WHOLE LIFE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WHOLE LIFE INC (EIN 06-1204033)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349305825
- 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 | 2024-05-15T11:23:20-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | 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 | 061204033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHOLE LIFE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHOL | BusinessNameControlTxt |
| Phone | 8608866900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 BROAD STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA DELGRECO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8608866900 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | DELGRECO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | PAUL BALLASY | PreparerPersonNm |
| PTIN | P00852868 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
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 | MARIA DELGRECO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 BROAD STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,343,093 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WHOLELIFECT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION WAS ESTABLISHED TO PROVIDE RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS, INCLUDING COMMUNITY LIVING ARRANGEMENTS. THE ORGANIZATION ALSO OPERATES A DAY PROGRAM WHEREBY INDIVIDUALS WITH CERTAIN DISABILITIES CAN BECOME PRODUCTIVE MEMBERS OF SOCIETY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 568 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $57,269 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $8,336 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,142,153 | PYContributionsGrantsAmt |
| CY Contributions Grants | $744,362 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,886,787 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,504,359 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,891 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,510 | CYInvestmentIncomeAmt |
| PY Other Revenue | $80,175 | PYOtherRevenueAmt |
| CY Other Revenue | $81,862 | CYOtherRevenueAmt |
| PY Total Revenue | $27,111,006 | PYTotalRevenueAmt |
| CY Total Revenue | $30,343,093 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,370,730 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,557,393 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,806,124 | PYOtherExpensesAmt |
| CY Other Expenses | $8,028,558 | CYOtherExpensesAmt |
| PY Total Expenses | $27,176,854 | PYTotalExpensesAmt |
| CY Total Expenses | $30,585,951 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$65,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$242,858 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,304,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,703,275 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,993,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,635,510 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,310,623 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,067,765 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WHOLE LIFE, INC. PROVIDES COMMUNITY SUPPORT TO INDIVIDUALS WITH DISABILITIES IN AN ENVIRONMENT THAT FOSTERS EMPOWERMENT, CHOICE, RESPONSIBIILTY AND CONTROL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,210,885 | ExpenseAmt |
| Revenue | $26,164,925 | RevenueAmt |
| Desc | COMMUNITY LIVING ARRANGEMENTS (CLA) ARE LICENSED HOMES THAT PROVIDE SUPPORT TO APPROXIMATELY 118 INDIVIDUALS. WE OFFER 28 CLA HOMES THAT INCLUDE SERVICES DESIGNED TO ADDRESS AN INDIVIDUAL'S MEDICAL, PSYCHIATRIC AND BEHAVIORAL CHALLENGES. EACH PERSON WHO LIVES IN A CLA IS A PART OF AN INTERDISCIPLINARY TEAM THAT MEETS REGULARLY TO IDENTIFY AND DISCUSS HOW TO MEET ALL OF THE PARTICIPANTS' WISHES, GOALS AND CHALLENGES INTERMEDIATE CARE FACILITY (ICF) ARE HOMES THAT PROVIDE HEALTH RELATED CARE AND SERVICES TO INDIVIDUALS WHO DO NOT REQUIRE THE DEGREE OF CARE THAT SKILLED NURSING FACILITIES PROVIDE. WE OFFER 2 ICF HOMES FOR 6 INDIVIDUALS. IN HOME SUPPORT (IHS) ARE PROFESSIONAL SUPPORT SERVICES THAT WE PROVIDE TO INDIVIDUALS IN A PERSON'S HOME. WE ARE CURRENTLY SUPPORTING 9 INDIVIDUALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,736,711 | ExpenseAmt |
| Revenue | $3,364,027 | RevenueAmt |
| Desc | DAY SUPPORT OPTIONS EMPHASIZES A COMMUNITY EXPERIENCE AND PARTICIPATION AS A VEHICLE FOR PERSONAL INDEPENDENCE. APPROXIMATELY 110 INDIVIDUALS CAN CHOOSE TO PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ACTIVITIES AND EVENTS. OPPORTUNITIES RANGE FROM SOCIAL AND RECREATIONAL ACTIVITIES TO WORKING IN THE COMMUNITY. PERSONS WITH BEHAVIORAL CHALLENGES OFTEN HAVE REWARDING AND SUCCESSFUL EXPERIENCES IN THIS PROGRAM. IN ADDITION, WHOLE LIFE PROVIDES SENIOR SUPPORTS FOR INDIVIDUALS WHO CAN NO LONGER ATTEND A DAY SUPPORT PROGRAM. SENIOR SUPPORTS PROVIDES A DAY PROGRAM AT THE HOME. APPROXIMATELY 12 INDIVIDUALS PARTICIPATE IN THIS PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $27,947,596 | 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 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | 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 | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 568 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA DELGRECO CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8608866900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 BROAD STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| EDDIE THERIL JARMAN | ||||||||
| BOARD MEMBER | 1.00 | 42.00 | Yes (X) | $0 | $334,427 | $9,872 | ||
| ERICH AUDRETSCH | ||||||||
| BOARD PRESIDENT | 20.00 | 47.00 | Yes (X) | $99,276 | $470,213 | $22,223 | Yes (X) | |
| JACK MALONE | ||||||||
| BOARD SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD ALLEN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEILA CORDOCK | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $162,601 | $0 | $44,353 | Yes (X) | |||
| MARIA DELGRECO | ||||||||
| FINANCE DIRECTOR | 40.00 | $112,622 | $0 | $74,915 | Yes (X) | |||
| ROBERT KLIMINSKY | ||||||||
| CLINICAL DIRECTOR | 40.00 | $120,759 | $0 | $74,176 | Yes (X) | |||
| LEON FONTANELLE | ||||||||
| DIRECT SUPPORT | 40.00 | $125,472 | $0 | $35,102 | Yes (X) | |||
| TIFFANY VERGASON | ||||||||
| ASSISTANT EXECUTIVE DIRECT | 40.00 | $121,735 | $0 | $37,417 | Yes (X) | |||
| ANDREW PADILLA | ||||||||
| DIRECT SUPPORT | 40.00 | $114,657 | $0 | $18,184 | Yes (X) | |||
| MARIE MURPHY | ||||||||
| DIRECT SUPPORT | 40.00 | $110,603 | $0 | $37,326 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $967,725 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $804,640 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $353,568 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PJW NURSING CONSULTANTS LLC | |||||
| 28 CUMBERLAND RD | WEST HARTFORD | CT | 06119 | NURSING SERVICES | $844,017 |
| DELTA T GROUP HARTFORD | |||||
| 101 CENTERPOINT DRIVE | MIDDLETOWN | CT | 06457 | LEASING EMPLOYEES | $291,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $744,240 | GovernmentGrantsAmt |
| All Other Contributions | $122 | AllOtherContributionsAmt |
| Total Contributions | $744,362 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL SERVICES | 624100 | $25,199,663 | $25,199,663 |
| DAY PROGRAM SERVICES | 624100 | $3,361,557 | $3,361,557 |
| OTHER PROGRAM SERVICES | 624100 | $943,139 | $943,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,504,359 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,289 | TotalRevenueColumnAmt |
| Exclusion | $1,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $11,221 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $11,221 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,221 | TotalRevenueColumnAmt |
| Exclusion | $11,221 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINANCIAL/BOOKKEEPING SERVICES | Desc |
| Business | 541200 | BusinessCd |
| Total Revenue Column | $57,269 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $57,269 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,593 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $81,862 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,343,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,528,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $57,269 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,510 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,573 | TotalAmt |
| Management And General | $444,573 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,425,161 | TotalAmt |
| Program Services | $15,506,466 | ProgramServicesAmt |
| Management And General | $918,695 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,173 | TotalAmt |
| Program Services | $935,322 | ProgramServicesAmt |
| Management And General | $36,851 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,405,482 | TotalAmt |
| Program Services | $3,348,370 | ProgramServicesAmt |
| Management And General | $57,112 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,310,004 | TotalAmt |
| Program Services | $1,209,504 | ProgramServicesAmt |
| Management And General | $100,500 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,908 | TotalAmt |
| Management And General | $84,908 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,165 | TotalAmt |
| Management And General | $81,165 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,029,441 | TotalAmt |
| Program Services | $2,476,236 | ProgramServicesAmt |
| Management And General | $553,205 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,780 | TotalAmt |
| Program Services | $656,992 | ProgramServicesAmt |
| Management And General | $55,788 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,623 | TotalAmt |
| Program Services | $831,644 | ProgramServicesAmt |
| Management And General | $55,979 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,700 | TotalAmt |
| Program Services | $722,954 | ProgramServicesAmt |
| Management And General | $11,746 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,568 | TotalAmt |
| Program Services | $208,434 | ProgramServicesAmt |
| Management And General | $38,134 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,775 | TotalAmt |
| Program Services | $421,323 | ProgramServicesAmt |
| Management And General | $38,452 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,883 | TotalAmt |
| Program Services | $113,984 | ProgramServicesAmt |
| Management And General | $59,899 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS & MAINTENANCE | $1,069,206 | $1,022,409 | $46,797 |
| FOOD SUPPLIES | $377,676 | $377,676 | |
| TRAINING | $68,042 | $68,042 | |
| DUES AND SUBSCRIPTIONS | $20,348 | $20,348 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,443 | TotalAmt |
| Program Services | $48,240 | ProgramServicesAmt |
| Management And General | $34,203 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,585,951 | TotalAmt |
| Program Services | $27,947,596 | ProgramServicesAmt |
| Management And General | $2,638,355 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,343 | BOYAmt |
| EOY | $564,900 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,429,558 | BOYAmt |
| EOY | $2,103,914 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,492,184 | BOYAmt |
| EOY | $1,700,415 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,796 | BOYAmt |
| EOY | $435,494 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,282 | BOYAmt |
| EOY | $56,584 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,399,975 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,120,654 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,395,163 | BOYAmt |
| EOY | $6,279,321 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,394,395 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,091 | BOYAmt |
| EOY | $168,252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,304,417 | BOYAmt |
| EOY | $13,703,275 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,222,219 | BOYAmt |
| EOY | $3,590,173 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,447 | BOYAmt |
| EOY | $515,350 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,665,410 | BOYAmt |
| EOY | $3,985,017 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,607,718 | BOYAmt |
| EOY | $3,544,970 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,993,794 | BOYAmt |
| EOY | $11,635,510 | 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 | $2,272,731 | BOYAmt |
| EOY | $2,030,674 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,892 | BOYAmt |
| EOY | $37,091 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,310,623 | BOYAmt |
| EOY | $2,067,765 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,304,417 | BOYAmt |
| EOY | $13,703,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$242,858 | ReconcilationRevenueExpnssAmt |
| 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 | $1,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,298 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,142,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $744,362 | CurrentTaxYearAmt |
| Total | $2,898,067 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,838,753 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,593,649 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,593,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,886,787 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,504,359 | CurrentTaxYearAmt |
| Total | $128,416,734 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,840,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,595,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,601,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,028,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,248,721 | CurrentTaxYearAmt |
| Total | $131,314,801 | 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 | $131,314,801 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,289 | CurrentTaxYearAmt |
| Total | $8,149 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,289 | CurrentTaxYearAmt |
| Total | $8,149 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,269 | CurrentTaxYearAmt |
| Total | $146,456 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $89,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,593 | CurrentTaxYearAmt |
| Total | $135,778 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,855,163 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,609,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,697,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,110,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,331,872 | CurrentTaxYearAmt |
| Total | $131,605,184 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99690 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2020 AMOUNT: $ 89,835. 2021 AMOUNT: $ 21,350. 2022 AMOUNT: $ 24,593. | ExplanationTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,781,896 | OtherCostOrOtherBasisAmt |
| Book Value | $1,781,896 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,429,719 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,513,631 | DepreciationAmt |
| Book Value | $3,916,088 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,994,282 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,432,040 | DepreciationAmt |
| Book Value | $562,242 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $261,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $248,653 | DepreciationAmt |
| Book Value | $12,624 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $932,801 | OtherCostOrOtherBasisAmt |
| Depreciation | $926,330 | DepreciationAmt |
| Book Value | $6,471 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,279,321 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE | $2,432,008 |
| OPERATIONAL ADVANCE | $995,295 |
| DEFERRED COMPENSATION | $117,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,544,970 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,311,339 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$31,754 | OtherRevenueAmt |
| Revenue Not Reported | -$31,754 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,343,093 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,343,093 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,554,197 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,554,197 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $31,754 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $31,754 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,585,951 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2023 AND 2022. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED, AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UBI EXPENSES NETTED AGAINST REVENUE FOR F/S PURPOSES -31,754. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | UBI EXPENSES NETTED AGAINST REVENUE FOR F/S PURPOSES 31,754. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERICH AUDRETSCH | ||||||||||||||
| BOARD PRESIDENT | $85,114 | $470,213 | $14,077 | $0 | $85 | $0 | $10,027 | $0 | $0 | $12,196 | $109,303 | $482,409 | $0 | $0 |
| EDDIE THERIL JARMAN | ||||||||||||||
| BOARD MEMBER | $0 | $334,427 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $9,872 | $0 | $344,299 | $0 | $0 |
| SHEILA CORDOCK | ||||||||||||||
| EXECUTIVE DIRECTOR | $141,519 | $0 | $20,686 | $0 | $396 | $0 | $14,398 | $0 | $29,955 | $0 | $206,954 | $0 | $0 | $0 |
| ROBERT KLIMINSKY | ||||||||||||||
| CLINICAL DIRECTOR | $101,770 | $0 | $18,944 | $0 | $45 | $0 | $9,572 | $0 | $64,604 | $0 | $194,935 | $0 | $0 | $0 |
| MARIA DELGRECO | ||||||||||||||
| FINANCE DIRECTOR | $98,338 | $0 | $14,154 | $0 | $130 | $0 | $10,511 | $0 | $64,404 | $0 | $187,537 | $0 | $0 | $0 |
| LEON FONTANELLE | ||||||||||||||
| DIRECT SUPPORT | $124,602 | $0 | $870 | $0 | $0 | $0 | $9,962 | $0 | $25,140 | $0 | $160,574 | $0 | $0 | $0 |
| TIFFANY VERGASON | ||||||||||||||
| ASSISTANT EXECUTIVE DIRECT | $109,386 | $0 | $12,303 | $0 | $46 | $0 | $7,462 | $0 | $29,955 | $0 | $159,152 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | OFFICERS AND HIGHLY COMPENSATED EMPLOYEES RECEIVED A BOARD APPROVED BONUS IN THEIR 2022 W2. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | REVISIONS CONSULTING GROUP IS THE SOLE MEMBER OF WHOLE LIFE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD OF DIRECTORS OF REVISIONS CONSULTING GROUP APPOINT THE DIRECTORS OF WHOLE LIFE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | REVISIONS CONSULTING GROUP HAS THE RIGHTS, POWERS AND RESPONSIBILIES AS ARE ACCORDED TO MEMBERS UNDER THE CONNECTICUT REVISED NONSTOCK CORPORATION ACT, AND WHOLE LIFE, INC. CERTIFICATE OF INCORPORATION AND BYLAWS |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER PREPARATION A COMPLETE COPY OF THE 990 AND ALL SCHEDULES IS SENT TO EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES COMPLETE A WRITTEN CONFLICT OF INTEREST STATEMENT EACH YEAR. THESE STATEMENTS ARE REVISED BY THE COMPLIANCE OFFICER. IN ADDITION THE CODE OF CONDUCT IS REVIEWED WITH THE BOARD AND KEY EMPLOYEES ANNUALLY. BOARD MEMBERS AND KEY EMPLOYEES SELF-REPORT CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. ALL OTHER RATES ARE APPROVED BY THE EXECUTIVE DIRECTOR. WAGES ARE COMPARED TO MARKET RATES AND WAGE SURVEYS. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHOLE LIFE, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EMPLOYMENT RESOURCES INC | |||||||||||
| 6202 S LEWIS AVE SUITE D | TULSA | OK | 74136 | 731330787 | HUMAN SERVICES | OK | 501(C)(3) | LINE 10 | REVISIONS CONSULTING GROUP INC | 0 | |
| INDEPENDENT OPPORTUNITIES OF OKLAHOMA INC | |||||||||||
| 6202 S LEWIS AVE SUITE P | TULSA | OK | 74136 | 742547238 | HUMAN SERVICES | OK | 501(C)(3) | LINE 10 | REVISIONS CONSULTING GROUP INC | 0 | |
| REVISIONS CONSULTING GROUP | |||||||||||
| 216 BROAD STREET | NEW LONDON | CT | 06320 | 061351666 | SUPPORTING ORGANIZATION | CT | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| SUPPORT SOLUTIONS INC | |||||||||||
| 99 DANVILLE CORNER ROAD | AUBURN | ME | 04210 | 043380285 | HUMAN SERVICES | ME | 501(C)(3) | LINE 10 | REVISIONS CONSULTING GROUP INC | 0 | |
| LIFE CENTER | |||||||||||
| 19575 VICTOR PARKWAY SUITE 230 | LIVONIA | MI | 48152 | 382418870 | HUMAN SERVICES | MI | 501(C)(3) | LINE 10 | REVISIONS CONSULTING GROUP INC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSN FINANCIAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6202 S LEWIS AVE L | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | FINANCIAL AND ACCOUNTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |