Hfe Share IT Forward INC FY2023 filing

Tax-deductible

Branson, MO501(c)(3)Human ServicesEIN 20-1582086Revenue $1.3M in FY2023

On file with the IRSshare-it-forward.org399 Silver Dollar City Pkwy, 65616-6151 · Branson, MOTax-exempt since Jun 2005Publicly supported charity — 170(b)(1)(A)(vi)

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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.
79¢ of each $1 spent went to programs.
$117K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$117K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
26 mo
of spending, in cash
Looks good: 26.0 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
$37K
1% 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
$1.3M
+12% vs prior year
Spent
$1.4M
To programs
79%
Net assets
$3.0M
By yearFY2020–FY2024
Revenue
$1.3M
FY2023▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.1M
FY2021$960K
FY2022$1.2M
FY2023$1.3M
FY2024$1.5M
Expenses
$1.4M
FY2023▲ +48%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$603K
FY2022$941K
FY2023$1.4M
FY2024$2.0M
Net assets
$3.0M
FY2023▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.5M
FY2021$2.9M
FY2022$3.1M
FY2023$3.0M
FY2024$2.5M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

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

79 cents of each dollar spent went to programs.

Program services 79% · $1.1M Management & general 19% · $262K Fundraising 2% · $28K

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

15 people listed on the 990; $117K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$117,162Pt VII · Sec A
Secretary
$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.

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Provided by the organization

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2 programs · $1.1M · in their own filed words · FY2023
01

Provided 402 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: 129,142.

$843Kprogram expense
02

Provided child care assistance to 87 herschend family entertainment and certain affiliated companies' employees under the child assistance program totaling 220,556.

$221Kprogram expense

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 FY2023 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$3K
Other incomeLn 4–11$142
Money outPt IX
$1.4M
Ln 25
Programscol B$1.1M
Managementcol C$262K
Fundraisingcol D$28K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$3.1M
LiabilitiesLn 26$37K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Fundraising eventsLn 1c$34K
Investment incomeLn 3$3K
Other incomeLn 4–11$142
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$197K
SavingsLn 2$2.8M
Cash and savings togetherLn 1–2$3.0M
Land, buildings, equipmentLn 10c$420
Total assetsLn 16$3.1M
LiabilitiesLn 26$37K
Net assetsLn 32$3.0M
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 FY23End FY23
Cash and savingsLn 1–2$3.1M$3.0M
Land, buildings, equipmentLn 10c$1K$420
Total assetsLn 16$3.1M$3.1M
LiabilitiesLn 26$24K$37K
Net assetsLn 32$3.1M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$948K$948K
Other salaries and wagesLn 7$288K$129K$133K$26K
Payroll taxesLn 10$22K$10K$10K$2K
Other fees for servicesLn 11g$37K$37K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$20K$20K
TravelLn 17$11K$11K
Conferences, conventions and meetingsLn 19$6K$6K
Depreciation, depletion and amortizationLn 22$901$901
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$46K$10K$36K
Total functional expensesLn 25$1.4M$1.1M$262K$28K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.5M$2.0M−$533K$2.5M 990 PDF
FY2023 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $1,294,021 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,154,143$1,290,826
I-9 Program service revenue$0
I-10 Investment incomePrior year $2,916$3,053
I-11 Other revenuePrior year $92$142
I-12 Total revenuePrior year $1,157,151$1,294,021
I-13 Grants and similar amounts paidPrior year $496,534$948,331
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $289,893$309,199
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $154,436$135,806
I-18 Total expensesPrior year $940,863$1,393,336
I-19 Revenue less expensesPrior year $216,288−$99,315
Part VI · Governance 13 of 13 board members independent, 4 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,294,021 across 6 lines filed
VIII-1c Fundraising events$34,488
VIII-1f All other contributions, gifts and grants$1,256,338
VIII-1h Total contributions, gifts and grants$1,290,826
VIII-3 Investment incomeExcluded from tax $3,053$3,053
VIII-8 Net income from fundraising events$142
VIII-12 Total revenueExcluded from tax $3,053$1,294,021
Part IX · Statement of functional expenses $1,393,336 across 11 lines filed
IX-2 Grants to domestic individualsPrograms $948,331$948,331
IX-7 Other salaries and wagesPrograms $129,130 · Management $132,808 · Fundraising $25,700$287,638
IX-10 Payroll taxesPrograms $9,679 · Management $9,956 · Fundraising $1,926$21,561
IX-11g Other fees for servicesManagement $36,507$36,507
IX-12 Advertising and promotionManagement $8,503$8,503
IX-13 Office expensesManagement $20,023$20,023
IX-17 TravelManagement $10,964$10,964
IX-19 Conferences, conventions and meetingsPrograms $6,284$6,284
IX-22 Depreciation, depletion and amortizationManagement $901$901
IX-23 InsuranceManagement $6,566$6,566
IX-24 Other expenses (24a–d)Programs $10,000 · Management $36,058$46,058
IX-25 Total functional expensesPrograms $1,103,424 · Management $262,286 · Fundraising $27,626$1,393,336
Part X · Balance sheet $3,052,592 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $187,504$196,517
X-2 Savings and temporary cash investmentsStart of year $2,908,653$2,821,705
X-4 Accounts receivableStart of year $32,150$33,950
X-10c Land, buildings and equipment, netStart of year $1,321$420
X-16 Total assetsStart of year $3,139,628$3,052,592
X-17 Accounts payable and accrued expensesStart of year $24,491$36,770
X-26 Total liabilitiesStart of year $24,491$36,770
X-27 Net assets without donor restrictionsStart of year $3,115,137$3,015,822
X-32 Total net assets or fund balancesStart of year $3,115,137$3,015,822
X-33 Total liabilities and net assetsStart of year $3,139,628$3,052,592
Part XI · Reconciliation of net assets $3,015,822 net assets at year end
XI-1 Total revenue$1,294,021
XI-2 Total expenses$1,393,336
XI-3 Revenue less expenses−$99,315
XI-4 Net assets at start of year$3,115,137
XI-10 Net assets at end of year$3,015,822

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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