STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORTH CAROLINA FREEENTERPRISE FOUNDATION

Cite this

Plain text NORTH CAROLINA FREEENTERPRISE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2016–2025. https://strategystudio.org/org/561782403. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). NORTH CAROLINA FREEENTERPRISE FOUNDATION [Nonprofit organization profile; tax years 2016–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/561782403

MLA “NORTH CAROLINA FREEENTERPRISE FOUNDATION.” Strategy Studio, tax years 2016–2025, https://strategystudio.org/org/561782403. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2016–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990 · revenue $516K · expenses $425K · assets $226K

EIN
56-1782403
Address
PO BOX 12406, RALEIGH, NC 27605-2406
Website
WWW.NCFREE.ORG
NTEE code
Z99Z
Subsection
501(c)(3)
Ruling year
1993
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE INNOVATIVE EDUCATIONAL PROGRAMS, NON-PARTISAN POLITICAL RESEARCH, AND OBJECTIVE ANALYSIS TO FOSTER INFORMED CIVIC INVOLVEMENT, DEVELOP AN UNDERSTANDING OF THE FREE ENTERPRISE ECONOMY, AND STRENGTHEN NORTH CAROLINA'S PROSPEROUS BUSINESS ENVIRONMENT.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Anna Beavon Gravely (former) EXEC DIR2019-2023 $0$373,310 1
Joseph Stewart (former) DIRECTOR2016-2021 $0$268,563 1
Jonathan Kappler (former) EXEC DIR - P2017-2019 $17,611$178,968 1

Officers and directors, no compensation reported

35 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Ryan Minto VICE CHAIR2020-2025 2 $0 reported 2
Mike Rusher CHAIR2022-2025 5 $0 reported 1
Grant Brooks VICE CHAIR2020-2025 2 $0 reported 1
Michael Mcknight SECRETARY2022-2025 2 $0 reported 1
Ec Sykes TREASURER2023-2025 2 $0 reported 1
Bill Brown DIRECTOR2022-2025 1 $0 reported 1
Jerry Bowen DIRECTOR2023-2025 1 $0 reported 1
D Bowen Heath DIRECTOR2023-2025 1 $0 reported 1
Charles F Fuller DIRECTOR2023-2025 1 $0 reported 1
Cindy Morgan DIRECTOR2020-2025 1 $0 reported 1
Robin Perkins DIRECTOR2023-2025 1 $0 reported 1
Ralph Strayhorn DIRECTOR2023-2025 1 $0 reported 2
Tracy Kimbrell (former) DIRECTOR2016-2022 1 $0 reported 2
Kristin Morris (former) SECRETARY/TR2022 5 $0 reported 1
Bo Biggs (former) DIRECTOR2022 1 $0 reported 2
Jeff Byrom (former) DIRECTOR2022 1 $0 reported 1
Drew Elliot (former) DIRECTOR2020-2022 1 $0 reported 1
Tim Minton (former) DIRECTOR2021-2022 1 $0 reported 1
Jay Rouse (former) DIRECTOR2016-2022 1 $0 reported 1
Cady Thomas (former) DIRECTOR2016-2022 1 $0 reported 2
Murchison Biggs (former) SECRETARY/TR2016-2021 5 $0 reported 2
Jake Parker (former) CHAIR2016-2021 5 $0 reported 2
William Brown (former) FIRST VICE C2016-2021 5 $0 reported 1
Kristen Morris (former) DIRECTOR2021 1 $0 reported 1
Elizabeth Robinson (former) DIRECTOR2018-2020 1 $0 reported 2
Susan Vick (former) SECRETARY/TR2018-2020 5 $0 reported 2
Mike Carpenter (former) FIRST VICE C2016-2020 5 $0 reported 1
George M Teague (former) DIRECTOR2016-2020 1 $0 reported 1
Jack Cozort (former) DIRECTOR2016-2019 1 $0 reported 1
Sammy Roberson (former) DIRECTOR2016-2019 1 $0 reported 2
Michelle Vaught (former) DIRECTOR2018-2019 1 $0 reported 1
Ron Joyce (former) DIRECTOR2016-2018 1 $0 reported 1
Jaz Tunnell (former) FIRST VICE C2016-2017 2 $0 reported 1
Andy Ellen (former) DIRECTOR2016-2017 1 $0 reported 1
Drew Saunders (former) DIRECTOR2016-2017 1 $0 reported 1

People by year

2025 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MIKE RUSHER CHAIR5 $0$0$0 $01
GRANT BROOKS VICE CHAIR2 $0$0$0 $01
RYAN MINTO VICE CHAIR2 $0$0$0 $02
MICHAEL MCKNIGHT SECRETARY2 $0$0$0 $01
EC SYKES TREASURER2 $0$0$0 $01
BILL BROWN DIRECTOR1 $0$0$0 $01
JERRY BOWEN DIRECTOR1 $0$0$0 $01
D BOWEN HEATH DIRECTOR1 $0$0$0 $01
CHARLES F FULLER DIRECTOR1 $0$0$0 $01
CINDY MORGAN DIRECTOR1 $0$0$0 $01
ROBIN PERKINS DIRECTOR1 $0$0$0 $01
RALPH STRAYHORN DIRECTOR1 $0$0$0 $02
2024 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MIKE RUSHER CHAIR5 $0$0$0 $01
GRANT BROOKS VICE CHAIR2 $0$0$0 $01
RYAN MINTO VICE CHAIR2 $0$0$0 $02
MICHAEL MCKNIGHT SECRETARY2 $0$0$0 $01
EC SYKES TREASURER2 $0$0$0 $01
BILL BROWN DIRECTOR1 $0$0$0 $01
JERRY BOWEN DIRECTOR1 $0$0$0 $01
D BOWEN HEATH DIRECTOR1 $0$0$0 $01
CHARLES F FULLER DIRECTOR1 $0$0$0 $01
CINDY MORGAN DIRECTOR1 $0$0$0 $01
ROBIN PERKINS DIRECTOR1 $0$0$0 $01
RALPH STRAYHORN DIRECTOR1 $0$0$0 $02
2023 · 13 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNA BEAVON GRAVELY EXEC DIR40 $0$0$0 $01
MIKE RUSHER CHAIR5 $0$0$0 $01
GRANT BROOKS VICE CHAIR2 $0$0$0 $01
RYAN MINTO VICE CHAIR2 $0$0$0 $02
MICHAEL MCKNIGHT SECRETARY2 $0$0$0 $01
EC SYKES TREASURER2 $0$0$0 $01
BILL BROWN DIRECTOR1 $0$0$0 $01
JERRY BOWEN DIRECTOR1 $0$0$0 $01
D BOWEN HEATH DIRECTOR1 $0$0$0 $01
CHARLES F FULLER DIRECTOR1 $0$0$0 $01
CINDY MORGAN DIRECTOR1 $0$0$0 $01
ROBIN PERKINS DIRECTOR1 $0$0$0 $01
RALPH STRAYHORN DIRECTOR1 $0$0$0 $02
2022 · 15 people listed · 1 paid, $107K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNA BEAVON GRAVELY EXEC DIR40 $97,000$0$10,240 $107,2401
MIKE RUSHER CHAIR-ELECT5 $0$0$0 $01
CINDY MORGAN CO-CHAIR5 $0$0$0 $01
BILL BROWN CO-CHAIR5 $0$0$0 $01
KRISTIN MORRIS SECRETARY/TR5 $0$0$0 $01
BO BIGGS DIRECTOR1 $0$0$0 $02
GRANT BROOKS DIRECTOR1 $0$0$0 $01
JEFF BYROM DIRECTOR1 $0$0$0 $01
DREW ELLIOT DIRECTOR1 $0$0$0 $01
TRACY KIMBRELL DIRECTOR1 $0$0$0 $02
MICHAEL MCKNIGHT DIRECTOR1 $0$0$0 $01
TIM MINTON DIRECTOR1 $0$0$0 $01
RYAN MINTO DIRECTOR1 $0$0$0 $02
JAY ROUSE DIRECTOR1 $0$0$0 $01
CADY THOMAS DIRECTOR1 $0$0$0 $02
2021 · 14 people listed · 1 paid, $108K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNA BEAVON GRAVELY EXEC DIR40 $97,000$0$11,384 $108,3841
JAKE PARKER CHAIR5 $0$0$0 $02
WILLIAM BROWN FIRST VICE C5 $0$0$0 $01
GRANT BROOKS SECOND VICE5 $0$0$0 $01
MURCHISON BIGGS SECRETARY/TR5 $0$0$0 $02
DREW ELLIOT DIRECTOR1 $0$0$0 $01
TRACY KIMBRELL DIRECTOR1 $0$0$0 $02
RYAN MINTO DIRECTOR1 $0$0$0 $02
TIM MINTON DIRECTOR1 $0$0$0 $01
CINDY MORGAN DIRECTOR1 $0$0$0 $01
KRISTEN MORRIS DIRECTOR1 $0$0$0 $01
JAY ROUSE DIRECTOR1 $0$0$0 $01
JOSEPH STEWART DIRECTOR1 $0$0$0 $01
CADY THOMAS DIRECTOR1 $0$0$0 $02
2020 · 16 people listed · 1 paid, $95K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNA BEAVON GRAVELY EXEC DIR40 $82,854$0$11,873 $94,7271
TRACY KIMBRELL CHAIR5 $0$0$0 $02
MIKE CARPENTER FIRST VICE C5 $0$0$0 $01
JAKE PARKER SECOND VICE5 $0$0$0 $02
SUSAN VICK SECRETARY/TR5 $0$0$0 $02
MURCHISON BIGGS DIRECTOR1 $0$0$0 $02
GRANT BROOKS DIRECTOR1 $0$0$0 $01
WILLIAM S BROWN DIRECTOR1 $0$0$0 $01
DREW ELLIOT DIRECTOR1 $0$0$0 $01
RYAN MINTO DIRECTOR1 $0$0$0 $02
CINDY MORGAN DIRECTOR1 $0$0$0 $01
ELIZABETH ROBINSON DIRECTOR1 $0$0$0 $02
JAY ROUSE DIRECTOR1 $0$0$0 $01
JOSEPH STEWART DIRECTOR1 $0$0$0 $01
GEORGE M TEAGUE DIRECTOR1 $0$0$0 $01
CADY THOMAS DIRECTOR1 $0$0$0 $02
2019 · 16 people listed · 2 paid, $81K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANNA BEAVON GRAVELY EXEC DIR - C40 $58,930$0$4,029 $62,9591
JONATHAN KAPPLER EXEC DIR - P40 $15,357$0$2,254 $17,6111
MURCHISON BIGGS DIRECTOR1 $0$0$0 $02
WILLIAM S BROWN DIRECTOR1 $0$0$0 $01
MIKE CARPENTER SECOND VICE5 $0$0$0 $01
JACK COZORT DIRECTOR1 $0$0$0 $01
TRACY KIMBRELL FIRST VICE C5 $0$0$0 $02
JAKE PARKER SECRETARY/TR5 $0$0$0 $02
SAMMY ROBERSON DIRECTOR1 $0$0$0 $02
ELIZABETH ROBINSON DIRECTOR1 $0$0$0 $02
JAY ROUSE DIRECTOR1 $0$0$0 $01
JOSEPH STEWART DIRECTOR1 $0$0$0 $01
GEORGE M TEAGUE DIRECTOR1 $0$0$0 $01
CADY THOMAS CHAIR5 $0$0$0 $02
MICHELLE VAUGHT DIRECTOR1 $0$0$0 $01
SUSAN VICK DIRECTOR1 $0$0$0 $02
2018 · 16 people listed · 1 paid, $125K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JONATHAN KAPPLER EXECUTIVE DI50 $115,000$0$10,122 $125,1221
CADY THOMAS CHAIR5 $0$0$0 $02
TRACY KIMBRELL FIRST VICE C5 $0$0$0 $02
MIKE CARPENTER SECOND VICE5 $0$0$0 $01
JAKE PARKER SECRETARY/TR5 $0$0$0 $02
SAMMY ROBERSON DIRECTOR1 $0$0$0 $02
SUSAN VICK DIRECTOR1 $0$0$0 $02
JACK COZORT DIRECTOR1 $0$0$0 $01
WILLIAM S BROWN DIRECTOR1 $0$0$0 $01
RON JOYCE DIRECTOR1 $0$0$0 $01
JOSEPH STEWART DIRECTOR1 $0$0$0 $01
MICHELLE VAUGHT DIRECTOR1 $0$0$0 $01
MURCHISON BIGGS DIRECTOR1 $0$0$0 $02
JAY ROUSE DIRECTOR1 $0$0$0 $01
GEORGE M TEAGUE DIRECTOR1 $0$0$0 $01
ELIZABETH ROBINSON DIRECTOR1 $0$0$0 $02
2017 · 16 people listed · 2 paid, $161K · 3 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH STEWART EXEC DIR (PA50 $110,804$0$14,261 $125,0651
JONATHAN KAPPLER EXECUTIVE DI50 $33,044$0$3,191 $36,2351
GEORGE M TEAGUE CHAIRMAN2 $0$0$0 $01
TRACY KIMBRELL SECRETARY/TR2 $0$0$0 $02
JAZ TUNNELL FIRST VICE C2 $0$0$0 $01
CADY THOMAS SECOND VICE2 $0$0$0 $02
JACK COZORT DIRECTOR1 $0$0$0 $01
WILLIAM S BROWN DIRECTOR1 $0$0$0 $01
RON JOYCE DIRECTOR1 $0$0$0 $01
ANDY ELLEN DIRECTOR1 $0$0$0 $01
MURCHISON BIGGS DIRECTOR1 $0$0$0 $02
DREW SAUNDERS DIRECTOR1 $0$0$0 $01
JAY ROUSE DIRECTOR1 $0$0$0 $01
MIKE CARPENTER DIRECTOR1 $0$0$0 $01
JAKE PARKER DIRECTOR1 $0$0$0 $02
SAMMY ROBERSON DIRECTOR1 $0$0$0 $02
2016 · 15 people listed · 1 paid, $143K · 3 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH STEWART EXECUTIVE DI50 $127,090$0$16,408 $143,4981
GEORGE M TEAGUE CHAIRMAN2 $0$0$0 $01
TRACY KIMBRELL SECRETARY/TR2 $0$0$0 $02
JAZ TUNNELL FIRST VICE C2 $0$0$0 $01
CADY THOMAS SECOND VICE2 $0$0$0 $02
JACK COZORT DIRECTOR1 $0$0$0 $01
WILLIAM S BROWN DIRECTOR1 $0$0$0 $01
RON JOYCE DIRECTOR1 $0$0$0 $01
ANDY ELLEN DIRECTOR1 $0$0$0 $01
MURCHISON BIGGS DIRECTOR1 $0$0$0 $02
DREW SAUNDERS DIRECTOR1 $0$0$0 $01
JAY ROUSE DIRECTOR1 $0$0$0 $01
MIKE CARPENTER DIRECTOR1 $0$0$0 $01
JAKE PARKER DIRECTOR1 $0$0$0 $02
SAMMY ROBERSON DIRECTOR1 $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$516,165$424,892 $226,106$203,698 $474,395$41,682 $000
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$343,368$249,456 $130,614$112,424 $314,475$28,800 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$293,201$265,099 $87,193$18,512 $212,750$80,385 -0-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$273,278$365,531 $120,068-$10,236 $257,688$15,563 $107,2411-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$368,778$314,025 $113,714$84,280 $311,726$57,050 $108,3841-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$211,625$258,530 $47,169$43,673 $203,550$8,050 $94,7271-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$198,677$193,670 $93,048$88,077 $179,350$19,211 $80,5712-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$284,504$241,478 $93,772$83,070 $267,992$16,439 $125,1221-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$310,195$365,262 $68,489$40,044 $287,950$22,198 $161,3003-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$350,629$335,268 $131,205$85,111 $307,660$42,886 $143,4983-

Funders of this organization

5 grantors reported grants to this organization, $194,742 in all, tax years 2015 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
NORTH CAROLINA ELECTRIC MEMBERSHIP CORPORATION Public charity Exact 2017-2020 10$90,000 2020$15,000
show
FORGOOD INC DAF sponsor Exact 2023-2024 2$44,742 2024$29,632
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2022-2024 3$34,000 2024$12,000
show
JOB CREATORS ACTION FUND Public charity Exact 2015 1$15,000 2015$15,000
show
CHARITIES AID FOUNDATION AMERICA DAF sponsor Exact 2024 1$11,000 2024$11,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CHARIS FOUNDATION INCNCZ99 $464,102$413,622 EMPLOYEE$24,930 Same NTEE code Z99, revenue within 2x, same state
CARSON FOUNDATIONNCZ99 $454,425$351,700 PRESIDENT$10,000 Same NTEE code Z99, revenue within 2x, same state
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HOPE ENTERPRISES FOUNDATION INCPAZ99 $501,592$145,574 PRESIDENT/CEO$242,474 Same NTEE code Z99, revenue within 2x
NORTH DAKOTA UNITED FOUNDATIONNDZ99 $519,549$203,221 EXECUTIVE DIRECTOR$242,516 Same NTEE code Z99, revenue within 2x
SANTA ANNA FOUNDATIONTXZ99 $793,132$0 Executive Director$0 Same NTEE code Z99, revenue within 2x
FORWARD FRESNO FOUNDATION INCCAZ99 $363,329$173,836 Director$0 Same NTEE code Z99, revenue within 2x
CHRISTYS FOUNDATIONCAZ99 $620,517$619,582 Founder CEO$0 Same NTEE code Z99, revenue within 2x
NEBRASKA GREATS FOUNDATIONNEZ99 $663,469$779,501 EXECUTIVE DIRECTOR$27,385 Same NTEE code Z99, revenue within 2x
BOISE NORDIC FOUNDATION INCIDZ99 $359,251$386,694 PRESIDENT$0 Same NTEE code Z99, revenue within 2x
TREES FOUNDATIONCAZ99 $488,822$437,693 President$0 Same NTEE code Z99, revenue within 2x
CHANCE FOR HOPE FOUNDATIONTXZ99 $581,704$381,232 Director$0 Same NTEE code Z99, revenue within 2x
SAN DIEGO COUNTY DENTAL FOUNDATIONCAZ99 $361,587$297,625 EXECUTIVE DIRECTOR$82,500 Same NTEE code Z99, revenue within 2x
THE COUNCIL FOUNDATIONDCZ99 $718,862$679,763 EXECUTIVE CHAIR (UNTIL 6/24)$5,621,527 Same NTEE code Z99, revenue within 2x
DRG FOUNDATIONCAZ99 $725,140$383,432 Board Chairman$0 Same NTEE code Z99, revenue within 2x
NETROOTS FOUNDATIONMOZ99 $603,000$488,182 EXECUTIVE DI$136,022 Same NTEE code Z99, revenue within 2x
TILLICUM FOUNDATIONORZ99 $803,617$671,086 Outgoing Station Manager$65,782 Same NTEE code Z99, revenue within 2x
ARKANSAS ECOMONIC ACCELERATION FOUNDATIONARZ99 $594,968$562,200 PRESIDENT$514,537 Same NTEE code Z99, revenue within 2x
VETERANS SUPPORT FOUNDATIONMIZ99 $628,751$832,811 DIRECTOR$0 Same NTEE code Z99, revenue within 2x
FOUNDATION FOR FRATERNAL EXCELLENCE INCINZ99 $818,353$1,546,458 CEO$347,033 Same NTEE code Z99, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$3,467,59491 282016–2024 THE ALEX FOUNDATION INC; ARKANSAS ECOMONIC ACCELERATION FOUNDATION; NETROOTS FOUNDATION; ACLD FOUNDATION INC and 24 more
THE CLEVELAND FOUNDATION DAF sponsor$2,023,0002 22010–2019 MOUNT PLEASANT NOW DEVELOPMENT CORPORATION; THE COUNCIL FOUNDATION
WALTON FAMILY FOUNDATION INC Private foundation$1,462,5006 12021–2024 ASSOCIATION OF AMERICAN EDUCATORS FOUNDATION
COMMUNITY FOUNDATION FOR GREATER BUFFALO INC DAF sponsor$1,186,3008 12013–2024 FOREST LAWN HERITAGE FOUNDATION INC
THE SAN DIEGO FOUNDATION DAF sponsor$1,105,0005 22019–2024 CLASSROOM OF THE FUTURE FOUNDATION; WALLOWA VALLEY HEALTH CARE FOUNDATION
FORGOOD INC funds this one DAF sponsor$1,062,25852 192010–2024 THE BROOKE JACKMAN FOUNDATION INC; THETA TAU EDUCATIONAL FOUNDATION; CEIBA FOUNDATION FOR TROPICAL CONSERVATION INCORPORATED; INDEPENDENCE PASS FOUNDATION and 15 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$961,36370 272014–2024 NEBRASKA GREATS FOUNDATION; ST LUKES HOSPITAL FOUNDATION INC; CHRISTIAN LIGHT & SALT FOUNDATION INC; CHANCE FOR HOPE FOUNDATION and 23 more
GLADYS CHRISTOPHER POLLANZ SCHOLARSHIP FUND Private foundation$633,33410 12016–2025 PORT ANGELES EDUCATION FOUNDATION
COMMUNITY FOUNDATION FOR NORTHEAST GEORGIA INC DAF sponsor$630,5522 12021–2024 JAMIE & DARCY MORRIS FOUNDATION INC
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$607,5009 22017–2024 THE ALEX FOUNDATION INC; ZACHING AGAINST CANCER FOUNDATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$602,98424 82015–2024 ON-RAMPS TO CAREERS; NORTH DAKOTA UNITED FOUNDATION; THE LONG BEACH SAILING FOUNDATION; THE BROOKE JACKMAN FOUNDATION INC and 4 more
IDAHO COMMUNITY FOUNDATION INC DAF sponsor$579,52016 12010–2024 BLAINE COUNTY SCHOOL DISTRICT EDUCATION FOUNDATION
TIDES FOUNDATION DAF sponsor$540,0004 12018–2023 NETROOTS FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$539,57137 162019–2024 SAN RAMON VALLEY EDUCATION FOUNDATION; PENNSYLVANIA CHAMBER OF BUSINESS & INDUSTRY EDUCATIONAL FOUNDATION; ICLA DASILVA FOUNDATION INC; HANDS FOR PEACEMAKING FOUNDATION and 12 more
SPUR COMMUNITY FOUNDATION INC DAF sponsor$526,2408 12020–2024 BLAINE COUNTY SCHOOL DISTRICT EDUCATION FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $424,892 spent · pay $0 · grants $0 · events $72,973
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $227,837$145,822$19,974$62,041 53.6%
Information technology $74,428$69,085$1,475$3,868 17.5%
Conferences, conventions and meetings $72,973$72,973-- 17.2%
Occupancy $18,547-$18,547- 4.4%
Office expenses $9,115$5,300$3,815- 2.1%
Fees: accounting $7,768-$7,768- 1.8%
Travel $6,411$5,129$1,282- 1.5%
Other (as described)BANK AND CREDIT CARD FE $3,596-$3,596- 0.8%
Fees: legal $2,995-$2,995- 0.7%
Insurance $877-$877- 0.2%
Other (as described)PROFESSIONAL DEVELOPMEN $345-$345- 0.1%
Total$424,892100%

View the filing

2024 · Form 990 · $249,456 spent · pay $0 · grants $0 · events $42,372
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $114,614$114,614-- 45.9%
Conferences, conventions and meetings $42,372$42,372-- 17.0%
Information technology $34,848$29,000$5,848- 14.0%
Occupancy $15,289$15,289-- 6.1%
Fees: professional fundraisers $10,370--$10,370 4.2%
Office expenses $9,104$3,020$6,084- 3.6%
Travel $6,958$6,958-- 2.8%
Advertising and promotion $6,750$6,750-- 2.7%
Fees: legal $2,938-$2,938- 1.2%
Fees: accounting $2,516-$2,516- 1.0%
Insurance $1,754$877$877- 0.7%
Other (as described)BAD DEBT $1,421$1,421-- 0.6%
Other (as described)BANK AND CREDIT CARD FE $522-$522- 0.2%
Total$249,456100%

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2023 · Form 990 · $265,099 spent · pay $0 · grants $0 · events $45,596
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $135,873$97,361$19,256$19,256 51.3%
Conferences, conventions and meetings $45,596$29,637-$15,959 17.2%
Information technology $25,603$24,835$512$256 9.7%
Fees: legal $14,371-$14,371- 5.4%
Fees: professional fundraisers $12,900--$12,900 4.9%
Occupancy $8,194$6,556$819$819 3.1%
Fees: accounting $7,340-$7,340- 2.8%
Travel $4,049$2,024$2,025- 1.5%
Other (as described)DUES & SUBSCRIPTIONS $3,166$3,040$63$63 1.2%
Other (as described)PROFESSIONAL DEVELOPMENT $1,880-$1,880- 0.7%
Advertising and promotion $1,425$1,425-- 0.5%
Office expenses $1,172$822$272$78 0.4%
Insurance $995-$995- 0.4%
Other (as described)BANK FEES $920-$920- 0.3%
All other expenses $719-$265$454 0.3%
Other (as described)MISCELLANEOUS $617-$617- 0.2%
Depreciation and depletion $279$207$47$25 0.1%
Total$265,099100%

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2022 · Form 990 · $365,531 spent · pay $115,677 · grants $0 · events $29,141
LineAs describedTotalProgramManagementFundraisingShare
Information technology $151,143$146,608$3,023$1,512 41.3%
Pay: officers, directors, trustees, key employees $107,241$79,358$18,231$9,652 29.3%
Conferences, conventions and meetings $29,141$28,043$718$380 8.0%
Fees: professional fundraisers $21,088--$21,088 5.8%
Fees: other services $16,636$12,311$2,828$1,497 4.6%
Other (as described)PROFESSIONAL DEVELOPMENT $14,410-$14,410- 3.9%
Payroll taxes $8,436$6,243$1,434$759 2.3%
Other (as described)BAD DEBT $6,000-$6,000- 1.6%
Depreciation and depletion $5,364$3,969$912$483 1.5%
Fees: accounting $3,350-$3,350- 0.9%
Other (as described)BANK FEES $987$730$168$89 0.3%
Other (as described)PAYROLL FEES $918-$918- 0.3%
Office expenses $613$454$104$55 0.2%
All other expenses $204$150$35$19 0.1%
Total$365,531100%

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2021 · Form 990 · $314,025 spent · pay $115,140 · grants $0 · events $30,217
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $108,384$80,204$18,425$9,755 34.5%
Information technology $89,875$87,178$1,798$899 28.6%
Conferences, conventions and meetings $30,217$29,659$365$193 9.6%
Fees: professional fundraisers $19,572--$19,572 6.2%
Fees: other services $16,534$12,235$2,811$1,488 5.3%
Other (as described)PROFESSIONAL DEVELOPMENT $15,000-$15,000- 4.8%
Fees: accounting $7,810-$7,810- 2.5%
Payroll taxes $6,756$4,999$1,149$608 2.2%
Depreciation and depletion $6,178$4,572$1,050$556 2.0%
Office expenses $4,579$3,389$778$412 1.5%
Other (as described)BAD DEBT $4,450-$4,450- 1.4%
Other (as described)BANK FEES $1,947$1,441$331$175 0.6%
Insurance $1,458-$1,458- 0.5%
Other (as described)PAYROLL FEES $809-$809- 0.3%
All other expenses $456$188$245$23 0.1%
Total$314,025100%

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2020 · Form 990 · $258,530 spent · pay $101,065 · grants $0 · events $2,426
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $94,727$70,098$16,104$8,525 36.6%
Information technology $68,773$66,710$1,375$688 26.6%
Fees: professional fundraisers $31,250--$31,250 12.1%
Fees: other services $28,945$21,419$4,921$2,605 11.2%
Depreciation and depletion $8,749$6,475$1,487$787 3.4%
Fees: accounting $7,850-$7,850- 3.0%
Payroll taxes $6,338$4,691$1,077$570 2.5%
Office expenses $5,621$4,161$955$505 2.2%
Conferences, conventions and meetings $2,426$1,796$412$218 0.9%
Insurance $1,350-$1,350- 0.5%
Other (as described)BANK FEES $1,282$949$218$115 0.5%
Other (as described)PAYROLL FEES $786-$786- 0.3%
Other (as described)CORPORATION FEES $202-$202- 0.1%
Other (as described)MISCELLANEOUS $200$148$34$18 0.1%
All other expenses $21$15$4$2 0.0%
Advertising and promotion $10$10-- 0.0%
Total$258,530100%

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2019 · Form 990 · $193,670 spent · pay $86,254 · grants $0 · events $25,963
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $80,571$59,623$13,697$7,251 41.6%
Fees: other services $32,051$23,717$5,449$2,885 16.5%
Conferences, conventions and meetings $25,963$24,862$720$381 13.4%
Information technology $13,469$13,065$269$135 7.0%
Office expenses $10,826$8,012$1,840$974 5.6%
Fees: professional fundraisers $7,544--$7,544 3.9%
Fees: accounting $6,795-$6,795- 3.5%
Depreciation and depletion $5,772$4,272$981$519 3.0%
Payroll taxes $5,683$4,206$966$511 2.9%
Other (as described)BANK FEES $2,167$1,604$368$195 1.1%
Insurance $1,122-$1,122- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $981$726$167$88 0.5%
Other (as described)MISCELLANEOUS $726$538$123$65 0.4%
Total$193,670100%

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2018 · Form 990 · $241,478 spent · pay $133,920 · grants $0 · events $32,429
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $125,122$92,590$21,271$11,261 51.8%
Fees: other services $33,200$24,568$5,644$2,988 13.7%
Conferences, conventions and meetings $32,429$28,321$614$3,494 13.4%
Depreciation and depletion $15,945$11,799$2,711$1,435 6.6%
Payroll taxes $8,798$6,510$1,496$792 3.6%
Office expenses $7,495$5,629$1,220$646 3.1%
Fees: accounting $7,350-$7,350- 3.0%
Information technology $5,819$5,649$111$59 2.4%
Insurance $2,507-$2,507- 1.0%
Other (as described)MISCELLANEOUS $2,154-$2,154- 0.9%
Other (as described)DUES & SUBSCRIPTIONS $659$659-- 0.3%
Total$241,478100%

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2017 · Form 990 · $365,262 spent · pay $237,705 · grants $0 · events $59,113
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $161,300$119,364$27,420$14,516 44.2%
Conferences, conventions and meetings $59,113$53,651$1,597$3,865 16.2%
Other salaries and wages $44,992$31,929$8,541$4,522 12.3%
Other employee benefits $16,563$12,256$2,816$1,491 4.5%
Occupancy $14,055$10,401$2,389$1,265 3.8%
Payroll taxes $13,721$10,153$2,333$1,235 3.8%
Depreciation and depletion $13,452$9,954$2,287$1,211 3.7%
Information technology $9,331$8,199$740$392 2.6%
Office expenses $9,068$6,919$1,406$743 2.5%
Fees: accounting $7,875$3,938$3,937- 2.2%
Fees: other services $5,325$5,288$37- 1.5%
Other (as described)MISCELLANEOUS $4,820$1,075$3,745- 1.3%
Insurance $2,349-$2,349- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $2,169$2,169-- 0.6%
Pension plan contributions $1,129$835$192$102 0.3%
Total$365,262100%

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2016 · Form 990 · $335,268 spent · pay $225,666 · grants $0 · events $44,767
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $143,498$106,188$24,395$12,915 42.8%
Other salaries and wages $51,814$38,342$8,809$4,663 15.5%
Conferences, conventions and meetings $44,767$34,971$973$8,823 13.4%
Other employee benefits $17,049$12,946$2,898$1,205 5.1%
Depreciation and depletion $14,976$11,083$2,545$1,348 4.5%
Occupancy $14,128$10,455$2,402$1,271 4.2%
Payroll taxes $12,155$8,995$2,066$1,094 3.6%
Office expenses $10,641$8,010$1,491$1,140 3.2%
Fees: accounting $9,019$4,062$4,957- 2.7%
Information technology $8,873$8,120$492$261 2.6%
Other (as described)MISCELLANEOUS $3,740-$3,740- 1.1%
Insurance $1,830$1,830-- 0.5%
Other (as described)DUES, LICENSE AND FEES $1,628$1,628-- 0.5%
Pension plan contributions $1,150$850$196$104 0.3%
Total$335,268100%

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