The Brandon Foundation Incorporated FY2021 filing

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The Brandon Foundation is an organization where students are shown the power of their potential through individualized mentoring and family-focused support.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 46-2999089) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$42K 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

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $145K a year · 53% of revenue · last 4 filings
A surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
72%
of spending
72% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$42K
to officers and key staff · 39% of spending
Pay to officers and key staff is 39% of spending.
Part VII, Section A
18.1 mo
of spending, in cash
18.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $131K
3 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$11K
3% of total assets
Liabilities are 3% of assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
6 of 6 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$278K
Spent
$106K
To programs
72%
Net assets
$349K
By yearFY2021–FY2025
Revenue
$278K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$278K
FY2022$95K
FY2023$255K
FY2024$190K
FY2025$377K
Expenses
$106K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$106K
FY2022Not on file
FY2023$129K
FY2024$130K
FY2025$153K
Net assets
$349K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$349K
FY2022$301K
FY2023$422K
FY2024$482K
FY2025$706K

From the FY2021 Form 990 (year ending June 2021) · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2014.

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

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $76K Management & general 11% · $12K Fundraising 17% · $18K

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

6 people listed on the 990; $42K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
CEO/Founder
$41,538Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Caty Smith’s $52K as CEO/Founder is at the 41st percentile of top reported officer pay among 1992 $100K–1M youth development 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

NameFY2025FY2024FY2023FY2022FY2021
Caty Smith$51,710$50,000$50,000$50,000$41,538

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.

See The Brandon Foundation Incorporated executive salaries →

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 15aYes

Programs and updates

Guides students to discover their potential through personalized mentoring and family support.

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1 program · $71K · in their own filed words · FY2020
01

At The Brandon Foundation, students, between the ages of five to eighteen, meet twice a week for two hours and are partnered with a mentor/tutor who helps them by supporting their academic goals. See Schedule O for further information.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 46-2999089) · Dispute this line
$71Kprogram 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$131K
See all 3 funders →
Grants paid · 7 grants · $44K · 2020–2024
Unitemized GrantFY2024$2,500
Unitemized GrantFY2024$1,567
Unitemized GrantFY2023$12,500
Unitemized GrantFY2023$1,911
Unitemized GrantFY2022$3,497
Unitemized GrantFY2020$15,000
Unitemized GrantFY2020$6,900

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$278K
Ln 12
Gifts and grantsLn 1h$274K
Other incomeLn 4–11$2K
Investment incomeLn 3$2K
Money outPt IX
$106K
Ln 25
Programscol B$76K
Managementcol C$12K
Fundraisingcol D$18K
Owns and owesPt X
$349K
net assets · Ln 32
Cash and savingsLn 1–2$160K
Total assetsLn 16$360K
LiabilitiesLn 26$11K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$274K
Fundraising eventsLn 1c$23K
Investment incomeLn 3$2K
Other incomeLn 4–11$2K
Gains on assetsLn 7$0
Total revenueLn 12$278K
Assets in detailPt X, end of year
CashLn 1$160K
Cash and savings togetherLn 1–2$160K
Pledges and grants receivableLn 3$44K
Prepaid expenses and deferred chargesLn 9$143
Land, buildings, equipmentLn 10c$288
InvestmentsLn 11–13$154K
Other assetsLn 15$2K
Total assetsLn 16$360K
LiabilitiesLn 26$11K
Net assetsLn 32$349K
OperationsPt I, VI
EmployeesI 53
VolunteersI 627
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$60K$160K
InvestmentsLn 11–13$91K$154K
Land, buildings, equipmentLn 10c$1K$288
Total assetsLn 16$156K$360K
LiabilitiesLn 26$9K$11K
Net assetsLn 32$146K$349K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$100$100
Grants to domestic individualsLn 2$22K$22K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$42K$25K$3K$14K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$7K$4K$484$2K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$4K$2K$287$1K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$4K$4K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$500$500
Advertising and promotionLn 12$165$165
Office expensesLn 13$2K$1K$794$306
Information technologyLn 14$4K$4K$96$30
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$681$345$336
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$960$960
InsuranceLn 23$1K$921$322
Other expenses (24a–d)Ln 24$15K$15K
All other expensesLn 24e$514$514
Total functional expensesLn 25$106K$76K$12K$18K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 15, 2026 $377K$153K$224K$706K 990 PDF
FY2024Filed with the IRS May 15, 2025 $190K$130K$60K$482K 990 PDF
FY2023Filed with the IRS May 15, 2024 $255K$129K$126K$422K 990 PDF
FY2022Filed with the IRS May 15, 2023 $95K$301K 990 PDF
FY2021 ViewingFiled with the IRS May 5, 2022 $278K$106K$172K$349K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $278,387 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $93,694$274,023
I-9 Program service revenue$0
I-10 Investment incomePrior year $2,005$2,044
I-11 Other revenue$2,320
I-12 Total revenuePrior year $95,699$278,387
I-13 Grants and similar amounts paidPrior year $17,746$22,000
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $48,185$52,553
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $29,109$31,507
I-18 Total expensesPrior year $95,040$106,060
I-19 Revenue less expensesPrior year $659$172,327
Part VI · Governance 6 of 6 board members independent, 3 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $278,387 across 9 lines filed
VIII-1c Fundraising events$23,035
VIII-1f All other contributions, gifts and grants$250,988
VIII-1h Total contributions, gifts and grants$274,023
VIII-3 Investment incomeExcluded from tax $2,044$2,044
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$2,320
VIII-12 Total revenueExcluded from tax $2,044$278,387
Part IX · Statement of functional expenses $106,060 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $100$100
IX-2 Grants to domestic individualsPrograms $21,900$21,900
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $24,507 · Management $2,908 · Fundraising $14,123$41,538
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $4,077 · Management $484 · Fundraising $2,350$6,911
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $2,421 · Management $287 · Fundraising $1,396$4,104
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $4,318$4,318
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $1,503$1,503
IX-11g Other fees for servicesManagement $500$500
IX-12 Advertising and promotionPrograms $165$165
IX-13 Office expensesPrograms $1,352 · Management $794 · Fundraising $306$2,452
IX-14 Information technologyPrograms $3,923 · Management $96 · Fundraising $30$4,049
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $345 · Management $336$681
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $960$960
IX-23 InsurancePrograms $921 · Management $322$1,243
IX-24 Other expenses (24a–d)Programs $15,122$15,122
IX-24e All other expensesPrograms $514$514
IX-25 Total functional expensesPrograms $76,307 · Management $11,548 · Fundraising $18,205$106,060
Part X · Balance sheet $359,659 assets, 23 lines filed
X-1 Cash, non-interest-bearingStart of year $60,040$160,015
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$44,000
X-4 Accounts receivable$0
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $1,476$143
X-10c Land, buildings and equipment, netStart of year $1,248$288
X-11 Publicly traded securitiesStart of year $91,173$153,713
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $2,039$1,500
X-16 Total assetsStart of year $155,976$359,659
X-17 Accounts payable and accrued expensesStart of year $1,078$1,538
X-24 Unsecured notes and loans payableStart of year $8,400$9,372
X-26 Total liabilitiesStart of year $9,478$10,910
X-27 Net assets without donor restrictionsStart of year $135,400$195,001
X-28 Net assets with donor restrictionsStart of year $11,098$153,748
X-32 Total net assets or fund balancesStart of year $146,498$348,749
X-33 Total liabilities and net assetsStart of year $155,976$359,659
Part XI · Reconciliation of net assets $348,749 net assets at year end
XI-1 Total revenue$278,387
XI-2 Total expenses$106,060
XI-3 Revenue less expenses$172,327
XI-4 Net assets at start of year$146,498
XI-5 Net unrealized gains (losses) on investments$24,959
XI-10 Net assets at end of year$348,749

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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