Hfe Share IT Forward INC FY2020 filing

Tax-deductible

Branson, MO501(c)(3)Human ServicesEIN 20-1582086

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Providing assistance to employees of herschend family entertainment and certain affiliated companies in times of financial hardship.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $191K a year · 14% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
29 mo
of spending, in cash
Looks good: 28.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $40K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$17K
0.7% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
Spent
$1.1M
To programs
82%
Net assets
$2.5M
By yearFY2020–FY2024
Revenue
$2.1M
FY2020
Revenue by fiscal year
FY2020$2.1M
FY2021$960K
FY2022$1.2M
FY2023$1.3M
FY2024$1.5M
Expenses
$1.1M
FY2020
Expenses by fiscal year
FY2020$1.1M
FY2021$603K
FY2022$941K
FY2023$1.4M
FY2024$2.0M
Net assets
$2.5M
FY2020
Net assets by fiscal year
FY2020$2.5M
FY2021$2.9M
FY2022$3.1M
FY2023$3.0M
FY2024$2.5M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $861K Management & general 18% · $189K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Kevin Kipfer’s $129K as Executive Di is at the 61st percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022
Kevin Kipfer$129,369$117,162$112,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps employees of Herschend Family Entertainment and affiliates facing financial hardship.

Provided by the organization

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2 program services account for $857K of program spending, described in the organization's own filed words · FY2020.
01

Provided 452 hardship assistance grants to herschend family entertainment and certain affiliated companies' employees and their families. Emergency assistance needs grants of basic necessities like groceries and personal items: 303,381.

$706Kprogram expense
02

Provided child care assistance to 52 herschend family entertainment and certain affiliated companies' employees under the child assistance program.

$151Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$40K
See all 3 funders →
Grants paid · 21 grants · $4.1M · 2020–2024
Unitemized GrantFY2024$656,866
Unitemized GrantFY2024$367,286
Unitemized GrantFY2024$235,792
Unitemized GrantFY2024$137,430
Unitemized GrantFY2023$435,421
Unitemized GrantFY2023$220,556
Unitemized GrantFY2023$163,211
Unitemized GrantFY2023$129,143
Unitemized GrantFY2022$340,882
Unitemized GrantFY2022$132,290
Unitemized GrantFY2022$13,648
Unitemized GrantFY2022$9,714
Unitemized GrantFY2021$260,954
Unitemized GrantFY2021$98,773
Unitemized GrantFY2021$33,959
Unitemized GrantFY2021$4,275
Unitemized GrantFY2020$357,747
Unitemized GrantFY2020$303,381
See all 21 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Gifts and grantsLn 1h$2.1M
Investment incomeLn 3$2K
Other incomeLn 4–11$238
Money outPt IX
$1.1M
Ln 25
Programscol B$861K
Managementcol C$189K
Owns and owesPt X
$2.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.5M
Total assetsLn 16$2.6M
LiabilitiesLn 26$17K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Fundraising eventsLn 1c$953
Investment incomeLn 3$2K
Other incomeLn 4–11$238
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$168K
SavingsLn 2$2.3M
Cash and savings togetherLn 1–2$2.5M
Land, buildings, equipmentLn 10c$5K
Total assetsLn 16$2.6M
LiabilitiesLn 26$17K
Net assetsLn 32$2.5M
OperationsPt I, VI
EmployeesI 55
VolunteersI 63
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.5M$2.5M
Land, buildings, equipmentLn 10c$11K$5K
Total assetsLn 16$1.6M$2.6M
LiabilitiesLn 26$44K$17K
Net assetsLn 32$1.5M$2.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$826K$826K
Other salaries and wagesLn 7$129K$33K$96K
Payroll taxesLn 10$10K$2K$7K
Other fees for servicesLn 11g$41K$41K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$11K$11K
TravelLn 17$2K$2K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$15K$15K
Total functional expensesLn 25$1.1M$861K$189K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.5M$2.0M−$533K$2.5M 990 PDF
FY2023 $1.3M$1.4M−$99K$3.0M 990 PDF
FY2022 $1.2M$941K$216K$3.1M 990 PDF
FY2021 $960K$603K$357K$2.9M 990 PDF
FY2020 Viewing $2.1M$1.1M$1.0M$2.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $2,064,230 across 6 lines filed
VIII-1c Fundraising events$953
VIII-1f All other contributions, gifts and grants$2,061,164
VIII-1h Total contributions, gifts and grants$2,062,117
VIII-3 Investment incomeExcluded from tax $1,875$1,875
VIII-8 Net income from fundraising events$238
VIII-12 Total revenueExcluded from tax $1,875$2,064,230
Part IX · Statement of functional expenses $1,050,518 across 10 lines filed
IX-2 Grants to domestic individualsPrograms $825,806$825,806
IX-7 Other salaries and wagesPrograms $32,859 · Management $95,833$128,692
IX-10 Payroll taxesPrograms $2,491 · Management $7,280$9,771
IX-11g Other fees for servicesManagement $41,376$41,376
IX-12 Advertising and promotionManagement $4,252$4,252
IX-13 Office expensesManagement $10,669$10,669
IX-17 TravelManagement $1,566$1,566
IX-22 Depreciation, depletion and amortizationManagement $6,633$6,633
IX-23 InsuranceManagement $6,783$6,783
IX-24 Other expenses (24a–d)Management $14,970$14,970
IX-25 Total functional expensesPrograms $861,156 · Management $189,362 · Fundraising $0$1,050,518
Part X · Balance sheet $2,559,162 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $266,346$167,954
X-2 Savings and temporary cash investmentsStart of year $1,231,384$2,343,259
X-4 Accounts receivableStart of year $22,308$4,842
X-9 Prepaid expenses and deferred chargesStart of year $41,305$38,545
X-10c Land, buildings and equipment, netStart of year $11,195$4,562
X-16 Total assetsStart of year $1,572,538$2,559,162
X-17 Accounts payable and accrued expensesStart of year $44,385$17,297
X-26 Total liabilitiesStart of year $44,385$17,297
X-27 Net assets without donor restrictionsStart of year $1,453,342$2,541,865
X-32 Total net assets or fund balancesStart of year $1,528,153$2,541,865
X-33 Total liabilities and net assetsStart of year $1,572,538$2,559,162
Part XI · Reconciliation of net assets $2,541,865 net assets at year end
XI-1 Total revenue$2,064,230
XI-2 Total expenses$1,050,518
XI-3 Revenue less expenses$1,013,712
XI-4 Net assets at start of year$1,528,153
XI-10 Net assets at end of year$2,541,865

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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