The Principle Foundation Extended Services FY2020 filing

Tax-deductible

Overland Park, KS501(c)(3)Since 2019Health CareEIN 84-2682895

To promote inspired benevolence in accordance with the teachings of christian science.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $95K a year · 7% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 10.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $1.1M
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
1
of 3 voting members
Worth a look: 1 of 3 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$712K
Spent
$489K
To programs
99%
Net assets
$535K
By yearFY2019–FY2025
Revenue
$712K
FY2020
Revenue by fiscal year
FY2019$0
FY2020$712K
FY2021$440K
FY2022$3.3M
FY2023$2.1M
FY2024$1.1M
FY2025$217K
Expenses
$489K
FY2020
Expenses by fiscal year
FY2019Not on file
FY2020$489K
FY2021$575K
FY2022$1.4M
FY2023$2.0M
FY2024$1.5M
FY2025$1.4M
Net assets
$535K
FY2020
Net assets by fiscal year
FY2019$0
FY2020$535K
FY2021$143K
FY2022$2.1M
FY2023$2.2M
FY2024$1.8M
FY2025$608K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Legal name (IRS)Hdr · item CThe Principle Foundation Extended Services
EINHdr · item D84-2682895
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFJun 2020
Year of formationHdr · item L2019
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item COverland Park, KS
NTEE classificationIRS BMFHealth Care (E12)

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.99 Management & general $0.01
Program services99%$484K
Management & general1%$5K
Total functional expensesLn 25$489K

Financial health

Is it on solid ground?

Net inflow
+31%
revenue over expenses, this year
Pass-through gifts
100%
of revenue from contributions
Program spending
99%
of expenses reach stated programs

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$535K
FY2020
Total assets by fiscal year
FY2019Not on file
FY2020$535K
FY2021$250K
FY2022$2.1M
FY2023$2.2M
FY2024$1.8M
FY2025$654K
Total liabilities
$0
FY2020
Total liabilities by fiscal year
FY2019Not on file
FY2020$0
FY2021$107K
FY2022$89K
FY2023$0
FY2024$0
FY2025$46K
Revenue less expensesPt I · Ln 19$223K
Total assetsPt X · Ln 16$535K
Program-expense ratioPt IX · col B99%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 41

Balance Sheet

Part X · end of year
CashLn 1$422K
Total assetsLn 16$535K
Total liabilitiesLn 26$0
Total net assetsLn 32$535K
Months of cash on handcomputed10.4

Statement of Revenue

Part VIII
Contributions & grants100%$712K
Investment income$29
Total revenueLn 12$712K

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $422K · Operating expenses/yr $489K
10.4 months
Where the money goes
Program services
Program services $484K · Total expenses $489K
99%
Management & General
Management & general $5K · Total expenses $489K
1.0%
Fundraising
Fundraising $0 · Total expenses $489K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $712K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $712K · Total revenue $712K
100%
Government reliance
Government grants — · Total revenue $712K
—
Earned-income share
Program service revenue $0 · Total revenue $712K
0%
Investment reliance
Investment income $29 · Total revenue $712K
<0.01%
Program self-sufficiency
Program service revenue $0 · Total expenses $489K
0%
Growth & trend
Revenue growth (YoY)
This year $712K · Prior year $0
Prior-year revenue below floor — showing dollar change
Net-asset trend (YoY)
End of year $535K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $712K · Expenses $489K
+31%
Liabilities-to-Assets
Total liabilities — · Total assets $535K
—
Net-asset ratio
Net assets $535K · Total assets $535K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $535K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Bruce L Jeffery · Reported title BOARD MEMBER, PRESIDENT · Highest reported compensation $0 · Total expenses $489K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $489K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 99%——
Overhead ratio 1.0%——
Fundraising cost ratio 0%——
Investment management fee ratio 0.9%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Board Member, President
$0Pt VII · Sec A
Board Member, Treasurer
$0Pt VII · Sec A
Board Member, Secretary
$0Pt VII · Sec A
See The Principle Foundation Extended Services executive salaries →

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Governance & Policies

Part VI
  • 3Voting board membersPt VI · Ln 1a
  • 1Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Supports Christian scientists with practical aid and benevolent actions.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

3 program services account for $468K of program spending, described in the organization's own filed words · FY2020.
01

Recognition Grants

As many hospitals and medical clinics offered bonuses to their nurses for the extra work required by the pandemic, we provided cash awards to christian science nurses to recognize the extra care they provided during the pandemic.

$253Kprogram expense
02

Call Resource Center

This is an information center for senior christian scientists looking for information on housing, meals, care services, transportation and other needs. It consists of an information center, WWW.RIPERYEARS.ORG, and a call center.

$140Kprogram expense
03

Collaborative Support Team

Provide administrative support to organizations and working groups who are collaboratively supporting christian science nursing.

$75Kprogram 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 · FY2024
Total grants receivedfrom 2 funders$1.1M
Grants paid · 10 grants · $2.8M · 2020–2025
The Principle FoundationKS · FY2025$388,675
Unitemized GrantFY2024$503,950
Unitemized GrantFY2023$884,850
Unitemized GrantFY2022$598,080
Unitemized GrantFY2021$37,972
Unitemized GrantFY2021$37,456
Unitemized GrantFY2021$30,000
Unitemized GrantFY2021$24,517
Unitemized GrantFY2021$6,303
Unitemized GrantFY2020$252,977

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $217K$1.4M-81% 990 PDF
FY2024 $1.1M$1.5M-46% 990 PDF
FY2023 $2.1M$2.0M-38% 990 PDF
FY2022 $3.3M$1.4M+661% 990 PDF
FY2021 $440K$575K-38% 990 PDF
FY2020 Viewing $712K$489K 990 PDF
FY2019 $0— 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

Full filing: Form 990 for FY2020

Every line we hold from the return, cited to its Part and line.
Part IX · Statement of functional expenses $488,617 across 4 lines filed
IX-2 Grants to domestic individualsPrograms $252,977$252,977
IX-11a Management feesPrograms $230,957$230,957
IX-11f Investment management feesManagement $4,665$4,665
IX-13 Office expensesManagement $18$18
IX-25 Total functional expensesPrograms $483,934 · Management $4,683 · Fundraising $0$488,617

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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