SAINT FRANCIS FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAINT FRANCIS FOUNDATION (EIN 94-2597514)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-05
- IRS object ID
- 202410659349300206
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-05T02:45:43-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942597514 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 4153536650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SANSOME STREET 500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH KATE SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4153536650 | PhoneNum |
| Signature | 2024-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | KATE SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-02-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH KATE SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SANSOME STREET 500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,424,517 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAINTFRANCISFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION RAISES FUNDS AND MAKES GRANTS TO SUPPORT THE HEALTH OF THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | -$11,807 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $840,760 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,497,392 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,840,826 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,593,706 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,785 | PYOtherRevenueAmt |
| CY Other Revenue | -$228,252 | CYOtherRevenueAmt |
| PY Total Revenue | $8,686,371 | PYTotalRevenueAmt |
| CY Total Revenue | $2,862,846 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,019,215 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,705,006 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,192,149 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $942,239 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $15,095 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $26,278 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $718,782 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,001,411 | PYOtherExpensesAmt |
| CY Other Expenses | $1,315,807 | CYOtherExpensesAmt |
| PY Total Expenses | $8,227,870 | PYTotalExpensesAmt |
| CY Total Expenses | $4,989,330 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $458,501 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,126,484 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,281,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,513,028 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,824,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,341,978 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,456,415 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $101,171,050 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE SAINT FRANCIS FOUNDATION IS TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE ABILITY OF SAINT FRANCIS MEMORIAL HOSPITAL TO DELIVER EXCEPTIONAL HEALTH CARE SERVICES AND COMPASSIONATE CARE TO ITS PATIENTS AND TO THE COMMUNITIES THE HOSPITAL SERVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,089,619 | ExpenseAmt |
| Grant | $2,705,006 | GrantAmt |
| Desc | TO RAISE FUNDS AND MAKE GRANTS THAT SUPPORT AND ENHANCE THE LIVES OF THE COMMUNITY SERVED BY THE SAINT FRANCIS MEMORIAL HOSPITAL AND THE SERVICES IT PROVIDES. | Desc |
| Total Program Service Expenses | $3,089,619 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATE SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4156453790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SANSOME STREET SUITE 500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| MATTHEW BRADY | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELE HANSON | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANEAL VALLURPALLI | ||||||||
| TREASURER (START 05/23) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| LAURETTE HARTIGAN | ||||||||
| FINANCE CHAIR (START 05/23) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANEESH KRISHNA | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DEANNA BERZINS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD CONLON | ||||||||
| BOARD MEMBER (LEFT 12/22) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH JOHNSON | ||||||||
| BOARD MEMBER (START 01/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM JUMP | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRANDON A KLINE | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK MALIN MD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS MEZA | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NILI MALACH POYNTER | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SOTHA SAING | ||||||||
| BOARD MEMBER (START 01/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARITA SATPATHY MD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF TAYLOR | ||||||||
| BOARD MEMBER (START 05/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORIKO LIM-TEPPER | ||||||||
| BOARD MEMBER (START 01/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL TORMEY | ||||||||
| BOARD MEMBER (LEFT 05/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI WITTENBERG MD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATE SMITH | ||||||||
| PRESIDENT | 40.00 | $197,115 | $0 | $4,038 | Yes (X) | |||
| JOYCE TAM | ||||||||
| CONTROLLER | 40.00 | $180,238 | $0 | $33,259 | Yes (X) | |||
| KEN WOOLSTON | ||||||||
| DIRECTOR OF ADMINISTRATION | 40.00 | $103,185 | $0 | $11,363 | Yes (X) | |||
| WILLIAM DOUGLAS | ||||||||
| DIR. PROGRAMS AND COMMUNITY P'SHIP | 40.00 | $136,621 | $0 | $21,117 | Yes (X) | |||
| MARK A RYLE | ||||||||
| FORMER PRESIDENT (LEFT 02/22) | 40.00 | $270,887 | $0 | $5,984 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $888,046 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,761 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 83232 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60691 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT CONSULTING | ServicesDesc |
