Sgm Family Foundation

Greenwood Vlg, CO
Tax-exempt since Sept. 1998
EIN: 36-4159257

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$24.3k (2023)

Expenses

$90.6k (2023)

Total Assets

$1.9M (2023)

Total Liabilities

$4.17k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$24,307

Expenses

$90,581

Net Income

-$66,274

Net Assets

$1,894,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$266	1.1%
Dividends	$24,305	100.0%
Sales of Assets	-$286
Other Income	$22	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,002	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,898,995
Total Liabilities	$4,173
Net Assets	$1,894,822

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$24,574

Expenses

$37,186

Net Income

-$12,612

Net Assets

$1,917,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,509	10.2%
Interest Revenue	$176	0.7%
Dividends	$21,854	88.9%
Sales of Assets	$19	0.1%
Other Income	$16	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,502	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,921,413
Total Liabilities	$4,173
Net Assets	$1,917,240

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on Oct. 23, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$1,371,677

Expenses

$38,205

Net Income

$1,333,472

Net Assets

$1,925,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,351,864	98.6%
Interest Revenue	$15	0.0%
Dividends	$19,785	1.4%
Sales of Assets	-$7
Other Income	$20	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,002	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,929,439
Total Liabilities	$4,173
Net Assets	$1,925,266

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$21,293

Expenses

$40,037

Net Income

-$18,744

Net Assets

$590,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,410	11.3%
Interest Revenue	$65	0.3%
Dividends	$18,817	88.4%
Sales of Assets	$0
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,002	82.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$594,485
Total Liabilities	$4,173
Net Assets	$590,312

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on Oct. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

-$24,758

Expenses

$37,367

Net Income

-$62,125

Net Assets

$602,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$52,360
Interest Revenue	$638
Dividends	$18,065
Sales of Assets	$0
Other Income	$284

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,581	84.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$606,560
Total Liabilities	$4,173
Net Assets	$602,387

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on June 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$117,116

Expenses

$35,342

Net Income

$81,774

Net Assets

$667,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,010	42.7%
Interest Revenue	$511	0.4%
Dividends	$15,384	13.1%
Sales of Assets	$29,422	25.1%
Other Income	$21,789	18.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,079	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$671,442
Total Liabilities	$4,173
Net Assets	$667,269

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on May 22, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$18,847

Expenses

$36,723

Net Income

-$17,876

Net Assets

$652,367

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10	0.1%
Interest Revenue	$302	1.6%
Dividends	$15,411	81.8%
Sales of Assets	$1,546	8.2%
Other Income	$1,578	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,400	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$656,552
Total Liabilities	$4,185
Net Assets	$652,367

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$48,794

Expenses

$43,288

Net Income

$5,506

Net Assets

$662,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,044	41.1%
Interest Revenue	$289	0.6%
Dividends	$17,742	36.4%
Sales of Assets	$10,056	20.6%
Other Income	$663	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	80.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$666,989
Total Liabilities	$4,185
Net Assets	$662,804

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$70,498

Expenses

$35,628

Net Income

$34,870

Net Assets

$642,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,863	31.0%
Interest Revenue	$144	0.2%
Dividends	$16,329	23.2%
Sales of Assets	$31,470	44.6%
Other Income	$692	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,500	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$646,883
Total Liabilities	$4,185
Net Assets	$642,698

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$20,412

Expenses

$33,519

Net Income

-$13,107

Net Assets

$597,766

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$145	0.7%
Dividends	$18,018	88.3%
Sales of Assets	-$259
Other Income	$2,508	12.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,550	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$601,951
Total Liabilities	$4,185
Net Assets	$597,766

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$18,560

Expenses

$37,185

Net Income

-$18,625

Net Assets

$603,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50	0.3%
Interest Revenue	$127	0.7%
Dividends	$17,088	92.1%
Sales of Assets	-$200
Other Income	$1,495	8.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,000	56.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$608,115
Total Liabilities	$4,185
Net Assets	$603,930

Compensation

Key Employees and Officers	Compensation	Other
Stephen G Mcconahey (Director)	$0	$0
Kathleen L Mcconahey (Director)	$0	$0
Heather M Shaffer (Director)	$0	$0
Benjamin S Mcconahey (Director)	$0	$0

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990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$30,647

Expenses

$26,592

Net Income

$4,055

Net Assets

$560,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10	0.0%
Interest Revenue	$61	0.2%
Dividends	$15,720	51.3%
Sales of Assets	$13,518	44.1%
Other Income	$1,338	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	75.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$565,130
Total Liabilities	$4,185
Net Assets	$560,945

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$27,616

Expenses

$20,922

Net Income

$6,694

Net Assets

$556,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,010	36.2%
Interest Revenue	$33	0.1%
Dividends	$15,991	57.9%
Sales of Assets	$0
Other Income	$1,582	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,000	71.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$561,075
Total Liabilities	$4,185
Net Assets	$556,890

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Sgm Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $24.3k (2023)

Expenses $90.6k (2023)

Total Assets $1.9M (2023)

Total Liabilities $4.17k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$24.3k (2023)

Expenses

$90.6k (2023)

Total Assets

$1.9M (2023)

Total Liabilities

$4.17k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001