GREENPATH INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREENPATH INC (EIN 38-6142925)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-06
- IRS object ID
- 202442509349300449
- Schema version
- 2023v5.1
- 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 C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-06T15:03:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 1785 INDIAN WOOD CIRCLE | AddressLine1Txt |
| City | MAUMEE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386142925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENPATH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2485535400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36500 CORPORATE DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SHINKONIS CFO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2485535400 | PhoneNum |
| Signature | 2024-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS S SOSKO | PreparerPersonNm |
| PTIN | P01009253 | PTIN |
| Phone | 4197942000 | PhoneNum |
| Preparation | 2024-08-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KRISTEN HOLT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36500 CORPORATE DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,186,875 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GREENPATH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERING PEOPLE TO LEAD FINANCIALLY HEALTHY LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 527 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,504,621 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,991,900 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,785,534 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,231,059 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$625,246 | PYInvestmentIncomeAmt |
| CY Investment Income | $405,505 | CYInvestmentIncomeAmt |
| PY Other Revenue | $725 | PYOtherRevenueAmt |
| CY Other Revenue | $36,107 | CYOtherRevenueAmt |
| PY Total Revenue | $41,665,634 | PYTotalRevenueAmt |
| CY Total Revenue | $53,664,571 | 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 | $29,800,310 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,700,484 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,602,022 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,649,011 | PYOtherExpensesAmt |
| CY Other Expenses | $14,332,746 | CYOtherExpensesAmt |
| PY Total Expenses | $43,449,321 | PYTotalExpensesAmt |
| CY Total Expenses | $46,033,230 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,783,687 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,631,341 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,285,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,941,571 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,259,921 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,454,999 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,025,149 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,486,572 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EMPOWER PEOPLE TO LEAD FINANCIALLY HEALTHY LIVES | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,391,986 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $36,231,059 | RevenueAmt |
| Desc | GREENPATH DELIVERS FREE 1-ON-1 FINANCIAL COUNSELING, CREDIT COUNSELING, STUDENT LOAN COUNSELING, PRE-FILING BANKRUPTCY COUNSELING, FINANCIAL EDUCATION AND DEBT MANAGEMENT SERVICES TO PEOPLE IN ALL 50 STATES. IN 2023, WE PROVIDED THESE CREDIT AND DEBT COUNSELING SERVICES TO ABOUT 61,000 HOUSEHOLDS. WE ALSO HELPED MORE THAN 54,000 PEOPLE REPAY MORE THAN $177 MILLION IN DEBT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,096,051 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HOUSING COUNSELING: AS A DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) INTERMEDIARY AND HOUSING COUNSELING AGENCY, GREENPATH PROVIDES MORTGAGE/RENT DELINQUENCY COUNSELING, PRE-PURCHASE HOME BUYER COUNSELING AND EDUCATION, AND REVERSE MORTGAGE (HECM) COUNSELING TO PEOPLE IN ALL 50 STATES. IN 2023, WE PROVIDED THESE HOUSING COUNSELING SERVICES TO MORE THAN 46,000 HOUSEHOLDS. NOTE: REVENUE FROM THIS ACTIVITY IS FEDERALLY FUNDED AND, THEREFORE, INCLUDED UNDER PART VIII (1) CONTRIBUTIONS AND GRANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $40,488,037 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 527 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL SHINKONIS CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2485535400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36500 CORPORATE DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CAREY PACHLA | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE GREENE | |||||||||
| VICE-CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY ZAMBELLI | |||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM RICHARDS | |||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN FRITH | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE GOTTSCHALL | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE LAFEIR | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA SLEDGE | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAWN STEWART | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE SYDLOWSKI | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTEN HOLT | |||||||||
| PRESIDENT & CEO | 30.00 | 10.00 | Yes (X) | $506,998 | $0 | $29,468 | |||
| RICHARD T HOLLIS | |||||||||
| CHIEF FINANCIAL OFFICER | 23.00 | 17.00 | Yes (X) | $284,124 | $0 | $28,779 | |||
| DONNA MCNEILL | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $347,820 | $0 | $32,007 | Yes (X) | |||
| SIREESHA MANDAVA | |||||||||
| CHIEF INFORMATION OFFICER | 34.00 | 6.00 | $327,886 | $0 | $26,536 | Yes (X) | |||
| RICHARD BIALOBRZESKI | |||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER | 30.00 | 10.00 | $281,526 | $0 | $28,466 | Yes (X) | |||
| SUSAN ELIZABETH DUNCAN-MURPHY | |||||||||
| CHIEF PEOPLE OFFICER | 40.00 | 0.00 | $251,616 | $0 | $29,628 | Yes (X) | |||
| DAVID FLORES | |||||||||
| DIRECTOR OF CLIENT SERVICES & PROGRAM PERFORMANCE | 36.00 | 4.00 | $229,959 | $0 | $25,933 | Yes (X) | |||
| JENNIFER FRASER | |||||||||
| DIRECTOR OF STAKEHOLDER ENGAGEMENT & CCO | 20.00 | 20.00 | $195,332 | $0 | $33,499 | Yes (X) | |||
| MICHAEL SHINKONIS | |||||||||
| DIRECTOR OF FINANCE AND ACCOUNTING | 30.00 | 10.00 | $178,452 | $0 | $23,368 | Yes (X) | |||
| EDWARD ENNEY | |||||||||
| SENIOR BUSINESS APPLICATION MANAGER | 40.00 | 0.00 | $170,210 | $0 | $27,288 | Yes (X) | |||
| MAUREEN ANDERSON | |||||||||
| DIRECTOR OF COMPLIANCE AND NETWORK OVERSIGHT | 20.00 | 20.00 | $163,620 | $0 | $29,360 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,937,543 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $314,332 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ASPIRE SYSTEMS CONSULTING INC | |||||
| 1200 HARGER ROAD SUITE 722 | OAK BROOK | IL | 60523 | IT SERVICES | $3,522,034 |
| SYNERGI PARTNERS INC | |||||
| PO BOX 5599 | FLORENCE | SC | 29502 | LEGAL/TAX SERVICES | $563,693 |
| LEAP AGENCY LLC | |||||
| 2500 TECHNOLOGY DRIVE | LOUISVILLE | KY | 40299 | MARKETING SERVICES | $269,350 |
| ADP LLC | |||||
| PO BOX 842875 | BOSTON | MA | 022842875 | PAYROLL SERVICES | $201,267 |
| CLIFTONLARSONALLEN LLP | |||||
| 1785 INDIAN WOOD CIRCLE | MAUMEE | OH | 43537 | ACCOUNTING SERVICES | $180,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $10,148 | FederatedCampaignsAmt |
| Related Organizations | $109,500 | RelatedOrganizationsAmt |
| Government Grants | $13,288,183 | GovernmentGrantsAmt |
| All Other Contributions | $3,584,069 | AllOtherContributionsAmt |
| Total Contributions | $16,991,900 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT FEES AND OTHER PROGRAM REV | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $36,231,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,231,059 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,231,059 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $260,802 | TotalRevenueColumnAmt |
| Exclusion | $260,802 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,667,007 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,520,274 | SecuritiesAmt |
| Other | $2,030 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,733 | SecuritiesAmt |
| Other | -$2,030 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,703 | TotalRevenueColumnAmt |
| Exclusion | $144,703 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $36,107 | TotalRevenueColumnAmt |
| Exclusion | $36,107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,107 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,664,571 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,231,059 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $441,612 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,174,855 | TotalAmt |
| Program Services | $734,250 | ProgramServicesAmt |
| Management And General | $1,130,613 | ManagementAndGeneralAmt |
| Fundraising | $309,992 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,657,207 | TotalAmt |
| Program Services | $22,163,693 | ProgramServicesAmt |
| Management And General | $893,154 | ManagementAndGeneralAmt |
| Fundraising | $600,360 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,967 | TotalAmt |
| Program Services | $1,028,960 | ProgramServicesAmt |
| Management And General | $29,725 | ManagementAndGeneralAmt |
| Fundraising | $30,282 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,766,787 | TotalAmt |
| Program Services | $2,419,785 | ProgramServicesAmt |
| Management And General | $293,067 | ManagementAndGeneralAmt |
| Fundraising | $53,935 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,012,668 | TotalAmt |
