Dougherty Foundation INC FY2021 filing

Tax-deductible

Phoenix, AZ501(c)(3)EducationEIN 86-6051637Revenue $1.1M in FY2021

On file with the IRSdoughertyfoundation.com221 E Indianola Ave, 85012-2002 · Phoenix, AZTax-exempt since Sep 1959Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
$102K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2021 · Form 990-PFIndependent: 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-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $112K a year · 18% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
990-PF Pt I · 5 filings
Pay to officers and key staff
$102K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
990-PF Pt VIII
Cash reserves
6 mo
of spending, in cash
Looks good: 5.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $78K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$16K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+647% vs prior year
Spent
$481K
Net assets
$6.2M
By yearFY2020–FY2024
Revenue
$1.1M
FY2021▲ +647%
Tap a bar for its year
Revenue by fiscal year
FY2020$149K
FY2021$1.1M
FY2022$689K
FY2023$412K
FY2024$751K
Expenses
$481K
FY2021▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$430K
FY2021$481K
FY2022$573K
FY2023$526K
FY2024$545K
Net assets
$6.2M
FY2021▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.6M
FY2021$6.2M
FY2022$6.3M
FY2023$6.2M
FY2024$6.4M

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 Sep 1959.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 65% · $313K Operating & administrative 35% · $168K

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

6 people listed on the 990-PF; $102K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$81,000Pt VII · Sec A
Vice President
$4,500Pt VII · Sec A
Treasurer
$4,500Pt VII · Sec A
President
$4,250Pt VII · Sec A
Vice President
$3,750Pt VII · Sec A
Vice President
$3,750Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2021
Joyce Harper$95,000$91,800$81,000
Mary Eden$3,500$3,500$4,500
Janita Gordon$3,500$3,500$4,500
Edwin Knight——$4,250
Vince Yanez$3,500$3,500$3,750
Judy Schumacher$3,500$3,500$3,750

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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Programs and updates

A private foundation based in Phoenix, AZ.

Questions for Dougherty Foundation INC

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 223 grants · $376K · 2024–2024
Education Enrichment Foundation (tusd)FY2024$5,000
Individual RecipientFY2024$5,000
Individual RecipientFY2024$5,000
Individual RecipientFY2024$5,000
Individual RecipientFY2024$4,700
Individual RecipientFY2024$4,700
Individual RecipientFY2024$4,000
Individual RecipientFY2024$3,125
Individual RecipientFY2024$3,125
Individual RecipientFY2024$3,125
Individual RecipientFY2024$3,000
Individual RecipientFY2024$3,000
Individual RecipientFY2024$3,000
Individual RecipientFY2024$2,983
Individual RecipientFY2024$2,813
Individual RecipientFY2024$2,813
Individual RecipientFY2024$2,700
Individual RecipientFY2024$2,700
See all 223 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$2K
Median grantPart XV$2K
Largest grantPart XV$5K
Top cause focusNTEEEmployment

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$1.1M
Investment income$1.1M
Gifts and grants$49K
Other income$14K
Money out
$481K
Grants paid$313K
Running costs$168K
Owns and owes
$6.2M
net assets
Cash and savings$238K
Total assets$6.2M
Liabilities$16K
People
6
listed
Paid6
2In more detail
Revenue in detail
Gifts and grants$49K
Investment income$1.1M
Other income$14K
Total revenue$1.1M
Assets in detailEnd of year
Cash and savings together$238K
Total assets$6.2M
Liabilities$16K
Net assets$6.2M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $751K$545K$206K$6.4M 990 PDF
FY2023 $412K$526K−$114K$6.2M 990 PDF
FY2022 $689K$573K$116K$6.3M 990 PDF
FY2021 Viewing $1.1M$481K$634K$6.2M 990 PDF
FY2020 $149K$430K−$281K$5.6M 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

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

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