT20 $233,678$323,689 DIRECTOR$0 Same NTEE code T20, revenue within 2x
LYRICS FOR LIFE FOUNDATION INCKYT20 $245,400$182,574 PRESIDENT, CHAIRMAN$0 Same NTEE code T20, revenue within 2x
GAIL BORDEN PUBLIC LIBRARY FOUNDATIONILT20 $225,473$177,651 BOARD MEMBER$0 Same NTEE code T20, revenue within 2x
SUITS TO CAREERS INCPAT20 $245,786$264,057 IMMEDIATE PAST PRESIDENT$0 Same NTEE code T20, revenue within 2x
RISEN SAVIOR MISSIONSMNT20 $236,539$231,024 DIRECTOR$0 Same NTEE code T20, revenue within 2x
MAGNOLIA EDUCATION FOUNDATIONTXT20 $242,386$172,655 VICE PRESIDE$0 Same NTEE code T20, revenue within 2x
SOUTH GEORGIA REGIONAL LIBRARY FOUNDATION INCGAT20 $243,548$98,198 Chair$0 Same NTEE code T20, revenue within 2x
I HERRMANN ANESTHESIA FOUNDATION INCFLT20 $231,693$320,930 SECRETARY/TR$6,000 Same NTEE code T20, revenue within 2x
FOR THE CAUSE INCPAT20 $239,724$261,373 CHAIRWOMAN$0 Same NTEE code T20, revenue within 2x
GENERAL SPORTS FOUNDATIONMIT20 $240,923$169,650 PRESIDENT$0 Same NTEE code T20, revenue within 2x
EILEEN YOUTIE FOUNDATION INCFLT20 $244,871$282,292 PRESIDENT$0 Same NTEE code T20, revenue within 2x
TRIVENI SCHOOL OF DANCE INCMAT20 $234,173$230,916 President$79,846 Same NTEE code T20, revenue within 2x
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Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE ARAM AND MARGIE KEITH FAMILY FOUNDATION Private foundation$3,540,0004 12022–2025 BOSE ROAD MINISTRIES
ELIZABETH HUTH MADDUX CHARITABLE FOUNDATION Private foundation$1,000,0005 12018–2022 CHARITY BALL LEGACY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$561,57234 102016–2024 CHARITY BALL LEGACY FOUNDATION; SOCIAL VENTURE PARTNERS MN; STEFAN ADELIPOUR FOR LIFEFOUNDATION; WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC and 6 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$538,10028 92014–2024 SOCIAL VENTURE PARTNERS MN; BUFFALO PRESCOTT FOUNDATION; UNITED METHODIST RETIREMENT HOMES FOUNDATION; WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC and 5 more
FORGOOD INC DAF sponsor$482,0139 12010–2018 WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC
MINNEAPOLIS FOUNDATION DAF sponsor$470,86716 22011–2024 SOCIAL VENTURE PARTNERS MN; RISEN SAVIOR MISSIONS
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$380,0002 22017–2020 CHARITY BALL LEGACY FOUNDATION; OUR HOUSE MINISTRIES INC
COMMUNITY GIVING FOUNDATION DAF sponsor$348,1239 12017–2025 FOR THE CAUSE INC
BILL AND FAYE STALLINGS FAMILY FOUNDATION Private foundation$250,0003 12013–2015 UNITED METHODIST RETIREMENT HOMES FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$146,26817 42019–2024 RIVERVIEW EDUCATIONAL FOUNDATION; LYRICS FOR LIFE FOUNDATION INC; WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE INC; SOCIAL VENTURE PARTNERS MN
BNY MELLON CHARITABLE GIFT FUND DAF sponsor$130,0004 12021–2024 OUR HOUSE MINISTRIES INC
KSL FAMILY FOUNDATION Private foundation$116,5002 12023–2024 CHARITY BALL LEGACY FOUNDATION
CIRCLE BAR FOUNDATION Private foundation$100,0001 12017–2017 CHARITY BALL LEGACY FOUNDATION
JEWISH FEDERATION OF GREATER ATLANTA INC DAF sponsor$91,0005 12018–2024 AMERICAN FRIENDS OF KESHET YEHUDA NFP
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$89,4006 12011–2024 SOCIAL VENTURE PARTNERS MN

