Excalibur Foundation: FY2020 Nonprofit Profile & Form 990 (EIN 94-6068860)

Revenue by fiscal year
FY2020	$13K
FY2021	$13K
FY2022	$12K
FY2023	$20K

Expenses by fiscal year
FY2020	$26K
FY2021	$53K
FY2022	$57K
FY2023	$15K

Net assets by fiscal year
FY2020	$609K
FY2021	$668K
FY2022	$516K
FY2023	$573K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Jun 1957.

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

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $26K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation

John Dan Dk Smoot III

Chairman

$0Pt VII · Sec A

Robert Leo Eikermann

Vice-Chairma

$0Pt VII · Sec A

Orville Kensok

Director

$0Pt VII · Sec A

William Mullooly

Director

$0Pt VII · Sec A

Donald Oosterhouse

Director

$0Pt VII · Sec A

John Callahan

Director

$0Pt VII · Sec A

Barbara Sarwar

Director

$0Pt VII · Sec A

John Hoghaug

Director

$0Pt VII · Sec A

See Excalibur Foundation 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 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds youth education, citizenship training, health programs, and assistance for those with developmental disabilities.

Provided by the organization

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3 programs · $26K · in their own filed words · FY2020

01

Therapy scholarship to a student at northern arizona university for 2,500; therapy scholarship to student at midwestern arizona university for 2,500; therapy scholarship to one student at george mason university for 5,000; therapy scholarships to two loma linda university students of 2,500 each; one therapy scholarship to student at…

$20Kprogram expense

02

Awarding a total of 5,250 in awards based on competitive proposals to redlands ca youth home, denver children's hospital, northern virginia share non-profit, wedgwood christian services in grand rapids, mi, and to the san gorgonio educational foundation in san gorgonio, california.

$5Kprogram expense

03

Oratorical student scholarship of 900 paid to university of pennsylvania for one student.

$900program expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 7 grants · $140K · 2020–2023

Unitemized GrantFY2023$5,500

Individual RecipientFY2022$39,000

Unitemized GrantFY2022$16,750

Individual RecipientFY2021$36,250

Unitemized GrantFY2021$16,250

Unitemized GrantFY2020$20,900

Individual RecipientFY2020$5,250

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$13K

Ln 12

Investment incomeLn 3$11K

Gifts and grantsLn 1h$2K

Money outPt IX

$26K

Ln 25

Programscol B$26K

Owns and owesPt X

$609K

net assets · Ln 32

Cash and savingsLn 1–2$15K

Total assetsLn 16$609K

LiabilitiesLn 26$0

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a8

IndependentVI 1b8

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2K

Investment incomeLn 3$11K

Total revenueLn 12$13K

Assets in detailPt X, end of year

CashLn 1$15K

Cash and savings togetherLn 1–2$15K

InvestmentsLn 11–13$594K

Total assetsLn 16$609K

LiabilitiesLn 26$0

Net assetsLn 32$609K

OperationsPt I, VI

EmployeesI 50

VolunteersI 61

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$19K	$15K
InvestmentsLn 11–13	$528K	$594K
Total assetsLn 16	$547K	$609K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$547K	$609K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$5K	$5K
Grants to domestic individualsLn 2	$21K	$21K
Office expensesLn 13	$35	$35
Total functional expensesLn 25	$26K	$26K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2023 Latest	$20K	$15K	$5K	$573K	990 PDF
FY2022	$12K	$57K	−$46K	$516K	990 PDF
FY2021	$13K	$53K	−$40K	$668K	990 PDF
FY2020 Viewing	$13K	$26K	−$13K	$609K	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 FY2020 990 (6 parts)

Part I · Summary $12,750 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $2,380$2,130

I-9 Program service revenue$0

I-10 Investment incomePrior year $11,368$10,620

I-11 Other revenue$0

I-12 Total revenuePrior year $13,748$12,750

I-13 Grants and similar amounts paidPrior year $30,500$26,150

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $847$35

I-18 Total expensesPrior year $31,347$26,185

I-19 Revenue less expensesPrior year −$17,599−$13,435

Part VI · Governance 8 of 8 board members independent, 4 to look at

VI-1a Voting members of the governing body8

VI-1b Independent voting members8

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $12,750 across 4 lines filed

VIII-1f All other contributions, gifts and grants$2,130

VIII-1h Total contributions, gifts and grants$2,130

VIII-3 Investment incomeExcluded from tax $10,620$10,620

VIII-12 Total revenueExcluded from tax $10,620$12,750

Part IX · Statement of functional expenses $26,185 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $5,250$5,250

IX-2 Grants to domestic individualsPrograms $20,900$20,900

IX-13 Office expensesPrograms $35$35

IX-25 Total functional expensesPrograms $26,185 · Management $0 · Fundraising $0$26,185

Part X · Balance sheet $608,600 assets, 7 lines filed

X-1 Cash, non-interest-bearingStart of year $18,764$14,708

X-11 Publicly traded securitiesStart of year $528,320$593,892

X-16 Total assetsStart of year $547,084$608,600

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $547,084$608,600

X-32 Total net assets or fund balancesStart of year $547,084$608,600

X-33 Total liabilities and net assetsStart of year $547,084$608,600

Part XI · Reconciliation of net assets $608,600 net assets at year end

XI-1 Total revenue$12,750

XI-2 Total expenses$26,185

XI-3 Revenue less expenses−$13,435

XI-4 Net assets at start of year$547,084

XI-5 Net unrealized gains (losses) on investments$74,951

XI-10 Net assets at end of year$608,600

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

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Excalibur Foundation FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV