HEADWATERS CHARITABLE TR

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Plain text HEADWATERS CHARITABLE TR. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/headwaters-charitable-tr-320056445. Retrieved 2026-10-24.

APA furp.org. (n.d.). HEADWATERS CHARITABLE TR [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 24, 2026, from https://furp.org/org/headwaters-charitable-tr-320056445

MLA “HEADWATERS CHARITABLE TR.” furp.org, tax years 2011–2024, https://furp.org/org/headwaters-charitable-tr-320056445. Accessed 24 Oct. 2026.

Retrieved 2026-10-24; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $775K · expenses $443K · assets $5.5M

EIN
32-0056445
Address
218 S 2ND ST, CLEARFIELD, PA 16830-2206
Website
WWW.HWCT.ORG
NTEE code
T90
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
February 2003 (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

SECURE PUBLIC AND PRIVATE FUNDING TO BETTER THE LIVES OF THE CITIZENS OF NORTH CENTRAL PENNSYLVANIA THROUGH WISE USE, DEVELOPMENT, AND PROTECTION OF THE REGION'S NATURAL RESOURCES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 22 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

22 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
Joshua Brock Chairman2015-2024 1 $0 reported 1
Tom Kase Trustee2023-2024 1 $0 reported 1
Diane Holland SEC/TREAS2020-2024 1 $0 reported 2
J Alan Stewart Trustee2011-2024 1 $0 reported 1
Travis Lesser VICE CHAIRMAN2021-2024 1 $0 reported 1
Jim Reed Trustee2024 1 $0 reported 1
Jeff Deitrich (former) VICE CHAIR2016-2022 1 $0 reported 1
Ray Learn (former) Trustee2019-2022 1 $0 reported 1
Josh Costa (former) Trustee2021-2022 1 $0 reported 1
Joseph Leyo (former) Trustee2018-2020 1 $0 reported 1
Jonathan E Rockey (former) Trustee2011-2020 1 $0 reported 1
Holly Komonczi (former) SEC/TREAS2016-2019 1 $0 reported 3
Dee Holland (former) Trustee2019 1 $0 reported 2
Michael Alfieri (former) Trustee2011-2017 1 $0 reported 1
June Sorg (former) Trustee2011-2015 1 $0 reported 10
Jodi Brennan (former) SEC/TREAS2011-2015 1 $0 reported 3
Terry Rightnour (former) Trustee2015 1 $0 reported 1
Steve Van Eerden (former) Trustee2015 1 $0 reported 1
Scott Carney (former) Trustee2013-2015 1 $0 reported 1
Steve Vaneerden (former) Trustee2011-2014 1 $0 reported 1
John Alcorn (former) Trustee2011-2012 1 $0 reported 1
Earl Brown (former) Trustee2011-2012 1 $0 reported 1

People by year

2024 · 6 people listed · none paid · 4 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK Chairman1 $0$0$0 $01
TOM KASE Trustee1 $0$0$0 $01
JIM REED Trustee1 $0$0$0 $01
DIANE HOLLAND SEC/TREAS1 $0$0$0 $02
J ALAN STEWART Trustee1 $0$0$0 $01
TRAVIS LESSER VICE CHAIRMAN1 $0$0$0 $01
2023 · 5 people listed · none paid · 3 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK Vice President1 $0$0$0 $01
TOM KASE Trustee1 $0$0$0 $01
DIANE HOLLAND Trustee1 $0$0$0 $02
J ALAN STEWART Sec/Treas1 $0$0$0 $01
TRAVIS LESSER President1 $0$0$0 $01
2022 · 7 people listed · none paid · 3 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK Chairman1 $0$0$0 $01
JEFF DEITRICH VICE CHAIR1 $0$0$0 $01
DIANE HOLLAND SEC / TREAS1 $0$0$0 $02
RAY LEARN Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
TRAVIS LESSER Trustee1 $0$0$0 $01
JOSH COSTA Trustee1 $0$0$0 $01
2021 · 7 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK Chairman1 $0$0$0 $01
JEFF DEITRICH VICE CHAIR1 $0$0$0 $01
DIANE HOLLAND SEC / TREAS1 $0$0$0 $02
RAY LEARN Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
TRAVIS LESSER Trustee1 $0$0$0 $01
JOSH COSTA Trustee1 $0$0$0 $01
2020 · 7 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK Chairman1 $0$0$0 $01
JEFF DEITRICH VICE CHAIR1 $0$0$0 $01
DIANE HOLLAND SEC / TREAS1 $0$0$0 $02
RAY LEARN Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
JOSEPH LEYO Trustee1 $0$0$0 $01
JONATHAN E ROCKEY Trustee1 $0$0$0 $01
2019 · 8 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK VICE CHAIR1 $0$0$0 $01
HOLLY KOMONCZI SEC/TREAS1 $0$0$0 $03
JEFF DEITRICH Trustee1 $0$0$0 $01
DEE HOLLAND Trustee1 $0$0$0 $02
RAY LEARN Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
JOSEPH LEYO Trustee1 $0$0$0 $01
JONATHAN E ROCKEY Chairman1 $0$0$0 $01
2018 · 6 people listed · none paid · 3 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK VICE CHAIR1 $0$0$0 $01
HOLLY KOMONCZI SEC/TREAS1 $0$0$0 $03
JEFF DEITRICH Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
JOSEPH LEYO Trustee1 $0$0$0 $01
JONATHAN E ROCKEY Chairman1 $0$0$0 $01
2017 · 6 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK VICE CHAIR1 $0$0$0 $01
HOLLY KOMONCZI SEC/TREAS1 $0$0$0 $03
JEFF DEITRICH Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
MICHAEL ALFIERI Trustee1 $0$0$0 $01
JONATHAN E ROCKEY Chairman1 $0$0$0 $01
2016 · 6 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK VICE CHAIR1 $0$0$0 $01
HOLLY KOMONCZI SEC/TREAS1 $0$0$0 $03
JEFF DEITRICH Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
MICHAEL ALFIERI Trustee1 $0$0$0 $01
JONATHAN E ROCKEY Chairman1 $0$0$0 $01
2015 · 9 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSHUA BROCK Trustee1 $0$0$0 $01
TERRY RIGHTNOUR Trustee1 $0$0$0 $01
JODI BRENNAN SEC/TREAS1 $0$0$0 $03
STEVE VAN EERDEN Trustee1 $0$0$0 $01
JUNE SORG Trustee1 $0$0$0 $010
J ALAN STEWART Trustee1 $0$0$0 $01
MICHAEL ALFIERI Trustee1 $0$0$0 $01
JONATHAN E ROCKEY Chairman1 $0$0$0 $01
SCOTT CARNEY Trustee1 $0$0$0 $01
2014 · 7 people listed · none paid · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JODI BRENNAN Secretary/treas1 $0$0$0 $03
JUNE SORG VICE CHAIR1 $0$0$0 $010
STEVE VANEERDEN Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
MICHAEL ALFIERI Trustee1 $0$0$0 $01
JONATHAN E ROCKEY Chairman1 $0$0$0 $01
SCOTT CARNEY Trustee1 $0$0$0 $01
2013 · 7 people listed · none paid · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JODI BRENNAN Secretary/treas1 $0$0$0 $03
JUNE SORG VICE CHAIR1 $0$0$0 $010
STEVE VANEERDEN Trustee1 $0$0$0 $01
J ALAN STEWART Trustee1 $0$0$0 $01
MICHAEL ALFIERI Trustee1 $0$0$0 $01
JONATHAN E ROCKEY President1 $0$0$0 $01
SCOTT CARNEY Trustee1 $0$0$0 $01
2012 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JONATHAN E ROCKEY Treasurer1 $0$0$0 $01
MICHAEL ALFIERI Trustee1 $0$0$0 $01
J ALAN STEWART CHAIR1 $0$0$0 $01
STEVE VANEERDEN Trustee1 $0$0$0 $01
JUNE SORG VICE CHAIR1 $0$0$0 $010
JODI BRENNAN Secretary1 $0$0$0 $03
JOHN ALCORN Trustee1 $0$0$0 $01
EARL BROWN Trustee1 $0$0$0 $01
2011 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JONATHAN E ROCKEY Treasurer1 $0$0$0 $01
MICHAEL ALFIERI Trustee1 $0$0$0 $01
J ALAN STEWART CHAIR1 $0$0$0 $01
STEVE VANEERDEN Trustee1 $0$0$0 $01
JUNE SORG VICE CHAIR1 $0$0$0 $010
JODI BRENNAN Secretary1 $0$0$0 $03
JOHN ALCORN Trustee1 $0$0$0 $01
EARL BROWN Trustee1 $0$0$0 $01

Highest-paid independent contractors

2024 · 2 contractors · $403K
NameLocationServicePaid
GLENN O HAWBAKER INCSTATE COLLEGE, PACONSTRUCTION$276,787
STAHL SHEAFFER ENG LLCSTATE COLLEGE, PAENGINEERING$126,553
2023 · 3 contractors · $473K
NameLocationServicePaid
M STEWART SERVICESSLIGO, PAENGINEERING$223,914
M & B SERVICES LLCCLARION, PACONSTRUCTION$133,018
SMITH GARDNER ENGINEERS INCRALEIGH, NCENGINEERING$116,176
2022 · 3 contractors · $399K
NameLocationServicePaid
RWF EXCAVATING LLCKANE, PACONSTRUCTION$188,926
M STEWART SERVICESSLIGO, PACONSTRUCTION$109,829
SMITH GARDNER ENGINEERS INCRALEIGH, NCENGINEERING$100,507
2016 · 2 contractors · $467K
NameLocationServicePaid
EARTHMOVERS UNLIMITED INCKYLERTOWN, PACONSTRUCTION$356,051
DIETZ GOURLEY CONSULTING LLCSTATE COLLEGE, PAENGINEERING$111,241
2015 · 2 contractors · $363K
NameLocationServicePaid
GROVES EXCAVATING INCFALLS CREEK, PACONSTRUCTION$243,846
DIETZ GOURLEY CONSULTING LLCSTATE COLLEGE, PAENGINEERING$118,672
2014 · 2 contractors · $515K
NameLocationServicePaid
GROVES EXCAVATING INCFALLS CREEK, PACONSTRUCTION$325,448
PURESTREAM INCWALTON, KYCONSTRUCTION$189,163

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 ↗
$774,575$443,107 $5,451,420$2,460,750 $757,737$0 $04-
2023 · Form 990 period ending 2023-12-31 · amended · view filing · original 990 ↗
$779,949$1,025,764 $2,859,571$2,128,871 $766,281$0 $03-
2023 · Form 990 period ending 2023-12-31 · superseded · view filing · original 990 ↗
$604,949$686,864 $2,882,498$2,292,771 $591,281$0 $03-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$630,804$731,062 $3,427,603$2,375,556 $614,729$0 $03-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$325,330$391,355 $3,290,440$2,475,918 $312,841$0 $02-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$660,082$731,135 $3,436,138$2,541,119 $645,561$0 $02-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$1,396,045$1,101,307 $3,652,527$2,614,428 $1,373,322$4,057 $02-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$149,660$113,831 $3,973,788$2,319,870 $84,497$6,182 $03-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$2,017,458$141,863 $3,628,402$2,285,137 $2,014,936$0 $55,1692-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$575,422$703,667 $3,730,734$409,542 $565,782$0 $92,5772-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$613,301$793,913 $1,450,476$537,787 $537,271$64,665 $02-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$1,195,546$951,981 $1,932,756$718,399 $1,184,203$0 $02-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$206,173$196,364 $1,465,220$474,834 $199,726$0 $01-
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$168,103$239,487 $1,031,110$465,025 $176,103$0 $00-
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$29,046$51,740 $878,875$536,409 $21,500$0 $00-

