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Nonprofiteer
← SMECO CHARITABLE FOUNDATION INC

Form 990 for tax year 2022

Filed by SMECO CHARITABLE FOUNDATION INC.

Totals

Total revenue
$66,429
Total expenses
$58,997
Contributions and grants received
$87,667
Grants paid
$55,000
Program service revenue
$0
Investment income
$4
Other revenue
-$21,242
Total assets, end of year
$290,314
Total liabilities, end of year
$48,568
Net assets or fund balances, end of year
$241,746
Program services expenses (Part IX)
$55,000
Management and general expenses
$3,997
Fundraising expenses
$0
Program service expenses (Part III)
$76,241

Program services were 93.2% 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.

  • 1c · Fundraising events

    $87,667

  • 3 · Investment income

    total $4 · excluded $4

  • 8a · Fundraising events: contributions included on line 1c

    $87,667

  • 8b · Fundraising events: direct expenses

    $21,242

  • 8c · Net income from fundraising events

    total -$21,242

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $55,000 · program services $55,000

  • 11b · Fees: legal

    total $551 · management and general $551

  • 13 · Office expenses

    total $2,996 · management and general $2,996

  • 24a · Other expenses: TAXES

    total $450 · management and general $450

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,282 · end of year $17,664

  • 10a · Land, buildings and equipment: cost or other basis

    $272,650

  • 10c · Land, buildings and equipment, net

    beginning of year $272,650 · end of year $272,650

  • 25 · Other liabilities

    beginning of year $48,618 · end of year $48,568

  • 31 · Retained earnings, endowment or other funds

    beginning of year $234,314 · end of year $241,746

Mission and programs · 2022

Mission

TO SERVE AS THE CONDUIT FOR SMECO'S CHARITABLE ACTIVITIES BY APPLYING ITS INCOME FROM VARIOUS EVENTS (GOLF TOURNAMENTS, WALKATHONS, BIKE RIDES AND OTHER COMMUNITY EVENTS) AND PRINCIPAL ASSETS EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES THROUGH DIRECT CONTRIBUTIONS AND AWARDING GRANTS TO OTHER ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO THOSE EXEMPT FROM INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.

  • HOSTING AND PARTICIPATING IN VARIOUS EVENTS (GOLF TOURNAMENTS, WALKATHONS, BIKE RIDES AND OTHER COMMUNITY EVENTS)WITH PROCEEDS BENEFITTING OTHER ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO THOSE EXEMPT FROM INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE THROUGH DIRECT CONTRIBUTIONS AND AWARDING OF GRANTS.

    Expenses $76,241 · Grants $55,000

  • HOSTING AND PARTICIPATING IN VARIOUS EVENTS (GOLF TOURNAMENTS, WALKATHONS, BIKE RIDES AND OTHER COMMUNITY EVENTS)WITH PROCEEDS BENEFITTING OTHER ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO THOSE EXEMPT FROM INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE THROUGH DIRECT CONTRIBUTIONS AND AWARDING OF GRANTS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SONJA M COX

    VICE PRESIDE

    Total calculated
    $988,579
    From this org
    $0
    From related orgs
    $697,696
    Other
    $290,883
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $475,000 related
    Bonus
    not reported + $35,000 related
    Other
    not reported + $187,696 related
    Deferred
    not reported + $265,518 related
    Nontaxable benefits
    not reported + $25,365 related
    Filer's total
    not reported + $988,579 related

  • MARK A MACDOUGALL

    SECRETARY

    Total calculated
    $851,864
    From this org
    $0
    From related orgs
    $586,736
    Other
    $265,128
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $351,607 related
    Bonus
    not reported + $23,076 related
    Other
    not reported + $212,053 related
    Deferred
    not reported + $256,090 related
    Nontaxable benefits
    not reported + $9,038 related
    Filer's total
    not reported + $851,864 related

  • BETH KENNEDY

    TREASURER

    Total calculated
    $403,271
    From this org
    $0
    From related orgs
    $304,029
    Other
    $99,242
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $252,979 related
    Bonus
    not reported + $13,717 related
    Other
    not reported + $37,333 related
    Deferred
    not reported + $87,854 related
    Nontaxable benefits
    not reported + $11,388 related
    Filer's total
    not reported + $403,271 related

  • KENNETH W CROSS

    DIRECTOR

    Total calculated
    $36,900
    From this org
    $0
    From related orgs
    $36,900
    Other
    $0
    Hours/week
    1 + 4 related

  • SUSAN HANCE-WELLS

    DIRECTOR

    Total calculated
    $34,200
    From this org
    $0
    From related orgs
    $34,200
    Other
    $0
    Hours/week
    1 + 3 related

  • J DOUGLAS FREDERICK

    PRESIDENT

    Total calculated
    $33,400
    From this org
    $0
    From related orgs
    $33,400
    Other
    $0
    Hours/week
    1 + 4 related

  • KENNETH L DYSON

    DIRECTOR

    Total calculated
    $28,000
    From this org
    $0
    From related orgs
    $28,000
    Other
    $0
    Hours/week
    1 + 2 related

  • JAMES A RICHARDS

    DIRECTOR

    Total calculated
    $24,800
    From this org
    $0
    From related orgs
    $24,800
    Other
    $0
    Hours/week
    1 + 2 related

  • F GEORGE HEINZE

    DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1 + 6 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
SONJA M. COX 0 193,914 0 MARK A. MACDOUGALL 0 210,842 0 BETH KENNEDY 0 40,570 0

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202313139349300316

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