MOUNTAIN WEST CREDIT UNION FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MOUNTAIN WEST CREDIT UNION FOUNDATION (EIN 74-2232424)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201402259349301615
- Schema version
- 2013v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T09:45:17-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tinucci Jones & Company PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31207 Keats Way Suite 201 | AddressLine1 |
| City | Evergreen | City |
| State | CO | State |
| ZIP Code | 80439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742232424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN WEST CREDIT UNION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 8004771697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 GRANT STREET | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shaun Ongstad | PersonNm |
| Person Title | VP Controller | PersonTitleTxt |
| Signature | 2014-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric L Jones | PreparerPersonNm |
| PTIN | P00634170 | PTIN |
| Phone | 3034809090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT EARL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 GRANT STREET | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $514,383 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.colocu.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Activity Or Mission | THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES. THE FOUNDATION'S MISSION IS TO PROMOTE LEADERSHIP AND SUPPORT LONG-TERM SUCCESS OF CREDIT UNIONS IN THEIR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $350,568 | PYContributionsGrantsAmt |
| CY Contributions Grants | $367,956 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $3,133 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,632 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,956 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $362,200 | PYTotalRevenueAmt |
| CY Total Revenue | $402,045 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $66,159 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $214,991 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,525 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $38,641 | PYOtherExpensesAmt |
| CY Other Expenses | $42,085 | CYOtherExpensesAmt |
| PY Total Expenses | $104,800 | PYTotalExpensesAmt |
| CY Total Expenses | $257,076 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $257,400 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $144,969 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,120,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,360,362 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,545 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,111,244 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,340,817 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES. THE FOUNDATION'S MISSION IS TO PROMOTE LEADERSHIP AND SUPPORT LONG-TERM SUCCESS OF CREDIT UNIONS IN THEIR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $216,221 | ExpenseAmt |
| Grant | $214,991 | GrantAmt |
| Desc | CREDIT UNION DEVELOPMENT - INCLUDING EDUCATIONAL SCHOLARSHIPS FOR UNDERGRADUATE, GRADUATE, AND OTHER PROFESSIONAL DEVELOPMENT PROGRAMS - AND INCLUDING GRANTS FUNDED FROM COMMUNITY INVESTMENT FUND (CIF) THROUGH THE NATIONAL CREDIT UNION FOUNDATION - PROJECTS TO IMPROVE THE FINANCIAL WELL BEING OF CONSUMERS, COMMUNITIES AND DEMONSTRATE THE "CREDIT UNION DIFFERENCE" | Desc |
| Total Program Service Expenses | $216,221 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mountain West CU Association | PersonNm |
| Phone | 8004771697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 Grant Street | AddressLine1 |
| City | Denver | City |
| State | CO | State |
| ZIP Code | 80203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| JOHN UCHIDA | |||||||
| Chairman | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY AUVIL | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANE PRANCAN | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHA TYNSKY | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WILLIAMS | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BOB HOEL | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER MARX | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT EARL | |||||||
| President | 2.00 | 40.00 | Yes (X) | $0 | $338,919 | $47,492 | Yes (X) |
| BRIAN BARKDALL | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TODD PEARSON | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TYLER VALENTINE | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN SANTANGELO | |||||||
| Executive Direc | 4.00 | 40.00 | $0 | $130,520 | $18,763 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $469,439 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $66,255 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $80,899 | FundraisingAmt |
| All Other Contributions | $287,057 | AllOtherContributionsAmt |
| Total Contributions | $367,956 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,133 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,133 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,133 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,957 | TotalRevenueColumnAmt |
| Exclusion | $31,957 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,236 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,237 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,001 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,001 | TotalRevenueColumnAmt |
| Exclusion | -$1,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $88,101 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $80,899 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $88,101 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $402,045 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,133 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $30,956 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,741 | TotalAmt |
| Program Services | $112,741 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,250 | TotalAmt |
| Program Services | $102,250 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,835 | TotalAmt |
| Management And General | $3,835 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,755 | TotalAmt |
| Program Services | $1,230 | ProgramServicesAmt |
| Fundraising | $17,525 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,969 | TotalAmt |
| Management And General | $1,969 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,206 | TotalAmt |
| Management And General | $5,206 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Research & Development | Desc |
| Total | $4,320 | TotalAmt |
| Management And General | $4,320 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,076 | TotalAmt |
| Program Services | $216,221 | ProgramServicesAmt |
| Management And General | $23,330 | ManagementAndGeneralAmt |
| Fundraising | $17,525 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,999 | BOYAmt |
| EOY | $151,390 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,417 | BOYAmt |
| EOY | $45,449 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,071 | BOYAmt |
| EOY | $972 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,960 | BOYAmt |
| EOY | $1,162,551 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,447 | BOYAmt |
| EOY | $1,360,362 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183 | BOYAmt |
| EOY | $145 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,020 | BOYAmt |
| EOY | $14,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,203 | BOYAmt |
| EOY | $19,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,841 | BOYAmt |
| EOY | $1,299,414 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,403 | BOYAmt |
| EOY | $41,403 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,244 | BOYAmt |
| EOY | $1,340,817 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,447 | BOYAmt |
| EOY | $1,360,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $144,969 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $84,604 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $167,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $367,956 | CurrentTaxYearAmt |
| Total | $983,449 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $167,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $142,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,607 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $367,956 | CurrentTaxYearAmt |
| Total | $983,449 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,515 | CurrentTaxYearAmt |
| Total | $269,754 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,515 | CurrentTaxYearAmt |
| Total | $269,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $713,695 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,957 | CurrentTaxYearAmt |
| Total | $78,691 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,023 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,957 | CurrentTaxYearAmt |
| Total | $78,691 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $203,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $399,913 | CurrentTaxYearAmt |
| Total | $1,062,140 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.67190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70620 | PublicSupportPY509Pct |
| Investment Income CY | 0.07410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,403 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,403 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $128,258 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $5,372 | GrantsOrScholarshipsAmt |
| Other Expenditures | $76,483 | OtherExpendituresAmt |
| End Year Balance | $46,403 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,317 | BeginningYearBalanceAmt |
| Contributions | $17,916 | ContributionsAmt |
| Investment Earnings Or Losses | $100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,075 | GrantsOrScholarshipsAmt |
| End Year Balance | $128,258 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,853 | BeginningYearBalanceAmt |
| Contributions | $12,900 | ContributionsAmt |
| Investment Earnings Or Losses | $202 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,262 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $9,376 | AdministrativeExpensesAmt |
| End Year Balance | $136,317 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,228 | BeginningYearBalanceAmt |
| Contributions | $237 | ContributionsAmt |
| Investment Earnings Or Losses | $12,375 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,740 | OtherExpendituresAmt |
| Administrative Expenses | $141,853 | AdministrativeExpensesAmt |
| End Year Balance | $141,853 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $570,915 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $84,604 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,835 | OtherRevenueAmt |
| Revenue Not Reported | $80,769 | RevenueNotReportedAmt |
| Revenue Subtotal | $490,146 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$88,101 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$88,101 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $402,045 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $341,342 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $88,101 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $88,101 | ExpensesNotReportedAmt |
| Expenses Subtotal | $253,241 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,835 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $3,835 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $257,076 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Educational Scholarships and CIF Grants |
