ROGER JENNINGS DAVIS MEMORIAL FUND INC: Form 990, tax year 2019
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- Organization
- ROGER JENNINGS DAVIS MEMORIAL FUND INC (EIN 26-4200019)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-01
- IRS object ID
- 202012459349300531
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-01T10:19:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 620713250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAFTCPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GREAT CIRCLE ROAD | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264200019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER JENNINGS DAVIS MEMORIAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
| Phone | 6158326344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 331847 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL KRIS WIATR | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6158326344 | PhoneNum |
| Signature | 2020-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANCES E LEAHY | PreparerPersonNm |
| PTIN | P00713593 | PTIN |
| Phone | 6152427351 | PhoneNum |
| Preparation | 2020-09-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.198.206.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-01 | IPDt |
| IP Tm | 10:08:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B68C22C976E44D36ACAA41583C666EA48034497C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EE7BB5FE320B8FB13B25121C5E937124580CA208 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RUSSELL PATRICK DAVIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 331847 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $924,120 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | SPREAD ROGER RULES - ALWAYS WEAR YOUR SEATBELT, DON'T SPEED AND NEVER EVER DRINK AND DRIVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $847,009 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $48,214 | CYOtherRevenueAmt |
| PY Total Revenue | $0 | PYTotalRevenueAmt |
| CY Total Revenue | $895,223 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $220,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,688 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $318,095 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $538,095 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $357,128 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $362,562 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,434 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $362,562 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO HELP POSITIVELY SPREAD THE MESSAGE OF THE DANGERS ASSOCIATED WITH SPEEDING, DRINKING AND DRIVING, AND NOT WEARING YOUR SEATBELT. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $460,493 | ExpenseAmt |
| Grant | $165,000 | GrantAmt |
| Desc | IN ADDITION TO PROMOTING ORIGINAL IDEALS OF THE FUND (THE "ROGER RULES"), THE FUND EXPANDED ITS PURPOSE IN 2019 AFTER HURRICANE DORIAN ABSOLUTELY DEVASTATED HOPE TOWN AND THE ISLANDS AROUND ABACO. AN AREA WHERE FOUNDER, PATRICK DAVIS, SPENT MUCH TIME AND CONDUCTED FUNDRAISING EVENTS FOR ROGER RULES. UNDER THE PROGRAM NAME - HOPE 4 HOPETOWN - THE FUND HOSTED A SERIES OF CONCERTS AND CROWDFUNDING CAMPAIGNS TO RAISE FUNDS TO PROVIDE RELIEF TO THOSE CARRYING OUT THE CLEANUP AND REBUILDING EFFORTS IN THE AREA. PROGRAM INVESTMENTS INCLUDE THE PURCHASE OF HEAVY EQUIPMENT, SUPPLIES AND MONETARY DONATIONS TO HELP THE AREA CLEAN UP AND REBUILD AFTER THE HURRICANE. THE ORGANIZATION HAS PARTNERED WITH OTHERS SUCH AS THE HOPE TOWN FIRE & RESCUE AND MISSION HOPE, WHO ARE COORDINATING EFFORTS IN HOPE TOWN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,678 | ExpenseAmt |
| Grant | $55,000 | GrantAmt |
| Desc | ROGER RULES - ORIGINALLY ORGANIZED TO TAKE THE CIRCUMSTANCES AND MISTAKES THAT LED TO THE HEARTBREAKING TRAGEDY OF ROGER'S JENNINGS DAVIS' FATAL SINGLE CAR ACCIDENT AND USE THEM TO HELP POSITIVELY SPREAD THE MESSAGE OF THE DANGERS ASSOCIATED WITH SPEEDING, DRINKING AND DRIVING, AND NOT WEARING YOUR SEATBELT. THE ORGANIZATION PROVIDES AN ANNUAL COLLEGE SCHOLARSHIP TO BE AWARDED EACH YEAR TO A DESERVING HIGH SCHOOL SENIOR, AS WELL AS CONDUCTING AND EDUCATIONAL CAMPAIGN PROMOTING "THE ROGER RULES" WHICH ARE "ALWAYS WEAR YOUR SEATBELT, DON'T SPEED AND NEVER EVER DRINK AND DRIVE." ROGER RULES ALSO PROVIDES EDUCATIONAL GRANTS TO OTHER NOT FOR PROFIT AGENCIES TO SUPPORT THEIR EDUCATIONAL RPOGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $517,171 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | QuidProQuoContributionsInd |
| 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 | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY KADISH WIATR & ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6158326344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 8TH AVENUE SOUTH SUITE 102 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RUSSELL PATRICK DAVIS | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL KRIS WIATR | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $94,374 | FundraisingAmt |
| All Other Contributions | $752,635 | AllOtherContributionsAmt |
| Total Contributions | $847,009 | TotalContributionsAmt |
| Fundraising Gross Income | $77,111 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $94,374 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,897 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,214 | TotalRevenueColumnAmt |
| Exclusion | $48,214 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $895,223 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $48,214 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,000 | TotalAmt |
| Program Services | $141,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,000 | TotalAmt |
| Program Services | $79,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,383 | TotalAmt |
| Management And General | $5,383 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,524 | TotalAmt |
| Program Services | $565 | ProgramServicesAmt |
| Fundraising | $4,959 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,061 | TotalAmt |
| Program Services | $3,700 | ProgramServicesAmt |
| Fundraising | $2,361 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EQUIPMENT AND SUPPLIES | $295,663 | $290,006 | $5,657 | |
| OTHER | $5,464 | $2,900 | $1,711 | $853 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,095 | TotalAmt |
