Totals
- Total revenue
- $8,336,971
- Total expenses
- $8,287,786
- Contributions and grants received
- $7,961,566
- Grants paid
- $24,066
- Program service revenue
- $288,638
- Investment income
- $86,767
- Other revenue
- $0
- Total assets, end of year
- $24,780,455
- Total liabilities, end of year
- $22,676,914
- Net assets or fund balances, end of year
- $2,103,541
- Program services expenses (Part IX)
- $7,891,659
- Management and general expenses
- $396,127
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,891,659
Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$7,961,566
-
1g · Noncash contributions included above
$85,852
-
2a · Program service revenue: PROGRAM INCOME
total $288,638 · related or exempt $288,638
-
3 · Investment income
total $89,846 · excluded $89,846
-
7a · Gross sales of assets other than inventory
securities $553,684
-
7b · Less cost or other basis and sales expenses
securities $556,763
-
7c · Gain or loss
securities -$3,079
-
7d · Net gain or loss
total -$3,079 · excluded -$3,079
Functional expenses
Part IX, the statement of functional expenses.
-
3 · Grants to foreign organizations and individuals
total $24,066 · program services $24,066
-
5 · Compensation of officers, directors and key employees
total $169,986 · program services $21,600 · management and general $148,386
-
7 · Other salaries and wages
total $58,490 · program services $58,490
-
8 · Pension plan contributions
total $12,000 · program services $3,600 · management and general $8,400
-
9 · Other employee benefits
total $54,345 · program services $16,304 · management and general $38,041
-
10 · Payroll taxes
total $7,496 · program services $2,249 · management and general $5,247
-
11b · Fees: legal
total $43,818 · program services $13,145 · management and general $30,673
-
13 · Office expenses
total $6,210 · program services $1,863 · management and general $4,347
-
14 · Information technology
total $39,083 · program services $11,725 · management and general $27,358
-
16 · Occupancy
total $20,713 · program services $6,214 · management and general $14,499
-
17 · Travel
total $9,126 · program services $2,738 · management and general $6,388
-
24a · Other expenses: DONOR ADVISED FUND DISB
total $3,971,312 · program services $3,971,312
-
24b · Other expenses: PROJECT DISBURSEMENTS
total $3,726,512 · program services $3,726,512
-
24c · Other expenses: CONSULTING
total $74,340 · program services $22,302 · management and general $52,038
-
24d · Other expenses: MINISTER HOUSING
total $38,490 · management and general $38,490
-
24e · All other expenses
total $31,799 · program services $9,539 · management and general $22,260
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $332,538
-
2 · Savings and temporary cash investments
beginning of year $20,100 · end of year $73,871
-
7 · Other notes and loans receivable
beginning of year $1,084,210 · end of year $1,025,373
-
9 · Prepaid expenses and deferred charges
beginning of year $25,236 · end of year $22,045
-
11 · Investments: publicly traded securities
beginning of year $614,370 · end of year $457,601
-
12 · Investments: other securities
beginning of year $406,651 · end of year $204,104
-
15 · Other assets
beginning of year $17,287,599 · end of year $22,664,923
-
17 · Accounts payable and accrued expenses
beginning of year $18,044 · end of year $11,991
-
21 · Escrow or custodial account liability
beginning of year $17,135,623 · end of year $22,495,049
-
25 · Other liabilities
beginning of year $241,769 · end of year $169,874
-
27 · Net assets without donor restrictions
beginning of year $416,669 · end of year $140,772
-
28 · Net assets with donor restrictions
beginning of year $1,626,061 · end of year $1,962,769
Mission and programs · 2023
Mission
INDIVIDUALS, WHO HAVE BEEN BLESSED FINANCIALLY, CAN ACCOMPLISH THEIR CHARITABLE OBJECTIVES IN THE AREAS OF RELIGIOUS, SCIENTIFIC, HEALTH, EDUCATION AND BENEVOLENCE THROUGH THE FOUNDATION.
-
TO HELP INDIVIDUALS ACCOMPLISH THEIR CHARITABLE OBJECTIVES IN RELIGIOUS, EDUCATIONAL, SCIENTIFIC, BENEVOLENT AND HEALTH RELATED ACTIVITIES.
Expenses $7,891,659 · Grants $24,066 · Revenue $288,638
As filed on the 2023 return.
Listed in Part VII
-
V William MoritzV WILLIAM MORITZ
BOARD PRESIDENT
- Total calculated
- $60,000
- From this org
- $60,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 25
-
Everett A WaltersEVERETT A WALTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard HaynieRICHARD HAYNIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steve MerrimanSTEVE MERRIMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joni StillJONI STILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim TakkunenKIM TAKKUNEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jay HaddixJAY HADDIX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris StroupCHRIS STROUP
SECRETARY
- Total calculated
- $97,986
- From this org
- $97,986
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Chris RosenhahnCHRIS ROSENHAHN
SECRETARY/TREASURER
- Total calculated
- $12,000
- From this org
- $12,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349322879
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