| Compensation | $275,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $208,344 | FundraisingAmt |
| Government Grants | $171,666 | GovernmentGrantsAmt |
| All Other Contributions | $1,117,382 | AllOtherContributionsAmt |
| Noncash Contributions | $37,643 | NoncashContributionsAmt |
| Total Contributions | $1,497,392 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,012,543 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$11,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,024,350 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,849,608 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,268,445 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $581,163 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $581,163 | TotalRevenueColumnAmt |
| Exclusion | $581,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $63,074 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $208,344 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $293,226 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$230,152 | TotalRevenueColumnAmt |
| Exclusion | -$230,152 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $1,900 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,900 | TotalRevenueColumnAmt |
| Exclusion | $1,900 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,862,846 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$11,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,377,261 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,681,356 | TotalAmt |
| Program Services | $2,681,356 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,650 | TotalAmt |
| Program Services | $23,650 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,660 | TotalAmt |
| Program Services | $107,864 | ProgramServicesAmt |
| Management And General | $53,932 | ManagementAndGeneralAmt |
| Fundraising | $107,864 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,400 | TotalAmt |
| Program Services | $180,287 | ProgramServicesAmt |
| Management And General | $221,128 | ManagementAndGeneralAmt |
| Fundraising | $130,985 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,287 | TotalAmt |
| Program Services | $5,134 | ProgramServicesAmt |
| Management And General | $7,127 | ManagementAndGeneralAmt |
| Fundraising | $4,026 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,432 | TotalAmt |
| Program Services | $18,441 | ProgramServicesAmt |
| Management And General | $31,627 | ManagementAndGeneralAmt |
| Fundraising | $14,364 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,460 | TotalAmt |
| Program Services | $21,152 | ProgramServicesAmt |
| Management And General | $20,539 | ManagementAndGeneralAmt |
| Fundraising | $17,769 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,943 | TotalAmt |
| Management And General | $120,943 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,817 | TotalAmt |
| Management And General | $132,817 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,278 | TotalAmt |
| Fundraising | $26,278 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,915 | TotalAmt |
| Management And General | $486,915 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,675 | TotalAmt |
| Program Services | $9,586 | ProgramServicesAmt |
| Management And General | $11,381 | ManagementAndGeneralAmt |
| Fundraising | $129,708 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,073 | TotalAmt |
| Management And General | $785 | ManagementAndGeneralAmt |
| Fundraising | $41,288 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,588 | TotalAmt |
| Program Services | $2,579 | ProgramServicesAmt |
| Management And General | $8,278 | ManagementAndGeneralAmt |
| Fundraising | $4,731 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,783 | TotalAmt |
| Program Services | $7,775 | ProgramServicesAmt |
| Management And General | $4,105 | ManagementAndGeneralAmt |
| Fundraising | $14,903 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,763 | TotalAmt |
| Program Services | $24,490 | ProgramServicesAmt |
| Management And General | $19,347 | ManagementAndGeneralAmt |
| Fundraising | $28,926 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,568 | TotalAmt |
| Program Services | $3,456 | ProgramServicesAmt |
| Management And General | $7,109 | ManagementAndGeneralAmt |
| Fundraising | $4,003 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,703 | TotalAmt |
| Management And General | $7,703 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,919 | TotalAmt |
| Program Services | $4,849 | ProgramServicesAmt |
| Management And General | $33,615 | ManagementAndGeneralAmt |
| Fundraising | $5,455 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ARTWORK WRITE-OFF | $164,500 | $164,500 | |
| FOOD AND BEVERAGE | $28,017 | $19,567 | $8,450 |
| RECOGNITION GIFTS | $4,616 | $1,748 | $2,868 |
| EQUIPMENT RENTAL | $2,400 | $1,645 | $755 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,527 | TotalAmt |
| Program Services | -$1,000 | ProgramServicesAmt |
| Management And General | $1,505 | ManagementAndGeneralAmt |
| Fundraising | $1,022 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,989,330 | TotalAmt |
| Program Services | $3,089,619 | ProgramServicesAmt |
| Management And General | $1,180,929 | ManagementAndGeneralAmt |
| Fundraising | $718,782 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,468 | BOYAmt |
| EOY | $5,810,613 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,328 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,518 | BOYAmt |
| EOY | $3,120 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,478 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,697 | BOYAmt |
| EOY | $41,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,491 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,745,368 | BOYAmt |
| EOY | $103,210,682 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,274,993 | BOYAmt |
| EOY | $2,694,017 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,281,372 | BOYAmt |
| EOY | $112,513,028 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,652 | BOYAmt |
