SUMMIT FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT FOUNDATION (EIN 30-0595477)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-12
- IRS object ID
- 202012869349301821
- 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 | 2020-10-12T15:24:19-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 Lakes Parkway STE 130 | AddressLine1Txt |
| City | Lawrenceville | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30043 | 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 | 300595477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summit Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 7045871403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14830 Choate Circle | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282417900 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fred Ely | PersonNm |
| Person Title | Secretary & Treasurer | PersonTitleTxt |
| Phone | 7045871403 | PhoneNum |
| Signature | 2020-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ted R Batson Jr | PreparerPersonNm |
| PTIN | P00721951 | PTIN |
| Phone | 8173286510 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 139.146.132.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-12 | IPDt |
| IP Tm | 16:24:10 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA7D234393F14868176960D288377182B391DB6A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB03E3CB216029EABB34C793DB820DEDB0AC0F67 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rene Palacio | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14830 Choate Circle | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282417900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,500,235 | 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 | MI | LegalDomicileStateCd |
| Activity Or Mission | To further the Kingdom of God by supporting beneficiary organizations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,200,192 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,500,235 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,200,192 | PYTotalRevenueAmt |
| CY Total Revenue | $3,500,235 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,224,118 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,224,249 | 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 | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,349 | PYOtherExpensesAmt |
| CY Other Expenses | $7,899 | CYOtherExpensesAmt |
| PY Total Expenses | $3,234,467 | PYTotalExpensesAmt |
| CY Total Expenses | $4,232,148 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $965,725 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$731,913 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,910,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,203,610 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $211 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,910,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,203,399 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Foundation seeks to further the Kingdom of God by supporting beneficiary organizations as an integral part of the Evangelical purposes of the beneficiary organizations and the worldwide Evangelical Christian missions and activities being carried on by the beneficiary organizations. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,224,249 | ExpenseAmt |
| Grant | $4,224,249 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Foundation supported 49 beneficiary organizations through cash grants that support the beneficiary organization's programs. | Desc |
| Total Program Service Expenses | $4,224,249 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | Yes (1) | 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 | 0 | 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 | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fred Ely | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7045871403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14830 Choate Circle | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282417900 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Fred Ely | |||||||
| Secretary & Treasurer | 2.00 | 40.00 | Yes (X) | Yes (X) | $0 | $53,343 | $30,168 |
| Rene Palacio | |||||||
| President | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $38,250 | $52,593 |
| Ronald Williams | |||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $91,593 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,761 | 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 |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,500,235 | TotalRevenueColumnAmt |
| Exclusion | $3,500,235 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,500,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,500,235 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,224,249 | TotalAmt |
| Program Services | $4,224,249 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,369 | TotalAmt |
| Management And General | $2,369 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Management And General | $5,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30 | TotalAmt |
| Management And General | $30 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,232,148 | TotalAmt |
| Program Services | $4,224,249 | ProgramServicesAmt |
| Management And General | $7,899 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567 | BOYAmt |
| EOY | $169 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077,356 | BOYAmt |
| EOY | $370,841 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,832,600 | BOYAmt |
| EOY | $50,832,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,910,523 | BOYAmt |
| EOY | $51,203,610 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211 | BOYAmt |
| EOY | $211 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211 | BOYAmt |
| EOY | $211 | 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 | $51,910,312 | BOYAmt |
| EOY | $51,203,399 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,910,312 | BOYAmt |
| EOY | $51,203,399 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,910,523 | BOYAmt |
| EOY | $51,203,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$731,913 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $25,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIM USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221936391 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $590,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $590,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Section A, Line 6: | The organization made grants to organizations other than SIM USA under the authority of SIM USA. The grantee organizations are listed on Schedule I, Part II. |
| Part IV, Section C, Line 1: | The fact that the Foundation is operated, supervised, and controlled in connection with one or more publicly supported charitable organizations, specifically SIM USA, is clearly established through the following facts: 1) A majority of the members of the board of directors of the Foundation also participate in the governance, management, and control of SIM USA. All grants are approved individually by the board, a majority of which is made up of SIM USA board members. 2) SIM USA has the right to name one or more members of the board of directors. 3) The assets of the Foundation have to ultimately be used for or distributed in accordance with the approval and direction of SIM USA. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ownership interest in limited partnership | Desc |
| Book Value | $50,832,600 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $50,832,600 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SIM USA | ||||||||
| 14830 Choate Circle | Charlotte | NC | 28273 | 221936391 | 501(c)(3) | $590,000 | Ministry support | |
| Crossover | ||||||||
| 7520 Monticello Rd | Columbia | SC | 29203 | 581758477 | 501(c)(3) | $50,000 | Ministry support | |
| Edify | ||||||||
| 8825 Aero Drive Suite 200 | San Diego | CA | 92123 | 270892545 | 501(c)(3) | $50,000 | Ministry support | |
| Langham Partnership USA | ||||||||
| PO Box 189 | Cave Creek | AZ | 85327 | 237417198 | 501(c)(3) | $200,000 | Ministry support | |
| Hope Ethiopia Inc | ||||||||
| PO Box 1303 | Menlo Park | CA | 94026 | 204237175 | 501(c)(3) | $100,000 | Ministry support | |
| India Christian Ministries | ||||||||
| PO Box 3925 | Dana Point | CA | 92629 | 200813055 | 501(c)(3) | $75,000 | Ministry support | |
| Need Him Global | ||||||||
| 17950 Preston Rd Suite 240 | Dallas | TX | 75252 | 752716321 | 501(c)(3) | $40,000 | Ministry support | |
| West Africa Reformed Mission | ||||||||
| PO Box 2589 | Suwanee | GA | 300240982 | 582325982 | 501(c)(3) | $50,000 | Ministry support | |
| Action International Ministries | ||||||||
| PO Box 398 | Mountainlake Terrace | WA | 98043 | 752716321 | 501(c)(3) | $12,969 | Ministry support | |
| Morning Star Development | ||||||||
| PO Box 62327 | Colorado Springs | CO | 80962 | 542086318 | 501(c)(3) | $50,000 | Ministry support | |
| Medical Ambassadors | ||||||||
| PO Box 1302 | Salida | CA | 95368 | 942691184 | 501(c)(3) | $150,000 | reverett - 09/25/20 12:13PM Worksheet Schedule I | |
| International Partnering Associates | ||||||||
| PO Box 2596 | Waxahachie | TX | 75168 | 201068614 | 501(c)(3) | $40,000 | Ministry support | |
| Asian Access | ||||||||
| PO Box 3307 | Cerritos | CA | 90703 | 956120630 | 501(c)(3) | $100,000 | Ministry support | |
| China Outreach Ministries | ||||||||
| 555 Gettysburg Pike Ste A-200 | Mechanicsburg | PA | 17055 | 520883435 | 501(c)(3) | $150,000 | Ministry support | |
| Africa Inter-Mennonite Mission | ||||||||
| PO Box 744 | Goshen | IN | 46527 | 351034067 | 501(c)(3) | $40,000 | Ministry support | |
| Africa Inland Mission | ||||||||
| PO Box 3611 | Peachtree City | GA | 30269 | 111873101 | 501(c)(3) | $38,350 | Ministry support | |
| World Evangelical Alliance | ||||||||
| PO Box 3402 | New York | NY | 100083402 | 237254928 | 501(c)(3) | $40,000 | Ministry support | |
| Strategic Resource Group | ||||||||
| PO Box 1809 | Easton | MD | 21601 | 330780945 | 501(c)(3) | $110,000 | Ministry support | |
| Fellowship of Christian Athletes | ||||||||
| 8701 Leeds Road | Kansas City | MO | 64129 | 440610626 | 501(c)(3) | $100,000 | Ministry support | |
| Hodos Institute | ||||||||
| PO Box 1361 | Wheaton | IL | 60187 | 463770834 | 501(c)(3) | $45,500 | Ministry support | |
| South Asia Advocates | ||||||||
| PO Box 2993 | Kirkland | WA | 980832993 | 912089228 | 501(c)(3) | $80,000 | Ministry support | |
| Third Millennium Ministries | ||||||||
| 316 Life Oaks Blvd | Casselberry | FL | 32707 | 311598585 | 501(c)(3) | $40,000 | Ministry support | |
| United World Mission | ||||||||
| 205 Regency Executive Park Dr Ste | Charlotte | NC | 28217 | 596045867 | 501(c)(3) | $45,930 | Ministry support | 430 |
| Global Heart Ministries | ||||||||
| 2001 W Plano Parkway Suite 3300 | Plano | TX | 75075 | 263839530 | 501(c)(3) | $75,000 | Ministry support | |
| Good News Production International | ||||||||
| 802 S Main St | Joplin | MO | 64801 | 431067086 | 501(c)(3) | $40,000 | Ministry support | |
| Shepherds Baptist Ministries | ||||||||
| 1805 15th Ave | Union Grove | WI | 53182 | 390988997 | 501(c)(3) | $25,000 | Ministry support | |
| Global Catalytic Network | ||||||||
| PO Box 561207 | Rockledge | FL | 32956 | 810890461 | 501(c)(3) | $60,000 | Ministry support | |
| Project MedSend | ||||||||
| 999 Oronoque Ln | Stratford | CT | 066141379 | 752470543 | 501(c)(3) | $300,000 | Ministry support | |
| Calvary Ministries (CAPRO USA) | ||||||||
| 312 Marshall Ave STE 1010 | Laurel | MD | 20707 | 364406559 | 501(c)(3) | $90,000 | Ministry support | |
| Our Daily Bread | ||||||||
| 3000 Kraft Ave SE | Grand Rapids | MI | 49512 | 381613981 | 501(c)(3) | $75,000 | Ministry support | |
| Healing Hands of Joy | ||||||||
| 1515 Mockingbird Lanr | Charlotte | NC | 28209 | 270241638 | 501(c)(3) | $50,000 | Ministry support | |
| Medical Teams International | ||||||||
| 14150 SW Milton Court | Tigard | OR | 97207 | 930878944 | 501(c)(3) | $75,000 | Ministry support | |
| The Navigators | ||||||||
| 3820 N 30th St | Colorado Springs | CO | 809045001 | 846007896 | 501(c)(3) | $25,000 | Ministry support | |
| Beyond | ||||||||
| PO Box 831539 | Richardson | TX | 75083 | 271928559 | 501(c)(3) | $18,000 | Ministry support | |
| International Christian Ministries | ||||||||
| Box 9071 | Bakersfield | CA | 93389 | 621465626 | 501(c)(3) | $60,000 | Ministry support | |
| Senai International Inc | ||||||||
| 100 Waxhaw Pky 133 | Waxhaw | NC | 28173 | 262607296 | 501(c)(3) | $15,000 | Ministry support | |
| Heart for Lebanon Foundation | ||||||||
| PO Box 1294 | Black Mountain | NC | 28711 | 260354460 | 501(c)(3) | $90,000 | Ministry support | |
| Hiinga Inc | ||||||||
| 2225 Freedeom Drive Suite 3 | Charlotte | NC | 28208 | 455256372 | 501(c)(3) | $40,000 | Ministry support | |
| International Association for Refugees | ||||||||
| 1515 E66th St | Minneapolis | MN | 55423 | 270669322 | 501(c)(3) | $40,000 | Ministry support | |
| Missio Nexus Inc | ||||||||
| PO Box 398 | Wheaton | IL | 60187 | 221666810 | 501(c)(3) | $38,500 | Ministry support | |
| AWANA Clubs International | ||||||||
| 1 E Bode Road | Streamwood | IL | 60107 | 362428692 | 501(c)(3) | $450,000 | Ministry support | |
| Avant Ministries | ||||||||
| 10000 N Oak Trafficway | Kansas City | MO | 64155 | 440594428 | 501(c)(3) | $75,000 | Ministry support | |
| OC International Inc | ||||||||
| 5801 N Union | Colorado Springs | CO | 809181763 | 941501634 | 501(c)(3) | $40,000 | Ministry support | |
| Forgotten Voices Intenational | ||||||||
| 1215 Gettysburg Pike | Dillsburg | PA | 17019 | 204002786 | 501(c)(3) | $60,000 | Ministry support | |
| Global Scholars | ||||||||
| PO Box 12147 | Overland Park | KS | 66282 | 561627401 | 501(c)(3) | $75,000 | Ministry support | |
| International Mission Board | ||||||||
| PO Box 6767 | Richmond | VA | 23230 | 540213930 | 501(c)(3) | $125,000 | Ministry support | |
| Global Teen Challenge | ||||||||
| 15 W 10th Street | Columbus | GA | 31901 | 593302759 | 501(c)(3) | $20,000 | Ministry support | |
| Refugee Rising | ||||||||
| 1925 Wellington Ct | Napreville | IL | 60565 | 832819006 | 501(c)(3) | $15,000 | Ministry support | |
| SHIFAA For All NFP | ||||||||
| 316 W Roosevelt Rd | Wheaton | IL | 60187 | 843174497 | 501(c)(3) | $50,000 | Ministry support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | 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 Foundation requires recipients to provide reports detailing the use of funds and program outcomes. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Form 990 is prepared by an independent CPA firm. The 990 is reviewed in detail by the organization's top management and the board prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | The organization requires all officers and board members to annually complete and sign a conflict of interest questionnaire. The President is responsible for reviewing the signed statements and ensuring that interested persons are in compliance with the conflict of interest policy. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. |
| Form 990, Part VI, Section B, line 15 | Questions 15a & 15b - The organization does not compensate any officers or key employees. Therefore, these lines were answered no in accordance with the instructions. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy and financial statements are available upon request. |
| Form 990, Part XI, line 9: | Reversal of Grant Expense 25,000. |
| Form 990, Part XII, Line 2c | The Foundation's board assumes responsibility for oversight of the compilation of its financial statements and selection of its independent accountant. This process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIM USA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14830 Choate Circle | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28273 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221936391 | EIN |
| Primary Activities | Missions | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | Yes (1) | 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 |