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James H Mckenzie Charitable Foundation

Mckenzie Betty L

Organization summary

Type of Nonprofit

Designated as a 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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$15.2k (2023)

Expenses
$6.53k (2023)

Total Assets
$142k (2023)

Total Liabilities
$0 (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,231
Expenses
$6,533
Net Income
$8,698
Net Assets
$142,317
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,500
68.9%
Interest Revenue $0
Dividends $3,110
20.4%
Sales of Assets $1,621
10.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,500
99.5%
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 $142,317
Total Liabilities $0
Net Assets $142,317
Compensation
Key Employees and Officers Compensation Other
Betty Formby (Director) $0 $0
Kris Raub (Director) $0 $0
Miki Morrow (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,783
Expenses
$7,084
Net Income
$4,699
Net Assets
$133,621
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,050
59.8%
Interest Revenue $0
Dividends $2,340
19.9%
Sales of Assets $2,393
20.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,500
91.8%
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 $133,621
Total Liabilities $0
Net Assets $133,621
Compensation
Key Employees and Officers Compensation Other
Betty Formby (Director) $0 $0
Kris Raub (Director) $0 $0
Miki Morrow (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,533
Expenses
$4,021
Net Income
$24,512
Net Assets
$128,914
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,450
22.6%
Interest Revenue $0
Dividends $2,094
7.3%
Sales of Assets $19,989
70.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,500
87.0%
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 $128,914
Total Liabilities $0
Net Assets $128,914
Compensation
Key Employees and Officers Compensation Other
Betty Formby (Director) $0 $0
Kris Raub (Director) $0 $0
Miki Morrow (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,299
Expenses
$4,545
Net Income
$27,754
Net Assets
$104,405
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,450
94.3%
Interest Revenue $0
Dividends $1,517
4.7%
Sales of Assets $332
1.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,000
88.0%
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 $104,406
Total Liabilities $1
Net Assets $104,405
Compensation
Key Employees and Officers Compensation Other
Betty Formby (Director) $0 $0
Kris Raub (Director) $0 $0
Miki Morrow (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,505
Expenses
$4,588
Net Income
$4,917
Net Assets
$76,651
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,000
73.6%
Interest Revenue $0
Dividends $2,005
21.1%
Sales of Assets $500
5.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,000
87.2%
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 $76,652
Total Liabilities $1
Net Assets $76,651
Compensation
Key Employees and Officers Compensation Other
Betty Formby (Director) $0 $0
Kris Raub (Director) $0 $0
Miki Morrow (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,850
Expenses
$6,222
Net Income
$11,628
Net Assets
$71,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,200
90.8%
Interest Revenue $0
Dividends $1,387
7.8%
Sales of Assets $263
1.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,500
88.4%
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 $71,731
Total Liabilities $0
Net Assets $71,731
Compensation
Key Employees and Officers Compensation Other
Betty Formby (Director) $0 $0
Kris Raub (Director) $0 $0
Miki Morrow (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,552
Expenses
$4,729
Net Income
$9,823
Net Assets
$60,103
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,723
39.3%
Interest Revenue $225
1.5%
Dividends $1,705
11.7%
Sales of Assets $6,899
47.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,000
84.6%
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 $60,103
Total Liabilities $0
Net Assets $60,103
Compensation
Key Employees and Officers Compensation Other
Betty Formby (Director) $0 $0
Kris Raub (Director) $0 $0
Miki Morrow (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,836
Expenses
$4,999
Net Income
$837
Net Assets
$50,280
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,514
77.3%
Interest Revenue $178
3.1%
Dividends $1,144
19.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,000
80.0%
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 $50,280
Total Liabilities $0
Net Assets $50,280
Compensation
Key Employees and Officers Compensation Other
Betty Formby (Director) $0 $0
Kris Raub (Director) $0 $0
Miki Morrow (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,644
Expenses
$3,499
Net Income
$1,145
Net Assets
$49,443
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,536
76.1%
Interest Revenue $6
0.1%
Dividends $1,102
23.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,500
71.4%
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 $49,443
Total Liabilities $0
Net Assets $49,443

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,437
Expenses
$4,996
Net Income
-$2,559
Net Assets
$48,298
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000
41.0%
Interest Revenue $377
15.5%
Dividends $1,060
43.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,733
94.7%
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 $48,298
Total Liabilities $0
Net Assets $48,298

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,251
Expenses
$3,471
Net Income
$2,780
Net Assets
$50,857
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,472
71.5%
Interest Revenue $751
12.0%
Dividends $1,028
16.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,224
92.9%
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 $50,857
Total Liabilities $0
Net Assets $50,857

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,374
Expenses
$4,960
Net Income
$8,414
Net Assets
$48,077
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,735
95.2%
Interest Revenue $759
5.7%
Dividends $250
1.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,720
95.2%
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 $48,077
Total Liabilities $0
Net Assets $48,077

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,763
Expenses
$3,560
Net Income
-$1,797
Net Assets
$39,663
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000
56.7%
Interest Revenue $13
0.7%
Dividends $750
42.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,310
93.0%
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 $39,663
Total Liabilities $0
Net Assets $39,663

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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