philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in
American Dreams an Advisor Group Foundation INC EIN 92-1472515

American Dreams an Advisor Group Foundation INC

EIN  92-1472515 Private foundation / grantmaker Scottsdale, AZ
Form 990 (PDF) Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until American Dreams an Advisor Group Foundation INC claims this page.

Know this organization? Claim it to add your story

Size
$1–10M
What they do
A private foundation based in Scottsdale, AZ. It reported about $1.1M in revenue for 2024.
Leadership
Lon Dolber · Director, Chairman
Money in and out
$1.1M revenue, $1.2M expenses
Bottom line
—

A private foundation based in Scottsdale, AZ. It reported about $1.1M in revenue for 2024. For fiscal year 2024 it reported $1.1M in revenue, $1.2M in expenses, and $83K in net assets.Pt I

Grants paid & assets · FY2024
Total revenue
$1.1M
Pt VIII · Ln 12
Total expenses
$1.2M
Pt IX · Ln 25
Net assets
$83K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$82K
Total assets
83K
deployed as grants and operations
Grants paid
1.1M
in FY2024
Grants made
281grants
total in period
Payout rate
1269%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 281 grants · $1.1M · 2024–2024
Beyond HousingFY2024$150,000
Virtual Enterprises International INCNY · FY2024$75,000
Invest in Others Charitable FoundationFY2024$75,000
World Team SportsMA · FY2024$65,000
Sponsors for Educational Opportunity (seo)FY2024$37,500
Sponsors for Educational Opportunity (seo)FY2024$37,500
American Cancer SocietyFY2024$33,221
NAACP Georgia State ConferenceFY2024$25,000
Handson New Orleans INCFY2024$15,000
Zonta Cares of TallahasseeFY2024$10,000
Project Yes INC DBA Yes InstituteFY2024$10,000
Memories for KidsNE · FY2024$10,000
Florida Elks Childrens Therapy Services INCFL · FY2024$10,000
American Red CrossFY2024$10,000
American Cancer SocietyFY2024$10,000
Zonta Service Foundation of Columbus INCOH · FY2024$7,500
Vietnamese Culture and Science AssociationTX · FY2024$7,500
United Way of the MidlandsFY2024$7,500
See all 281 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV151
Average grantPart XV$4K
Median grantPart XV$1K
Largest grantPart XV$150K
Top cause focusNTEEHuman Services (7%)

Summary of the Filing

Part I · fiscal year 2024 · Form 990-PF
Revenue
$1.1M
FY2024▲ +34%
Expenses
$1.2M
FY2024▲ +82%
Total assets
$83K
FY2024▼ -50%
Total liabilities
$0
FY2024
Total revenue
$1.1M
Pt VIII · Ln 12
Total expenses
$1.2M
Pt IX · Ln 25
Net assets
$83K
Pt X · Ln 32
Total assetsPt II$83K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAmerican Dreams an Advisor Group Foundation INC
EINHdr · item D92-1472515
Principal addressHdr · item CScottsdale, AZ
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MAZ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFFeb 2023

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Lon Dolber
Director, Chairman
$0Pt VII · Sec A
Erinn Ford
Director, President
$0Pt VII · Sec A
Dawn Collier
Director, Executive Vice President
$0Pt VII · Sec A
Damon Joyner
Director, Executive Vice President
$0Pt VII · Sec A
Dalchand Laljit
Director, Executive Vice President
$0Pt VII · Sec A
Dimple Shah
Director, Executive Vice President
$0Pt VII · Sec A
Jeff Sills
Director, Executive Vice President
$0Pt VII · Sec A
Patrick Brennan
Executive Director
$0Pt VII · Sec A
See American Dreams an Advisor Group Foundation INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Statement of Revenue

Part VIII
Contributions & grants100%$1.1M
Total revenueLn 12$1.1M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.92 Operating & administrative $0.08
Grants & contributions paid92%$1.1M
Operating & administrative8%$98K
Total functional expensesLn 25$1.2M

Balance Sheet

Part X · end of year
CashLn 1$83K
Total assetsLn 16$83K
Total liabilitiesLn 26$0
Total net assetsLn 32$83K
Months of cash on handcomputed0.9

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $83K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $1.1M
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $1.1M
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $1.1M · Prior year $802K
+34%
Net-asset trend (YoY)
End of year $83K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.1M · Expenses $1.2M
-8%
Liabilities-to-Assets
Total liabilities — · Total assets $83K
—
Net-asset ratio
Net assets $83K · Total assets $83K
100%
People & payroll
Highest Reported Total Compensation
Individual Lon Dolber · Reported title DIRECTOR, CHAIRMAN · Highest reported compensation $0 · Total expenses $1.2M
0%
Personnel share
not reported
Peer comparison

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

MetricThis orgPeer medianPercentile
Revenue growth 34%——

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.

Similar Organizations

Closest in mission — by what they do
Peoples Bank Foundation INCOH
Kenneth Rainin FoundationCA
The Moody FoundationTX
Generac Foundation INCWI
Comerica Charitable FoundationOH
The Setton FoundationNY
See all organizations like American Dreams an Advisor Group Foundation INC →

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$1.1M revenue · viewing · ⤓ 990 PDF
FY2023$802K revenue · ⤓ 990 PDF
FY2022$0 revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.