UPLANDS VILLAGE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UPLANDS VILLAGE (EIN 62-0479194)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-31
- IRS object ID
- 202510909349300761
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-31T14:56:50-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621046406 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON HICKEY & MURCHISON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 OLAN MILLS DRIVE | AddressLine1Txt |
| City | CHATTANOOGA | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620479194 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPLANDS VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPLA | BusinessNameControlTxt |
| Phone | 9312773518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 385780168 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NOAH MOORE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9312773518 | PhoneNum |
| Signature | 2025-03-31 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA BOLEN | PreparerPersonNm |
| PTIN | P01226129 | PTIN |
| Phone | 4237560052 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NOAH MOORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 385780168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,481,283 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UPLANDSVILLAGE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1922 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF UPLANDS VILLAGE IS TO BUILD AN EXCEPTIONAL CARING COMMUNITY THAT INSPIRES ALL TO THRIVE WITH DIGNITY AND INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 267 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,400,098 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,440,226 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,992,221 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,016,134 | CYProgramServiceRevenueAmt |
| PY Investment Income | $130,419 | PYInvestmentIncomeAmt |
| CY Investment Income | $526,472 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,579 | PYOtherRevenueAmt |
| CY Other Revenue | $104,679 | CYOtherRevenueAmt |
| PY Total Revenue | $13,567,317 | PYTotalRevenueAmt |
| CY Total Revenue | $14,087,511 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,354,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,467,678 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,244,983 | PYOtherExpensesAmt |
| CY Other Expenses | $5,896,081 | CYOtherExpensesAmt |
| PY Total Expenses | $12,620,259 | PYTotalExpensesAmt |
| CY Total Expenses | $13,378,009 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $947,058 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $709,502 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,038,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,511,879 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,517,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,110,997 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,520,941 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,400,882 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF UPLANDS IS TO BUILD AN EXCEPTIONAL CARING COMMUNITY THAT INSPIRES ALL TO THRIVE WITH DIGNITY AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,597,108 | ExpenseAmt |
| Grant | $14,250 | GrantAmt |
| Revenue | $12,076,773 | RevenueAmt |
| Desc | THE MISSION OF UPLANDS VILLAGE IS TO PROVIDE AN AFFORDABLE AND INTELLECTUALLY STIMILATING CONTINUING CARE RETIREMENT COMMUNITY THAT IS COMMITTED TO DELIVERING SUPERIOR CARE TO SENIOR ADULTS WHO HAVE BEEN AND REMAIN COMMITTED TO ISSUES OF SOCIAL JUSTICE AND A FAITHFUL TRADITION OF SERVICE TO OTHERS. | Desc |
| Total Program Service Expenses | $9,597,108 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 267 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9312773518 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 168 | AddressLine1Txt |
| City | PLEASANT HILL | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 385780168 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GEORGE CHITIYO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DERRICK CLEMOW | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE GOTCHER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM FREY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| K RAY HILL | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TOM MITCHELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC OVERLOCK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA GRAHAM | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NANCY ACKLEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL READINGER | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVE MASTERSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET MCCUTCHEN | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HERSCHEL MURNER | |||||||
| PRESIDENT/CEO | 40.00 | $179,767 | $0 | $0 | Yes (X) | ||
| JENNIFER SHELBY | |||||||
| MARKETING COORDINATOR | 40.00 | $114,132 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $293,899 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FUNCTIONAL PATHWAYS | |||||
| 10133 SHERRIL BLVD SUITE 200 | KNOXVILLE | TN | 37392 | THERAPY SERVICES | $661,046 |
| ADVANCED HEALTH INSTITUTE | |||||
| 7801 EAST BUSH LAKE ROAD STE 400 | MARION | OH | 43302 | CONTRACT/CONSULTING | $310,690 |
| TITAN NURSE STAFFING | |||||
| 2110 S 169TH PLAZA STE 100 | OMAHA | NE | 68130 | NURSE STAFFING | $303,743 |
| SHIFTKEY LLC | |||||
| PO BOX 735913 | DALLAS | TX | 75373 | NURSE STAFFING | $254,209 |
| UNITED CHURCH HOMES MANAGEMENT | |||||
| 170 EAST CENTER STREET | MARION | OH | 43301 | MANAGEMENT SERVICES | $130,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $82,206 | GovernmentGrantsAmt |
| All Other Contributions | $1,358,020 | AllOtherContributionsAmt |
| Noncash Contributions | $110,925 | NoncashContributionsAmt |
| Total Contributions | $1,440,226 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $12,016,134 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,016,134 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,016,134 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,557 | TotalRevenueColumnAmt |
| Exclusion | $121,557 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $651,719 | SecuritiesAmt |
