FOUNDATION FOR THE DIOCESE OF HELENA INC
2024 · Form 990 · revenue $19.1M · expenses $17.7M · assets $71.9M
- Also known as
- INC
- EIN
- 81-0449307
- Address
- 630 N LAST CHANCE GULCH STE 2200, HELENA, MT 59601-3572
- Website
- FDOH.ORG
- NTEE code
- X20
- Subsection
- 501(c)(3)
- Ruling year
- 2018
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE FOUNDATION'S MISSION IS TO SERVE AND STRENGTHEN THE PEOPLE, PARISHES, MINISTRIES AND APOSTOLIC MISSION OF THE ROMAN CATHOLIC DIOCESE OF HELENA (REFERRED TO AS "THE DIOCESE" IN THIS RETURN).
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Daniel Thies | EXECUTIVE DIRECTOR | 2020-2024 | $111,273 | $426,944 | 1 |
| Jeanne Saarinen (former) | OUTGOING EXECUTIVE DIRECTOR | 2017-2020 | $81,454 | $380,659 | 1 |
Unpaid officers and directors · 30 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Rona Davison Cpa | PRESIDENT | 2017-2024 | 1 |
| Erica Matelich | VICE PRESIDENT | 2017-2024 | 1 |
| Fr Joe Fleming | SECRETARY | 2019-2024 | 2 |
| Carl Rummel Cgma Cpa | TREASURER | 2022-2024 | 1 |
| John Talia Cpa | IMMEDIATE PAST PRESIDENT | 2017-2024 | 1 |
| Lorraine Debruycker | TRUSTEE | 2020-2024 | 1 |
| Tim Fox | TRUSTEE | 2021-2024 | 1 |
| Fr Tom Haffey | TRUSTEE | 2020-2024 | 1 |
| Deacon Charlie Harball | TRUSTEE | 2021-2024 | 1 |
| Laura Humberger Cpa Pmp Mba | TRUSTEE | 2021-2024 | 1 |
| Jim Mcdonald Cpa | TRUSTEE | 2017-2024 | 1 |
| Jennifer Schmitt | TRUSTEE | 2018-2024 | 1 |
| Dwight O'Hara | TRUSTEE | 2024 | 1 |
| Shannon Curry | TRUSTEE | 2024 | 1 |
| Kathy Sampson Cpa | TRUSTEE | 2024 | 1 |
| Deacon Doug Cordier (former) | IMMEDIATE PAST PRESIDENT(THRU OCT '23) | 2017-2023 | 1 |
| Rod Christiaens (former) | TRUSTEE | 2018-2023 | 1 |
| Helen Mccarthy Esq (former) | TRUSTEE | 2017-2023 | 1 |
| Ron Johnson (former) | TRUSTEE (THRU OCT '22) | 2017-2022 | 1 |
| Pete Ridgeway (former) | IMMEDIATE PAST PRESIDENT | 2017-2020 | 1 |
| Pat Mccutcheon (former) | TRUSTEE | 2018-2020 | 1 |
| Dr Tom Weiner (former) | TRUSTEE | 2017-2019 | 1 |
| Jerry Cashman (former) | IMMEDIATE PAST PRESIDENT | 2017-2018 | 1 |
| Fr Brian Bergeron (former) | TRUSTEE | 2017-2018 | 1 |
| Fr Tom O'Donnell (former) | TRUSTEE | 2017-2018 | 1 |
| Rev Msgr Kevin O'Neill (former) | EX OFFICIO | 2017-2018 | 1 |
| Fr Bart Tolleson (former) | EX OFFICIO | 2017-2018 | 1 |
| Ron Christiaens (former) | TRUSTEE | 2017 | 1 |
| Michael Mckenna (former) | TRUSTEE | 2017 | 1 |
| Jodi Peretti (former) | TRUSTEE | 2017 | 1 |
People by year
2024 · 16 people listed · 1 paid, $111K · 3 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL THIES | EXECUTIVE DIRECTOR | 40 | $107,873 | $0 | $3,400 | $111,273 | 1 |
| RONA DAVISON CPA | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ERICA MATELICH | VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| FR JOE FLEMING | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| CARL RUMMEL CGMA CPA | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| DWIGHT O'HARA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN TALIA CPA | IMMEDIATE PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| SHANNON CURRY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LORRAINE DEBRUYCKER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TIM FOX | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FR TOM HAFFEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DEACON CHARLIE HARBALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LAURA HUMBERGER CPA PMP MBA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY SAMPSON CPA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM MCDONALD CPA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER SCHMITT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 16 people listed · 1 paid, $111K · 5 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL THIES | EXECUTIVE DIRECTOR | 40 | $100,170 | $0 | $10,925 | $111,095 | 1 |
| RONA DAVISON CPA | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ERICA MATELICH | VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| FR JOE FLEMING | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| CARL RUMMEL CGMA CPA | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| DEACON DOUG CORDIER | IMMEDIATE PAST PRESIDENT(THRU OCT '23) | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN TALIA CPA | IMMEDIATE PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ROD CHRISTIAENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LORRAINE DEBRUYCKER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| TIM FOX | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR TOM HAFFEY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DEACON CHARLIE HARBALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LAURA HUMBERGER CPA PMP MBA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HELEN MCCARTHY ESQ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM MCDONALD CPA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER SCHMITT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 17 people listed · 1 paid, $114K · 4 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL THIES | EXECUTIVE DIRECTOR | 40 | $102,920 | $0 | $11,008 | $113,928 | 1 |
| JOHN TALIA CPA | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| RONA DAVISON CPA | VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ERICA MATELICH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM MCDONALD CPA | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| DEACON DOUG CORDIER | IMMEDIATE PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ROD CHRISTIAENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LORRAINE DEBRUYCKER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR JOE FLEMING | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM FOX | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR TOM HAFFEY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DEACON CHARLIE HARBALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LAURA HUMBERGER CPA PMP MBA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RON JOHNSON | TRUSTEE (THRU OCT '22) | 0 | $0 | $0 | $0 | $0 | 1 |
| HELEN MCCARTHY ESQ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CARL RUMMEL CGMA CPA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER SCHMITT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 16 people listed · 1 paid, $91K · 4 employees · 17 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL THIES | EXECUTIVE DIRECTOR | 40 | $81,600 | $0 | $9,048 | $90,648 | 1 |
| JOHN TALIA CPA | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| RONA DAVISON CPA | VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ERICA MATELICH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM MCDONALD CPA | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROD CHRISTIAENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DEACON DOUG CORDIER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LORRAINE DEBRUYCKER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR JOE FLEMING | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| TIM FOX | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR TOM HAFFEY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DEACON CHARLIE HARBALL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LAURA HUMBERGER CPA PMP MBA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RON JOHNSON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HELEN MCCARTHY ESQ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER SCHMITT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 16 people listed · 1 paid, $81K · 2 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE SAARINEN | OUTGOING EXECUTIVE DIRECTOR | 40 | $72,994 | $0 | $8,460 | $81,454 | 1 |
| DEACON DOUG CORDIER | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN TALIA CPA | VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM MCDONALD CPA | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RONA DAVISON CPA | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE RIDGEWAY | IMMEDIATE PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ROD CHRISTIAENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RON JOHNSON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ERICA MATELICH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER SCHMITT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HELEN MCCARTHY ESQ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR JOE FLEMING | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| PAT MCCUTCHEON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR TOM HAFFEY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LORRAINE DEBRUYCKER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DANIEL THIES | INCOMING EXECUTIVE DIRECTOR | 40 | $0 | $0 | $0 | $0 | 1 |
2019 · 14 people listed · 1 paid, $111K · 2 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE SAARINEN | EXECUTIVE DIRECTOR | 40 | $100,035 | $0 | $10,964 | $110,999 | 1 |
| DEACON DOUG CORDIER | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN TALIA CPA | VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JIM MCDONALD CPA | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| RONA DAVISON CPA | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| PETE RIDGEWAY | IMMEDIATE PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| ROD CHRISTIAENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RON JOHNSON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ERICA MATELICH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER SCHMITT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| HELEN MCCARTHY ESQ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR JOE FLEMING | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| PAT MCCUTCHEON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR TOM WEINER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 18 people listed · 1 paid, $95K · 2 employees · 17 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE SAARINEN | EXECUTIVE DIRECTOR | 40 | $94,533 | $0 | $0 | $94,533 | 1 |
| PETE RIDGEWAY | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| DEACON DOUG CORDIER | VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN TALIA CPA | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| HELEN MCCARTHY ESQ | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| JERRY CASHMAN | IMMEDIATE PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| FR BRIAN BERGERON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ROD CHRISTIAENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RONA DAVISON CPA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RON JOHNSON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ERICA MATELICH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAT MCCUTCHEON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM MCDONALD CPA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR TOM O'DONNELL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER SCHMITT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR TOM WEINER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| REV MSGR KEVIN O'NEILL | EX OFFICIO | 0 | $0 | $0 | $0 | $0 | 1 |
| FR BART TOLLESON | EX OFFICIO | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 18 people listed · 1 paid, $94K · 3 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE SAARINEN | EXECUTIVE DIRECTOR | 40 | $93,673 | $0 | $0 | $93,673 | 1 |
| PETE RIDGEWAY | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| DEACON DOUG CORDIER | VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| RON JOHNSON | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| HELEN MCCARTHY ESQ | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| FR BRIAN BERGERON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RON CHRISTIAENS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RONA DAVISON CPA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ERICA MATELICH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JIM MCDONALD CPA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MCKENNA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FR TOM O'DONNELL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JODI PERETTI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN TALIA CPA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DR TOM WEINER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JERRY CASHMAN | IMMEDIATE PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| REV MSGR KEVIN O'NEILL | EX OFFICIO | 0 | $0 | $0 | $0 | $0 | 1 |
| FR BART TOLLESON | EX OFFICIO | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $965K
| Name | Location | Service | Paid |
|---|---|---|---|
| COMMUNITY COUNSELLING SERVICE CO LLC | NEW YORK, NY | CAPITAL CAMPAIGN SERVICES | $965,069 |
2023 · 2 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| COMMUNITY COUNSELLING SERVICE CO LLC | NEW YORK, NY | CAPITAL CAMPAIGN SERVICES | $1,723,359 |
| LETTER CONCEPTS INC | KENSINGTON, CT | CAMPAIGN GIFT PROCESSING & MAILING | $116,014 |
2022 · 1 contractor · $363K
| Name | Location | Service | Paid |
|---|---|---|---|
| COMMUNITY COUNSELLING SERVICE CO LLC | NEW YORK, NY | CAPITAL CAMPAIGN SERVICES | $362,897 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 1 grant to organizations · $80K
2023 · 1 grant to organizations · $97K
2022 · 1 grant to organizations · $97K
2021 · 1 grant to organizations · $25K
2020 · 1 grant to organizations · $8K
Listed grants add up to $7,608; the return's “grants paid” expense line says $90,884. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 1 grant to organizations · $17K
Listed grants add up to $16,670; the return's “grants paid” expense line says $186,670. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 1 grant to organizations · $11K
Listed grants add up to $10,907; the return's “grants paid” expense line says $93,468. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 2 grants to organizations · $20K
Listed grants add up to $20,040; the return's “grants paid” expense line says $2,876,385. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $19,071,109 | $17,739,328 | $71,903,287 | $52,643,004 | $15,996,506 | $2,000 | $107,873 | 3 | 14 |
| 2023 · Form 990 | ||||||||
| $24,306,432 | $18,782,284 | $61,595,573 | $47,864,118 | $21,100,971 | $2,000 | $113,412 | 5 | 16 |
| 2022 · Form 990 | ||||||||
| $4,181,689 | $2,459,549 | $43,087,944 | $38,787,497 | $3,206,994 | $2,000 | $108,777 | 4 | 16 |
| 2021 · Form 990 | ||||||||
| $1,839,455 | $1,737,477 | $37,954,337 | $33,826,670 | $884,767 | $2,000 | $106,006 | 4 | 17 |
| 2020 · Form 990 | ||||||||
| $8,258,452 | $1,735,365 | $42,536,378 | $38,404,601 | $382,794 | $2,000 | $70,592 | 2 | 16 |
| 2019 · Form 990 | ||||||||
| $1,942,609 | $1,632,531 | $36,778,470 | $32,610,425 | $390,364 | $2,000 | $101,465 | 2 | 16 |
| 2018 · Form 990 | ||||||||
| $2,029,221 | $1,870,751 | $36,707,524 | $32,531,456 | $509,130 | $2,000 | $98,382 | 2 | 17 |
| 2017 · Form 990 | ||||||||
| $7,771,603 | $3,314,457 | $36,336,851 | $32,091,492 | $6,164,329 | $2,000 | $91,745 | 3 | 15 |
Funders of this organization
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Similar organizations
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Who funds organizations like this
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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.
2024 · Form 990 · $17,739,328 spent · pay $285,730 · grants $79,765 · events $1,676
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | CAPITAL CAMPAIGN DISTRI | $14,175,688 | $14,125,690 | - | $49,998 | 79.9% |
| Other (as described) | ENDOWMENT DISTRIBUTIONS | $1,475,524 | $1,475,524 | - | - | 8.3% |
| Fees: professional fundraisers | $965,069 | - | - | $965,069 | 5.4% | |
| Fees: investment management | $507,289 | $507,289 | - | - | 2.9% | |
| Other salaries and wages | $149,757 | $26,594 | $87,292 | $35,871 | 0.8% | |
| Pay: officers, directors, trustees, key employees | $107,873 | $66,881 | $35,598 | $5,394 | 0.6% | |
| Grants to US organizations and governments | $79,765 | $79,765 | - | - | 0.4% | |
| Other (as described) | DONOR DEVELOPMENT | $76,554 | $1,312 | - | $75,242 | 0.4% |
| Fees: other services | $56,833 | $56,833 | - | - | 0.3% | |
| Depreciation and depletion | $41,108 | $40,767 | $341 | - | 0.2% | |
| All other expenses | $23,476 | $3,412 | $1,243 | $18,821 | 0.1% | |
| Other (as described) | PRINTING | $19,671 | $2,671 | $2,671 | $14,329 | 0.1% |
| Payroll taxes | $19,485 | $12,081 | $6,430 | $974 | 0.1% | |
| Office expenses | $13,820 | $4,236 | $5,348 | $4,236 | 0.1% | |
| Occupancy | $10,899 | $3,633 | $3,633 | $3,633 | 0.1% | |
| Pension plan contributions | $7,642 | $4,738 | $2,522 | $382 | 0.0% | |
| Advertising and promotion | $2,500 | $1,250 | - | $1,250 | 0.0% | |
| Information technology | $1,918 | $959 | - | $959 | 0.0% | |
| Conferences, conventions and meetings | $1,676 | - | $1,676 | - | 0.0% | |
| Other employee benefits | $973 | $603 | $321 | $49 | 0.0% | |
| Travel | $819 | $471 | $80 | $268 | 0.0% | |
| Insurance | $527 | $527 | - | - | 0.0% | |
| Fees: legal | $462 | $462 | - | - | 0.0% | |
| Total | $17,739,328 | 100% |
2023 · Form 990 · $18,782,284 spent · pay $261,680 · grants $96,666 · events $1,742
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | CAPITAL CAMPAIGN DISTRI | $14,823,326 | $14,823,326 | - | - | 78.9% |
| Fees: professional fundraisers | $1,723,359 | - | - | $1,723,359 | 9.2% | |
| Other (as described) | ENDOWMENT DISTRIBUTIONS | $1,179,326 | $1,179,326 | - | - | 6.3% |
| Fees: investment management | $486,334 | $486,334 | - | - | 2.6% | |
| Pay: officers, directors, trustees, key employees | $113,412 | $69,941 | $37,801 | $5,670 | 0.6% | |
| Other salaries and wages | $107,926 | $66,557 | $35,972 | $5,397 | 0.6% | |
| Grants to US organizations and governments | $96,666 | $96,666 | - | - | 0.5% | |
| Office expenses | $57,223 | $19,936 | $17,460 | $19,827 | 0.3% | |
| Fees: other services | $42,590 | - | - | $42,590 | 0.2% | |
| Depreciation and depletion | $41,928 | $25,857 | $13,975 | $2,096 | 0.2% | |
| Other (as described) | DONOR DEVELOPMENT | $29,304 | - | - | $29,304 | 0.2% |
| Payroll taxes | $18,710 | $11,538 | $6,236 | $936 | 0.1% | |
| Other employee benefits | $18,074 | $11,146 | $6,024 | $904 | 0.1% | |
| Information technology | $11,798 | $6,836 | $2,674 | $2,288 | 0.1% | |
| Occupancy | $10,700 | $6,599 | $3,566 | $535 | 0.1% | |
| Travel | $5,720 | $1,836 | $1,834 | $2,050 | 0.0% | |
| Pension plan contributions | $3,558 | $2,194 | $1,186 | $178 | 0.0% | |
| Fees: legal | $3,420 | - | $3,420 | - | 0.0% | |
| Other (as described) | REGISTRATION | $2,889 | $722 | $1,445 | $722 | 0.0% |
| Advertising and promotion | $2,600 | $1,300 | - | $1,300 | 0.0% | |
| Conferences, conventions and meetings | $1,742 | - | $1,742 | - | 0.0% | |
| All other expenses | $1,185 | - | $1,185 | - | 0.0% | |
| Insurance | $494 | - | $494 | - | 0.0% | |
| Total | $18,782,284 | 100% |
2022 · Form 990 · $2,459,549 spent · pay $214,621 · grants $97,408 · events $1,733
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ENDOWMENT DISTRIBUTIONS | $1,174,371 | $1,174,371 | - | - | 47.7% |
| Fees: investment management | $477,987 | $477,987 | - | - | 19.4% | |
| Fees: professional fundraisers | $362,897 | - | - | $362,897 | 14.8% | |
| Pay: officers, directors, trustees, key employees | $108,777 | $67,082 | $36,256 | $5,439 | 4.4% | |
| Grants to US organizations and governments | $97,408 | $97,408 | - | - | 4.0% | |
| Other salaries and wages | $72,966 | $44,998 | $24,320 | $3,648 | 3.0% | |
| Depreciation and depletion | $42,186 | $26,016 | $14,061 | $2,109 | 1.7% | |
| Fees: other services | $29,018 | - | - | $29,018 | 1.2% | |
| Office expenses | $18,621 | $6,848 | $5,981 | $5,792 | 0.8% | |
| Payroll taxes | $15,331 | $9,455 | $5,109 | $767 | 0.6% | |
| Other employee benefits | $14,897 | $9,187 | $4,965 | $745 | 0.6% | |
| Information technology | $14,575 | $8,719 | $4,092 | $1,764 | 0.6% | |
| Fees: legal | $9,240 | - | $9,240 | - | 0.4% | |
| Advertising and promotion | $8,150 | $4,075 | - | $4,075 | 0.3% | |
| Occupancy | $6,000 | $3,700 | $2,000 | $300 | 0.2% | |
| Pension plan contributions | $2,650 | $1,634 | $884 | $132 | 0.1% | |
| Conferences, conventions and meetings | $1,733 | - | $1,733 | - | 0.1% | |
| Other (as described) | REGISTRATION | $1,028 | $257 | $514 | $257 | 0.0% |
| Travel | $795 | $199 | $199 | $397 | 0.0% | |
| Insurance | $405 | - | $405 | - | 0.0% | |
| Other (as described) | EMPLOYEE APPRECIATION | $311 | - | $311 | - | 0.0% |
| Other (as described) | DONOR DEVELOPMENT | $203 | - | - | $203 | 0.0% |
| Total | $2,459,549 | 100% |
2021 · Form 990 · $1,737,477 spent · pay $174,902 · grants $25,064 · events $3,808
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ENDOWMENT DISTRIBUTIONS | $1,008,764 | $1,008,764 | - | - | 58.1% |
| Fees: investment management | $400,096 | $400,096 | - | - | 23.0% | |
| Pay: officers, directors, trustees, key employees | $106,006 | $65,374 | $35,333 | $5,299 | 6.1% | |
| Other salaries and wages | $46,115 | $28,439 | $15,370 | $2,306 | 2.7% | |
| Depreciation and depletion | $42,365 | $26,127 | $14,120 | $2,118 | 2.4% | |
| Grants to US organizations and governments | $25,064 | $25,064 | - | - | 1.4% | |
| Fees: other services | $21,273 | - | $21,273 | - | 1.2% | |
| Fees: legal | $15,810 | - | $15,810 | - | 0.9% | |
| Office expenses | $15,426 | $6,186 | $4,977 | $4,263 | 0.9% | |
| Information technology | $12,349 | $7,504 | $3,796 | $1,049 | 0.7% | |
| Payroll taxes | $12,341 | $7,611 | $4,113 | $617 | 0.7% | |
| Other employee benefits | $8,891 | $5,483 | $2,963 | $445 | 0.5% | |
| Advertising and promotion | $8,000 | $4,000 | - | $4,000 | 0.5% | |
| Occupancy | $6,000 | $3,700 | $2,000 | $300 | 0.3% | |
| Conferences, conventions and meetings | $3,808 | - | $3,808 | - | 0.2% | |
| Other (as described) | DONOR DEVELOPMENT | $2,574 | - | - | $2,574 | 0.1% |
| Pension plan contributions | $1,549 | $955 | $516 | $78 | 0.1% | |
| Travel | $502 | $126 | $125 | $251 | 0.0% | |
| Insurance | $386 | - | $386 | - | 0.0% | |
| Other (as described) | REGISTRATION | $158 | $40 | $78 | $40 | 0.0% |
| Total | $1,737,477 | 100% |
2020 · Form 990 · $1,735,365 spent · pay $108,086 · grants $90,884 · events $6,489
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ENDOWMENT DISTRIBUTIONS | $965,139 | $965,139 | - | - | 55.6% |
| Fees: investment management | $426,834 | $426,834 | - | - | 24.6% | |
| Grants to US organizations and governments | $90,884 | $90,884 | - | - | 5.2% | |
| Pay: officers, directors, trustees, key employees | $70,592 | $43,534 | $23,529 | $3,529 | 4.1% | |
| Fees: other services | $52,749 | - | $52,749 | - | 3.0% | |
| Depreciation and depletion | $42,216 | $26,035 | $14,070 | $2,111 | 2.4% | |
| Other salaries and wages | $23,748 | $17,249 | $5,651 | $848 | 1.4% | |
| Information technology | $17,491 | $10,144 | $3,997 | $3,350 | 1.0% | |
| Advertising and promotion | $8,598 | $4,299 | - | $4,299 | 0.5% | |
| Payroll taxes | $8,017 | $4,944 | $2,672 | $401 | 0.5% | |
| Conferences, conventions and meetings | $6,489 | - | $6,489 | - | 0.4% | |
| Occupancy | $6,000 | $3,700 | $2,000 | $300 | 0.3% | |
| Other (as described) | REGISTRATION | $5,591 | $1,398 | $2,795 | $1,398 | 0.3% |
| Other employee benefits | $5,069 | $522 | $3,954 | $593 | 0.3% | |
| Office expenses | $3,769 | $1,687 | $1,316 | $766 | 0.2% | |
| Pension plan contributions | $660 | $407 | $220 | $33 | 0.0% | |
| Other (as described) | DONOR DEVELOPMENT | $536 | - | - | $536 | 0.0% |
| Insurance | $373 | - | $373 | - | 0.0% | |
| Other (as described) | DUES | $315 | $158 | $157 | - | 0.0% |
| Travel | $295 | $74 | $73 | $148 | 0.0% | |
| Total | $1,735,365 | 100% |
2019 · Form 990 · $1,632,531 spent · pay $152,086 · grants $186,670 · events $1,453
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ENDOWMENT DISTRIBUTIONS | $1,054,759 | $1,054,759 | - | - | 64.6% |
| Grants to US organizations and governments | $186,670 | $186,670 | - | - | 11.4% | |
| Fees: investment management | $109,051 | $109,051 | - | - | 6.7% | |
| Pay: officers, directors, trustees, key employees | $101,465 | $62,573 | $33,819 | $5,073 | 6.2% | |
| Fees: other services | $45,174 | - | $45,174 | - | 2.8% | |
| Depreciation and depletion | $42,216 | $26,034 | $14,071 | $2,111 | 2.6% | |
| Other employee benefits | $21,507 | $16,960 | $3,954 | $593 | 1.3% | |
| Other salaries and wages | $14,659 | $9,040 | $4,886 | $733 | 0.9% | |
| Office expenses | $13,370 | $5,024 | $4,178 | $4,168 | 0.8% | |
| Payroll taxes | $10,606 | $6,541 | $3,535 | $530 | 0.6% | |
| Information technology | $10,553 | $6,450 | $3,350 | $753 | 0.6% | |
| Occupancy | $6,000 | $3,700 | $2,000 | $300 | 0.4% | |
| Advertising and promotion | $5,500 | $2,750 | - | $2,750 | 0.3% | |
| Pension plan contributions | $3,849 | $2,374 | $1,283 | $192 | 0.2% | |
| Other (as described) | DONOR DEVELOPMENT | $2,906 | - | - | $2,906 | 0.2% |
| Conferences, conventions and meetings | $1,453 | - | $1,453 | - | 0.1% | |
| Fees: legal | $1,340 | - | $1,340 | - | 0.1% | |
| Travel | $810 | $45 | $45 | $720 | 0.0% | |
| Insurance | $338 | - | $338 | - | 0.0% | |
| Other (as described) | DUES | $240 | $120 | $120 | - | 0.0% |
| Other (as described) | REGISTRATION | $65 | $16 | $33 | $16 | 0.0% |
| Total | $1,632,531 | 100% |
2018 · Form 990 · $1,870,751 spent · pay $136,448 · grants $93,468 · events $2,823
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | ENDOWMENT DISTRIBUTIONS | $1,051,102 | $1,051,102 | - | - | 56.2% |
| Other (as described) | QUASI ENDOWMENT DISTRIB | $412,579 | $412,579 | - | - | 22.1% |
| Pay: officers, directors, trustees, key employees | $98,382 | $60,671 | $32,792 | $4,919 | 5.3% | |
| Grants to US organizations and governments | $93,468 | $93,468 | - | - | 5.0% | |
| Fees: other services | $66,272 | $37,436 | $28,836 | - | 3.5% | |
| Depreciation and depletion | $42,009 | $25,907 | $14,002 | $2,100 | 2.2% | |
| Other salaries and wages | $27,970 | $17,249 | $9,323 | $1,398 | 1.5% | |
| Other (as described) | PRINTING | $12,277 | $4,297 | $3,683 | $4,297 | 0.7% |
| Advertising and promotion | $10,100 | $5,050 | - | $5,050 | 0.5% | |
| Payroll taxes | $10,096 | $6,226 | $3,365 | $505 | 0.5% | |
| Other (as described) | COMPUTER & PROGRAM SUPP | $9,998 | $6,168 | $3,330 | $500 | 0.5% |
| Insurance | $9,957 | $9,644 | $313 | - | 0.5% | |
| Office expenses | $7,120 | $2,781 | $2,195 | $2,144 | 0.4% | |
| Occupancy | $6,000 | $3,700 | $2,000 | $300 | 0.3% | |
| All other expenses | $5,209 | $2,060 | $586 | $2,563 | 0.3% | |
| Fees: legal | $2,876 | - | $2,876 | - | 0.2% | |
| Conferences, conventions and meetings | $2,823 | $434 | $1,955 | $434 | 0.2% | |
| Travel | $2,513 | $926 | $927 | $660 | 0.1% | |
| Total | $1,870,751 | 100% |
2017 · Form 990 · $3,314,457 spent · pay $118,972 · grants $2,876,385 · events $2,641
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $2,876,385 | $2,876,385 | - | - | 86.8% | |
| Fees: investment management | $109,698 | - | $109,698 | - | 3.3% | |
| Pay: officers, directors, trustees, key employees | $91,745 | $56,573 | $30,585 | $4,587 | 2.8% | |
| Fees: other services | $68,081 | $34,482 | $33,599 | - | 2.1% | |
| Depreciation and depletion | $42,216 | $26,035 | $14,070 | $2,111 | 1.3% | |
| Interest | $33,600 | $33,600 | - | - | 1.0% | |
| Other salaries and wages | $17,449 | $10,767 | $5,810 | $872 | 0.5% | |
| Fees: legal | $11,590 | - | $11,590 | - | 0.3% | |
| Insurance | $9,953 | $9,644 | $309 | - | 0.3% | |
| Payroll taxes | $9,778 | $6,030 | $3,259 | $489 | 0.3% | |
| Other (as described) | SUPPLIES | $9,106 | $5,616 | $3,035 | $455 | 0.3% |
| Advertising and promotion | $8,500 | $4,250 | - | $4,250 | 0.3% | |
| Occupancy | $6,000 | $3,700 | $2,000 | $300 | 0.2% | |
| Office expenses | $4,902 | $2,682 | $1,581 | $639 | 0.1% | |
| Other (as described) | DONOR DEVELOPMENT | $4,249 | - | - | $4,249 | 0.1% |
| Other (as described) | MISC | $2,795 | - | $2,795 | - | 0.1% |
| Conferences, conventions and meetings | $2,641 | $182 | $2,277 | $182 | 0.1% | |
| Travel | $2,549 | $773 | $771 | $1,005 | 0.1% | |
| All other expenses | $2,280 | $835 | $697 | $748 | 0.1% | |
| Other (as described) | PRINTING | $940 | $329 | $282 | $329 | 0.0% |
| Total | $3,314,457 | 100% |