Caring Connection FY2020 filing

Alexandria, VAUnknown exempt organization EIN 84-0909174Revenue $320K in FY2020

On file with the IRScaringconnection.org1199 N Fairfax Street No 600 · Alexandria, VA

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The organization raises financial support for its member agencies through annual workplace giving campaigns.

83¢ of each $1 spent went to programs.
$69K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2020
latest Form 990
Concern: the latest return is for FY2020, 6 tax years back; more than 4 tax years.
IRS e-file · Filing history
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$69K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $27K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$280K
98% of total assets
Concern: liabilities are 98% of assets; over 80%.
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
$320K
Spent
$342K
To programs
83%
Net assets
$5K
By yearFY2020–FY2020
Revenue
$320K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$320K
FY2020$863
Expenses
$342K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$342K
FY2020$16K
Net assets
$5K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5K
FY2020$0

From the FY2020 Form 990 (year ending June 2020) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2020.

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

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $283K Management & general 10% · $33K Fundraising 7% · $26K

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

4 people listed on the 990; $69K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director and Act
$68,526Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2020FY2020
David Kerr$10,000$68,526

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.

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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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Raises funds for member agencies via workplace giving campaigns.

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Provided by the organization

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3 programs · $283K · in their own filed words · FY2019
01

Agency Distributions

The organization is a federation for the worksite payroll deduction campaigns on behalf of the member non-profit human services agencies. The organization administers and distributes funds to member and non-member non-profit agencies participating in the campaigns.

$248Kprogram expense
02

Member Relations and Advancement

Member organizations are the primary reason caring connection exists. To enhance the likelihood that each nonprofit will attract appropriate attention (cash pledges) from potential donors represented by the various workplace campaigns, caring connection seeks to build:- member relationship - the staff at caring connection tours current…

$24Kprogram expense
03

Federation Partnership Promotion

Collaboration is key to the success and magnitude of workplace giving. The federation model and its various participants are a powerful force in local philanthropy. Caring connection is committed to doing everything possible to promote and support our federation partners [community shares and community health charities (partnership for…

$10Kprogram 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 · FY2022
Total grants receivedfrom 1 funder$27K
Grants paid · 17 grants · $269K · 2019–2019
Denver Rescue MissionCO · FY2019$93,146
Beyond Home (formerly Colorado Homeless Families)FY2019$20,685
Safehouse Denver INCCO · FY2019$16,527
Ralston HouseCO · FY2019$12,286
A Precious Child INCCO · FY2019$8,576
Metro CaringCO · FY2019$5,384

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$320K
Ln 12
Gifts and grantsLn 1h$320K
Investment incomeLn 3$48
Money outPt IX
$342K
Ln 25
Programscol B$283K
Managementcol C$33K
Fundraisingcol D$26K
Owns and owesPt X
$5K
net assets · Ln 32
Cash and savingsLn 1–2$56K
Total assetsLn 16$285K
LiabilitiesLn 26$280K
PeoplePt VI, VII
4
listed · VII A
PaidVII A1
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$320K
Government grantsLn 1e$12K
Investment incomeLn 3$48
Total revenueLn 12$320K
Assets in detailPt X, end of year
CashLn 1$56K
Cash and savings togetherLn 1–2$56K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$285K
LiabilitiesLn 26$280K
Net assetsLn 32$5K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
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 FY20End FY20
Cash and savingsLn 1–2$42K$56K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$390K$285K
LiabilitiesLn 26$363K$280K
Net assetsLn 32$27K$5K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$248K$248K
Pay of current officers, directors and key staffLn 5$56K$29K$16K$12K
Other employee benefitsLn 9$1K$585$321$241
Payroll taxesLn 10$4K$2K$1K$907
Accounting feesLn 11c$14K$14K
Advertising and promotionLn 12$220$112$62$46
Office expensesLn 13$2K$730$624$300
Information technologyLn 14$3K$2K$834$626
TravelLn 17$195$99$55$41
InsuranceLn 23$2K$768$422$316
Other expenses (24a–d)Ln 24$11K$11K
Total functional expensesLn 25$342K$283K$33K$26K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2020 Viewing $320K$342K−$22K$5K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $319,579 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $416,655$319,531
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$48
I-11 Other revenuePrior year $120$0
I-12 Total revenuePrior year $416,775$319,579
I-13 Grants and similar amounts paidPrior year $326,024$248,228
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $75,053$61,709
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $41,211$31,938
I-18 Total expensesPrior year $442,288$341,875
I-19 Revenue less expensesPrior year −$25,513−$22,296
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $319,579 across 7 lines filed
VIII-1a Federated campaigns$267,683
VIII-1b Membership dues$38,550
VIII-1e Government grants$12,300
VIII-1f All other contributions, gifts and grants$998
VIII-1h Total contributions, gifts and grants$319,531
VIII-3 Investment incomeExcluded from tax $48$48
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $48$319,579
Part IX · Statement of functional expenses $341,875 across 11 lines filed
IX-1 Grants to domestic organizationsPrograms $248,228$248,228
IX-5 Pay of current officers, directors and key staffPrograms $28,683 · Management $15,748 · Fundraising $11,811$56,242
IX-9 Other employee benefitsPrograms $585 · Management $321 · Fundraising $241$1,147
IX-10 Payroll taxesPrograms $2,203 · Management $1,210 · Fundraising $907$4,320
IX-11c Accounting feesManagement $14,153$14,153
IX-12 Advertising and promotionPrograms $112 · Management $62 · Fundraising $46$220
IX-13 Office expensesPrograms $730 · Management $624 · Fundraising $300$1,654
IX-14 Information technologyPrograms $1,519 · Management $834 · Fundraising $626$2,979
IX-17 TravelPrograms $99 · Management $55 · Fundraising $41$195
IX-23 InsurancePrograms $768 · Management $422 · Fundraising $316$1,506
IX-24 Other expenses (24a–d)Fundraising $11,231$11,231
IX-25 Total functional expensesPrograms $282,927 · Management $33,429 · Fundraising $25,519$341,875
Part X · Balance sheet $285,065 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $41,957$55,628
X-3 Pledges and grants receivableStart of year $347,278$228,109
X-4 Accounts receivableStart of year $405$1,165
X-9 Prepaid expenses and deferred chargesStart of year $161$163
X-10c Land, buildings and equipment, netStart of year $0$0
X-16 Total assetsStart of year $389,801$285,065
X-17 Accounts payable and accrued expensesStart of year $7,134$3,773
X-19 Deferred revenue$1,346
X-25 Other liabilitiesStart of year $355,389$274,964
X-26 Total liabilitiesStart of year $362,523$280,083
X-27 Net assets without donor restrictionsStart of year $27,278$4,982
X-32 Total net assets or fund balancesStart of year $27,278$4,982
X-33 Total liabilities and net assetsStart of year $389,801$285,065
Part XI · Reconciliation of net assets $4,982 net assets at year end
XI-1 Total revenue$319,579
XI-2 Total expenses$341,875
XI-3 Revenue less expenses−$22,296
XI-4 Net assets at start of year$27,278
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,982

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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