philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

The Abbey Foundation FY2023 filing

Tax-deductible

Bettendorf, IA501(c)(3)Mental HealthEIN 27-0434652

This page gets seen. Tell your story. Claim this org.

Focuses on helping those with addiction and co-occurring mental health concerns.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
2 of 2
filings with a surplus
Average surplus $61K a year · 34% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $135K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$272K
Spent
$152K
To programs
100%
Net assets
$180K
By yearFY2023–FY2024
Revenue
$272K
FY2023
Revenue by fiscal year
FY2023$272K
FY2024$93K
Expenses
$152K
FY2023
Expenses by fiscal year
FY2023$152K
FY2024$90K
Net assets
$180K
FY2023
Net assets by fiscal year
FY2023$180K
FY2024$183K

From the FY2023 Form 990 · see the original

Give Claim
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 Dec 2009.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $152K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
Joseph L Lemon JR
Executive Director
$0Pt VII · Sec A
Karen Relf
Vice-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Joan L Lemon
Director
$0Pt VII · Sec A
See The Abbey Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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 people overcome addiction and mental health challenges.

Provided by the organization

This section is blank until The Abbey Foundation claims this page.

Know this organization? Claim it to add your story

1 program service account for $152K of program spending, described in the organization's own filed words · FY2023.
01

Support families suffering from addiction

$152Kprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2022
Harold R Bechtel Charitable TrFY2022$120K
Scott County Regional AuthorityFY2022$15K
Total grants receivedfrom 2 funders$135K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$272K
Ln 12
Gifts and grantsLn 1h$264K
Investment incomeLn 3$8K
Other incomeLn 4–11$163
Money outPt IX
$152K
Ln 25
Programscol B$152K
Owns and owesPt X
$180K
net assets · Ln 32
Cash and savingsLn 1–2$22K
Total assetsLn 16$180K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$264K
Investment incomeLn 3$8K
Other incomeLn 4–11$163
Total revenueLn 12$272K
Assets in detailPt X, end of year
CashLn 1$22K
Cash and savings togetherLn 1–2$22K
InvestmentsLn 11–13$158K
Total assetsLn 16$180K
LiabilitiesLn 26$0
Net assetsLn 32$180K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$60K$22K
InvestmentsLn 11–13$0$158K
Total assetsLn 16$60K$180K
LiabilitiesLn 26$0$0
Net assetsLn 32$60K$180K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$46K$46K
Other employee benefitsLn 9$8K$8K
Payroll taxesLn 10$17K$17K
Office expensesLn 13$8K$8K
InsuranceLn 23$189$189
Other expenses (24a–d)Ln 24$73K$73K
Total functional expensesLn 25$152K$152K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $93K$90K$3K$183K 990 PDF
FY2023 Viewing $272K$152K$120K$180K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 (4 parts)
Part VIII · Statement of revenue $272,225 across 5 lines filed
VIII-1f All other contributions, gifts and grants$264,283
VIII-1h Total contributions, gifts and grants$264,283
VIII-3 Investment incomeExcluded from tax $7,779$7,779
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $163$163
VIII-12 Total revenueRelated to mission $163 · Unrelated business $0 · Excluded from tax $7,779$272,225
Part IX · Statement of functional expenses $152,210 across 6 lines filed
IX-7 Other salaries and wagesPrograms $46,470$46,470
IX-9 Other employee benefitsPrograms $8,250$8,250
IX-10 Payroll taxesPrograms $16,594$16,594
IX-13 Office expensesPrograms $7,724$7,724
IX-23 InsurancePrograms $189$189
IX-24 Other expenses (24a–d)Programs $72,983$72,983
IX-25 Total functional expensesPrograms $152,210 · Management $0 · Fundraising $0$152,210
Part X · Balance sheet $179,818 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $59,803$22,081
X-11 Publicly traded securitiesStart of year $0$157,737
X-16 Total assetsStart of year $59,803$179,818
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $59,803$179,818
X-33 Total liabilities and net assetsStart of year $59,803$179,818
Part XI · Reconciliation of net assets $179,818 net assets at year end
XI-1 Total revenue$272,225
XI-2 Total expenses$152,210
XI-3 Revenue less expenses$120,015
XI-4 Net assets at start of year$59,803
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$179,818

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Export with similar orgs (CSV)
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.