UNITED CEREBRAL PALSY ASSOC OF OREG ON AND SOUTHWEST WASHINGTON INC: Form 990, tax year 2022
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- Organization
- UNITED CEREBRAL PALSY ASSOC OF OREG ON AND SOUTHWEST WASHINGTON INC (EIN 93-0462580)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-23
- IRS object ID
- 202421149349301322
- 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 | 2024-04-23T11:41:32-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930462580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CEREBRAL PALSY ASSOCIATION OF | BusinessNameLine1Txt |
| Business Name Line2 | OREGON AND SOUTHWEST WASHINGTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5037774166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 NE 102ND AVENUE 100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN COFFEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5037774166 | PhoneNum |
| Signature | 2024-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | COFFEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARIN S WANDTKE | PreparerPersonNm |
| PTIN | P00172715 | PTIN |
| Phone | 5032270581 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANN COFFEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 NE 102ND AVENUE 100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,676,339 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UCPAORWA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | ADVANCING THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH CEREBRAL PALSY AND OTHER DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 215 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,349,116 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,546,779 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $36,806 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,636 | CYProgramServiceRevenueAmt |
| PY Investment Income | $223,690 | PYInvestmentIncomeAmt |
| CY Investment Income | $91,354 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,111 | PYOtherRevenueAmt |
| CY Other Revenue | $9,248 | CYOtherRevenueAmt |
| PY Total Revenue | $10,638,723 | PYTotalRevenueAmt |
| CY Total Revenue | $11,676,017 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,281 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,890,713 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,194,430 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,486 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,312,816 | PYOtherExpensesAmt |
| CY Other Expenses | $1,427,578 | CYOtherExpensesAmt |
| PY Total Expenses | $10,203,529 | PYTotalExpensesAmt |
| CY Total Expenses | $11,638,289 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $435,194 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,728 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,638,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,137,366 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,032,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,176,227 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,606,189 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,961,139 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ADVANCING THE INDEPENDENCE, PRODUCTIVITY AND FULL CITIZENSHIP OF PEOPLE WITH CEREBRAL PALSY AND OTHER DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,790,220 | ExpenseAmt |
| Revenue | $28,116 | RevenueAmt |
| Desc | SUPPORTED LIVING AND BUILDING BLOCKS - THE SUPPORTED LIVING PROGRAM PROVIDES SUPPORT SERVICES FOR 39 INDIVIDUALS IN THE HOME/COMMUNITY, WHICH ARE DETERMINED BY INDIVIDUAL CHOICE AND PROVIDES THE OPPORTUNITY TO LIVE WHERE AND WITH WHOM THEY CHOOSE FOR AS LONG AS THEY DESIRE, RECOGNIZING THAT NEEDS AND DESIRES MAY CHANGE OVER TIME. THIS PROGRAM PROVIDES TRAINING AND IN-HOME SUPPORT TO ASSIST INDIVIDUALS IN INCREASING THEIR INDEPENDENCE IN DAILY LIVING ACTIVITIES AND WITH COMPLETION OF HOUSEHOLD CHORES. THE BUILDING BLOCKS PROGRAM SERVES 2 FAMILIES WITH CHILDREN WITH DISABILITIES. THE PROGRAM SUPPORTS BEFORE AND AFTER SCHOOL CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $489,318 | ExpenseAmt |
| Revenue | $520 | RevenueAmt |
| Desc | THE SUPPORTED EMPLOYMENT PROGRAM OFFERS VOCATIONAL PROFILES, JOB DEVELOPMENT, JOB TRAINING, AND ONGOING SUPPORT AS NECESSARY TO 12 INDIVIDUALS WITH DISABILITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,404,130 | ExpenseAmt |
| Grant | $16,281 | GrantAmt |
| Desc | SUPPORT SERVICES - UCP CONNECTIONS AND UCP MENTORS IS DESIGNED TO ASSIST ADULTS WITH DEVELOPMENTAL DISABILITIES TO IDENTIFY AND ARRANGE THE SUPPORT THEY NEED TO THRIVE WITHIN THEIR COMMUNITY AND LIVE THE LIFE THEY CHOOSE. UCP CONNECTIONS AND UCP MENTORS DOES THIS BY BROKERING SERVICES AND RESOURCES THAT ASSIST THE PEOPLE THEY SERVE TO REACH THEIR GOALS, DEVELOPING PLANS AND INDIVIDUAL BUDGETS USING PERSON CENTERED PLANNING TECHNIQUES. UCP CONNECTIONS CURRENTLY SERVE 362 CUSTOMERS AND UCP MENTORS SERVES 494 CUSTOMERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,404 | ExpenseAmt |
| Desc | INFORMATION AND REFERRAL PROGRAMS - THE COMMUNITY DEVELOPMENT PROGRAM ACTS AS AN INFORMATION AND REFERRAL SOURCE FOR MORE THAN 800 FAMILIES WITH CHILDREN WHO HAVE CEREBRAL PALSY AND OTHER DISABILITIES. THIS PROGRAM HOSTS A VARIETY OF PARENT INFORMATION GROUPS AND ACTS AS SUPPORTIVE PRESENCE AT MEETINGS WITH PROFESSIONALS THAT HELP PARENTS MAKE DECISIONS ABOUT A CHILD'S LIFE. THIS PROGRAM ALSO PROVIDES CAREGIVER RELIEF FOR HOURLY AND OVERNIGHT RESPITE CARE FOR CHILDREN WITH DISABILITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $98,404 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $10,782,072 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | 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 | 0 | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 215 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN COFFEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5037774166 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 NE 102ND AVENUE 100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97220 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 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 |
|---|---|---|---|---|---|---|---|
| JENI DAVIS | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| GRANT GUERNSEY | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHEAL STEEN | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER BLASKO | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY CICERELLO | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY HOLSAPPLE | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER HOYT | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN HANCOCK | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRIFFITHS | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY FERRELL | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA STRACENER | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JERALD HOFFERT | |||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| SEAN HEATON | |||||||
| PRESIDENT AND TREASURER | 3.00 | $0 | $0 | $0 | Yes (X) | ||
| ANN COFFEY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $163,221 | $0 | $6,519 | Yes (X) | ||
| ESTHER LARGE | |||||||
| FINANCE DIRECTOR | 40.00 | $116,188 | $0 | $3,486 | Yes (X) | ||
| BECKY BEACH | |||||||
| PERSONAL ASSISTANT | 40.00 | $193,015 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $472,424 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,005 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGI PARTNERS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 W EVANS ST | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FILING FOR ERC CREDIT | ServicesDesc |
| Compensation | $125,739 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $11,410,585 | GovernmentGrantsAmt |
| All Other Contributions | $136,194 | AllOtherContributionsAmt |
| Total Contributions | $11,546,779 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PROGRAM SERVICES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $28,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,636 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,636 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,173 | TotalRevenueColumnAmt |
| Exclusion | $90,173 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,503 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $322 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,181 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,181 | TotalRevenueColumnAmt |
| Exclusion | $1,181 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,248 | TotalRevenueColumnAmt |
| Exclusion | $9,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,248 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,676,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,636 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100,602 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,281 | TotalAmt |
| Program Services | $16,281 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,859 | TotalAmt |
| Program Services | $630,908 | ProgramServicesAmt |
| Management And General | $38,270 | ManagementAndGeneralAmt |
| Fundraising | $681 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,851,319 | TotalAmt |
| Program Services | $7,394,773 | ProgramServicesAmt |
| Management And General | $448,562 | ManagementAndGeneralAmt |
| Fundraising | $7,984 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,840 | TotalAmt |
| Program Services | $102,511 | ProgramServicesAmt |
| Management And General | $6,218 | ManagementAndGeneralAmt |
| Fundraising | $111 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873,043 | TotalAmt |
| Program Services | $822,276 | ProgramServicesAmt |
| Management And General | $49,879 | ManagementAndGeneralAmt |
| Fundraising | $888 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,369 | TotalAmt |
| Program Services | $651,167 | ProgramServicesAmt |
| Management And General | $39,499 | ManagementAndGeneralAmt |
| Fundraising | $703 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,443 | TotalAmt |
| Program Services | $11,552 | ProgramServicesAmt |
| Management And General | $2,891 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,940 | TotalAmt |
| Program Services | $17,548 | ProgramServicesAmt |
| Management And General | $4,392 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,427 | TotalAmt |
| Management And General | $41,427 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,634 | TotalAmt |
| Program Services | $166,067 | ProgramServicesAmt |
| Management And General | $41,567 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,895 | TotalAmt |
| Program Services | $10,215 | ProgramServicesAmt |
| Management And General | $12,680 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,524 | TotalAmt |
| Program Services | $287,373 | ProgramServicesAmt |
| Management And General | $36,151 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,104 | TotalAmt |
| Program Services | $383,253 | ProgramServicesAmt |
| Management And General | $50,089 | ManagementAndGeneralAmt |
| Fundraising | $762 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,789 | TotalAmt |
| Program Services | $6,533 | ProgramServicesAmt |
| Management And General | $47,256 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,362 | TotalAmt |
| Program Services | $94,869 | ProgramServicesAmt |
| Management And General | $14,294 | ManagementAndGeneralAmt |
| Fundraising | $199 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,894 | TotalAmt |
| Program Services | $39,631 | ProgramServicesAmt |
| Management And General | $2,105 | ManagementAndGeneralAmt |
| Fundraising | $158 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INDIVIDUAL SUPPORT | $104,981 | $104,814 | $167 |
| OTHER OPERATING COSTS | $51,585 | $42,301 | $9,284 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,638,289 | TotalAmt |
| Program Services | $10,782,072 | ProgramServicesAmt |
| Management And General | $844,731 | ManagementAndGeneralAmt |
| Fundraising | $11,486 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,947 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,100 | BOYAmt |
| EOY | $1,719,679 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,293 | BOYAmt |
| EOY | $517,465 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,494 | BOYAmt |
| EOY | $374,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $841,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $653,721 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,762 | BOYAmt |
| EOY | $187,804 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,039,989 | BOYAmt |
| EOY | $5,308,078 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,029,932 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,638,585 | BOYAmt |
| EOY | $9,137,366 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,292 | BOYAmt |
| EOY | $724,037 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,630 | BOYAmt |
| EOY | $373,840 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,474 | BOYAmt |
| EOY | $1,078,350 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,396 | BOYAmt |
| EOY | $2,176,227 | 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 | $6,562,437 | BOYAmt |
| EOY | $6,908,539 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,752 | BOYAmt |
| EOY | $52,600 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,606,189 | BOYAmt |
| EOY | $6,961,139 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,638,585 | BOYAmt |
| EOY | $9,137,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $37,728 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $317,222 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,791,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,494,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,162,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,349,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,546,779 | CurrentTaxYearAmt |
| Total | $44,344,497 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,791,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,494,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,162,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,349,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,546,779 | CurrentTaxYearAmt |
| Total | $44,344,497 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $44,344,497 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,173 | CurrentTaxYearAmt |
| Total | $614,766 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,412,678 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,111 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,248 | CurrentTaxYearAmt |
| Total | $1,514,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,474,136 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $354,692 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94950 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,945 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,637 | DepreciationAmt |
| Book Value | $5,308 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $698,105 | OtherCostOrOtherBasisAmt |
| Depreciation | $515,609 | DepreciationAmt |
| Book Value | $182,496 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,475 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,475 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $187,804 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE RIGHT-OF-USE ASSETS | Desc |
| Book Value | $1,029,932 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,029,932 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $30,920 |
| OPERATING LEASE LIABILITIES | $1,047,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,078,350 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,951,812 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $317,222 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $317,222 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,634,590 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,427 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $41,427 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,676,017 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,596,862 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,596,862 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,427 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $41,427 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,638,289 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. | ExplanationTxt |
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 | OCF ZETOSCH FUND | GrantTypeTxt |
| Recipient | 19 | RecipientCnt |
| Non Cash Assistance | $16,281 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | ADAPTIVE TECHNOLOGY EQUIPMENT IS PURCHASED BY UCP AND SENT TO THE INDIVIDUAL APPLYING FOR ASSISTANCE. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVES GRANTS THROUGH THE ZETOSCH FUND OF THE OREGON COMMUNITY FOUNDATION, WHICH ARE USED TO PURCHASE ADAPTIVE TECHNOLOGY EQUIPMENT FOR ELIGIBLE INDIVIDUALS WHO MEET THE FUND'S FINANCIAL AND CLINICAL CRITERIA. AN APPLICATION PROCESS IS FOLLOWED BY INTERESTED APPLICANTS, AND SUBMISSIONS ARE REVIEWED BY THE FAMILY SUPPORT DIRECTOR TO DETERMINE ELIGIBILITY. A FUNDING LOG IS MAINTAINED TO DOCUMENT THAT APPLICATION REQUIREMENTS ARE MET AND TO DETERMINE AVAILABILTY OF FUNDS. THIS LOG IS REVIEWED BY THE FINANCE DIRECTOR AS A CONTROL MEASURE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BECKY BEACH | ||||||||||||||
| PERSONAL ASSISTANT | $191,015 | $0 | $2,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $193,015 | $0 | $0 | $0 |
| ANN COFFEY | ||||||||||||||
| EXECUTIVE DIRECTOR | $162,221 | $0 | $1,000 | $0 | $0 | $0 | $6,519 | $0 | $0 | $0 | $169,740 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE REVIEWS THE DRAFT FORM 990, AND THEN IT IS E-MAILED TO ALL GOVERNING BODY MEMBERS FOR INFORMATION PRIOR TO FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY THE BOARD. IN THE EVENT ANY OFFICER, DIRECTOR, EXECUTIVE OR BOARD MEMBER OF THE ASSOCIATION SHALL HAVE ANY DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE ASSOCIATION, SUCH PERSON SHALL GIVE NOTICE OF SUCH INTEREST OR RELATIONSHIP AND SHALL THEREAFTER REFRAIN FROM DISCUSSING OR ENGAGING ON THE PARTICULAR TRANSACTION IN WHICH HE HAS AN INTEREST, OR OTHERWISE ATTEMPTING TO EXERT ANY INFLUENCE ON THE ASSOCIATION OR ITS COMPONENTS TO AFFECT A DECISION TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | A COMPENSATION COMMITTEE WAS FORMED AND PARAMETERS WERE SET IN PLACE TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. COMPARABLE DATA IS COLLECTED FROM MBL GROUP. A COMPANY THAT PROVIDES NON-PROFIT SALARY RANGES BASED ON THE AVAILABLE MARKET. THE ANALYSIS IS DISCUSSED BETWEEN THE MEMBERS AND A CONCLUSION IS BASED ON THE DATA, PERFORMANCE, AND DIRECTIVES OF THE EXECUTIVE DIRECTOR. A PERFORMANCE EVALUATION IS SENT OUT TO DIRECT SUPPORTS AND COLLECTED AND USED IN THE FINAL EVALUATION. DOCUMENTATION IS NOTED AND THE RESULTS ARE DISCUSSED WITH THE EXECUTIVE DIRECTOR. THE LAST PERFORMANCE EVALUATION WAS PERFORMED IN JUNE, 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XII, LINE 2C | THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM PRIOR YEAR. |