MILLION DOLLAR ROUND TABLE FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MILLION DOLLAR ROUND TABLE FOUNDATION (EIN 36-6080766)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-03-01
- IRS object ID
- 201930609349300918
- Schema version
- 2017v2.3
- 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 F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-01T11:07:41-06:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366080766 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLION DOLLAR ROUND TABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 8476926378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W TOUHY AVENUE | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TED RUSINOFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8476926378 | PhoneNum |
| Signature | 2019-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA E STRUCK | PreparerPersonNm |
| PTIN | P01310867 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2019-01-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-31 | IPDt |
| IP Tm | 15:12:24 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4F402DDF36D721BD6AB3A2CA290BB815499705B6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EF3A95D8828653F7575E562EBE88CEDFA08B144E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELE L STAUFF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W TOUHY AVENUE | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,291,705 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MDRTFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE MDRT FOUNDATION IS THE CHARITABLE ARM OF MILLION DOLLAR ROUND TABLE (MDRT), A GLOBAL ASSOCIATION OF FINANCIAL SERVICES PROFESSIONALS. THE MISSION OF THE MDRT FOUNDATION IS TO INCREASE MEMBER AND INDUSTRY PARTICIPATION AND TO GIVE FUNDS TO WORTHWHILE CHARITABLE ORGANIZATIONS THROUGHOUT THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,833,463 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,892,051 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,040,117 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,311,032 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,038 | PYOtherRevenueAmt |
| CY Other Revenue | $9,671 | CYOtherRevenueAmt |
| PY Total Revenue | $2,885,618 | PYTotalRevenueAmt |
| CY Total Revenue | $4,212,754 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,384,076 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,491,776 | 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 | $68,925 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $477,924 | PYOtherExpensesAmt |
| CY Other Expenses | $462,678 | CYOtherExpensesAmt |
| PY Total Expenses | $1,862,000 | PYTotalExpensesAmt |
| CY Total Expenses | $1,954,454 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,023,618 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,258,300 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,546,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,996,159 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,442 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,004 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,534,895 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,944,155 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MDRT FOUNDATION IS THE CHARITABLE ARM OF MILLION DOLLAR ROUND TABLE (MDRT), A GLOBAL ASSOCIATION OF FINANCIAL SERVICES PROFESSIONALS. THE MISSION OF THE MDRT FOUNDATION IS TO INCREASE MEMBER AND INDUSTRY PARTICIPATION AND TO GIVE FUNDS TO WORTHWHILE CHARITABLE ORGANIZATIONS THROUGHOUT THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,491,776 | ExpenseAmt |
| Grant | $1,491,776 | GrantAmt |
| Revenue | $9,671 | RevenueAmt |
| Desc | THE MDRT FOUNDATION PROVIDES GRANT FUNDING TO A DIVERSE RANGE OF CHARITABLE PROGRAMS WORLDWIDE. GRANT AWARDS ARE DETERMINED BY A GRANT APPLICATION PROCESS, FOUNDATION POLICY, OR BY THE BOARD OF TRUSTEES. ALL GRANT RECIPIENTS MUST MEET ELIGIBILITY REQUIREMENTS, INCLUDING OPERATING AS A NOT-FOR-PROFIT FOR CHARITABLE PURPOSES. | Desc |
| Total Program Service Expenses | $1,491,776 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 2 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA MCGRADY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476926378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W TOUHY AVE | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| MARC A SILVERMAN | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| H RICHARD DOBSON JR | |||||||
| IMMEDIATE PAST PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THEODORE RUSINOFF | |||||||
| VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN G TARPEY | |||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN WALSH | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADRIAN P BAKER | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN R BENJAMIN | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| J SCOTT DAVISON | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ALESSANDRO M FORTE | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY B GAGNE | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RAND HARBERT | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK HANNA | |||||||
| EX OFFICIO | 4.00 | Yes (X) | $0 | $100,976 | $0 | 5.00 | |
| PETER HILL | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE KHENG | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F NICHOLS | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ANA SOFIA RODRIGUEZ | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| RANDY L SCRITCHFIELD | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE MCNEIL | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM BALDWIN | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY BOYD | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM M UPSON | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY D SEMLER | |||||||
| TRUSTEE EMERITUS | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE L STAUFF | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $124,762 | $14,217 | ||
| LAURA MCGRADY | |||||||
| DIRECTOR OF FINANCE | 10.00 | Yes (X) | $0 | $164,532 | $27,680 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $390,270 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $41,897 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $393,418 | RelatedOrganizationsAmt |
| All Other Contributions | $1,498,633 | AllOtherContributionsAmt |
| Total Contributions | $1,892,051 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $518,912 | TotalRevenueColumnAmt |
| Exclusion | $518,912 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,871,071 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,078,951 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,792,120 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,792,120 | TotalRevenueColumnAmt |
| Exclusion | $1,792,120 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,671 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,671 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,671 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,212,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,671 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,311,032 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,313,074 | TotalAmt |
| Program Services | $1,313,074 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,702 | TotalAmt |
| Program Services | $178,702 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Management And General | $100,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,114 | TotalAmt |
| Management And General | $129,114 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,790 | TotalAmt |
| Management And General | $18,790 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,275 | TotalAmt |
| Fundraising | $7,275 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,819 | TotalAmt |
| Management And General | $8,370 | ManagementAndGeneralAmt |
| Fundraising | $21,449 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,871 | TotalAmt |
| Management And General | $4,871 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,358 | TotalAmt |
| Management And General | $17,358 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,591 | TotalAmt |
| Management And General | $77,591 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,252 | TotalAmt |
| Fundraising | $5,252 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CAMPAIGN EXPENSES | $30,025 | $30,025 | |
| BANKING AND CREDIT CARD | $26,632 | $26,632 | |
| OTHER EXPENSES | $11,133 | $4,924 | $6,209 |
| GRANT ADMINISTRATION | $3,227 | $3,227 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591 | TotalAmt |
| Management And General | $1,591 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,954,454 | TotalAmt |
| Program Services | $1,491,776 | ProgramServicesAmt |
| Management And General | $393,753 | ManagementAndGeneralAmt |
| Fundraising | $68,925 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,848 | BOYAmt |
| EOY | $41,900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,316,517 | BOYAmt |
| EOY | $1,610,771 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $185,938 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $150,298 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,012 | BOYAmt |
| EOY | $35,640 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,715,158 | BOYAmt |
| EOY | $24,134,181 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,413 | BOYAmt |
| EOY | $63,731 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,108,389 | BOYAmt |
| EOY | $4,098,686 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,546,337 | BOYAmt |
| EOY | $29,996,159 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,442 | BOYAmt |
| EOY | $52,004 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,442 | BOYAmt |
| EOY | $52,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,534,895 | BOYAmt |
| EOY | $29,944,155 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,534,895 | BOYAmt |
| EOY | $29,944,155 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,546,337 | BOYAmt |
| EOY | $29,996,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,258,300 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,103,100 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $254,060 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,542,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,643,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,862,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,833,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,892,051 | CurrentTaxYearAmt |
| Total | $8,774,223 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,542,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,643,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,862,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,833,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,892,051 | CurrentTaxYearAmt |
| Total | $8,774,223 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,382,509 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,391,714 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $902,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $813,090 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $788,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $705,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $518,912 | CurrentTaxYearAmt |
| Total | $3,728,967 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $196,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,671 | CurrentTaxYearAmt |
| Total | $388,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,891,864 | TotalSupportAmt |
| Public Support CY170 | 0.57340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,225,713 | BeginningYearBalanceAmt |
| Contributions | $717,544 | ContributionsAmt |
| Investment Earnings Or Losses | $1,126,080 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $129,101 | AdministrativeExpensesAmt |
| End Year Balance | $24,940,236 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,946,238 | BeginningYearBalanceAmt |
| Contributions | $232,704 | ContributionsAmt |
| Investment Earnings Or Losses | $2,126,693 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $79,922 | AdministrativeExpensesAmt |
| End Year Balance | $23,225,713 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,878,543 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $890,030 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $72,335 | AdministrativeExpensesAmt |
| End Year Balance | $20,946,238 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,515,108 | BeginningYearBalanceAmt |
| Contributions | $210,304 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,770,860 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $76,009 | AdministrativeExpensesAmt |
| End Year Balance | $19,878,543 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,471,503 | BeginningYearBalanceAmt |
| Contributions | $250,000 | ContributionsAmt |
| Investment Earnings Or Losses | $2,867,730 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $74,125 | AdministrativeExpensesAmt |
| End Year Balance | $21,515,108 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| 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 | $185,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,298 | DepreciationAmt |
| Book Value | $35,640 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,640 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURRENDER VALUE - LIFE INSURANCE | Desc |
| Book Value | $4,098,686 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,098,686 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,318,805 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,103,100 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $955,091 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $254,060 | OtherRevenueAmt |
| Revenue Not Reported | $106,051 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,212,754 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,212,754 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,909,545 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $955,091 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $955,091 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,954,454 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,954,454 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO GENERATE INCOME TO BE USED AS A BASIS FOR ISSUING GRANTS TO OTHER QUALIFIED ORGANIZATIONS. |
| PART X, LINE 2: | THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE FOUNDATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2018 OR 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 254,060. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - | 0 | 0 | GRANT MAKING | CHARITABLE GRANTS | $57,702 |
| NORTH AMERICA - CANADA AND MEXICO, | 0 | 0 | GRANT MAKING | CHARITABLE GRANTS | $55,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANT MAKING | CHARITABLE GRANTS | $5,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANT MAKING | CHARITABLE GRANTS | $39,500 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANT MAKING | CHARITABLE GRANTS | $1,500 |
| SOUTH AMERICA | 0 | 0 | GRANT MAKING | CHARITABLE GRANTS | $1,000 |
| SOUTH ASIA | 0 | 0 | GRANT MAKING | CHARITABLE GRANTS | $6,500 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANT MAKING | CHARITABLE GRANTS | $12,500 |
| 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 | $178,702 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $178,702 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | SOCIAL SERVICES | $10,000 | CASH PAYMENT |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | DISASTER RELIEF FUND | $15,000 | CASH PAYMENT |
| SOUTH AMERICA | CHILDREN'S CAUSES | $10,000 | CASH PAYMENT |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SOCIAL SERVICES | $6,500 | CASH PAYMENT |
| EAST ASIA AND THE PACIFIC | SOCIAL SERVICES | $10,000 | CASH PAYMENT |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CHILDREN'S CAUSES | $12,500 | CASH PAYMENT |
| EAST ASIA AND THE PACIFIC | CHILDREN'S CAUSES | $11,952 | CASH PAYMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES POTENTIAL GRANTEES TO PROVIDE FINANCIAL STATEMENTS, BUDGETS, AND DOCUMENTATION THAT THEY ARE OPERATING FOR CHARITABLE PURPOSES. UPON RECEIVING A GRANT, ORGANIZATIONS ARE REQUESTED TO PROVIDE A REPORT AS TO HOW GRANT FUNDS WERE USED RELATIVE TO THE PROJECT FOR WHICH FUNDING WAS AWARDED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BICYCLES FOR HUMANITY COLORADO | |||||||
| 485 WILLIAMS STREET | DENVER | CO | 80218 | 261141564 | 501(C)3 | $10,000 | SOCIAL SERVICES |
| BIG BROTHERS BIG SISTERS OF JACKSON COUNTY | |||||||
| 536 NORTH JACKSON STREET | JACKSON | MI | 49204 | 382221204 | 501(C)3 | $25,000 | CHILDREN'S CAUSES |
| BRAIN TUMOR FOUNDATION FOR CHILDREN | |||||||
| 6065 ROSWELL ROAD NE STE 505 | ATLANTA | GA | 30328 | 581524616 | 501(C)3 | $10,000 | SOCIAL SERVICES |
| CAMBODIAN LIVING ARTS | |||||||
| 228 PARK AVENUE SOUTH NO 49331 | NEW YORK | NY | 10003 | 455218362 | 501(C)3 | $10,000 | ARTS AND LEISURE |
| COASTAL BEND FOOD BANK | |||||||
| 826 KRILL STREET | CORPUS CHRISTI | TX | 78408 | 742234089 | 501(C)3 | $10,000 | DISASTER RELIEF FUND |
| DIABETES RESEARCH INSTITUTE | |||||||
| 200 SOUTH PARK ROAD STE 100 | HOLLYWOOD | FL | 33021 | 591361955 | 501(C)3 | $10,000 | HEALTH AND RESEARCH |
| EXODUS ROADTHE | |||||||
| PO BOX 1681 | COLORADO SPRINGS | CO | 80901 | 461384815 | 501(C)3 | $258,202 | SOCIAL SERVICES |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PARKWAY STE 300 | IRVINE | CA | 92618 | 311781635 | 501(C)3 | $20,000 | SOCIAL SERVICES |
| HADASSAH (THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA) | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | 134022483 | 501(C)3 | $10,000 | HEALTH AND RESEARCH |
| HOPE HAVEN INTERNATIONAL MINISTRIES | |||||||
| 1800 19TH STREET | ROCK VALLEY | IA | 51247 | 420890017 | 501(C)3 | $15,000 | SOCIAL SERVICES |
| INNER-CITY ARTS | |||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | 954239478 | 501(C)3 | $30,550 | ARTS AND LEISURE |
| IT HAPPENED TO ALEXA FOUNDATION | |||||||
| 411 CENTER STREET | LEWISTON | NY | 14092 | 593763746 | 501(C)3 | $10,000 | SOCIAL SERVICES |
| KIDPACK | |||||||
| PO BOX 41301 | PLYMOUTH | MN | 55442 | 465079963 | 501(C)3 | $10,000 | CHILDREN'S CAUSES |
| LIFE HAPPENS | |||||||
| 1530 WILSON BOULEVARD STE 1060 | ARLINGTON | VA | 22209 | 521904610 | 501(C)3 | $25,000 | EDUCATION |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 1702 EAST HIGHLAND AVENUE STE 400 | PHOENIX | AZ | 85016 | 860481941 | 501(C)3 | $8,500 | CHILDREN'S CAUSES |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | 131924236 | 501(C)3 | $10,000 | HEALTH AND RESEARCH |
| MOYER FOUNDATION | |||||||
| 1617 JFK BOULEVARD STE 935 | PHILADELPHIA | PA | 19103 | 912065051 | 501(C)3 | $15,000 | CHILDREN'S CAUSES |
| PETER & JULIE STOTT FOUNDATION | |||||||
| 1221 SW YAMHILL STREET STE 100 | PORTLAND | OR | 97205 | 931261580 | 501(C)3 | $10,000 | SOCIAL SERVICES |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVENUE STE 1201 | NEW YORK | NY | 10017 | 521814447 | 501(C)3 | $10,000 | SOCIAL SERVICES |
| SOLES4SOULS | |||||||
| 6621 FANNIN STREET | OLD HICKORY | TN | 37138 | 204023482 | 501(C)3 | $25,000 | DISASTER RELIEF FUND |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN STREET | HOUSTON | TX | 77030 | 202380599 | 501(C)3 | $10,000 | DISASTER RELIEF FUND |
| WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION | |||||||
| 789 CENTRAL AVENUE | DOVER | NH | 03820 | 020260334 | 501(C)3 | $25,000 | HEALTH AND RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES POTENTIAL GRANTEES BASED IN THE UNITED STATES TO PROVIDE FINANCIAL STATEMENTS, BUDGETS, AND IRS DOCUMENTATION OF 501(C)(3) STATUS. UPON RECEIVING A GRANT, ORGANIZATIONS ARE REQUESTED TO PROVIDE A REPORT AS TO HOW GRANT FUNDS WERE USED RELATIVE TO THE PROJECT FOR WHICH FUNDING WAS AWARDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA MCGRADY | PersonNm |
| Title | DIRECTOR OF FINANCE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $157,032 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $7,500 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $5,364 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $22,316 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $192,212 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR'S COMPENSATION IS PAID FOR AND DETERMINED BY A RELATED ORGANIZATION. COMPENSATION IS EVALUATED BY THE RELATED ORGANIZATION ON AN ANNUAL BASIS USING COMPENSATION STUDIES. ADDITIONALLY JOB DESCRIPTIONS AND SALARIES ARE REVIEWED BY AN EXTERNAL THIRD PARTY TO ASSESS WHETHER COMPENSATION IS COMPARABLE TO LIKE POSITIONS IN SIMILAR ORGANIZATIONS. THIS PROCESS IS PERFORMED AND DOCUMENTED APPROXIMATELY ONCE OVER TWO TO THREE YEARS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DAY TO DAY MANAGEMENT OF THE FOUNDATION HAS BEEN DELEGATED TO THE MILLION DOLLAR ROUND TABLE UNDER A MANAGEMENT AGREEMENT. UNDER THE AGREEMENT, THE MILLION DOLLAR ROUND TABLE PROVIDES MANAGEMENT AND ACCOUNTING SERVICES AND FACILITIES FOR AN ANNUAL FEE OF $100,000. OTHER DIRECT EXPENSES ARE PROCESSED THROUGH THE MILLION DOLLAR ROUND TABLE'S ACCOUNTS PAYABLE SYSTEMS AND ARE REIMBURSED BY THE FOUNDATION MONTHLY. |
| FORM 990, PART VI, SECTION A, LINE 7A | ONE MEMBER OF THE BOARD OF TRUSTEES IS ELECTED EACH YEAR BY THE NOMINATING COMMITTEE OF THE MILLION DOLLAR ROUND TABLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE RETURN IS PROVIDED TO THE GOVERNING BODY VIA EMAIL FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION AT ITS FIRST BOARD MEETING EACH YEAR CONDUCTS AN ORIENTATION FOR NEW AND CONTINUING TRUSTEES. AT THIS MEETING, POLICIES AND PROCEDURES, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE DISTRIBUTED AND DISCUSSED. TRUSTEES ARE REQUIRED AT THIS MEETING TO COMPLETE AND SIGN A DISCLOSURE STATEMENT WITH REGARD TO POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 254,060. |
| FORM 990, PART XII, LINE 2C | THE FOUNDATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN 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 | MILLION DOLLAR ROUND TABLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W TOUHY AVE | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362138427 | EIN |
| Primary Activities | MEMBERSHIP ORGANIZTAION FOR INSURANCE AND FINANCIAL SERVICES PROFESSIONALS | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MILLION DOLLAR ROUND TABLE | ||
| M | $100,000 | CASH PAID |
| MILLION DOLLAR ROUND TABLE | ||
| C | $393,418 | CASH RECEIVED |
| MILLION DOLLAR ROUND TABLE | ||
| O | $803,427 | FAIR VALUE OF SERVICES RECEIVED |
| MILLION DOLLAR ROUND TABLE | ||
| N | $115,809 | FAIR VALUE RECEIVED |