EXPECT MIRACLES FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EXPECT MIRACLES FOUNDATION (EIN 20-4127495)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202523079349301512
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T09:16:28-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWATER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204127495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPECT MIRACLES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXPE | BusinessNameControlTxt |
| Phone | 6179383484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 701 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK STRAUSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6179383484 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GISO CPA MST | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRANK STRAUSS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH STREET SUITE 701 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,425,124 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EXPECTMIRACLESFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | EXPECT MIRACLES FOUNDATION RALLIES THE FINANCIAL SERVICES INDUSTRY AND BEYOND TO INVEST IN LIFE-SAVING CANCER RESEARCH WHILE ADVANCING THE FINANCIAL AND EMOTIONAL HEALTH OF PEOPLE IMPACTED BY CANCER. WE ARE A 501(C)(3) PUBLIC CHARITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,842,443 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,120,584 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,822 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,399 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$677,392 | PYOtherRevenueAmt |
| CY Other Revenue | -$597,350 | CYOtherRevenueAmt |
| PY Total Revenue | $3,172,873 | PYTotalRevenueAmt |
| CY Total Revenue | $3,548,633 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,809,849 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,988,409 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,367,309 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,343,912 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $852,473 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $297,249 | PYOtherExpensesAmt |
| CY Other Expenses | $345,975 | CYOtherExpensesAmt |
| PY Total Expenses | $3,474,407 | PYTotalExpensesAmt |
| CY Total Expenses | $3,678,296 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$301,534 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$129,663 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,133,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,726,119 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $597,282 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,257,229 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $536,425 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $468,890 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EXPECT MIRACLES FOUNDATION RALLIES THE FINANCIAL SERVICES INDUSTRY AND BYEOND TO INVEST IN LIFE-SAVING CANCER RESEARCH WHILE ADVANCING THE FINANCIAL AND EMOTIONAL HEALTH OF PEOPLE IMPACTED BY CANCER. WE ARE A 501(C)(3) PUBLIC CHARITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,000,000 | ExpenseAmt |
| Grant | $1,000,000 | GrantAmt |
| Desc | DANA-FARBER CANCER INSTITUTE: EXPECT MIRACLES FOUNDATION IS A MAJOR SUPPORTER OF THE HEART OF DANA-FARBER CANCER INSTITUTE'S REVOLUTIONARY RESEARCH AND DEVELOPMENT MODEL, THE ROBERT AND RENE BELFER CENTER FOR APPLIED CANCER SCIENCE. THE BELFER CENTER ADDRESSES KEY CHALLENGES IN CANCER TREATMENTS BY LEVERAGING DFCI DISCOVERIES AND APPLYING THEM TO DRUG DISCOVERY AND DEVELOPMENT. THE BELFER CENTER IS FOCUSED ON IDENTIFYING STRATEGIES TO OVERCOME RESISTANCE TO EXISTING TREATMENTS. USING A COLLABORATIVE RESEARCH APPROACH THAT BRINGS TOGETHER RESOURCES FROM ACADEMIA AND THE BIOMEDICAL INDUSTRY, THE BELFER CENTER IS LEADING THE WAY IN TRANSLATING TODAY'S SCIENCE INTO TOMORROW'S TARGETED THERAPIES MORE QUICKLY THAN EVER, BRINGING NEW HOPE TO CANCER PATIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $500,000 | ExpenseAmt |
| Grant | $500,000 | GrantAmt |
| Desc | MEMORIAL SLOAN KETTERING CANCER CENTER: EXPECT MIRACLES FOUNDATION SUPPORTS THE GROUNDBREAKING RESEARCH AT MEMORIAL SLOAN KETTERING CANCER CENTER'S CENTER FOR EXPERIMENTAL THERAPEUTICS, A CRITICAL RESEARCH COLLABORATIVE WITH THE MISSION OF HASTENING THE TIME IT TAKES TO GET NEW, MORE EFFECTIVE AND LESS TOXIC THERAPIES TO CANCER PATIENTS. SPECIFICALLY, WE SUPPORT THE REVOLUTIONARY WORK OF THE HELLER LAB, LED BY DANIEL HELLER, PHD, WHICH IS FOCUSED ON UTILIZING NANOMEDICINE TO SOLVE THE PARADOX OF METASTATIC CANCER, WHICH ACCOUNTS FOR 90% OF CANCER DEATHS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $488,409 | ExpenseAmt |
| Grant | $488,409 | GrantAmt |
| Desc | SAMFUND GRANTS CANCER ISN'T FREE, ESPECIALLY IF YOU'RE A YOUNG ADULT JUST STARTING OUT. THAT IS WHY WE ARE PROUD TO PROVIDE FINANCIAL ASSISTANCE TO YOUNG ADULT CANCER SURVIVORS TO HELP WITH EVERYDAY LIVING EXPENSES, LIKE RENT, MORTGAGE, CAR PAYMENTS, DENTAL, RECONSTRUCTIVE SURGERY, CONTINUING EDUCATION, AND FAMILY BUILDING EXPENSES, SUCH AS FERTILITY STORAGE, IVF, SURROGACY, AND ADOPTION. OUR SAMFUND GRANTS ACT AS A LIFELINE FOR YOUNG ADULTS WHO ARE EXTREMELY VULNERABLE TO THE FINANCIAL TOXICITY CAUSED BY A CANCER DIAGNOSIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $351,822 | ExpenseAmt |
| Desc | OTHER CANCER PATIENT AND SURVIVOR SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $351,822 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,340,231 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK HEAVEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179383484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SOUTH ST SUITE 701 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| FRANK HEAVEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $305,001 | $0 | $28,697 | ||
| ANN MANION | |||||||
| MANAGING DIRECTOR | 40.00 | $170,001 | $0 | $9,959 | Yes (X) | ||
| FRANK STRAUSS | |||||||
| PRESIDENT/CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GARY ENOS | |||||||
| VICE PRESIDENT/DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JANE MANCINI | |||||||
| CLERK/DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRIS KOWILCIK | |||||||
| TREASURER/DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTINE CHIGOUNIS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ANNE DUDUCH | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| AMY FISHER | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIANA FISHER | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL FOUTES | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MATT GOULET | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CLINT HARRIS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DOMENIC IONADI | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JUSTIN HANSEN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN JOHNSON | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| THOM JONES | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| AJ LEIMENSTOLL | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| TRIP LILLY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN LUNNY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVE MARGOLIS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MARIE MCCARTHY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDY MCFETRIDGE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SHERRY MORELAND | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DAN NARBONNE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KELLI O'BRIEN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JON PARISI | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| KRISTEN PICKENS | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BOBBIE JO PIPPIN-ARNDT | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LEAH RITCHIE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID ROSEN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| TRACI SIMPSON | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| MIKE SMALL | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WENDY STRUTT | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LUCI STRAUSS-GARREN | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $475,002 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,656 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
| Fundraising | $3,070,359 | FundraisingAmt |
| All Other Contributions | $1,050,225 | AllOtherContributionsAmt |
| Noncash Contributions | $144,738 | NoncashContributionsAmt |
| Total Contributions | $4,120,584 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,399 | TotalRevenueColumnAmt |
| Exclusion | $25,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $279,141 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,070,359 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $876,491 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$597,350 | TotalRevenueColumnAmt |
| Exclusion | -$597,350 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,548,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$571,951 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500,000 | TotalAmt |
| Program Services | $1,500,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,409 | TotalAmt |
| Program Services | $488,409 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,697 | TotalAmt |
| Program Services | $80,087 | ProgramServicesAmt |
| Management And General | $113,457 | ManagementAndGeneralAmt |
| Fundraising | $140,153 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $806,874 | TotalAmt |
| Program Services | $210,526 | ProgramServicesAmt |
| Management And General | $138,825 | ManagementAndGeneralAmt |
| Fundraising | $457,523 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,140 | TotalAmt |
| Program Services | $6,836 | ProgramServicesAmt |
| Management And General | $4,367 | ManagementAndGeneralAmt |
| Fundraising | $14,937 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,095 | TotalAmt |
| Program Services | $16,115 | ProgramServicesAmt |
| Management And General | $11,381 | ManagementAndGeneralAmt |
| Fundraising | $34,599 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,106 | TotalAmt |
| Program Services | $29,373 | ProgramServicesAmt |
| Management And General | $25,107 | ManagementAndGeneralAmt |
| Fundraising | $60,626 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512 | TotalAmt |
| Management And General | $512 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,474 | TotalAmt |
| Management And General | $101,474 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,100 | TotalAmt |
| Management And General | $2,100 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,422 | TotalAmt |
| Program Services | $980 | ProgramServicesAmt |
| Management And General | $340 | ManagementAndGeneralAmt |
| Fundraising | $22,102 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,121 | TotalAmt |
| Program Services | $7,405 | ProgramServicesAmt |
| Management And General | $11,787 | ManagementAndGeneralAmt |
| Fundraising | $24,929 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,740 | TotalAmt |
| Management And General | $48,803 | ManagementAndGeneralAmt |
| Fundraising | $6,937 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,803 | TotalAmt |
| Management And General | $7,407 | ManagementAndGeneralAmt |
| Fundraising | $396 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,069 | TotalAmt |
| Management And General | $8,522 | ManagementAndGeneralAmt |
| Fundraising | $1,547 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| CREDIT CARD FEES | $65,873 | $1,215 | $64,658 | |
| PROVISION - CREDIT | $17,861 | $17,861 | ||
| MISC | $10,119 | $3,414 | $6,205 | $500 |
| TAXES & LICENSES | $6,881 | $6,881 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,678,296 | TotalAmt |
| Program Services | $2,340,231 | ProgramServicesAmt |
| Management And General | $485,592 | ManagementAndGeneralAmt |
| Fundraising | $852,473 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,738 | BOYAmt |
| EOY | $83,632 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915 | BOYAmt |
| EOY | $16 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,393 | BOYAmt |
| EOY | $403,127 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,710 | BOYAmt |
| EOY | $153,721 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,549 | BOYAmt |
| EOY | $77,901 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,003 | BOYAmt |
| EOY | $608,305 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,960 | BOYAmt |
| EOY | $196,524 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,439 | BOYAmt |
| EOY | $202,893 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,133,707 | BOYAmt |
| EOY | $1,726,119 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,695 | BOYAmt |
| EOY | $21,347 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,000 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $282,400 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,587 | BOYAmt |
| EOY | $203,482 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,282 | BOYAmt |
| EOY | $1,257,229 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$477,234 | BOYAmt |
| EOY | -$455,197 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,659 | BOYAmt |
| EOY | $924,087 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,425 | BOYAmt |
| EOY | $468,890 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,133,707 | BOYAmt |
| EOY | $1,726,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$129,663 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $62,128 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,191,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,521,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,017,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,842,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,120,584 | CurrentTaxYearAmt |
| Total | $18,692,600 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,191,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,521,260 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,017,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,842,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,120,584 | CurrentTaxYearAmt |
| Total | $18,692,600 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $18,692,600 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,399 | CurrentTaxYearAmt |
| Total | $78,733 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $104,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $238,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $241,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $279,141 | CurrentTaxYearAmt |
| Total | $863,554 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,634,887 | TotalSupportAmt |
| Public Support CY170 | 0.95200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $639,599 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $80,433 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,560 | OtherExpendituresAmt |
| End Year Balance | $697,472 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $574,191 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $65,408 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $639,599 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $656,938 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$78,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,800 | OtherExpendituresAmt |
| End Year Balance | $574,191 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $212,719 | BeginningYearBalanceAmt |
| Contributions | $400,000 | ContributionsAmt |
| Investment Earnings Or Losses | $56,095 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,876 | OtherExpendituresAmt |
| End Year Balance | $656,938 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $202,785 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,526 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,592 | OtherExpendituresAmt |
| End Year Balance | $212,719 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91300 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DFA GLOBAL ALLOCATION | $94,474 | F |
| DFA US CORE EQUITY 1 | $102,050 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $196,524 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| Book Value | $202,893 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $202,893 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $203,482 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $203,482 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,608,660 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $62,127 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $62,127 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,546,533 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,100 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,100 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,548,633 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,676,196 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,676,196 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,100 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,100 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,678,296 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS OBTAINED EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE FOUNDATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS IS GENERALLY THREE YEARS. THE FOUNDATION HAD NO RETURNS UNDER EXAMINATION AS OF DECEMBER 31, 2024 AND 2023. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DISTANCE CHALLENGE | Event1Nm |
| Gross Receipts Event1 | $988,194 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $944,356 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $43,838 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $43,838 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $13,799 | OtherDirectExpensesEvent1Amt |
| Event2 | ATLANTIC COAST CLASSIC | Event2Nm |
| Gross Receipts Event2 | $954,869 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $919,276 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,593 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $34,710 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $153,602 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $883 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $11,838 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,406,437 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,206,727 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $199,710 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $140,223 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $349,046 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $59,487 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $69,065 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,349,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,070,359 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $279,141 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $218,771 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $502,648 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $60,370 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $94,702 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $876,491 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$597,350 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | 043102433 | 501C3 | $1,000,000 | $0 | CHARITABLE FUNDING - CANCER RESEARCH |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | 131924236 | 501C3 | $500,000 | $0 | CHARITABLE FUNDING - CANCER RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SAMFUND GRANTS | GrantTypeTxt |
| Recipient | 359 | RecipientCnt |
| Cash Grant | $488,409 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CANCER RESEARCH GRANTS - EACH CANCER RESEARCH GRANT RECIPIENT IS REQUIRED TO PROVIDE EMF WITH AN ANNUAL REPORT STATING ACCOMPLISHMENTS AND ONGOING PROJECT PROGRESS. THROUGHOUT THE YEAR, THE RECIPIENTS PROVIDE UPDATES. THE EXECUTIVE DIRECTOR MEETS WITH EACH RECIPIENT ANNUALLY. SAMFUND GRANTS TO YOUNG ADULT SURVIVORS - APPROVED APPLICANTS MUST PROVIDE US WITH AN INVOICE FROM A THIRD PARTY FOR THE GRANT AWARDED. PAYMENT IS MADE BY CHECK TO THE THIRD PARTY. WE ASKED THE THIRD PARTY TO PROVIDE RECEIPT OF PAYMENT, AND CONFIRM RECEIPT OF PAYMENT BY MONITORING CHECKS CLEARED IN OUR BANKING SYSTEM. | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANK HEAVEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $210,001 | $0 | $95,000 | $0 | $0 | $0 | $10,950 | $0 | $17,747 | $0 | $333,698 | $0 | $0 | $0 |
| ANN MANION | ||||||||||||||
| MANAGING DIRECTOR | $150,001 | $0 | $20,000 | $0 | $0 | $0 | $6,546 | $0 | $3,413 | $0 | $179,960 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | NON-FIXED AND DISCRETIONARY BONUSES WERE PAID TO THE FOLLOWING DURING CALENDAR YEAR 2024: FRANK HEAVEY - EXECUTIVE DIRECTOR : $95,000 ANN MANION - MANAGING DIRECTOR : $20,000 THE BONUS FOR THE EXECUTIVE DIRECTOR AND MANAGING DIRECTOR ARE RECOMMENDED BY A COMMITTEE COMPOSED/OVERSEEN BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 149 | ContributionCnt |
| Noncash Contributions Rpt F990 | $144,738 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS REPRESENTS THE TOTAL NUMBER OF EACH TYPE OF DONATION RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD'S FINANCE COMMITTEE REVIEWS THE 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY: ALL DIRECTORS ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT FORM CONFIRMING UNDERSTANDING OF AND COMPLIANCE WITH THE ORGANIZTION'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIRMAN OF THE BOARD REVIEWS AND SET COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON ACCOMPLISHMENTS. FOR ALL OTHER EMPLOYEES, THE CHAIRMAN OF THE BOARD AND THE EXECUTIVE DIRECTOR REVIEW AND SET COMPENSATION BASED ON REVIEWS OF EACH EMPLOYEE AND DISCUSSIONS WITH EACH EMPLOYEE'S MANAGERS. |
| FORM 990, PART VI, SECTION C, LINE 18 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST. |
| FORM 990, PAGE 12, LINE 2C | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |