Foundation 1023 FY2021 filing

Tax-deductible

Fairfield, TX501(c)(3)Human ServicesEIN 81-1339123Revenue $246K in FY2021

On file with the IRSfoundation1023.orgPo Box 1023, 75840-0020 · Fairfield, TXTax-exempt since Jun 2016Publicly supported charity — 170(b)(1)(A)(vi)

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We provide funding and connection fro First responders and their families to receive mental wellness care, peer support team education and participate in peer supported activities

501(c)(3) charity; gifts are tax-deductible.
72¢ 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
1 of 2
filings with a surplus
Average surplus $20K a year · 5% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $20K
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
$246K
Spent
$182K
To programs
72%
Net assets
$82K
By yearFY2021–FY2024
Revenue
$246K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$246K
FY2022$538K
FY2023$93K
FY2024$78K
Expenses
$182K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$182K
FY2022$562K
FY2023Not on file
FY2024Not on file
Net assets
$82K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$82K
FY2022$58K
FY2023$28K
FY2024$19K

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 Jun 2016.

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% · $132K Management & general 13% · $23K Fundraising 15% · $27K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Director Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Founder CEO
$0Pt VII · Sec A
See Foundation 1023 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

Funds and connects first responders and families to mental wellness care and peer support.

Provided by the organization

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1 program · $186K · in their own filed words · FY2021
01

Expenses include program services, fundraising costs and general operating. one grant was given to Revital Colorado non profit for $5500 All donations, fund raising events and sponsorships equaled the 200317.00

$186Kprogram 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 2 funders$20K
Grants paid · 1 grant · $6K · 2021–2021
Revital ColoradoCA · FY2021$5,500

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$246K
Ln 12
Gifts and grantsLn 1h$200K
Other incomeLn 4–11$46K
Money outPt IX
$182K
Ln 25
Programscol B$132K
Managementcol C$23K
Fundraisingcol D$27K
Owns and owesPt X
$82K
net assets · Ln 32
Cash and savingsLn 1–2$82K
Total assetsLn 16$82K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$200K
Fundraising eventsLn 1c$10K
Other incomeLn 4–11$46K
Total revenueLn 12$246K
Assets in detailPt X, end of year
CashLn 1$82K
SavingsLn 2$0
Cash and savings togetherLn 1–2$82K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$82K
LiabilitiesLn 26$0
Net assetsLn 32$82K
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
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$74K$82K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$74K$82K
LiabilitiesLn 26$0$0
Net assetsLn 32$74K$82K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6K$6K
Grants to domestic individualsLn 2$110K$110K
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$0$0$0$0
Pay of disqualified personsLn 6$0$0$0$0
Other salaries and wagesLn 7$0$0$0$0
Pension plan contributionsLn 8$0$0$0$0
Other employee benefitsLn 9$0$0$0$0
Payroll taxesLn 10$0$0$0$0
Management feesLn 11a$0$0$0$0
Legal feesLn 11b$0$0$0
Accounting feesLn 11c$0$0$0$0
Lobbying feesLn 11d$0$0$0$0
Professional fundraising feesLn 11e$0$0
Investment management feesLn 11f$0$0$0$0
Other fees for servicesLn 11g$0$0$0$0
Advertising and promotionLn 12$24K$15K$9K
Office expensesLn 13$5K$4K$930
Information technologyLn 14$7K$61$2K$5K
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$4K$0$18$4K
TravelLn 17$6K$0$6K$84
Travel and entertainment for public officialsLn 18$0$0$0
InterestLn 20$0$0$0
Payments to affiliatesLn 21$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$13K$10$7K$5K
All other expensesLn 24e$3K$1K$0$2K
Total functional expensesLn 25$182K$132K$23K$27K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $78K$19K 990 PDF
FY2023 $93K$28K 990 PDF
FY2022 $538K$562K−$25K$58K 990 PDF
FY2021 Viewing $246K$182K$64K$82K 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 (6 parts)
Part I · Summary $246,380 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$200,317
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$46,063
I-12 Total revenuePrior year $0$246,380
I-13 Grants and similar amounts paidPrior year $0$115,628
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $0$66,341
I-18 Total expensesPrior year $0$181,969
I-19 Revenue less expensesPrior year $0$64,411
Part VI · Governance 4 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $246,380 across 9 lines filed
VIII-1a Federated campaigns$0
VIII-1b Membership dues$0
VIII-1c Fundraising events$9,711
VIII-1f All other contributions, gifts and grants$137,511
VIII-1h Total contributions, gifts and grants$200,317
VIII-3 Investment incomeRelated to mission $0$0
VIII-5 RoyaltiesRelated to mission $0$0
VIII-8 Net income from fundraising events$46,063
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$246,380
Part IX · Statement of functional expenses $181,969 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $5,500$5,500
IX-2 Grants to domestic individualsPrograms $110,128$110,128
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0
IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0
IX-7 Other salaries and wagesPrograms $0 · Management $0 · Fundraising $0$0
IX-8 Pension plan contributionsPrograms $0 · Management $0 · Fundraising $0$0
IX-9 Other employee benefitsPrograms $0 · Management $0 · Fundraising $0$0
IX-10 Payroll taxesPrograms $0 · Management $0 · Fundraising $0$0
IX-11a Management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11b Legal feesPrograms $0 · Management $0$0
IX-11c Accounting feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11d Lobbying feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11e Professional fundraising feesFundraising $0$0
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $0$0
IX-11g Other fees for servicesPrograms $0 · Management $0 · Fundraising $0$0
IX-12 Advertising and promotionPrograms $15,153 · Fundraising $9,061$24,214
IX-13 Office expensesManagement $4,114 · Fundraising $930$5,044
IX-14 Information technologyPrograms $61 · Management $2,220 · Fundraising $4,817$7,098
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $0 · Management $18 · Fundraising $4,359$4,377
IX-17 TravelPrograms $0 · Management $6,405 · Fundraising $84$6,489
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0$0
IX-20 InterestPrograms $0 · Management $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0$0
IX-23 InsuranceManagement $3,354$3,354
IX-24 Other expenses (24a–d)Programs $10 · Management $7,291 · Fundraising $5,439$12,740
IX-24e All other expensesPrograms $1,074 · Management $0 · Fundraising $1,951$3,025
IX-25 Total functional expensesPrograms $131,926 · Management $23,402 · Fundraising $26,641$181,969
Part X · Balance sheet $82,239 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $74,224$82,239
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $74,224$82,239
X-17 Accounts payable and accrued expensesStart of year $0$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $74,224$82,239
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $74,224$82,239
X-33 Total liabilities and net assetsStart of year $74,224$82,239
Part XI · Reconciliation of net assets $82,239 net assets at year end
XI-1 Total revenue$246,380
XI-2 Total expenses$181,969
XI-3 Revenue less expenses$64,411
XI-4 Net assets at start of year$74,224
XI-10 Net assets at end of year$82,239

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

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