DAOIST BENEVOLENT ASSOCIATION INC: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAOIST BENEVOLENT ASSOCIATION INC (EIN 45-3532844)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-07
- IRS object ID
- 202400389349201205
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-07T22:57:47-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831521151 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M ACCOUNTING SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1770 MASSACHUSETTS AVENUE NUM 158 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453532844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAOIST BENEVOLENT ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAOI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 GLENBURN RD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02476 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW KERMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6179595837 | PhoneNum |
| Signature | 2024-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | KERMAN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONICA FERNANDES | PreparerPersonNm |
| PTIN | P01316524 | PTIN |
| Phone | 6174408257 | PhoneNum |
| Preparation | 2024-02-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.DAOISTGATECENTER.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $85,871 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $13,506 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $71,503 | ProgramServiceRevenueAmt |
| Investment Income | $682 | InvestmentIncomeAmt |
| Gross Sales Of Inventory | $180 | GrossSalesOfInventoryAmt |
| Gross Profit Loss Sls Of Invntry | $180 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $85,871 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $275 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $27,079 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $45,438 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $49 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,053 | OtherExpensesTotalAmt |
| Total Expenses | $82,894 | TotalExpensesAmt |
| Excess Or Deficit For Year | $2,977 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $70,943 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$193 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $73,727 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,788 | BOYAmt |
| EOY | $44,446 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,853 | BOYAmt |
| EOY | $27,901 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,380 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,641 | BOYAmt |
| EOY | $73,727 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,943 | BOYAmt |
| EOY | $73,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SEE SCHEDULE O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | CLASSES, WORKSHOPS, AND RETREATS FOR TRAINING IN DAOIST CULTIVATION PRACTICES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $275 | GrantsAndAllocationsAmt |
| Program Service Expenses | $75,632 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $75,632 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| HONGLIANG ZHOU | ||||
| PRESIDENT | 20.00 | $0 | $0 | $0 |
| ANDREW KERMAN | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| ROSIE SEGIL | ||||
| EXECUTIVE DIRECTOR | 10.00 | $0 | $0 | $0 |
| ROBERT CHAVEZ | ||||
| DIRECTOR OF IT | 10.00 | $0 | $0 | $0 |
| BRENDA GERA | ||||
| SECRETARYDIRECTOR OF MARKETING | 10.00 | $0 | $0 | $0 |
| LUIS MENDES | ||||
| DIRECTOR OF PROJECTS | 5.00 | $0 | $0 | $0 |
| DON RICHARD | ||||
| DIRECTOR OF FACILITIES | 5.00 | $0 | $0 | $0 |
| JOSH MILLER | ||||
| VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW KERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 GLENBURN RD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179595837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,544 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,596 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,506 | CurrentTaxYearAmt |
| Total | $58,105 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,109 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,503 | CurrentTaxYearAmt |
| Total | $247,505 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $300 | CurrentTaxYearMinus2YearsAmt |
| Total | $300 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,009 | CurrentTaxYearAmt |
| Total | $305,910 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,440 | CurrentTaxYearMinus2YearsAmt |
| Total | $13,940 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,440 | CurrentTaxYearMinus2YearsAmt |
| Total | $13,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $291,970 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $682 | CurrentTaxYearAmt |
| Total | $894 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $682 | CurrentTaxYearAmt |
| Total | $894 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,691 | CurrentTaxYearAmt |
| Total | $306,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94360 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | ACTIVITY GRANT AMOUNT 275 |
| Description of other expenses Part I line 16 | DESCRIPTION AMOUNTADVERTISING 587TAXES & LICENSES 110INSURANCE 939SUBSCRIPTIONS 120BANKING FEES AND SERVICE CHARGES 2,760SOFTWARE AND APPS 1,422SUPPLIES 3,356DEPRECIATION 759 |
| Other changes in net assets or fund balances Part I line 20 | DESCRIPTION AMOUNTPRIOR PERIOD ADJUST. - DEPRECIATION (193) |
| Description of other assets Part II line 24 | CATEGORY BEGINNING OF YEAR END OF YEAROTHER RECEIVABLE 0 1,380 |
| Description of total liabilities Part II line 26 | CATEGORY BEGINNING OF YEAR END OF YEARCREDIT CARDS 698 0 |
| Other program services Part III line 31 | TO PROMOTE HEALTH AND WELLNESS BY OFFERING TRAINING IN TRADITIONAL DAOIST CULTIVATION PRACTICES; TO PROVIDE EDUCATION IN DAOIST PHILOSOPHY AND RELIGION AND INCREASE MUTUAL UNDERSTANDING AND EXCHANGE BETWEEN CULTURES AND RELIGIONS. |