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Nonprofiteer
← STABLISH FOUNDATION

Form 990 for tax year 2023

Filed by STABLISH FOUNDATION.

Totals

Total revenue
$816,200
Total expenses
$1,037,547
Contributions and grants received
$240,650
Grants paid
$644,995
Program service revenue
$0
Investment income
$383,878
Other revenue
$191,672
Total assets, end of year
$15,972,769
Total liabilities, end of year
$1,255,308
Net assets or fund balances, end of year
$14,717,461
Program services expenses (Part IX)
$1,037,547
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,037,547

Program services were 100.0% 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

    $240,650

  • 3 · Investment income

    total $383,878 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Management Fees

    total $84,775 · related or exempt $84,775 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Capital Gains(Losses)

    total $106,897 · related or exempt $106,897 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $191,672

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $644,995 · program services $644,995

  • 5 · Compensation of officers, directors and key employees

    total $59,440 · program services $59,440 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $8,821 · program services $8,821 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $1,977 · program services $1,977 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $4,070 · program services $4,070 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $5,222 · program services $5,222 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $14,510 · program services $14,510 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $22,100 · program services $22,100 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $6,435 · program services $6,435 · management and general $0 · fundraising $0

  • 24a · Other expenses: Life Insurance Premiums

    total $64,554 · program services $64,554 · management and general $0 · fundraising $0

  • 24b · Other expenses: Investment Fees

    total $205,423 · program services $205,423 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $154,099 · end of year $113,292

  • 4 · Accounts receivable

    beginning of year $28,863 · end of year $11,248

  • 9 · Prepaid expenses and deferred charges

    beginning of year $119,807 · end of year $117,548

  • 11 · Investments: publicly traded securities

    beginning of year $14,612,431 · end of year $15,730,681

  • 17 · Accounts payable and accrued expenses

    beginning of year $25 · end of year $2,364

  • 25 · Other liabilities

    beginning of year $1,263,935 · end of year $1,252,944

  • 27 · Net assets without donor restrictions

    beginning of year $12,904,538 · end of year $14,081,633

  • 28 · Net assets with donor restrictions

    beginning of year $746,702 · end of year $635,828

Mission and programs · 2023

Mission

Manage funds for charitable remainder trusts and donor advised funds with respect to charitable giving

  • CHARITABLE GIVING

    Expenses $1,037,547 · Grants $240,650

As filed on the 2023 return.

Listed in Part VII

  • Keith Witter

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Greg Albers

    Director

    Total calculated
    $300
    From this org
    $300
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Ruth Dahl

    Director

    Total calculated
    $800
    From this org
    $800
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Paul Dinger

    Director

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

  • Amy Hafenbrack

    Executive Director

    Total calculated
    $59,440
    From this org
    $59,440
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Holly Callen Hamilton

    Director

    Total calculated
    $700
    From this org
    $700
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Gene Kuppenbender

    Director

    Total calculated
    $800
    From this org
    $800
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
26 November 2024
IRS schema version
2023v5.1
Source object
202433319349301108

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.