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $212,161 spent · pay $109,874 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $97,828$86,288$11,540- 46.1%
Other (as described)OPERATIONS $24,386$12,885$5,554$5,947 11.5%
Fees: other services $23,998$19,868$4,130- 11.3%
Advertising and promotion $14,612$4,162$1,208$9,242 6.9%
Payroll taxes $12,046-$12,046- 5.7%
Insurance $9,776-$9,776- 4.6%
Other (as described)BUSINESS TAXES AND LICE $8,909$592$7,803$514 4.2%
Depreciation and depletion $7,156-$7,156- 3.4%
Other (as described)UTILITIES $5,070-$5,070- 2.4%
Office expenses $3,258$25$1,778$1,455 1.5%
Travel $2,559$2,050$509- 1.2%
Information technology $2,214$50$2,164- 1.0%
Other (as described)MEMBERSHIP AND DUES $214-$214- 0.1%
Occupancy $130-$130- 0.1%
All other expenses $5$5-- 0.0%
Fundraising events Eventdirect expenses; gross income $34,865$0reported apart
Total$212,161100%

View the filing

2023 · Form 990 · $174,116 spent · pay $83,830 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $74,170$74,170-- 42.6%
Other (as described)OPERATIONS $25,885$20,492$2,810$2,583 14.9%
Fees: other services $15,916$11,211$4,705- 9.1%
Advertising and promotion $10,072$3,007$463$6,602 5.8%
Payroll taxes $9,660-$9,660- 5.5%
Insurance $9,200$175$8,850$175 5.3%
Depreciation and depletion $6,152-$6,152- 3.5%
Other (as described)UTILITIES $5,711-$5,594$117 3.3%
Office expenses $5,481-$4,369$1,112 3.1%
Other (as described)BUSINESS TAXES AND LICE $5,205$255$4,847$103 3.0%
Occupancy $4,029-$4,029- 2.3%
Information technology $2,123-$2,123- 1.2%
Other (as described)MEMBERSHIP AND DUES $293-$293- 0.2%
Travel $206-$206- 0.1%
All other expenses $13-$13- 0.0%
Total$174,116100%

View the filing

2022 · Form 990 · $159,906 spent · pay $78,542 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $69,534$65,641$3,893- 43.5%
Fees: other services $21,262$11,504$9,758- 13.3%
Other (as described)OPERATIONS $17,550$14,148$3,402- 11.0%
Insurance $12,322$1,240$11,082- 7.7%
Payroll taxes $8,987$8,484$503- 5.6%
Occupancy $7,460-$4,552$2,908 4.7%
Depreciation and depletion $5,556-$5,556- 3.5%
Other (as described)UTILITIES $4,748-$4,748- 3.0%
Advertising and promotion $4,023$454$2,785$784 2.5%
Office expenses $2,966$81$2,885- 1.9%
Information technology $2,668-$2,668- 1.7%
Other (as described)BUSINESS TAXES AND LICE $2,321$101$2,220- 1.5%
Other (as described)MEMBERSHIP AND DUES $292-$292- 0.2%
Travel or entertainment for public officials $196-$196- 0.1%
Other employee benefits $21-$21- 0.0%
Total$159,906100%

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2021 · Form 990 · $169,023 spent · pay $66,115 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $60,284$11,844$48,295$145 35.7%
Fees: other services $34,879$9,125$25,754- 20.6%
Office expenses $23,703$18,919$3,020$1,764 14.0%
Insurance $15,375$9,527$5,848- 9.1%
Other (as described)OPERATIONS $7,389$1,742$5,647- 4.4%
Depreciation and depletion $6,906-$6,906- 4.1%
Payroll taxes $5,831$1,146$4,671$14 3.4%
Advertising and promotion $4,587$761$875$2,951 2.7%
Other (as described)UTILITIES $4,072-$4,072- 2.4%
Other (as described)BANK FEES $1,690-$1,690- 1.0%
Other (as described)INFORMATION TECHNOLOGY $1,640-$1,640- 1.0%
Occupancy $1,334$48$1,286- 0.8%
All other expenses $1,062$103$959- 0.6%
Travel $271-$271- 0.2%
Fundraising events Eventdirect expenses; gross income $7,842$0reported apart
Total$169,023100%

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2020 · Form 990 · $91,859 spent · pay $35,522 · grants $0 · events $28
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $32,274-$32,274- 35.1%
Other (as described)OPERATIONS $23,767$22,288$1,479- 25.9%
Insurance $10,420$4,510$5,910- 11.3%
Advertising and promotion $5,185$1,198$544$3,443 5.6%
Fees: other services $5,084$3,009$2,075- 5.5%
Other (as described)UTILITIES $3,624$34$3,590- 3.9%
Payroll taxes $3,248-$3,248- 3.5%
Office expenses $2,381-$645$1,736 2.6%
Other (as described)INFORMATION TECHNOLOGY $1,460-$1,460- 1.6%
Other (as described)BANK FEES $1,439-$1,439- 1.6%
Occupancy $1,337-$1,337- 1.5%
All other expenses $1,181$593$588- 1.3%
Travel $234$4$230- 0.3%
Interest $117-$117- 0.1%
Depreciation and depletion $108-$108- 0.1%
Fundraising events Eventdirect expenses; gross income $13,635$28reported apart
Total$91,859100%

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2019 · Form 990 · $196,095 spent · pay $102,845 · grants $0 · events $2,152
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $94,767$8,570$86,197- 48.3%
Other (as described)OPERATIONS $27,733$22,736$3,303$1,694 14.1%
Advertising and promotion $15,221$3,163$1,906$10,152 7.8%
Insurance $15,171$7,195$7,976- 7.7%
Fees: other services $14,926$12,136$2,790- 7.6%
Payroll taxes $8,078$42$8,036- 4.1%
Other (as described)UTILITIES $4,550-$4,516$34 2.3%
Office expenses $4,236$231$2,814$1,191 2.2%
Other (as described)BANK FEES $3,577-$3,557$20 1.8%
Occupancy $2,251-$2,251- 1.1%
Other (as described)BUSINESS TAXES AND LICE $2,057$969$952$136 1.0%
All other expenses $1,983-$1,983- 1.0%
Fees: accounting $1,350-$1,350- 0.7%
Depreciation and depletion $133-$133- 0.1%
Interest $62-$62- 0.0%
Fundraising events Eventdirect expenses; gross income $31,772$2,152reported apart
Total$196,095100%

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2018 · Form 990 · $240,529 spent · pay $115,037 · grants $0 · events $8,058
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $105,044$11,217$93,672$155 43.7%
Other (as described)OPERATIONS $36,178$29,109$3,143$3,926 15.0%
Fees: other services $31,722$20,216$11,506- 13.2%
Insurance $17,541$8,945$8,596- 7.3%
Occupancy $11,361-$11,361- 4.7%
Payroll taxes $9,993$1,291$8,688$14 4.2%
Advertising and promotion $9,198$4,695$3,810$693 3.8%
Office expenses $5,044$139$2,855$2,050 2.1%
Other (as described)UTILITIES $4,324-$4,291$33 1.8%
Other (as described)BANK FEES $4,315$2$4,258$55 1.8%
All other expenses $3,022$200$1,369$1,453 1.3%
Other (as described)BUSINESS TAXES AND LICE $2,305$1,128$1,109$68 1.0%
Depreciation and depletion $382-$382- 0.2%
Travel $68-$68- 0.0%
Interest $32-$32- 0.0%
Fundraising events Eventdirect expenses; gross income $33,313$8,058reported apart
Total$240,529100%

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2017 · Form 990 · $210,538 spent · pay $107,928 · grants $0 · events $7,842
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $97,838$13,789$84,049- 46.5%
Fees: other services $25,891$22,996$2,895- 12.3%
Other (as described)OPERATIONS $20,096$16,747$2,179$1,170 9.5%
Insurance $13,800$6,798$7,002- 6.6%
Advertising and promotion $12,424$6,065$6,359- 5.9%
Occupancy $11,708$41$11,667- 5.6%
Payroll taxes $10,090$1,959$8,131- 4.8%
Office expenses $4,847$161$3,502$1,184 2.3%
Other (as described)UTILITIES $4,382$28$4,322$32 2.1%
Other (as described)BANK FEES $4,020$6$4,014- 1.9%
All other expenses $2,727$80$1,417$1,230 1.3%
Other (as described)BUSINESS TAXES AND LICE $2,497$1,468$787$242 1.2%
Depreciation and depletion $158-$158- 0.1%
Travel $36-$36- 0.0%
Interest $24-$24- 0.0%
Fundraising events Eventdirect expenses; gross income $30,970$7,842reported apart
Total$210,538100%

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2016 · Form 990 · $218,239 spent · pay $84,564 · grants $0 · events $4,970
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $77,210$16,278$57,780$3,152 35.4%
Fees: other services $51,630$39,069$12,481$80 23.7%
Other (as described)Operations $40,396$2,007$37,509$880 18.5%
Occupancy $10,720-$10,630$90 4.9%
Payroll taxes $7,354$2,122$4,954$278 3.4%
Advertising and promotion $6,827$3,479$3,348- 3.1%
Office expenses $6,448$196$3,877$2,375 3.0%
Insurance $5,876$102$5,774- 2.7%
Other (as described)Utilities $3,949$91$3,858$0 1.8%
Other (as described)Bank Fees $3,722$0$3,722$0 1.7%
All other expenses $1,902$599$1,192$111 0.9%
Other (as described)Equipment Rental $1,751$1,491$0$260 0.8%
Travel $296$22$274- 0.1%
Depreciation and depletion $158-$158- 0.1%
Fundraising events Eventdirect expenses; gross income $25,019$4,970reported apart
Total$218,239100%

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2015 · Form 990 · $230,600 spent · pay $71,311 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $97,897$62,632$35,265- 42.5%
Other salaries and wages $64,942$1,358$63,584- 28.2%
Other (as described)OPERATIONS $21,349$15,121$4,344$1,884 9.3%
Advertising and promotion $11,326$3,468$3,230$4,628 4.9%
Other (as described)OCCUPANCY $9,753$109$9,644- 4.2%
Payroll taxes $6,369$171$6,198- 2.8%
Insurance $5,265-$5,265- 2.3%
Other (as described)BANK FEES $4,116-$4,116- 1.8%
Other (as described)UTILITIES $3,660$82$3,510$68 1.6%
Office expenses $3,261$108$2,360$793 1.4%
All other expenses $2,484$386$1,813$285 1.1%
Depreciation and depletion $178-$178- 0.1%
Fundraising events Eventdirect expenses; gross income $23,302$0reported apart
Total$230,600100%

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2014 · Form 990EZ · $128,051 spent · pay $26,674 · grants $0 · events $0
LineAs describedTotalShare
Fees to independent contractors $57,060 44.6%
Other expenses (detail on Schedule O) $32,243 25.2%
Salaries, other pay and benefits $26,674 20.8%
Occupancy, rent, utilities, maintenance $9,396 7.3%
Printing, publications, postage $2,678 2.1%
Total$128,051100%

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2013 · Form 990EZ · $111,462 spent · pay $13,751 · grants $0 · events $1,574
LineAs describedTotalShare
Fees to independent contractors $66,983 60.1%
Other expenses (detail on Schedule O) $24,852 22.3%
Salaries, other pay and benefits $13,751 12.3%
Occupancy, rent, utilities, maintenance $5,145 4.6%
Printing, publications, postage $731 0.7%
Fundraising events Eventdirect expenses; gross income -$1,574reported apart
Total$111,462100%

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2012 · Form 990EZ · $64,689 spent · pay $2,982 · grants $0 · events $1,142
LineAs describedTotalShare
Other expenses (detail on Schedule O) $28,373 43.9%
Fees to independent contractors $24,175 37.4%
Occupancy, rent, utilities, maintenance $6,373 9.9%
Salaries, other pay and benefits $2,982 4.6%
Printing, publications, postage $2,786 4.3%
Fundraising events Eventdirect expenses; gross income -$1,142reported apart
Total$64,689100%

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2011 · Form 990EZ · $49,096 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses (detail on Schedule O) $35,720 72.8%
Fees to independent contractors $8,565 17.4%
Occupancy, rent, utilities, maintenance $3,099 6.3%
Printing, publications, postage $1,712 3.5%
Total$49,096100%

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