| Other | $146,968 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $364,189 | SecuritiesAmt |
| Other | $29,583 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $287,530 | SecuritiesAmt |
| Other | $117,385 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,915 | TotalRevenueColumnAmt |
| Exclusion | $404,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,040 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,040 | TotalRevenueColumnAmt |
| Exclusion | $44,040 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $60,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,639 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $60,639 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,087,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,076,773 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $570,512 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,250 | TotalAmt |
| Program Services | $14,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,773 | TotalAmt |
| Management And General | $224,773 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,315,251 | TotalAmt |
| Program Services | $5,174,099 | ProgramServicesAmt |
| Management And General | $1,141,152 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750 | TotalAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,216 | TotalAmt |
| Program Services | $377,388 | ProgramServicesAmt |
| Management And General | $85,828 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,688 | TotalAmt |
| Program Services | $349,409 | ProgramServicesAmt |
| Management And General | $114,279 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,093 | TotalAmt |
| Management And General | $5,093 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,786 | TotalAmt |
| Management And General | $49,786 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,203 | TotalAmt |
| Program Services | $651,105 | ProgramServicesAmt |
| Management And General | $285,098 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,758 | TotalAmt |
| Management And General | $162,758 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,646 | TotalAmt |
| Management And General | $158,646 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,828 | TotalAmt |
| Program Services | $21,307 | ProgramServicesAmt |
| Management And General | $526,521 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,550 | TotalAmt |
| Program Services | $3,361 | ProgramServicesAmt |
| Management And General | $32,189 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,293 | TotalAmt |
| Program Services | $372,412 | ProgramServicesAmt |
| Management And General | $98,881 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $921,867 | TotalAmt |
| Program Services | $728,452 | ProgramServicesAmt |
| Management And General | $193,415 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,768 | TotalAmt |
| Program Services | $267,692 | ProgramServicesAmt |
| Management And General | $71,076 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER SUPPLIES AND EXPE | $740,177 | $648,814 | $91,363 |
| MEDICAL SERVICES | $604,971 | $604,971 | |
| OTHER OPERATING EXPENSE | $580,311 | $41,018 | $539,293 |
| MEDICAL SUPPLES AND DRU | $342,830 | $342,830 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,378,009 | TotalAmt |
| Program Services | $9,597,108 | ProgramServicesAmt |
| Management And General | $3,780,901 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,969 | BOYAmt |
| EOY | $478,392 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,051 | BOYAmt |
| EOY | $1,126,800 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,508 | BOYAmt |
| EOY | $232,074 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,211 | BOYAmt |
| EOY | $94,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,212,423 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,503,595 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,676,247 | BOYAmt |
| EOY | $10,708,828 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,097,729 | BOYAmt |
| EOY | $4,468,212 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,369 | BOYAmt |
| EOY | $402,665 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,038,084 | BOYAmt |
| EOY | $17,511,879 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,058 | BOYAmt |
| EOY | $704,198 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,702 | BOYAmt |
| EOY | $6,053 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,654,171 | BOYAmt |
| EOY | $11,333,959 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,887 | BOYAmt |
| EOY | $55,887 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,325 | BOYAmt |
| EOY | $10,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,517,143 | BOYAmt |
| EOY | $12,110,997 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,683 | BOYAmt |
| EOY | $1,664,576 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,169,258 | BOYAmt |
| EOY | $3,736,306 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,520,941 | BOYAmt |
| EOY | $5,400,882 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,038,084 | BOYAmt |
| EOY | $17,511,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $709,502 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $170,439 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $2,280,701 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $665,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $659,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,325,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,358,020 | CurrentTaxYearAmt |
| Total | $7,289,270 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,441,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,938,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,266,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,992,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,016,134 | CurrentTaxYearAmt |
| Total | $52,655,160 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,722,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,604,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,925,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,317,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,374,154 | CurrentTaxYearAmt |
| Total | $59,944,430 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $59,944,430 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,557 | CurrentTaxYearAmt |
| Total | $326,252 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,557 | CurrentTaxYearAmt |
| Total | $326,252 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $306,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,638 | CurrentTaxYearAmt |
| Total | $503,773 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,092,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,714,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,001,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,409,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,556,349 | CurrentTaxYearAmt |
| Total | $60,774,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98600 | PublicSupportPY509Pct |
| Investment Income CY | 0.00540 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00610 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,271,029 | BeginningYearBalanceAmt |
| Contributions | $450,000 | ContributionsAmt |
| Investment Earnings Or Losses | $428,063 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $451,816 | OtherExpendituresAmt |
| End Year Balance | $3,697,276 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $994,715 | BeginningYearBalanceAmt |
| Contributions | $2,001,846 | ContributionsAmt |
| Investment Earnings Or Losses | $274,468 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,271,029 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,195,720 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$151,094 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,911 | OtherExpendituresAmt |
| End Year Balance | $994,715 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,055,918 | BeginningYearBalanceAmt |
| Contributions | $700 | ContributionsAmt |
| Investment Earnings Or Losses | $155,169 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,067 | OtherExpendituresAmt |
| End Year Balance | $1,195,720 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,750,806 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $69,292 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $764,180 | OtherExpendituresAmt |
| End Year Balance | $1,055,918 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $341,575 | OtherCostOrOtherBasisAmt |
| Book Value | $341,575 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,891,800 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,196,425 | DepreciationAmt |
| Book Value | $8,695,375 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,654,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,634,263 | DepreciationAmt |
| Book Value | $1,019,841 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,324,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $672,907 | DepreciationAmt |
| Book Value | $652,037 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,708,828 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS AND CREDITS | Desc |
| Amt | $10,900 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,900 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,257,950 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $170,439 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $170,439 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,087,511 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,087,511 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,378,009 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,378,009 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,378,009 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UPLANDS ACCOUNTS FOR UNCERTAIN TAX POSITIONS WITH PROVISIONS OF FASB ASC 740-10 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" (FASB ASC 740-1) WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX UPLANDS FOLLOWS GUIDANCE ON DERECOGNITION OF TAX BENEFITS, CLASSIFICATION ON THE STATEMENT OF NET POSITION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. UPLANDS DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS OF OF JUNE 30, 2024 AND 2023, AND UPLANDS DID NOT RECORD ANY MATERIAL PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS. UPLANDS FORM 990'S, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS 2021 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WHARTON AUX. VARIOUS FUNDRAISERS | Event1Nm |
| Gross Receipts Event1 | $44,040 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $44,040 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $44,040 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $44,040 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $44,040 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $14,250 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLICATIONS ARE ACCEPTED FROM EMPLOYEES AND THEIR FAMILIES SEEKING HIGHER EDUCATION IN A MEDICAL RELATED FIELD. SCHOLARSHIPS ARE BASED UPON NEED AND THE DESIRE TO ATTEND SCHOOL. APPLICANTS ARE REQUIRED TO PROVIDE THE NUMBER OF HOURS, THE CLASSES THAT THEY WILL TAKE AND THE NAMES OF TWO REFERENCES. THE SCHOLARSHIPS ARE SENT DIRECTLY TO THE EDUCATIONAL INSTITUTION FOR THE BENEFIT OF THE APPLICANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERSCHEL MURNER | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $179,767 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,767 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 0 | ContributionCnt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $110,925 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PROPERTY TAX RECORDS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE AND THE PRESIDENT/CEO. THE 990 IS DISTRIBUTED TO THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BUSINESS DECISIONS ARE REVIEWED BY THE PRESIDENT/CEO, DIRECTOR OF FINANCE AND STAFF. LARGE AND NON-ROUTINE ITEMS ARE ALSO REVIEWED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT/CEO PERFORMANCE AND SALARY IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE AND HUMAN RESOURCE COMMITTEE CONDUCT PERFORMANCE REVIEW AND MAKE SALARY RECOMMENDATIONS. THESE ARE THEN APPROVED BY THE PRESIDENT/CEO AFTER PERFORMANCE REVIEWS. THE AMOUNTS ARE ESTABLISHED IN THE BUDGETING PROCESS AND THE FINANCE COMMITTEE APPROVES THESE DETAILS ALONG WITH THE BOARD APPROVED FINAL BUDGET. THIS APPROVAL PROCESS OCCURS IN THE SPRING BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST |