Indigenous Values Initiative FY2021 filing

Tax-deductible

Jamesville, NY501(c)(3)Arts & CultureEIN 46-5396149

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The organization believes that IT is vital for humans to form a holistic and sustainable relationship between themselves and the living earth. Striving to achieve this goal, the organization partners with individuals and collectives who seek & promote the ancient and enduring Values and wisdom of Indigenous people's traditions of the world.

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
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 5
filings with a surplus
Average surplus $111K a year · 21% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Looks good: 13.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $576K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$33K
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$224K
-18% vs prior year
Spent
$237K
To programs
71%
Net assets
$234K
By yearFY2020–FY2024
Revenue
$224K
FY2021▼ -18%
Revenue by fiscal year
FY2020$273K
FY2021$224K
FY2022$296K
FY2023$1.2M
FY2024$752K
Expenses
$237K
FY2021▲ +6%
Expenses by fiscal year
FY2020$224K
FY2021$237K
FY2022$326K
FY2023$513K
FY2024$843K
Net assets
$234K
FY2021▼ -5%
Net assets by fiscal year
FY2020$248K
FY2021$234K
FY2022$204K
FY2023$844K
FY2024$754K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 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 Jul 2014.

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

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $168K Management & general 26% · $62K Fundraising 3% · $7K

Form 990 Part IX, line 25, columns B–D. 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

5 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Betty Lyons’s $57K as Executive is at the 51st percentile of top reported officer pay among 2216 $100K–1M arts & culture 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.

See Indigenous Values Initiative executive salaries →

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promotes Indigenous wisdom for a holistic, sustainable human-Earth relationship.

Provided by the organization

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3 programs · $139K · in their own filed words · FY2021
01

Supporting indigenous advocacy at the united nations through becoming a fiscal agent for the american indian law alliance

$87Kprogram expense
02

COVID-19 pandemic relief assistance to elderly, disabled, and first responder members within the indigenous community

$38Kprogram expense
03

Supporting indigenous advocacy on the domestic level

$14Kprogram 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
See all 8 funders →
Grants paid · 4 grants · $51K · 2023–2023
Unitemized GrantFY2023$13,200
Unitemized GrantFY2023$13,200
Unitemized GrantFY2023$12,532
Unitemized GrantFY2023$12,532

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$224K
Ln 12
Gifts and grantsLn 1h$211K
Fees for servicesLn 2g$13K
Other incomeLn 4–11$100
Money outPt IX
$237K
Ln 25
Programscol B$168K
Managementcol C$62K
Fundraisingcol D$7K
Owns and owesPt X
$234K
net assets · Ln 32
Cash and savingsLn 1–2$266K
Total assetsLn 16$267K
LiabilitiesLn 26$33K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$211K
Fees for servicesLn 2g$13K
Other incomeLn 4–11$100
Total revenueLn 12$224K
Assets in detailPt X, end of year
CashLn 1$266K
Cash and savings togetherLn 1–2$266K
Land, buildings, equipmentLn 10c$362
Total assetsLn 16$267K
LiabilitiesLn 26$33K
Net assetsLn 32$234K
OperationsPt I, VI
EmployeesI 52
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$246K$266K
Land, buildings, equipmentLn 10c$1K$362
Total assetsLn 16$248K$267K
LiabilitiesLn 26$0$33K
Net assetsLn 32$248K$234K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$45K$45K
Other salaries and wagesLn 7$65K$39K$20K$7K
Payroll taxesLn 10$5K$3K$1K$497
Management feesLn 11a$13K$13K
Legal feesLn 11b$14K$6K$8K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$3K$3K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$7K$1K$6K
TravelLn 17$27K$27K
Conferences, conventions and meetingsLn 19$20K$20K
Depreciation, depletion and amortizationLn 22$659$659
InsuranceLn 23$686$686
Other expenses (24a–d)Ln 24$27K$22K$5K
All other expensesLn 24e$530$530
Total functional expensesLn 25$237K$168K$62K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $752K$843K−$91K$754K 990 PDF
FY2023 $1.2M$513K$640K$844K 990 PDF
FY2022 $296K$326K−$30K$204K 990 PDF
FY2021 Viewing $224K$237K−$13K$234K 990 PDF
FY2020 $273K$224K$49K$248K 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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $224,047 across 5 lines filed
VIII-1f All other contributions, gifts and grants$210,513
VIII-1h Total contributions, gifts and grants$210,513
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,434$13,434
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $100$100
VIII-12 Total revenueRelated to mission $13,534 · Unrelated business $0 · Excluded from tax $0$224,047
Part IX · Statement of functional expenses $237,491 across 15 lines filed
IX-2 Grants to domestic individualsPrograms $44,666$44,666
IX-7 Other salaries and wagesPrograms $39,012 · Management $19,506 · Fundraising $6,502$65,020
IX-10 Payroll taxesPrograms $2,984 · Management $1,492 · Fundraising $497$4,973
IX-11a Management feesManagement $13,434$13,434
IX-11b Legal feesPrograms $5,650 · Management $7,902$13,552
IX-11c Accounting feesManagement $4,150$4,150
IX-11g Other fees for servicesManagement $3,145$3,145
IX-12 Advertising and promotionPrograms $5,588$5,588
IX-13 Office expensesPrograms $1,152 · Management $5,946$7,098
IX-17 TravelPrograms $26,940$26,940
IX-19 Conferences, conventions and meetingsPrograms $20,307$20,307
IX-22 Depreciation, depletion and amortizationManagement $659$659
IX-23 InsuranceManagement $686$686
IX-24 Other expenses (24a–d)Programs $22,196 · Management $4,547$26,743
IX-24e All other expensesManagement $530$530
IX-25 Total functional expensesPrograms $168,495 · Management $61,997 · Fundraising $6,999$237,491
Part X · Balance sheet $267,026 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $246,490$266,364
X-4 Accounts receivableStart of year $0$300
X-10c Land, buildings and equipment, netStart of year $1,021$362
X-16 Total assetsStart of year $247,511$267,026
X-17 Accounts payable and accrued expensesStart of year $0$459
X-19 Deferred revenueStart of year $0$32,500
X-26 Total liabilitiesStart of year $0$32,959
X-27 Net assets without donor restrictionsStart of year $231,511$218,067
X-28 Net assets with donor restrictionsStart of year $16,000$16,000
X-32 Total net assets or fund balancesStart of year $247,511$234,067
X-33 Total liabilities and net assetsStart of year $247,511$267,026
Part XI · Reconciliation of net assets $234,067 net assets at year end
XI-1 Total revenue$224,047
XI-2 Total expenses$237,491
XI-3 Revenue less expenses−$13,444
XI-4 Net assets at start of year$247,511
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$234,067

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

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