The Ellen Fund FY2021 filing

Encino, CAUnknown exempt organizationEIN 82-4122811

87¢ of each $1 spent went to programs.
$180K paid to officers and key staff.
Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 4
filings with a surplus
Average deficit $1.0M a year · 187% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$180K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$92K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 4 voting members
Worth a look: 1 of 4 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
+136% vs prior year
Spent
$2.9M
To programs
87%
Net assets
$986K
By yearFY2020–FY2023
Revenue
$1.3M
FY2021▲ +136%
Revenue by fiscal year
FY2020$565K
FY2021$1.3M
FY2022$208K
FY2023$87K
Expenses
$2.9M
FY2021▲ +11%
Expenses by fiscal year
FY2020$2.6M
FY2021$2.9M
FY2022$552K
FY2023$243K
Net assets
$986K
FY2021▼ -61%
Net assets by fiscal year
FY2020$2.5M
FY2021$986K
FY2022$643K
FY2023$0

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 (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $2.5M Management & general 6% · $188K Fundraising 7% · $192K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

4 people listed on the 990; $180K paid to officers and key staff.

Part VII, Section A · reportable compensation
Board Member, Executive Di
$180,000Pt VII · Sec A
Board Member/President
$0Pt VII · Sec A
Board Member/Director
$0Pt VII · Sec A
Board Member/Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2022FY2021FY2020
Casey Rogers$180,000$180,000$87,500

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 Ellen Fund 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 15aYes

Programs and updates

Support global conservation efforts for endangered species.

Provided by the organization

This section is blank until The Ellen Fund claims this page.

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1 program service account for $2.5M of program spending, described in the organization's own filed words · FY2021.
01

The organization's main program is to support global conservation efforts for endangered species. The fund's focus is to secure a future for wild gorillas by building a permanent home for the dian fossey gorilla fund.

$2.5Mprogram expense

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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 · FY2023
Total grants receivedfrom 1 funder$10K
Grants paid · 10 grants · $4.3M · 2020–2021
RewildTX · FY2021$160,000
Mass Design Group LtdMA · FY2021$105,000
Mote Marine Laboratory INCFL · FY2021$100,000
Mass Design Group LtdMA · FY2020$123,600

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$7K
Other incomeLn 4–11$250
Money outPt IX
$2.9M
Ln 25
Programscol B$2.5M
Managementcol C$188K
Fundraisingcol D$192K
Owns and owesPt X
$986K
net assets · Ln 32
Cash and savingsLn 1–2$565K
Total assetsLn 16$1.1M
LiabilitiesLn 26$92K
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$7K
Other incomeLn 4–11$250
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$565K
Cash and savings togetherLn 1–2$565K
InvestmentsLn 11–13$502K
Other assetsLn 15$1K
Total assetsLn 16$1.1M
LiabilitiesLn 26$92K
Net assetsLn 32$986K
OperationsPt I, VI
EmployeesI 54
VolunteersI 64
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$794K$565K
InvestmentsLn 11–13$1.7M$502K
Total assetsLn 16$2.5M$1.1M
LiabilitiesLn 26$4K$92K
Net assetsLn 32$2.5M$986K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.3M$2.3M
Pay of current officers, directors and key staffLn 5$180K$63K$45K$72K
Other salaries and wagesLn 7$50K$17K$12K$20K
Other employee benefitsLn 9$553$553
Payroll taxesLn 10$15K$15K
Professional fundraising feesLn 11e$100K$100K
Other fees for servicesLn 11g$71K$120$71K
Office expensesLn 13$2K$2K
Information technologyLn 14$15K$15K
OccupancyLn 16$16K$16K
TravelLn 17$13K$13K
InsuranceLn 23$13K$13K
Other expenses (24a–d)Ln 24$104K$90K$14K
All other expensesLn 24e$707$707
Total functional expensesLn 25$2.9M$2.5M$188K$192K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest $87K$243K−$157K$0 990 PDF
FY2022 $208K$552K−$344K$643K 990 PDF
FY2021 Viewing $1.3M$2.9M−$1.6M$986K 990 PDF
FY2020 $565K$2.6M−$2.1M$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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $1,336,533 across 5 lines filed
VIII-1f All other contributions, gifts and grants$1,329,662
VIII-1h Total contributions, gifts and grants$1,329,662
VIII-3 Investment incomeExcluded from tax $6,621$6,621
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $250$250
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $6,871$1,336,533
Part IX · Statement of functional expenses $2,895,195 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $2,315,327$2,315,327
IX-5 Pay of current officers, directors and key staffPrograms $63,000 · Management $45,000 · Fundraising $72,000$180,000
IX-7 Other salaries and wagesPrograms $17,368 · Management $12,405 · Fundraising $19,849$49,622
IX-9 Other employee benefitsPrograms $553$553
IX-10 Payroll taxesPrograms $15,261$15,261
IX-11e Professional fundraising feesFundraising $100,000$100,000
IX-11g Other fees for servicesPrograms $120 · Management $71,141$71,261
IX-13 Office expensesManagement $2,472$2,472
IX-14 Information technologyManagement $14,794$14,794
IX-16 OccupancyManagement $15,503$15,503
IX-17 TravelPrograms $13,088$13,088
IX-23 InsuranceManagement $12,600$12,600
IX-24 Other expenses (24a–d)Programs $90,443 · Management $13,564$104,007
IX-24e All other expensesManagement $707$707
IX-25 Total functional expensesPrograms $2,515,160 · Management $188,186 · Fundraising $191,849$2,895,195
Part X · Balance sheet $1,078,676 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $794,220$564,568
X-4 Accounts receivableStart of year $20,872$10,552
X-11 Publicly traded securitiesStart of year $1,733,191$502,306
X-15 Other assetsStart of year $1,250$1,250
X-16 Total assetsStart of year $2,549,533$1,078,676
X-17 Accounts payable and accrued expensesStart of year $4,444$70,067
X-25 Other liabilitiesStart of year $0$22,313
X-26 Total liabilitiesStart of year $4,444$92,380
X-32 Total net assets or fund balancesStart of year $2,545,089$986,296
X-33 Total liabilities and net assetsStart of year $2,549,533$1,078,676
Part XI · Reconciliation of net assets $986,296 net assets at year end
XI-1 Total revenue$1,336,533
XI-2 Total expenses$2,895,195
XI-3 Revenue less expenses−$1,558,662
XI-4 Net assets at start of year$2,545,089
XI-8 Prior period adjustments−$131
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$986,296

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

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