| Program Services | $517,171 | ProgramServicesAmt |
| Management And General | $6,236 | ManagementAndGeneralAmt |
| Fundraising | $14,688 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,434 | BOYAmt |
| EOY | $362,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,434 | BOYAmt |
| EOY | $362,562 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $5,434 | BOYAmt |
| EOY | $3,115 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $359,447 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,434 | BOYAmt |
| EOY | $362,562 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,434 | BOYAmt |
| EOY | $362,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $357,128 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | 0 | 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 | $9,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,009 | CurrentTaxYearAmt |
| Total | $912,049 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,009 | CurrentTaxYearAmt |
| Total | $912,049 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $183,673 | SubstantialContributorsTotAmt |
| Public Support Total170 | $728,376 | PublicSupportTotal170Amt |
| Total Support | $912,049 | TotalSupportAmt |
| Public Support CY170 | 0.79860 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $924,120 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $28,897 | OtherRevenueAmt |
| Revenue Not Reported | $28,897 | RevenueNotReportedAmt |
| Revenue Subtotal | $895,223 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $895,223 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $566,992 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $28,897 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $28,897 | ExpensesNotReportedAmt |
| Expenses Subtotal | $538,095 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $538,095 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING ORGANIZATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES NETTED WITH REVENUE ON FORM 990 28,897. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES NETTED WITH REVENUE ON FORM 990 28,897. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES AND GRANTS TO RECIPIENTSGRANTS TO RECIPIENTS (ORGANIZATIONS AND INDIVIDUALS) | TypeOfActivitiesConductedTxt |
| Specific Services Provided | GRANTS MADE INCLUDE PAYMENTS TO SUPPORT EXEMPT ORGANIZATIONS IN THE BAHAMAS AND INDIVIDUAL PAYMENTS TO PERSONS RECOVERING FROM THE EFFECTS OF HURRICANE DORIAN. ADDITIONAL EXPENDITURES INCLUDE PURCHASE OF EQUIPMENT AND SUPPLIES TO AID IN THE RECOVERY PROCESS. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $371,448 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $371,448 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $371,448 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | PRESERVE THE ENVIRONMENT OF ABACO, BAHAMAS THROUGH EDUCATION, CONSERVATION AND RESEARCH FACILITATION. | $10,000 | CHECK |
| CENTRAL AMERICA AND THE CARIBBEAN | TO HELP FOSTER A MENTALITY WHERE PEOPLE OF DIFFERENT ABILITIES ARE INTEGRATED INTO THEIR COMMUNITY TO THE BEST OF THEIR POTENTIAL. | $10,000 | CHECK |
| CENTRAL AMERICA AND THE CARIBBEAN | PRESERVATION AND RESTORATION OF THE 1864 ELBOW REEF LIGHTHOUSE. | $7,500 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | $1,000 CHECKS TO INDIVIDUALS AFFECTED BY HURRICANE DORIAN IN THE BAHAMAS | TypeOfAssistanceTxt |
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Recipient | 44 | RecipientCnt |
| Cash Grant | $44,000 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECKS OR WIRE TRANSFERS | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PRESIDENT PATRICK DAVIS WILL VISIT THE LOCATION (BAHAMAS) AND SPEAK WITH INDIVIDUALS / ORGANIZATIONS. |
| PART I, LINE 3: | CASH BASIS DISBURSEMENTS |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOPE 4 HOPE TOWN BENEFIT CONCERT | Event1Nm |
| Gross Receipts Event1 | $171,485 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $94,374 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $77,111 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $7,000 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $14,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,897 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $171,485 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $94,374 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $77,111 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,000 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $14,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,897 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,897 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $48,214 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| NOTES FOR EDUCATION | |||||||
| 51 BLACKBERRY DRIVE | NAPA | CA | 94558 | 272087987 | 501(C)(3) | $10,500 | ENRICHMENT OF CHILDREN THROUGH MUSIC EDUCATION |
| BOYS & GIRLS CLUB OF ST HELENA | |||||||
| 1420 TAINTER STREET | ST HELENA | CA | 94574 | 680226714 | 501(C)(3) | $10,000 | PROVIDE YOUNG PEOPLE A SAFE, POSITIVE AND UNIQUE PLACE TO DEVELOP TALENTS |
| MISSION OF HOPE | |||||||
| PO BOX 171500 | AUSTIN | TX | 78717 | 134207776 | 501(C)(3) | $100,000 | DONATION FOR BOAT TO HOUSE HOPE TOWN RELIEF WORKERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REVIEWS REQUESTS FROM RECIPIENT ORGANIZATIONS AND MAINTAINS ONGOING CONTACT TO MONITOR USAGE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | DURING 2019, HURRICANE DORIAN ABSOLUTELY DEVASTATED HOPE TOWN AND THE ISLANDS AROUND ABACO. AN AREA WHERE FOUNDER, PATRICK DAVIS, SPENT MUCH TIME AND CONDUCTED FUNDRAISING EVENTS FOR ROGER RULES. THE NEW PROGRAM, HOPE 4 HOPETOWN, HOSTED A SERIES OF CONCERTS AND CROWDFUNDING CAMPAIGNS TO RAISE FUNDS TO PROVIDE RELIEF TO THOSE CARRYING OUT THE CLEANUP AND REBUILDING EFFORTS IN THE AREA. |
| FORM 990, PART VI, SECTION A, LINE 2 | KRIS WIATR, OWNER OF WIATR & ASSOCIATES, SERVES AS SECRETARY OF THE ORGANIZATION AND PERFORMS BUSINESS MANAGEMENT SERVICES FOR BOTH PATRICK DAVIS, PRESIDENT, AND THE ORGANIZATION ITSELF. |
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT OF THE ORGANIZATION IS PERFORMED BY WIATR & ASSOCIATES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 WILL BE GIVEN TO ALL BOARD MEMBERS PRIOR TO FILING. |
| 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 UPON REQUEST TO WIATR & ASSOCIATES. |