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

5 grantors reported grants to this organization, $507,953 in all, tax years 2013 to 2020. 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
AMERICAN ENDOWMENT FOUNDATION DAF sponsor Exact 2017 1$430,000 2017$430,000
show
FOUNDATION FOR PENNSYLVANIAWATERSHEDS Public charity Exact 2013, 2020 2$43,903 2020$34,000
show
TULSA COMMUNITY FOUNDATION DAF sponsor Exact 2013 1$20,000 2013$20,000
show
COMMUNITY FOUNDATION OF THE NORTHERN ALLEGHENIES DAF sponsor Exact 2015 1$9,000 2015$9,000
show
THE PITTSBURGH FOUNDATION DAF sponsor Exact 2020 1$5,050 2020$5,050
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LANGNER CHARITABLE TRPAT90 $752,271$443,296 CO-TRUSTEE$57,000 Same NTEE code T90, revenue within 2x, same state, similar name
LOVEJOY FAMILY CHARITABLE TRPAT90 $653,071$144,223 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
DANIELS FAMILY CHARITABLE TRPAT90 $569,270$478,458 TRUSTEE$117,986 Same NTEE code T90, revenue within 2x, same state
KALAMAZOO COMMUNITY FOUNDATION CHARITABLE TRUSTPAT90 $409,919$259,591 CO-TRUSTEE$30,946 Same NTEE code T90, revenue within 2x, same state
MARY M NELSON CHARITABLE TRUSTPAT90 $885,030$418,338 TRUSTEE$72,780 Same NTEE code T90, revenue within 2x, same state
ARTHUR E@LANDERS JR AND HILDA C LANDERS CHARITABLE TRUSTPAT90 $594,765$410,078 TRUSTEE$59,467 Same NTEE code T90, revenue within 2x, same state
FLINT INSTITUTE OF MUSIC IRREVOCABLE ENDOWMENT TRUSTPAT90 $905,568$551,036 TRUSTEE$56,896 Same NTEE code T90, revenue within 2x, same state
ARTHUR MAYER CHARITABLE FOUNDATIONPAT90 $675,704$448,473 TRUSTEE$77,721 Same NTEE code T90, revenue within 2x, same state
ROBERT M LAUMAN CHARITABLE FOUNDATIONPAT90 $690,578$184,052 TRUSTEE$3,000 Same NTEE code T90, revenue within 2x, same state
THE@LAWRENCE L AND JULIA Z HOVERTER CHARITABLE FOUNDATIONPAT90 $798,770$638,707 SECRETARY/TREASURER$15,600 Same NTEE code T90, revenue within 2x, same state
HEBREW FREE LOAN ASSOCIATION OF PITTSBURGH PENNSYLVANIAPAT90 $507,964$225,096 EXECUTIVE DIRECTOR$87,192 Same NTEE code T90, revenue within 2x, same state
REBECCA DAVIS TR UW FOR CHARITYPAT90 $1,026,959$693,218 TRUSTEE$105,714 Same NTEE code T90, revenue within 2x, same state
ARTHUR H REESER TRUST FBO CHARITIESPAT90 $938,108$672,974 TRUSTEE$117,479 Same NTEE code T90, revenue within 2x, same state
JAMES CASE TR UW 08291955PAT90 $398,874$398,798 TRUSTEE$62,116 Same NTEE code T90, revenue within 2x, same state
FORMAN FAM FOUNDATION TR 12112013PAT90 $837,894$770,561 TREASURER/SECRETARY/CFO$42,569 Same NTEE code T90, revenue within 2x, same state
PRICE TRUST FUNDPAT90 $936,250$630,675 TRUSTEE$99,150 Same NTEE code T90, revenue within 2x, same state
LUCY H CASTEEL FOUNDATIONPAT90 $489,285$354,793 TRUSTEE$72,850 Same NTEE code T90, revenue within 2x, same state
ANTHONY P FALCONE TRUST UWPAT90 $1,346,602$1,433,657 CO-TRUSTEE$127,319 Same NTEE code T90, revenue within 2x, same state
ROBERT E BRENNAN TRUST UNDER WILLPAT90 $1,426,545$965,881 TRUSTEE$122,821 Same NTEE code T90, revenue within 2x, same state
DOROTHY NEWELL TRUST UW 09-16-85 FBOPAT90 $589,656$472,313 TRUSTEE$77,736 Same NTEE code T90, revenue within 2x, same state
BAXTER FAMILY FOUNDATIONPAT90 $875,382$169,393 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
THOMAS & ELIZABETH G MORRISON MEMORIAL FUNDPAT90 $733,179$720,515 TRUSTEE$102,194 Same NTEE code T90, revenue within 2x, same state
WEILER FAMILY FOUNDATION INCPAT90 $700,726$803,958 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
MARY A BARKER MEMORIAL FUNDPAT90 $988,871$1,547,033 TRUSTEE$126,426 Same NTEE code T90, revenue within 2x, same state
PLAINFIELD FOUNDATIONPAT90 $1,069,903$803,948 TRUSTEE$179,198 Same NTEE code T90, revenue within 2x, same state

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
UNITED JEWISH FOUNDATION DAF sponsor$3,713,04915 12010–2024 HEBREW FREE LOAN ASSOCIATION
NUESTRA SENORA DE LA PAZ Private foundation$1,800,0001 12018–2018 MARY W GUENZEL CHARITABLE TRUST DATED FEBRUARY 5 2015
THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM DAF sponsor$794,00013 12012–2024 CREATE BIRMINGHAM
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$608,79720 42016–2024 HEBREW FREE LOAN ASSOCIATION; ENVIRONMENTAL HEALTH TRUST; TAMWORTH FOUNDATION; HEBREW FREE LOAN ASSOCIATION OF PITTSBURGH PENNSYLVANIA
JEWISH FEDERATION OF GREATER PITTSBURGH DAF sponsor$589,04115 12010–2024 HEBREW FREE LOAN ASSOCIATION OF PITTSBURGH PENNSYLVANIA
THE HARRY & JEANETTE WEINBERG FOUNDATION INC Private foundation$497,0007 12011–2016 CAROLE KAI CHARITIES INC
The Klungness Family Foundation Inc Private foundation$496,5006 12020–2023 ENVIRONMENTAL HEALTH TRUST
DONOR ADVISED CHARITABLE GIVING DAF sponsor$480,71216 42014–2024 HEBREW FREE LOAN ASSOCIATION; HEBREW FREE LOAN ASSOCIATION OF PITTSBURGH PENNSYLVANIA; ENVIRONMENTAL HEALTH TRUST; ELIZABETH TOON CHARITIES
CARROLL PETRIE FOUNDATION Private foundation$390,0004 12021–2024 ENVIRONMENTAL HEALTH TRUST
MIKE AND GILLIAN GOODRICH CHARITABLE FOUNDATION Private foundation$325,0007 12018–2024 CREATE BIRMINGHAM
COMMUNITY FOUNDATION OF JACKSON HOLE DAF sponsor$280,2066 12019–2024 ENVIRONMENTAL HEALTH TRUST
ALABAMA POWER FOUNDATION INC Private foundation$210,0005 12019–2023 CREATE BIRMINGHAM
DANIEL FOUNDATION OF ALABAMA Private foundation$180,0004 12020–2024 CREATE BIRMINGHAM
FOUNDATION FOR FINANCIAL FREEDOM AND ENTREPRENEURSHIP INC Private foundation$155,0005 12020–2024 CREATE BIRMINGHAM
ANDREW W MELLON FOUNDATION Private foundation$150,0001 12024–2024 CREATE BIRMINGHAM

The full list · all similar organizations

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 · $443,107 spent · pay $34,560 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $356,592$356,592-- 80.5%
Other salaries and wages $30,795$20,115$6,680$4,000 6.9%
Interest $18,691-$18,691- 4.2%
Insurance $10,346-$10,346- 2.3%
Other (as described)WEBSITE DESIGN $9,426-$9,426- 2.1%
Occupancy $6,012-$6,012- 1.4%
Office expenses $4,532-$4,532- 1.0%
Payroll taxes $3,765$2,423$839$503 0.8%
Other (as described)REAL ESTATE TAXES $1,783$1,783-- 0.4%
Fees: accounting $708-$708- 0.2%
Travel $457-$457- 0.1%
Total$443,107100%

View the filing

2023 · Form 990 · $1,025,764 spent · pay $50,745 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $946,768$946,768-- 92.3%
Other salaries and wages $45,393$40,865$4,528- 4.4%
Insurance $10,118-$10,118- 1.0%
Fees: accounting $9,879-$9,879- 1.0%
Payroll taxes $4,678$4,110$568- 0.5%
Occupancy $4,452-$4,452- 0.4%
Office expenses $3,180-$3,180- 0.3%
Pension plan contributions $674$674-- 0.1%
Travel $324-$324- 0.0%
Other (as described)LICENSES AND PERMITS $150--$150 0.0%
Other (as described)REAL ESTATE TAXES $148$148-- 0.0%
Total$1,025,764100%

View the filing

2022 · Form 990 · $731,062 spent · pay $48,275 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $661,001$661,001-- 90.4%
Other salaries and wages $43,105$39,880$3,225- 5.9%
Insurance $9,344-$9,344- 1.3%
Occupancy $4,593-$4,593- 0.6%
Payroll taxes $4,081$3,684$397- 0.6%
Office expenses $3,315-$3,315- 0.5%
Fees: other services $1,440$720$360$360 0.2%
Fees: legal $1,344-$1,344- 0.2%
Pension plan contributions $1,089$1,089-- 0.1%
Other (as described)REAL ESTATE TAXES $943$943-- 0.1%
Fees: accounting $621-$621- 0.1%
Other (as described)LICENSES AND PERMITS $100--$100 0.0%
Travel $86-$86- 0.0%
Fundraising events Eventdirect expenses; gross income $800-reported apart
Total$731,062100%

View the filing

2021 · Form 990 · $391,355 spent · pay $39,420 · grants $0 · events $4,350
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $325,814$325,814-- 83.3%
Other salaries and wages $34,538$31,500$3,038- 8.8%
Insurance $8,740-$8,740- 2.2%
Fees: accounting $5,013-$5,013- 1.3%
Fees: other services $4,789$2,395$1,197$1,197 1.2%
Occupancy $4,362-$4,362- 1.1%
Payroll taxes $3,937$3,591$346- 1.0%
Office expenses $2,100-$2,100- 0.5%
Pension plan contributions $945$945-- 0.2%
Other (as described)REAL ESTATE TAXES $900$900-- 0.2%
Other (as described)LICENSES AND PERMITS $150--$150 0.0%
Travel $67-$67- 0.0%
Fundraising events Eventdirect expenses; gross income $5,837$4,350reported apart
Total$391,355100%

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2020 · Form 990 · $731,135 spent · pay $40,354 · grants $0 · events $6,048
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $664,345$664,345-- 90.9%
Other salaries and wages $35,404$32,711$2,693- 4.8%
Insurance $8,617-$8,617- 1.2%
Fees: other services $5,547$2,774$1,387$1,386 0.8%
Fees: accounting $4,787-$4,787- 0.7%
Occupancy $4,534-$4,534- 0.6%
Payroll taxes $3,969$3,496$473- 0.5%
Office expenses $1,686-$1,686- 0.2%
Pension plan contributions $981$981-- 0.1%
Other (as described)REAL ESTATE TAXES $884$884-- 0.1%
Travel $231-$231- 0.0%
Other (as described)LICENSES AND PERMITS $150--$150 0.0%
Fundraising events Eventdirect expenses; gross income $7,835$6,048reported apart
Total$731,135100%

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2019 · Form 990 · $1,101,307 spent · pay $38,967 · grants $0 · events $12,054
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $1,031,288$1,031,288-- 93.6%
Other salaries and wages $34,035$31,500$2,535- 3.1%
Insurance $8,588-$8,588- 0.8%
Fees: other services $5,028$2,514$1,257$1,257 0.5%
Fees: accounting $4,821-$4,821- 0.4%
Occupancy $4,173-$4,173- 0.4%
Fees: legal $4,049-$4,049- 0.4%
Payroll taxes $3,987$3,513$474- 0.4%
Office expenses $2,539-$2,539- 0.2%
Pension plan contributions $945$945-- 0.1%
Other (as described)REAL ESTATE TAXES $910$910-- 0.1%
Travel $844-$844- 0.1%
Other (as described)LICENSES AND PERMITS $100--$100 0.0%
Fundraising events Eventdirect expenses; gross income $15,022$12,054reported apart
Total$1,101,307100%

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2018 · Form 990 · $113,831 spent · pay $31,392 · grants $0 · events $12,162
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $57,337$57,337-- 50.4%
Other salaries and wages $27,959$21,846$1,613$4,500 24.6%
Insurance $7,387-$7,387- 6.5%
Fees: accounting $5,945-$5,945- 5.2%
Office expenses $4,802-$4,802- 4.2%
Occupancy $4,393-$4,393- 3.9%
Payroll taxes $2,643$2,065$152$426 2.3%
Travel $1,107-$1,107- 1.0%
Other (as described)REAL ESTATE TAXES $868$868-- 0.8%
Pension plan contributions $790$655-$135 0.7%
Other (as described)LICENSES AND PERMITS $350$100-$250 0.3%
Other (as described)DONATIONS $250-$250- 0.2%
Fundraising events Eventdirect expenses; gross income $15,154$12,162reported apart
Total$113,831100%

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2017 · Form 990 · $141,863 spent · pay $61,810 · grants $0 · events $9,225
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $55,169$28,769-$26,400 38.9%
Other (as described)CONSERVATION PROJECT EXPENSES $49,055$49,055-- 34.6%
Insurance $9,657-$9,657- 6.8%
Fees: accounting $8,233$4,233$4,000- 5.8%
Office expenses $5,779-$5,779- 4.1%
Payroll taxes $4,956$2,584-$2,372 3.5%
Occupancy $4,129-$4,129- 2.9%
Pension plan contributions $1,685$879-$806 1.2%
Travel $1,506-$1,506- 1.1%
Other (as described)REAL ESTATE TAXES $876$876-- 0.6%
Fees: legal $668$668-- 0.5%
Other (as described)LICENSES AND PERMITS $150--$150 0.1%
Fundraising events Eventdirect expenses; gross income $11,126$9,225reported apart
Total$141,863100%

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2016 · Form 990 · $703,667 spent · pay $103,125 · grants $0 · events $12,251
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $546,937$546,937-- 77.7%
Pay: officers, directors, trustees, key employees $92,577$59,893-$32,684 13.2%
Fees: legal $17,659$17,659-- 2.5%
Payroll taxes $7,734$5,004-$2,730 1.1%
Fees: accounting $7,578$4,403$3,175- 1.1%
Other (as described)PERSONNEL SERVICES $7,508$7,508-- 1.1%
Insurance $6,374-$6,374- 0.9%
Office expenses $6,169-$6,169- 0.9%
Occupancy $4,557-$4,557- 0.6%
Pension plan contributions $2,814$1,821-$993 0.4%
Travel $2,654-$2,654- 0.4%
Other (as described)REAL ESTATE TAXES $799$799-- 0.1%
Other (as described)LICENSES AND PERMITS $307-$157$150 0.0%
Fundraising events Eventdirect expenses; gross income $19,942$12,251reported apart
Total$703,667100%

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2015 · Form 990 · $793,913 spent · pay $92,822 · grants $0 · events $13,346
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $624,162$624,162-- 78.6%
Other salaries and wages $79,126$49,431-$29,695 10.0%
Fees: legal $27,104$27,104-- 3.4%
Other (as described)PERSONNEL SERVICES $25,045$25,045-- 3.2%
Travel $7,030-$7,030- 0.9%
Payroll taxes $6,734$4,207-$2,527 0.8%
Office expenses $6,578-$6,578- 0.8%
Other employee benefits $4,751$3,471-$1,280 0.6%
Insurance $4,143-$4,143- 0.5%
Occupancy $3,002-$3,002- 0.4%
Fees: accounting $3,000-$3,000- 0.4%
Pension plan contributions $2,211$1,390-$821 0.3%
Other (as described)REAL ESTATE TAXES $777$777-- 0.1%
Other (as described)LICENSES AND PERMITS $250-$100$150 0.0%
Fundraising events Eventdirect expenses; gross income $21,379$13,346reported apart
Total$793,913100%

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2014 · Form 990 · $951,981 spent · pay $65,357 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $836,305$836,305-- 87.8%
Other salaries and wages $51,761$44,906-$6,855 5.4%
Other (as described)PERSONNEL SERVICES $19,542$19,542-- 2.1%
Other employee benefits $9,296$9,296-- 1.0%
Office expenses $7,545-$7,545- 0.8%
Fees: legal $7,331$7,331-- 0.8%
Travel $4,630-$4,630- 0.5%
Payroll taxes $4,300$3,731-$569 0.5%
Insurance $4,191-$4,191- 0.4%
Fees: accounting $3,200-$3,200- 0.3%
Occupancy $2,940-$2,940- 0.3%
Other (as described)REAL ESTATE TAXES $760$760-- 0.1%
Other (as described)LICENSES AND PERMITS $180-$80$100 0.0%
Total$951,981100%

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2013 · Form 990 · $196,364 spent · pay $38,183 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $112,561$112,561-- 57.3%
Other salaries and wages $28,620$28,620-- 14.6%
Other (as described)PERSONNEL SERVICES $26,414$26,414-- 13.5%
Other employee benefits $7,123$7,123-- 3.6%
Fees: legal $4,310-$4,310- 2.2%
Insurance $3,402-$3,402- 1.7%
Fees: accounting $3,000-$3,000- 1.5%
Travel $2,558-$2,558- 1.3%
Occupancy $2,471-$2,471- 1.3%
Payroll taxes $2,440$2,440-- 1.2%
Office expenses $1,703-$1,703- 0.9%
Advertising and promotion $1,000--$1,000 0.5%
Other (as described)REAL ESTATE TAXES $747$747-- 0.4%
Other (as described)LICENSES AND PERMITS $15--$15 0.0%
Total$196,364100%

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2012 · Form 990 · $239,487 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $165,730$165,730-- 69.2%
Other (as described)PERSONNEL SERVICES $42,457$42,457-- 17.7%
Fees: legal $16,762-$16,762- 7.0%
Insurance $3,759-$3,759- 1.6%
Occupancy $3,125-$3,125- 1.3%
Fees: accounting $3,000-$3,000- 1.3%
Other (as described)BANK FEES $2,345-$2,345- 1.0%
Advertising and promotion $800--$800 0.3%
Other (as described)REAL ESTATE TAXES $722$722-- 0.3%
Office expenses $527-$527- 0.2%
Travel $245-$245- 0.1%
All other expenses $15--$15 0.0%
Total$239,487100%

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2011 · Form 990 · $51,740 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CONSERVATION PROJECT EXPENSES $18,760$18,760-- 36.3%
Other (as described)PERSONNEL SERVICES $8,485$8,485-- 16.4%
Fees: legal $8,291-$8,291- 16.0%
Insurance $3,969-$3,969- 7.7%
Office expenses $3,197-$3,197- 6.2%
Fees: accounting $3,000-$3,000- 5.8%
Other (as described)BANK FEES $2,989-$2,989- 5.8%
Occupancy $2,141-$2,141- 4.1%
Other (as described)REAL ESTATE TAXES $697$697-- 1.3%
Travel $111-$111- 0.2%
Other (as described)LICENSES AND PERMITS $100--$100 0.2%
Total$51,740100%

View the filing

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