| EOY | $190,966 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,998,072 | BOYAmt |
| EOY | $6,599,374 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,660,233 | BOYAmt |
| EOY | $4,551,638 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,824,957 | BOYAmt |
| EOY | $11,341,978 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,442,197 | BOYAmt |
| EOY | $56,956,319 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,014,218 | BOYAmt |
| EOY | $44,214,731 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,456,415 | BOYAmt |
| EOY | $101,171,050 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,281,372 | BOYAmt |
| EOY | $112,513,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,126,484 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,493,585 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $347,534 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,207,790 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,038,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,648,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,497,392 | CurrentTaxYearAmt |
| Total | $7,232,562 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,207,790 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,038,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,648,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,497,392 | CurrentTaxYearAmt |
| Total | $7,232,562 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $782,743 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,449,819 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,072,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,894,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $618,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $871,261 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,012,543 | CurrentTaxYearAmt |
| Total | $7,470,159 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,785 | CurrentTaxYearMinus1YearAmt |
| Total | $350,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,052,998 | TotalSupportAmt |
| Public Support CY170 | 0.42850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.41330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENT REVENUE - 2018 AMOUNT: $ 162,520. 2019 AMOUNT: $ 182,039. OTHER INCOME - 2019 AMOUNT: $ 350. 2020 AMOUNT: $ 583. 2021 AMOUNT: $ 4,785. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,655,684 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $749,603 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $872,317 | OtherExpendituresAmt |
| End Year Balance | $21,532,970 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,107,779 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$520,688 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $931,407 | OtherExpendituresAmt |
| End Year Balance | $21,655,684 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,844,104 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,013,021 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $916,814 | OtherExpendituresAmt |
| Administrative Expenses | $1,832,532 | AdministrativeExpensesAmt |
| End Year Balance | $23,107,779 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,275,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $429,508 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $861,099 | OtherExpendituresAmt |
| End Year Balance | $20,844,104 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,351,269 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,096,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,172,534 | OtherExpendituresAmt |
| End Year Balance | $21,275,695 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32830 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,491 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,491 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE ALTERNATIVE INVESTMENTS | $33,227 | F |
| LIMITED PARTNERSHIPS | $103,177,455 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $103,210,682 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY CONTRACTS PAYABLE | $14,588 |
| FUNDS HELD FOR SFMH (SEE SCH. O) | $4,300,007 |
| RIGHT OF USE LIABILITY | $237,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,551,638 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,511,784 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,493,586 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $349,041 | OtherRevenueAmt |
| Revenue Not Reported | $2,842,627 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,669,157 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $486,915 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$293,226 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $193,689 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,862,846 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,797,148 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $294,733 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $294,733 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,502,415 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $486,915 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $486,915 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,989,330 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE DESIGNATED FOR VARIOUS PURPOSES. THE INCOME FROM WHICH IS SPENT IN ACCORDANCE WITH THOSE DESIGNATIONS. ADMINSTRATIVE EXPENSES INCLUDE AMOUNTS REALLOCATED DUE TO A CHANGE IN ACCOUNTING POLICY. |
| PART X, LINE 2: | THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND UNDER THE CALIFORNIA REVENUE CODE SECTION 23701(D). ACCORDINGLY, IT HAS NOT PROVIDED FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE CHARITABLE REMAINDER TRUST 349,041. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE -293,226. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN GIFT ANNUITY 1,507. FUNDRAISING EXPENSE 293,226. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| COMMUNICATION SERVICE CENTER | ||||||||
| 1099 MARIPOSA ST | SAN FRANCISCO | CA | 94107 | DIRECT MAIL | 0 | $166,400 | $11,113 | $155,286 |
| PERSONA DIRECT MAIL | ||||||||
| 9123 8TH AVE SW | LAKEWOOD | WA | 98498 | DIRECT MAIL | 0 | $40,549 | $9,665 | $30,884 |
| LIAM MAYCLEM | ||||||||
| 4104 24TH STREET 6009 | SAN FRANCISCO | CA | 94114 | AUCTIONEER | 0 | $0 | $5,500 | -$5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $206,949 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $26,278 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $180,670 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOB NOBB EVENT | Event1Nm |
| Gross Receipts Event1 | $271,418 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $208,344 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $63,074 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $63,405 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $130,741 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $99,080 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $271,418 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $208,344 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $63,074 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $63,405 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $130,741 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $99,080 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $293,226 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$230,152 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SAINT FRANCIS MEMORIAL HOSPITAL | ||||||||
| 900 HYDE ST | SAN FRANCISCO | CA | 94109 | 941156295 | 501C3 | $1,785,455 | $0 | PROGRAM SUPPORT OR EQUIPMENT |
| MAITRI COMPASSIONATE CARE | ||||||||
| 401 DUBOCE AVE | SAN FRANCISCO | CA | 94117 | 943189198 | 501C3 | $100,000 | $0 | PROGRAM SUPPORT |
| LYON MARTIN HEALTH SERVICES INC | ||||||||
| 1735 MISSION STREET | SAN FRANCISCO | CA | 94103 | 942597707 | 501C3 | $250,000 | $0 | PROGRAM SUPPORT |
| HYDE ST COMMUNITY SERVICES | ||||||||
| 401 DUBOCE AVE | SAN FRANCISCO | CA | 94117 | 450493846 | 501C3 | $335,000 | $0 | PROGRAM SUPPORT |
| CURRY SENIOR CENTER | ||||||||
| 333 TURK STREET | SAN FRANCISCO | CA | 94102 | 237362588 | 501C3 | $150,000 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MOY'S HERO SCHOLARSHIP | 3 | $15,000 |
| AUXILLIARY SCHOLARSHIP | 1 | $8,650 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS A SUB-COMMITTEE TO REVIEW AND APPROVE INCOMING GRANT REQUESTS FROM THE HOSPITAL AND ITS COMMUNITY PARTNER ORGANIZATIONS. WITH GRANTS TO THE HOSPITAL, THEY ARE REIMBURSED UPON PROGRESS OR COMPLETION OF THE PROJECT/PURCHASE OF THE EQUIPMENT AND UPON FURNISHING INVOICE DOCUMENTATION TO SUBSTANTIATE THE AMOUNTS. WITH GRANTS TO THE COMMUNITY ORGANIZATIONS, WE REQUEST FOR QUARTERLY STATUS/UPDATE REPORTS ON THE PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK A RYLE | ||||||||||||||
| FORMER PRESIDENT (LEFT 02/22) | $38,366 | $0 | $0 | $0 | $232,521 | $0 | $3,124 | $0 | $2,860 | $0 | $276,871 | $0 | $0 | $0 |
| JOYCE TAM | ||||||||||||||
| CONTROLLER | $173,472 | $0 | $0 | $0 | $6,766 | $0 | $5,406 | $0 | $27,853 | $0 | $213,497 | $0 | $0 | $0 |
| KATE SMITH | ||||||||||||||
| PRESIDENT | $197,115 | $0 | $0 | $0 | $0 | $0 | $4,038 | $0 | $0 | $0 | $201,153 | $0 | $0 | $0 |
| WILLIAM DOUGLAS | ||||||||||||||
| DIR. PROGRAMS AND COMMUNITY P'SHIP | $121,597 | $0 | $15,000 | $0 | $24 | $0 | $4,248 | $0 | $16,869 | $0 | $157,738 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | MARK RYLE RECEIVED A SEVERANCE PAYMENT OF $166,751. |
| PART I, LINE 7 | THE BONUSES PAID TO WILLIAM DOUGLAS, DIRECTOR OF PROGRAMS AND COMMUNITY PARTNERSHIP, WERE NON-FIXED PAYMENTS. THEY WERE DISCRETIONARY TO THE PRESIDENT AND COMPENSATION COMMITTEE BASED ON EXTRAORDINARY PERFORMANCE OR ADDITIONAL PROJECTS TAKEN. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | WINE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $37,643 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 HAS BEEN REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW BEFORE FILLING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. COMPLIANCE WITH THE POLICY IS BEING MONITORED VIA YEARLY QUESTIONNAIRE DISTRIBUTED BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNANCE AND COMPENSATION COMMITTEES SHALL REVIEW THE EVALUATIONS AND DETERMINE THE COMPENSATION FOR THE PRESIDENT AND CONTROLLER. REASONABLE COMPENSATION SHOULD BE DETERMINED USING COMPARABLE DATA FROM SIMILAR MARKETPLACE POSITIONS. MINUTES OF THE DELIBERATION AND DECISIONS SHALL BE WRITTEN, APPROVED BY THE COMMITTEE, AND KEPT BY THE PRESIDENT OR A CONFIDENTIAL FILE. COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE PRESIDENT AND APPROVED BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FINANCIAL STATEMENTS AND TAX RETURNS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEB-SITE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN GIFT ANNUITY -1,507. CHANGE IN VALUE CHARITABLE REMINDER TRUST 349,041. |
| FORM 990, PART V, LINE 2A | THE FOUNDATION REIMBURSES SAINT FRANCIS MEMORIAL HOSPITAL FOR WAGES AND RELATED TAXES. THE HOSPITAL INCUDES THE FORMS W-2 AND RELATED PAYROLL TAXES IN THEIR COMPANY REPORTS. THE FOUNDATION HAD 7 EMPLOYESS IN 2021 |
| FORM 990, PART X, LINE 25, OTHER LIABILITIES | IN CONNECTION WITH THE RESTATEMENT NOTED IN PART XI, THE FOUNDATION NOW ACTS AS A FISCAL AGENT FOR SAINT FRANCIS MEMORIAL HOSPITAL, THE FUNDS HELD ON THEIR BEHALF ARE RECORED AS A LIABILITY ON THE SAINT FRANCIS FOUNDATION FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST FRANCIS FDN FD LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET OLIVER | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472962055 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT FRANCIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED INVESTMENT | PredominantIncomeTypeTxt |
| Share Of Total Income | $4,912,696 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $96,976,868 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.99900 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (2) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | CA | LegalDomicileStateCd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |