HANNAH BG SHAW HOME INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HANNAH BG SHAW HOME INC (EIN 04-2135768)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-12
- IRS object ID
- 202232559349300328
- Schema version
- 2021v4.2
- 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 | 2022-09-12T14:38:11-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042135768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANNAH BG SHAW HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANN | BusinessNameControlTxt |
| Phone | 5089471184 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WAREHAM STREET | AddressLine1Txt |
| City | MIDDLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WYLIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5089471184 | PhoneNum |
| Signature | 2022-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WYLIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2022-09-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID WYLIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WAREHAM STREET | AddressLine1Txt |
| City | MIDDLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,977,995 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THESHAWHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1938 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SKILLED NURSING, REHABILITATIVE, MEMORY CARE, AND RESIDENTIAL CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 253 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,192,672 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,441,025 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,238,139 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,968,885 | CYProgramServiceRevenueAmt |
| PY Investment Income | $206,270 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,702,545 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,177 | PYOtherRevenueAmt |
| CY Other Revenue | $30,703 | CYOtherRevenueAmt |
| PY Total Revenue | $11,663,258 | PYTotalRevenueAmt |
| CY Total Revenue | $14,143,158 | 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 | $7,317,897 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,485,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,408,793 | PYOtherExpensesAmt |
| CY Other Expenses | $5,066,155 | CYOtherExpensesAmt |
| PY Total Expenses | $11,726,690 | PYTotalExpensesAmt |
| CY Total Expenses | $12,551,157 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$63,432 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,592,001 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,489,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,813,335 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,275,166 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,245,030 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,214,437 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,568,305 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HANNAH BG SHAW HOME, INC. IS A NON-PROFIT COMMUNITY DEDICATED TOPROVIDING THE HIGHEST QUALITY SKILLED NURSING, REHABILITATIVE, MEMORYCARE, AND RESIDENTIAL CARE TO LEND COMFORT AND SUPPORT TO FAMILIES. INKEEPING WITH THE VALUES AND TRADITION OF OUR FOUNDER, HANNAH B.G. SHAW, WE ARE COMMITTED TO PROVIDING COMPASSIONATE CARE AND RECOGNIZINGINDIVIDUAL NEEDS WHILE RESPECTING THE DIGNITY AND PERSONAL CHOICES OFEACH MEMBER OF OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,397,275 | ExpenseAmt |
| Revenue | $9,999,588 | RevenueAmt |
| Desc | THE HANNAH BG SHAW HOME, INC. IS A 40-BED RESIDENTIAL CARE AND 67-BED SKILLED NURSING FACILITY LOCATED IN MIDDLEBORO, MASSACHUSETTS. FOUNDED UPON THE DEATH OF ITS BENEFACTRESS, THE LATE HANNAH BARTLETT GRIFFITH SHAW, THE HOME OPENED ITS DOORS TO FIFTEEN RESIDENTS IN 1941 AS A NOT-FOR-PROFIT CORPORATION. THE WILL OF HANNAH SHAW STATED THAT THE HOME WAS TO BENEFIT SENIORS WHO WERE UNABLE TO CARE FOR THEMSELVES. | Desc |
| Total Program Service Expenses | $11,397,275 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 253 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTINE DONNELLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5089470332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WAREHAM STREET | AddressLine1Txt |
| City | MIDDLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID WYLIE | ||||||||
| PRESIDENT | 3.00 | 1.00 | Yes (X) | Yes (X) | $11,500 | $2,500 | $0 | |
| TIMOTHY COE | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $8,500 | $0 | $0 | |
| SUSAN CALLAN | ||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | Yes (X) | $7,500 | $2,500 | $0 | |
| DEBRA BLAIS | ||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $2,500 | $2,500 | $0 | ||
| SUSAN OKOLITA | ||||||||
| DIRECTOR | 0.00 | 0.00 | Yes (X) | $2,500 | $0 | $0 | ||
| KRISTINE DONNELLY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $153,745 | $0 | $11,360 | ||
| NANCY ALPHONSE | ||||||||
| DIRECTOR OF NURSING SERVICES | 40.00 | 0.00 | $126,100 | $0 | $548 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $312,345 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,500 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,908 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PREFERRED THERAPY SOLUTIONS | |||||
| 850 SILAS DEANE HWY 2ND FL | WETHERSFIELD | CT | 06109 | REHABILITATION SERVICES | $479,347 |
| INTELYCARE INC | |||||
| PO BOX 200413 | PITTSBURGH | PA | 15251 | AGENCY | $289,825 |
| LOGICALLY | |||||
| PO BOX 1700 | PORTLAND | ME | 04104 | IT | $143,352 |
| CONNECTRN | |||||
| PO BOX 208685 | DALLAS | TX | 75320 | AGENCY | $112,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $267,748 | RelatedOrganizationsAmt |
| Government Grants | $2,163,495 | GovernmentGrantsAmt |
| All Other Contributions | $9,782 | AllOtherContributionsAmt |
| Total Contributions | $2,441,025 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $9,968,885 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,968,885 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,968,885 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $152,997 | TotalRevenueColumnAmt |
| Exclusion | $152,997 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,384,385 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,834,837 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,549,548 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,549,548 | TotalRevenueColumnAmt |
| Exclusion | $1,549,548 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HAIRDRESSER INCOME | 623000 | $27,670 | $27,670 |
| OTHER INCOME | 623000 | $3,033 | $3,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,703 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,143,158 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,999,588 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,702,545 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,605 | TotalAmt |
| Management And General | $192,605 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,139,824 | TotalAmt |
| Program Services | $5,729,173 | ProgramServicesAmt |
| Management And General | $410,651 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,468 | TotalAmt |
| Program Services | $16,709 | ProgramServicesAmt |
| Management And General | $1,759 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,299 | TotalAmt |
| Program Services | $549,445 | ProgramServicesAmt |
| Management And General | $57,854 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,806 | TotalAmt |
| Program Services | $476,620 | ProgramServicesAmt |
| Management And General | $50,186 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,476 | TotalAmt |
| Management And General | $32,476 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,963 | TotalAmt |
| Management And General | $84,963 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,589 | TotalAmt |
| Management And General | $50,589 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,341 | TotalAmt |
| Program Services | $709,830 | ProgramServicesAmt |
| Management And General | $40,511 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,804 | TotalAmt |
| Management And General | $14,804 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,118 | TotalAmt |
| Management And General | $150,118 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,968 | TotalAmt |
| Program Services | $259,348 | ProgramServicesAmt |
| Management And General | $2,620 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,073 | TotalAmt |
| Program Services | $420,822 | ProgramServicesAmt |
| Management And General | $4,251 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,629 | TotalAmt |
| Program Services | $849,053 | ProgramServicesAmt |
| Management And General | $8,576 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,949 | TotalAmt |
| Program Services | $126,356 | ProgramServicesAmt |
| Management And General | $11,593 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ANCILLARIES & OTHER MED | $1,815,844 | $1,815,844 | |
| FOOD | $336,543 | $336,543 | |
| USER FEES | $41,811 | $41,811 | |
| BAD DEBT EXPENSE | $40,326 | $40,326 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,721 | TotalAmt |
| Program Services | $65,721 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,551,157 | TotalAmt |
| Program Services | $11,397,275 | ProgramServicesAmt |
| Management And General | $1,153,882 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,164,258 | BOYAmt |
| EOY | $653,444 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,029 | BOYAmt |
| EOY | $474,565 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,542 | BOYAmt |
| EOY | $852,272 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,567 | BOYAmt |
| EOY | $131,675 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,057,797 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,646,790 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,219,288 | BOYAmt |
| EOY | $16,411,007 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,165,015 | BOYAmt |
| EOY | $5,823,682 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,291 | BOYAmt |
| EOY | $118,291 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,613 | BOYAmt |
| EOY | $348,399 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,489,603 | BOYAmt |
| EOY | $24,813,335 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,100 | BOYAmt |
| EOY | $867,522 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,151 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,083,613 | BOYAmt |
| EOY | $11,791,786 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,151,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,070,802 | BOYAmt |
| EOY | $585,722 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,275,166 | BOYAmt |
| EOY | $13,245,030 | 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 | $10,214,437 | BOYAmt |
| EOY | $11,568,305 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,214,437 | BOYAmt |
| EOY | $11,568,305 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,489,603 | BOYAmt |
| EOY | $24,813,335 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,592,001 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$703,213 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $465,080 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $479,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $339,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $345,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,192,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,441,025 | CurrentTaxYearAmt |
| Total | $4,797,862 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,749,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,266,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,584,524 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,238,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,968,885 | CurrentTaxYearAmt |
| Total | $46,807,361 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,229,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,605,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,930,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,430,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,409,910 | CurrentTaxYearAmt |
| Total | $51,605,223 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $326,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $338,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $288,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,748 | CurrentTaxYearAmt |
| Total | $1,220,909 | 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) |
|---|---|---|
| Current Tax Year Minus3 Years | $326,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $338,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $288,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,748 | CurrentTaxYearAmt |
| Total | $1,220,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $50,384,314 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $425,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,997 | CurrentTaxYearAmt |
| Total | $929,232 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $425,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $116,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $112,777 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,997 | CurrentTaxYearAmt |
| Total | $929,232 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,703 | CurrentTaxYearAmt |
| Total | $175,893 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,692,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,762,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,092,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,569,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,593,610 | CurrentTaxYearAmt |
| Total | $52,710,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95870 | PublicSupportPY509Pct |
| Investment Income CY | 0.01760 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01820 | 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 | OTHER INCOME - 2017 AMOUNT: $ 37,413. 2018 AMOUNT: $ 40,410. 2019 AMOUNT: $ 41,190. 2020 AMOUNT: $ 26,177. 2021 AMOUNT: $ 30,703. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,044,098 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,551,607 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $278,503 | OtherExpendituresAmt |
| End Year Balance | $20,317,202 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,505,977 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,836,890 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $298,769 | OtherExpendituresAmt |
| End Year Balance | $17,044,098 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,026,731 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,832,079 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $352,833 | OtherExpendituresAmt |
| End Year Balance | $15,505,977 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,852,411 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$472,919 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $352,761 | OtherExpendituresAmt |
| End Year Balance | $13,026,731 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,946,818 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,080,614 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $175,021 | OtherExpendituresAmt |
| End Year Balance | $13,852,411 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.95000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $360,140 | OtherCostOrOtherBasisAmt |
| Book Value | $360,140 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,855,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,254,473 | DepreciationAmt |
| Book Value | $14,600,596 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,685,714 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,315,035 | DepreciationAmt |
| Book Value | $370,679 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,156,874 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,077,282 | DepreciationAmt |
| Book Value | $1,079,592 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,411,007 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $100,000 |
| DERIVATIVE FINANCIAL INSTRUMENT | $485,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $585,722 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN ACCORDANCE WITH THE DONOR REQUIREMENTS, THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY UNTIL APPROPRIATED FOR EXPENDITURE TO BE USED FOR GENERAL PURPOSES OF THE ORGANIZATION. |
| PART X, LINE 2: | THE CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A PROVISION FOR INCOME TAXES BECAUSE THE ORGANIZATIONS HAVE BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND APPLICABLE STATE CODES. THE ORGANIZATIONS FOLLOW THE POLICY FOR UNCERTAINTY IN INCOME TAXES TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO UNCERTAIN INCOME TAX POSITIONS WERE IDENTIFIED FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINE DONNELLY | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $153,745 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,360 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,105 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD IS RESPONSIBLE AND REVIEWS THE 990 FOR COMPLETENESS AND ACCURACY. THE COMPLETE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S POLICY IS THAT NO INDIVIDUAL ON THE BOARD OF DIRECTORS SHOULD HAVE ANY UNDISCLOSED CONFLICT OF INTEREST WITH THE ORGANIZATION. ACTIVE MONITORING THROUGHOUT THE YEAR IS CONDUCTED BY THE EXECUTIVE DIRECTOR, WHO REPORTS WHEN ANY CONFLICT OF INTEREST IS IDENTIFIED FOR PROPER RESOLUTION BY THE EXECUTIVE DIRECTOR OR BOARD OF DIRECTORS. MONITORING IS ALSO DONE VIA YEARLY ATTESTATION BY ALL BOARD MEMBERS AND CONFLICTS WOULD BE DEALT WITH AT THAT LEVEL. THE BOARD OF DIRECTORS' CLERK WILL COLLECT ALL ATTESTATIONS AND REVIEW. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST, THAT INDIVIDUAL MUST ABSTAIN FROM VOTING ON ANY MATTERS RELATED TO THAT CONFLICT. IN ANY MATTER THAT WOULD RESULT IN A CONFLICT OF INTEREST, SUCH INDIVIDUALS ARE NOT PERMITTED TO PARTICIPATE IN THE DECISION MAKING PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY THE ENTIRE BOARD, THE BOARD UTILIZES COMPARABILITY DATA AND THERE IS CONTEMPORANEOUS DOCUMENTATION OF DECISION. THE EXECUTIVE DIRECTOR RECOMMENDS OTHER OFFICER SALARIES THROUGH UTILIZING THE SAME TYPE OF INFORMATION FOR COMPENSATION ANALYSIS AND THESE AMOUNTS ARE THEN REVIEWED AND APPROVED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 1023 (OR 1024 IF APPLICABLE), 990 AND 990-T AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DERIVATIVE ADJUSTMENT 465,080. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES UW HANNAH BG SHAW | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WAREHAM STREET | AddressLine1Txt |
| City | MIDDLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046045460 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION FOR THE BENEFIT OF THE HANNAH BG SHAW HOME, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12C, III-FI | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HANNAH BG SHAW HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TRUSTEES UW HANNAH BG SHAW | ||
| C | $267,748 | FAIR VALUE |
| TRUSTEES UW HANNAH BG SHAW | ||
| E | -$100,000 | FAIR VALUE |
| TRUSTEES UW HANNAH BG SHAW | ||
| D | $67,500 | FAIR VALUE |