OPTIMIST BOYS HOME & RANCH: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OPTIMIST BOYS HOME & RANCH (EIN 95-1643340)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349309644
- 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
- 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 | 2024-05-15T13:32:50-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954557617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2698 Mataro Street | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | 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 | 951643340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Optimist Boys' Home and Ranch Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPTI | BusinessNameControlTxt |
| Phone | 3234433175 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6957 North Figueroa Street | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Aditi Joshi | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3234433175 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Aditi | PersonFirstNm |
| Person Last | Joshi | 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 | Tonetta L Conner CPA | PreparerPersonNm |
| PTIN | P01775198 | PTIN |
| Phone | 6264036801 | 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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Optimist Youth Homes and Family Svcs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Aditi Joshi | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6957 North Figueroa Street | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,226,465 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oyhfs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Our mission is to support children/youth, and their families, in and at-risk of foster care, to build hope and achieve bright futures through wellness, education, relationships, and career focused services and resources. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 229 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,904,138 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,619,216 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,667 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,094,314 | CYInvestmentIncomeAmt |
| PY Other Revenue | $507,552 | PYOtherRevenueAmt |
| CY Other Revenue | $215,931 | CYOtherRevenueAmt |
| PY Total Revenue | $18,449,357 | PYTotalRevenueAmt |
| CY Total Revenue | $18,929,461 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $792,578 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $881,087 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,483,162 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,320,561 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $327,245 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,284,281 | PYOtherExpensesAmt |
| CY Other Expenses | $4,153,951 | CYOtherExpensesAmt |
| PY Total Expenses | $18,560,021 | PYTotalExpensesAmt |
| CY Total Expenses | $16,355,599 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$110,664 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,573,862 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,360,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,973,518 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,561,899 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,232,595 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,799,086 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,740,923 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Our mission is to support children/youth, and their families, in and at-risk of foster care, to build hope and achieve bright futures through wellness, education, relationships, and career focused services and resources. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,814,967 | ExpenseAmt |
| Grant | $64,952 | GrantAmt |
| Desc | The agency provides mental health and case management services to children in the community through a contract with The Los Angeles County Department of Mental Health. We engage in several evidence-based practices. Our clinics are located in Los Angeles, Palmdale and Woodland Hills. In addition, we provide FSP and wraparound services as well as school based mental health services in many schools throughout the County.The agency served 926 clients during the fiscal period. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,057,475 | ExpenseAmt |
| Grant | $233,286 | GrantAmt |
| Desc | Our Short-term Residential Therapeutic Program STRTP program has two locations: In FY 22-23 we had 2 community homes with 6 beds each (Mission Hills and Van Nuys). Clients are referred by Los Angeles County Departments of Probation or Children and Family Services. The residents receive intensive care, supervision and therapeutic services from an interdisciplinary care team. We follow the core practice model, services are trauma informed, and evidence-based practices are utilized.The agency served 27 youth in the STRTP program. A Temporary Shelter Care Facility TSCF licensed for 16 girls is also located on the Woodland Hills campus. The agency served 172 youth in the TSCF program. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,430,922 | ExpenseAmt |
| Grant | $582,849 | GrantAmt |
| Desc | Foster Care: The agency has a foster-adopt program. Social workers recruit, train and certify resource parents and provide follow up services to those parents as well as to the children placed in their care. Referrals are from the Los Angeles County Department of Children and Family Services (DCFS) and occasionally from the L.A. County Department of Probation. Optimist also assists the County in the assessment process for their County operated resource families. The agency has an adoption program, enabling children already in its resource homes to be placed in permanent homes through the adoptions process. We served 69 children and youth in resource families. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,303,364 | 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 | 0 | 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 | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 229 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | Yes (1) | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aditi Joshi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6269913321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6957 N Figueroa Street | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90042 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Leslie King | |||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Dennis Andolsek | |||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carol Simmons | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lila Laviano | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Denise Ausbon | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Denise Di Novi | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dee Gadbury | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Terry McWeeney | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Walter Njboke | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol M Truscott | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Urteaga | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Lenna Welling | |||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Todd Sosna | |||||||
| CEO | 40.00 | Yes (X) | $292,626 | $0 | $18,937 | ||
| Aditi Joshi | |||||||
| CFO | 20.00 | Yes (X) | $162,273 | $0 | $1,259 | ||
| Jacqueline Atkins | |||||||
| Chief Program Officer | 40.00 | $151,436 | $0 | $8,771 | Yes (X) | ||
| Maria Bhattachan | |||||||
| Chiel Administrative Officer | 40.00 | $151,030 | $0 | $10,329 | Yes (X) | ||
| Ken Garcia | |||||||
| Director of STRTP | 40.00 | $115,350 | $0 | $4,861 | Yes (X) | ||
| Douglas House | |||||||
| Chief HR Officer | 40.00 | $146,812 | $0 | $1,637 | Yes (X) | ||
| Norman Racine | |||||||
| Chief Information Officer | 40.00 | $152,863 | $0 | $2,243 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,172,390 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 | PO Box 5599 | AddressLine1Txt |
| City | Florence | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consulting services | ServicesDesc |
| Compensation | $364,755 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $82,140 | FundraisingAmt |
| Government Grants | $15,922,969 | GovernmentGrantsAmt |
| All Other Contributions | $614,107 | AllOtherContributionsAmt |
| Noncash Contributions | $83,485 | NoncashContributionsAmt |
| Total Contributions | $16,619,216 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,168 | TotalRevenueColumnAmt |
| Exclusion | $127,168 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $165,278 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $165,278 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,278 | TotalRevenueColumnAmt |
| Exclusion | $165,278 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,217,050 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $249,904 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,967,146 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,967,146 | TotalRevenueColumnAmt |
| Exclusion | $1,967,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,100 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $82,140 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $47,100 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Oil lease | 900099 | $41,808 | $41,808 |
| Other income | 900099 | $8,845 | $8,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $50,653 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,929,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,310,245 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,087 | TotalAmt |
| Program Services | $881,087 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,772 | TotalAmt |
| Management And General | $461,772 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,760,321 | TotalAmt |
| Program Services | $7,195,082 | ProgramServicesAmt |
| Management And General | $1,382,629 | ManagementAndGeneralAmt |
| Fundraising | $182,610 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,096 | TotalAmt |
| Program Services | $175,865 | ProgramServicesAmt |
| Management And General | $26,860 | ManagementAndGeneralAmt |
| Fundraising | $4,371 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,468 | TotalAmt |
| Program Services | $957,704 | ProgramServicesAmt |
| Management And General | $219,961 | ManagementAndGeneralAmt |
| Fundraising | $23,803 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,904 | TotalAmt |
| Program Services | $547,366 | ProgramServicesAmt |
| Management And General | $128,934 | ManagementAndGeneralAmt |
| Fundraising | $13,604 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,197 | TotalAmt |
| Management And General | $60,197 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,498 | TotalAmt |
| Management And General | $53,498 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,039 | TotalAmt |
| Program Services | $363,189 | ProgramServicesAmt |
| Management And General | $640,602 | ManagementAndGeneralAmt |
| Fundraising | $20,248 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,591 | TotalAmt |
| Program Services | $3,812 | ProgramServicesAmt |
| Management And General | $322 | ManagementAndGeneralAmt |
| Fundraising | $457 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,722 | TotalAmt |
| Program Services | $291,244 | ProgramServicesAmt |
| Management And General | $23,949 | ManagementAndGeneralAmt |
| Fundraising | $2,529 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,810 | TotalAmt |
| Program Services | $43,992 | ProgramServicesAmt |
| Management And General | $93,818 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418,152 | TotalAmt |
| Program Services | $1,095,214 | ProgramServicesAmt |
| Management And General | $284,863 | ManagementAndGeneralAmt |
| Fundraising | $38,075 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,664 | TotalAmt |
| Program Services | $135,266 | ProgramServicesAmt |
| Management And General | $11,006 | ManagementAndGeneralAmt |
| Fundraising | $392 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,868 | TotalAmt |
| Program Services | $448 | ProgramServicesAmt |
| Management And General | $55,264 | ManagementAndGeneralAmt |
| Fundraising | $1,156 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,072 | TotalAmt |
| Program Services | $370,842 | ProgramServicesAmt |
| Management And General | $88,788 | ManagementAndGeneralAmt |
| Fundraising | $9,442 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Expendable items | $165,736 | $146,718 | $18,360 | $658 |
| Other | $85,901 | $9,599 | $75,590 | $712 |
| In-kind goods | $83,485 | $43,900 | $14,585 | $25,000 |
| Bad debt expense | $54,558 | $6,096 | $48,010 | $452 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,658 | TotalAmt |
| Program Services | $35,940 | ProgramServicesAmt |
| Management And General | $35,982 | ManagementAndGeneralAmt |
| Fundraising | $3,736 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,355,599 | TotalAmt |
| Program Services | $12,303,364 | ProgramServicesAmt |
| Management And General | $3,724,990 | ManagementAndGeneralAmt |
| Fundraising | $327,245 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,471,356 | BOYAmt |
| EOY | $4,746,369 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,220 | BOYAmt |
| EOY | $209,558 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,536,223 | BOYAmt |
| EOY | $2,508,191 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,066 | BOYAmt |
| EOY | $3,599 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,688 | BOYAmt |
| EOY | $65,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,190,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,800,042 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,097,773 | BOYAmt |
| EOY | $8,390,585 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,595,785 | BOYAmt |
| EOY | $6,492,487 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,379 | BOYAmt |
| EOY | $93,921 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,495 | BOYAmt |
| EOY | $463,491 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,360,985 | BOYAmt |
| EOY | $22,973,518 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,561,899 | BOYAmt |
| EOY | $2,794,053 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $438,542 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,561,899 | BOYAmt |
| EOY | $3,232,595 | 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 | $13,414,574 | BOYAmt |
| EOY | $16,590,541 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,384,512 | BOYAmt |
| EOY | $3,150,382 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,799,086 | BOYAmt |
| EOY | $19,740,923 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,360,985 | BOYAmt |
| EOY | $22,973,518 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,573,862 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $367,977 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,956,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,383,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,632,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,904,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,619,216 | CurrentTaxYearAmt |
| Total | $105,494,977 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,956,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,383,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,632,281 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,904,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,619,216 | CurrentTaxYearAmt |
| Total | $105,494,977 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $105,494,977 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,252,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $144,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $292,466 | CurrentTaxYearAmt |
| Total | $2,128,614 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,460 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $300,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,653 | CurrentTaxYearAmt |
| Total | $354,811 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $107,978,402 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,856,618 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97990 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,704,337 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,116 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,324 | AdministrativeExpensesAmt |
| End Year Balance | $2,779,129 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,721,923 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$15,386 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,200 | AdministrativeExpensesAmt |
| End Year Balance | $2,704,337 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,639,310 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $85,189 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,576 | AdministrativeExpensesAmt |
| End Year Balance | $2,721,923 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,598,294 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $42,613 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,597 | AdministrativeExpensesAmt |
| End Year Balance | $2,639,310 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,573,863 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,490 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,059 | AdministrativeExpensesAmt |
| End Year Balance | $2,598,294 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05653 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94347 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,031,555 | OtherCostOrOtherBasisAmt |
| Book Value | $1,031,555 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,230,387 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,099,271 | DepreciationAmt |
| Book Value | $7,131,116 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $645,197 | OtherCostOrOtherBasisAmt |
| Depreciation | $589,954 | DepreciationAmt |
| Book Value | $55,243 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $283,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,817 | DepreciationAmt |
| Book Value | $172,671 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,390,585 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease liabilties - operating leases | $333,088 |
| Lease liabilties - finance leases | $105,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $438,542 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,297,438 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $367,977 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $367,977 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,929,461 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,929,461 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,355,599 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,355,599 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,355,599 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanent restricted net assets include the fair value of the original and subsequent gifts made to the endowment fund and any accumulation required by donor stipulation. Income and gains are to be used for operations. |
| Part X, Line 2: | The Home is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Home in their federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Home's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala Event | Event1Nm |
| Gross Receipts Event1 | $129,240 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $82,140 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,100 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $47,100 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $129,240 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $82,140 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,100 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,100 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,100 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Foster Care Parent Payments | 16 | $491,487 | |||
| Client assistance | 207 | $389,600 | FMV | Clothing, food, personal goods and services. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization maintains records to substantiate the amount of assistance and the selection criteria used to award the assistance. The Business Office reviews all payments made to Foster Family grantees monthly before checks are issued. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Todd Sosna | ||||||||||||||
| CEO | $292,626 | $0 | $0 | $0 | $0 | $0 | $13,307 | $0 | $5,630 | $0 | $311,563 | $0 | $0 | $0 |
| Aditi Joshi | ||||||||||||||
| CFO | $162,273 | $0 | $0 | $0 | $0 | $0 | $1,259 | $0 | $0 | $0 | $163,532 | $0 | $0 | $0 |
| Maria Bhattachan | ||||||||||||||
| Chiel Administrative Officer | $151,030 | $0 | $0 | $0 | $0 | $0 | $7,373 | $0 | $2,956 | $0 | $161,359 | $0 | $0 | $0 |
| Jacqueline Atkins | ||||||||||||||
| Chief Program Officer | $151,436 | $0 | $0 | $0 | $0 | $0 | $4,274 | $0 | $4,497 | $0 | $160,207 | $0 | $0 | $0 |
| Norman Racine | ||||||||||||||
| Chief Information Officer | $152,863 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $2,243 | $0 | $155,106 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $33,421 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Tickets | 46 | $29,109 | At cost |
| Yes (X) | Personal items | 22 | $8,611 | Market value |
| Yes (X) | Gift Cards | 21 | $6,815 | At value |
| Yes (X) | Food/Wine | 17 | $5,029 | At cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | 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 A, line 7a | The by laws provide for the affiliated Optimist clubs to select corporation members to select board members. |
| Form 990, Part VI, Section B, line 11b | The Finance Committee of the Board of Directors reviews the Form 990 before it is filed with the IRS, with the 990 subsequently shared with the full Board. |
| Form 990, Part VI, Section B, line 12c | Board Members are required by the bylaws and agency policy to disclose any conflicts in writing annually. |
| Form 990, Part VI, Section B, line 15a | The Executive Committee of the Board of Directors meet annually to review the compensation of the CEO to decide on a merit increase and to determine if the salary remains fair and reasonable using comparable data. Other officers or key employee salaries are reviewed annually by the CEO and the Human Resources Officer to determine if salary remains fair and reasonable using salary data from similar not-for-profit agencies. |
| Form 990, Part VI, Section C, line 19 | The organization provides the governance policies, Form 990 and financial statements upon request. |