| Program Services | $1,806,697 | ProgramServicesAmt |
| Management And General | $144,154 | ManagementAndGeneralAmt |
| Fundraising | $61,817 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,190 | TotalAmt |
| Management And General | $115,190 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,946 | TotalAmt |
| Management And General | $198,946 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,484 | TotalAmt |
| Management And General | $26,484 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,172 | TotalAmt |
| Program Services | $323,350 | ProgramServicesAmt |
| Management And General | $299,822 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,715 | TotalAmt |
| Program Services | $746,486 | ProgramServicesAmt |
| Management And General | $757 | ManagementAndGeneralAmt |
| Fundraising | $496,472 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,242,855 | TotalAmt |
| Program Services | $3,169,207 | ProgramServicesAmt |
| Management And General | $63,251 | ManagementAndGeneralAmt |
| Fundraising | $10,397 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,666 | TotalAmt |
| Program Services | $703,666 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,551 | TotalAmt |
| Program Services | $182,788 | ProgramServicesAmt |
| Management And General | $123,612 | ManagementAndGeneralAmt |
| Fundraising | $16,151 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682 | TotalAmt |
| Program Services | $1,682 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,486,464 | TotalAmt |
| Program Services | $2,431,436 | ProgramServicesAmt |
| Management And General | $43,216 | ManagementAndGeneralAmt |
| Fundraising | $11,812 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,206 | TotalAmt |
| Management And General | $513,206 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT | $2,890,141 | $2,811,363 | $67,974 | $10,804 |
| GRANT EXPENSES | $1,181,466 | $1,181,466 | ||
| BANK CHARGES | $563,558 | $563,558 | ||
| REGULATORY FEES | $198,867 | $198,867 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,783 | TotalAmt |
| Program Services | $20,783 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,033,230 | TotalAmt |
| Program Services | $40,488,037 | ProgramServicesAmt |
| Management And General | $3,943,171 | ManagementAndGeneralAmt |
| Fundraising | $1,602,022 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,341 | BOYAmt |
| EOY | $3,210,823 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,357,818 | BOYAmt |
| EOY | $5,531,134 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,147,770 | BOYAmt |
| EOY | $1,319,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,483,452 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,791,751 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,780,809 | BOYAmt |
| EOY | $31,691,701 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,387,080 | BOYAmt |
| EOY | $17,253,118 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,374,252 | BOYAmt |
| EOY | $9,935,204 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,285,070 | BOYAmt |
| EOY | $68,941,571 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,015,886 | BOYAmt |
| EOY | $3,781,697 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,316 | BOYAmt |
| EOY | $223,023 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,166,240 | BOYAmt |
| EOY | $7,248,673 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,700,921 | BOYAmt |
| EOY | $9,247,946 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $579,271 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,558 | BOYAmt |
| EOY | $374,389 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,259,921 | BOYAmt |
| EOY | $21,454,999 | 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 | $36,251,174 | BOYAmt |
| EOY | $47,049,822 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,773,975 | BOYAmt |
| EOY | $436,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,025,149 | BOYAmt |
| EOY | $47,486,572 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,285,070 | BOYAmt |
| EOY | $68,941,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,631,341 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,829,759 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $323 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $6,985,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,913,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,701,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,504,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,991,900 | CurrentTaxYearAmt |
| Total | $61,096,151 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,111,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,580,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,966,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,785,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,231,059 | CurrentTaxYearAmt |
| Total | $166,674,821 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,096,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,493,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,667,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,290,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,222,959 | CurrentTaxYearAmt |
| Total | $227,770,972 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,253,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,902,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,012,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,037,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,072,430 | CurrentTaxYearAmt |
| Total | $36,278,541 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,253,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,902,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,012,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,037,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,072,430 | CurrentTaxYearAmt |
| Total | $36,278,541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $191,492,431 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $254,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $281,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,802 | CurrentTaxYearAmt |
| Total | $1,417,948 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $254,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $396,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $281,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,802 | CurrentTaxYearAmt |
| Total | $1,417,948 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$62,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,107 | CurrentTaxYearAmt |
| Total | -$24,372 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,351,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,891,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,886,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,516,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,519,868 | CurrentTaxYearAmt |
| Total | $229,164,548 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85520 | PublicSupportPY509Pct |
| Investment Income CY | 0.00620 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00720 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $12,000 | CurrentYearMinus1Amt |
| Total | $12,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Total | $250,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $375,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,700,000 | OtherCostOrOtherBasisAmt |
| Book Value | $3,700,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,776,264 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,194,633 | DepreciationAmt |
| Book Value | $16,581,631 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,347,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,030,115 | DepreciationAmt |
| Book Value | $317,773 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,659,300 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,567,003 | DepreciationAmt |
| Book Value | $11,092,297 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,691,701 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CLIENT FUNDS HELD IN TRUST | $9,247,946 |
| INTEREST RATE SWAP | $295,199 |
| OPERATING RIGHT OF USE ASSET | $392,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,935,204 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATIONS | Desc |
| Amt | $374,389 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $374,389 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AS A CREDIT COUNSELING ORGANIZATION, GREENPATH COLLECTS AMOUNTS FROM DEBTORS TO REMIT TO THEIR CREDITORS AS PER THE PROGRAM GUIDELINES |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION DETERMINED IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTEN HOLT | ||||||||||||||
| PRESIDENT & CEO | $397,434 | $0 | $100,000 | $0 | $9,564 | $0 | $15,500 | $0 | $13,968 | $0 | $536,466 | $0 | $0 | $0 |
| DONNA MCNEILL | ||||||||||||||
| CHIEF OPERATING OFFICER | $283,440 | $0 | $64,260 | $0 | $120 | $0 | $15,500 | $0 | $16,507 | $0 | $379,827 | $0 | $0 | $0 |
| SIREESHA MANDAVA | ||||||||||||||
| CHIEF INFORMATION OFFICER | $268,850 | $0 | $58,826 | $0 | $210 | $0 | $15,500 | $0 | $11,036 | $0 | $354,422 | $0 | $0 | $0 |
| RICHARD T HOLLIS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $232,753 | $0 | $51,246 | $0 | $125 | $0 | $14,321 | $0 | $14,458 | $0 | $312,903 | $0 | $0 | $0 |
| RICHARD BIALOBRZESKI | ||||||||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER | $221,306 | $0 | $51,700 | $0 | $8,520 | $0 | $14,453 | $0 | $14,013 | $0 | $309,992 | $0 | $0 | $0 |
| SUSAN ELIZABETH DUNCAN-MURPHY | ||||||||||||||
| CHIEF PEOPLE OFFICER | $201,121 | $0 | $50,395 | $0 | $100 | $0 | $13,121 | $0 | $16,507 | $0 | $281,244 | $0 | $0 | $0 |
| DAVID FLORES | ||||||||||||||
| DIRECTOR OF CLIENT SERVICES & PROGRA | $200,844 | $0 | $25,883 | $0 | $3,232 | $0 | $11,920 | $0 | $14,013 | $0 | $255,892 | $0 | $0 | $0 |
| JENNIFER FRASER | ||||||||||||||
| DIRECTOR OF STAKEHOLDER ENGAGEMENT & | $175,315 | $0 | $16,561 | $0 | $3,456 | $0 | $10,103 | $0 | $23,396 | $0 | $228,831 | $0 | $0 | $0 |
| MICHAEL SHINKONIS | ||||||||||||||
| DIRECTOR OF FINANCE AND ACCOUNTING | $162,220 | $0 | $16,232 | $0 | $0 | $0 | $9,355 | $0 | $14,013 | $0 | $201,820 | $0 | $0 | $0 |
| EDWARD ENNEY | ||||||||||||||
| SENIOR BUSINESS APPLICATION MANAGER | $161,675 | $0 | $7,550 | $0 | $985 | $0 | $8,745 | $0 | $18,543 | $0 | $197,498 | $0 | $0 | $0 |
| MAUREEN ANDERSON | ||||||||||||||
| DIRECTOR OF COMPLIANCE AND NETWORK O | $150,595 | $0 | $12,875 | $0 | $150 | $0 | $8,509 | $0 | $20,851 | $0 | $192,980 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHIGAN STRATEGIC FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521417332 | BondIssuerEIN |
| CUSIP | 594698JQ6 | CUSIPNum |
| Bond Issued | 2011-02-01 | BondIssuedDt |
| Issue Price | $19,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF NEW HEADQUARTERS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $923,680 | RetiredAmt |
| Total Proceeds | $19,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $236,806 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $18,763,194 | WorkingCapitalExpendituresAmt |
| Substantial Completion | 2011 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 6.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT EMAILS A DRAFT COPY TO ALL BOARD OF DIRECTOR MEMBERS, AND FEEDBACK IS SOUGHT FROM THE BOARD OF DIRECTORS PRIOR TO FILING THE 990 RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | GREENPATH REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THIS FORM ASKS FOR ANY MATERIAL INTERESTS OR AFFILIATION WHICH ARE, OR ARE LIKELY TO BECOME, CONFLICTS OF INTEREST. POTENTIAL CONFLICT CIRCUMSTANCES WHICH ARISE DURING THE COURSE OF THE YEAR ARE REQUIRED TO BE REPORTED TO THE BOARD OF DIRECTORS. BOARD MEMBERS MUST EXCUSE THEMSELVES FROM DISCUSSION ABOUT OR VOTING ON ANY TRANSACTIONS IN WHICH THEY MIGHT HAVE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD RELIES ON AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTANT TO COLLECT COMPARABILITY DATA, ASSESS MARKET TRENDS AND MAKE RECOMMENDATIONS ON THE CEO'S COMPENSATION PACKAGE. THE SAMPLE OF COMPARABLE ORGANIZATIONS IS COMPOSED OF ORGANIZATIONS FROM WHICH GREENPATH MIGHT RECRUIT A FUTURE CEO OR WHICH MIGHT HAVE AN INTEREST IN TRYING TO RECRUIT GREENPATH'S CEO AND WHICH ADDITIONALLY ARE LOCATED IN LABOR MARKETS WHERE GREENPATH HAS A SIGNIFICANT PRESENCE. SPECIFIC DEGREE OF COMPARABILITY IS BASED ON A) GROSS RECEIPTS AND B) TOTAL ASSETS. THE BOARD APPROVAL OF THE PRESIDENT/CEO'S COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GREENPATH'S 990 IS AVAILABLE UPON REQUEST. THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -117,107. DISCOUNT ON TREASURY NOTE 117,430. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOMEOWNERSHIP PRESERVATION FOUNDATION | ||||||||||
| 36500 CORPORATE DRIVE | FARMINGTON HILLS | MI | 48331 | 522403507 | HOUSING | MN | 501(C)(3) | LINE 10 | GREENPATH INC | Yes (1) |
| RURAL DYNAMICS INC | ||||||||||
| 410 CENTRAL AVENUE 401 | GREAT FALLS | MT | 59401 | 810303443 | DEBT RESTRUCTURING, FINANCIAL EDUCATION, TAX RETURN PREPARATION | MT | 501(C)(3) | LINE 7 | GREENPATH INC | Yes (1) |
| CCCS OF DELAWARE VALLEY | ||||||||||
| 1635 MARKET STREET | PHILADELPHIA | PA | 19103 | 231671903 | HOUSING, FINANCIAL EDUCATION | PA | 501(C)(3) | LINE 10 | GREENPATH INC | Yes (1) |
| GREENPATH INNOVATION DESIGN | ||||||||||
| 36500 CORPORATE DRIVE | FARMINGTON HILLS | MI | 48331 | 923340798 | PRODUCT DEVELOPMENT FOR UNDERSERVED POPULATIONS AND NONPROFIT ORGANIZATIONS | MI | 501(C)(3) | LINE 10 | GREENPATH INC | Yes (1) |
| CCCS OF PUERTO RICO INC | ||||||||||
| 1607 PONCE DE LEON AVE CORBIANS PLA | SANTURCE | PR | 00909 | 660471799 | FINANCIAL CONSULTING SERVICES | PR | 501(C)(3) | LINE 10 | GREENPATH INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOMEOWNERSHIP PRESERVATION FOUNDATION | ||
| O | $1,362,162 | CASH PAID |
| HOMEOWNERSHIP PRESERVATION FOUNDATION | ||
| D | $104,622 | OUTSTANDING BALANCE |
| RURAL DYNAMICS INC | ||
| O | $220,462 | CASH PAID |
| RURAL DYNAMICS INC | ||
| D | $13,935 | OUTSTANDING BALANCE |
| CLARIFI | ||
| O | $617,184 | CASH PAID |
| CLARIFI | ||
| D | $45,052 | OUTSTANDING BALANCE |
| GREENPATH INNOVATION DESIGN | ||
| O | $650,619 | CASH PAID |
| GREENPATH INNOVATION DESIGN | ||
| D | $57,787 | OUTSTANDING BALANCE |