| Part X : FIN48 Footnote | The Foundation has received exemption from income tax under section 501(c)(3) of the Internal Revenue Code. The Foundation is classified by the Internal Revenue Service as other than a private foundation. The Organizations accounting policy under FASB ASC 740-10 Accounting for Uncertainty in Income Taxes) is to recognize in its financial statements only those tax benefits (reported or to be reported in its tax returns) when it is more likely than not that the tax position will be sustained on examination by the relevant taxing authorities. Management currently believes that it is more likely than not that all of its significant tax positions (including positions related to the unrelated business income tax) would be sustained on examination by relevant taxing authorities. Additionally, no interest and penalties have been recorded in the accompanying consolidated financial statements related to uncertain tax positions. Currently the 2012, 2011, and 2010 federal income tax returns are open for examination by the IRS. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Fund-rasing expenses $88101 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $95,629 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,253 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $51,376 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,265 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,100 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,793 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,325 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,893 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $73,371 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $36,646 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $36,725 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,650 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $21,195 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $7,667 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,213 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $169,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $80,899 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $88,101 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,915 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,295 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,460 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,325 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,106 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $88,101 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Childrens Hospital | ||||||||
| 13123 E 16th Ave | Aurora | CO | 80045 | 454182666 | 501(c)(3) | $25,000 | $0 | Mircle Marathon Donation |
| National CU Foundation | ||||||||
| 5710 Mineral Point Road | Madison | WI | 53705 | 391383650 | 501(c)(3) | $36,000 | $0 | donations, CO flood aid |
| Worldwide Foundation for CUs | ||||||||
| 5710 Mineral Point Road | Madison | WI | 53705 | 396093210 | 501(c)(3) | $10,000 | $0 | donation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships for Financial and CU Education | GrantTypeTxt |
| Recipient | 83 | RecipientCnt |
| Cash Grant | $102,250 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | a. Scholarships - The Foundation performs a complex and rigorous process to approve scholarships and at times makes the check out to the recipient and the educational institution. Once the scholarship is awarded, a congratulation letter is sent to the recipient acknowledging the amount awarded and what the award is to be used for. No further follow-up is undertaken. b. Grants - The Foundation performs a complex and rigorous process to approve grants. Once the grant is awarded, the recipient must sign an agreement stating that the funds should only be used for the purpose that they were awarded for and that they must return any unused funds. They also must comply with any information requests from the Foundation including grant reports. They must also allow the Foundation to perform a site visit as requested and have to notify the Foundation of any media coverage of project. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT EARL | PersonNm |
| Title | President | TitleTxt |
| Compensation Based On Rltd Orgs | $338,406 | CompensationBasedOnRltdOrgsAmt |
| Bonus Related Organizations | $513 | BonusRelatedOrganizationsAmt |
| Deferred Comp Rltd Orgs | $32,494 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $14,998 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $386,411 | TotalCompensationRltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OfficersDirectors MWCUA | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Common O & D | RelationshipDescriptionTxt |
| Transaction | See Schedule R | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company | The Foundation is managed by the Mountain West Credit Union Association (MWCUA). MWCUA provides management services, administrative and operating employees, and certain other administrative and operating services to the Foundation.No administrative or management fee was charged for 2013. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | THE FORM 990 IS PREPARED BY THE FOUNDATION'S CPA FIRM AND THEN REVIEWED THOROUGHLY BY THE MOUNTAIN WEST CREDIT UNION ASSOCIATION'S SENIOR VP/CONTROLLER BEFORE THE FORM 990 IS FILED. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | MEMBERS OF MANAGEMENT AND THE BOARD ARE AWARE OF BOARD MEMBERS WHO MAY SERVE ON OTHER BOARDS OR COMMITTEES OF OTHER ORGANIZATIONS AND WILL REMIND BOARD MEMBERS WITH POTENTIAL CONFLICTS TO RECUSE THEMSELVES FROM A VOTE (WITH A CONFLICT OF INTEREST) IF THEY HAVE NOT ALREADY DONE SO. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | EXECUTIVE DIRECTOR - CEO OF MOUNTAIN WEST CREDIT UNION ASSOCIATION REVIEWS ANNUALLY AND PREPARES A WRITTEN EVALUATION THAT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND SIGNED, THE KGA COMPEASE PROGRAM IS USED TO DETERMINE SALARIES BASED ON THE COMPETENCIES AND REQUIRED SKILL LEVELS. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | NONE |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | NO DOCUMENTS AVAILABLE TO THE PUBLIC EXCEPT UPON REQUEST AND APPROVAL BY KEY MANAGEMENT |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAIN WEST CREDIT UNION ASSOCIATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 GRANT ST | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840375111 | EIN |
| Primary Activities | Credit Union Trade Association | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |