LAURENS INSTITUTE FOR EDUCATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LAURENS INSTITUTE FOR EDUCATION (EIN 20-5959213)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202433059349301888
- 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 D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T12:41:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER RD STE 101 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | 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 | 205959213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUREN'S INSTITUTE FOR EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 4806218361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 SOUTH GILBERT ROAD | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85296 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTIN TRAVILLION | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4806218361 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARLYNN GARZA | PreparerPersonNm |
| PTIN | P02038329 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2024-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARRIE REED | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 SOUTH GILBERT ROAD | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85296 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,744,023 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAURENSINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | WORKING TOGETHER TO EMPOWER PEOPLE THROUGH EXTRAORDINARY SERVICES FOR DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 338 | TotalEmployeeCnt |
| Total Volunteers | 94 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,519,134 | PYContributionsGrantsAmt |
| CY Contributions Grants | $427,520 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,790,558 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,190,978 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,601 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,755 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$24,220 | PYOtherRevenueAmt |
| CY Other Revenue | $1,667 | CYOtherRevenueAmt |
| PY Total Revenue | $12,293,073 | PYTotalRevenueAmt |
| CY Total Revenue | $14,669,920 | 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 | $9,592,970 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,128,802 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $3,300 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $130,195 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,243,934 | PYOtherExpensesAmt |
| CY Other Expenses | $3,147,326 | CYOtherExpensesAmt |
| PY Total Expenses | $11,840,204 | PYTotalExpensesAmt |
| CY Total Expenses | $14,276,128 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $452,869 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $393,792 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,100,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,436,636 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,885,403 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,827,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,215,543 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,609,335 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WORKING TOGETHER TO EMPOWER PEOPLE THROUGH EXTRAORDINARY SERVICES FOR DEVELOPMENTAL DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,800,864 | ExpenseAmt |
| Revenue | $1,654,934 | RevenueAmt |
| Desc | THERAPY DEPARTMENT: WE HAVE MULTIPLE THERAPY DISCIPLINES ALL UNDER ONE ROOF WHICH IS CONVENIENT FOR CAREGIVERS AND ALLOWS US TO PROVIDE A TRUE TEAM APPROACH TO THERAPY. OUR THERAPISTS SERVE CONSUMERS THAT COME TO L.I.F.E. EXCLUSIVELY FOR THERAPY SERVICES AS WELL AS CONSUMERS ENROLLED IN OUR ACADEMY AND OUR ADULT DAY TREATMENT PROGRAM. WE PROVIDE MUSIC THERAPY, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, SPEECH THERAPY, AND FEEDING THERAPY. SEE MORE DETAIL ON THESE SERVICES IN SCHEDULE O.MUSIC THERAPYMUSIC THERAPY ADDRESSES FUNCTIONAL GOALS IN THE AREAS OF COMMUNICATION, SOCIALIZATION, MOTOR MOVEMENTS, ATTENTION SPAN, AND EMOTIONAL AWARENESS THROUGH USE OF MUSICAL INTERVENTIONS SUCH AS CREATING, SINGING, MOVING TO, AND/OR LISTENING TO MUSIC. FOR EXAMPLE, FOR A CONSUMER WITH A GOAL TO INCREASE THEIR NUMBER OF SPOKEN WORDS, THE MUSIC THERAPIST MAY USE SONGS THAT PROMOTE VERBAL PARTICIPATION AT SPECIFIC TIMES IN A SONG. OCCUPATIONAL THERAPYOCCUPATIONAL THERAPISTS LOOK AT WHAT ELEMENTS SUPPORT OR HINDER SUCCESSFUL PARTICIPATION FOR A CONSUMER, WHICH OFTEN INCLUDES THE ENVIRONMENT, SENSORY PROCESSING, BEHAVIOR, MOTOR SKILLS, LANGUAGE, AND COGNITIVE SKILL DEVELOPMENT. THEY THEN CREATE INDIVIDUALIZED ACTIVITIES FOR EACH CONSUMER TO HELP THEM ACHIEVE INDEPENDENCE AND WELL-BEING. FOR EXAMPLE, THEY MAY WORK ON HAND MUSCLE STRENGTHENING USING PUTTY SO THAT A CONSUMER CAN SUCCESSFULLY BUTTON A SHIRT.PHYSICAL THERAPYPHYSICAL THERAPY HELPS CONSUMERS IMPROVE IN THE AREAS OF GROSS MOTOR SKILLS. PHYSICAL THERAPISTS LOOK AT WHETHER A CONSUMER IS FUNCTIONING AT AGE-APPROPRIATE LEVEL IN PHYSICAL SKILLS SUCH AS MOBILITY, COORDINATION, AND STRENGTH AND THEN DETERMINE INTERVENTIONS TO HELP ADDRESS AREAS OF CONCERN. FOR EXAMPLE, THEY MAY USE THERAPY BALL ACTIVITIES TO STRENGTHEN A CONSUMER'S CORE MUSCLES SO THAT THEY CAN LEARN TO ROLL OR MAINTAIN THEIR BALANCE WHEN RIDING A BIKE.SPEECH THERAPYSPEECH/LANGUAGE THERAPY FOCUSES ON REMEDIATING SPEECH, LANGUAGE, AND SOCIAL COMMUNICATION. A SPEECH DISORDER INVOLVES DIFFICULTIES PRODUCING SOUNDS IN WORDS, WHEREAS A LANGUAGE DISORDER INVOLVES DIFFICULTIES UNDERSTANDING WORDS/SENTENCES AND COMMUNICATING WANTS AND NEEDS. FOR EXAMPLE, A SPEECH THERAPIST MAY PRACTICE WITH A CONSUMER ON DIFFERENT WAYS TO INTRODUCE THEMSELVES TO OTHERS IF THEY HAVE A GOAL OF IMPROVED SOCIAL COMMUNICATION. FEEDING THERAPYFEEDING THERAPY IS PROVIDED BY OCCUPATIONAL THERAPISTS OR ASSISTANTS OR SPEECH THERAPISTS OR ASSISTANTS THAT HAVE OBTAINED ADDITIONAL TRAINING IN THE SPECIALTY OF FEEDING THERAPY. THESE THERAPISTS USE CAREFULLY CHOSEN INTERVENTIONS TO ADDRESS CONCERNS SUCH AS ONLY EATING A VERY LIMITED NUMBER OR TYPE OF FOOD AND/OR TO IMPROVE ORAL MOTOR SKILLS TO REDUCE CONCERNS LIKE GAGGING, CHOKING, OR ASPIRATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,565,450 | ExpenseAmt |
| Revenue | $5,875,851 | RevenueAmt |
| Desc | PRIVATE ACADEMY: WE HAVE CLASSROOMS THAT SUPPORT STUDENTS WITH A WIDE ARRAY OF COGNITIVE, PHYSICAL, AND EMOTIONAL NEEDS FROM AGES 3-21. WE DEVELOP INDIVIDUALIZED LEARNING PLANS AND USE RESEARCH SUPPORTED CURRICULUM. MANY OF OUR STUDENTS RECEIVE ON-SITE THERAPY AND BEHAVIOR SUPPORT AND ALL OUR DEPARTMENTS WORK TOGETHER IN A TRANSDISCIPLINARY APPROACH. WE ARE ALSO FORTUNATE TO HAVE A BEAUTIFUL CAMPUS AND MULTIPLE CLINICAL ENHANCEMENT PROGRAMS AND ENVIRONMENTS. WE HAVE ASSISTIVE TECHNOLOGY SERVICES, ADAPTIVE MUSIC, ADAPTIVE ART, AND ADAPTIVE PHYSICAL EDUCATION WHICH ARE RUN BY OUR CLINICAL ENHANCEMENTS TEAM. WE ALSO HAVE OUTREACH PROGRAMMING THAT INCLUDES PARTNERSHIPS WITH LOCAL ACADEMIC INSTITUTIONS TO ASSIST IN EDUCATION OF STUDENTS. WE ARE PROUD TO HAVE RECEIVED A 5-YEAR ACCREDITATION IN 2021 FROM COGNIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,388,127 | ExpenseAmt |
| Revenue | $3,388,389 | RevenueAmt |
| Desc | BEHAVIORAL PROGRAMMING AND SUPPORT (BPS) DEPARTMENT: OUR BEHAVIORAL PROGRAMMING AND SUPPORT (BPS) DEPARTMENT PROVIDES COMPREHENSIVE APPLIED BEHAVIOR ANALYSIS (ABA) THERAPY. ABA IS THE SCIENCE OF LOOKING AT THE CIRCUMSTANCES SURROUNDING BEHAVIORS. BY IDENTIFYING WHAT HAPPENS RIGHT BEFORE AND IMMEDIATELY AFTER THE BEHAVIOR, BEHAVIOR ANALYSTS CAN ALTER THE EVENTS TO SHAPE OR TEACH REPLACEMENT BEHAVIORS TO IMPROVE THE LIVES OF THOSE BEING SERVED. WE HAVE AN ACCREDITED PROGRAM THAT UTILIZED CURRENT BEST PRACTICES IN THE FILED OF BEHAVIOR ANALYSIS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,120,976 | ExpenseAmt |
| Revenue | $3,271,804 | RevenueAmt |
| Desc | COMMUNITY SERVICES DEPARTMENT: L.I.F.E. OFFERS CONSUMERS AND THEIR FAMILIES SEVERAL DIFFERENT OPTIONS TO RECEIVE CARE SERVICES IN-HOME AND WITHIN THE COMMUNITY INCLUDING HABILITATION (HAH), RESPITE (RSP), AND ATTENDANT CARE (ATC). HABILITATION CONSISTS OF A DIRECT SUPPORT PROFESSIONAL (DSP) PROVIDING TEACHING METHODS TO HELP A CONSUMER BE MORE INDEPENDENT. RESPITE INVOLVES A DSP PROVIDING SUPERVISION AND CARE FOR A CONSUMER FOR SHORT PERIODS TO GIVE REGULAR CAREGIVERS A BREAK. ATTENDANT CARE INCLUDES A DSP ASSISTING A CONSUMER WITH PERSONAL HYGIENE TASKS (E.G., DRESSING, BRUSHING TEETH, TOILETING) AND ACTIVITIES OF DAILY LIVING (E.G., EATING, HOUSEKEEPING CHORES) TO ASSIST A CONSUMER IN MAINTAINING THEIR HEALTH AND HEALTHY LIVING CONDITIONS.DAY TREATMENT AND EMPLOYMENT DEPARTMENT (DTE): OUR DTE DEPARTMENT INCLUDES MULTIPLE PROGRAMS FUNDED BY THE DIVISION OF DEVELOPMENTAL DISABILITIES (DDD) INCLUDING OUR ADULT DAY TREATMENT PROGRAM, AFTER SCHOOL PROGRAM, SUMMER PROGRAM, TRANSITION TO EMPLOYMENT PROGRAM, AND OUR GROUP SUPPORTED EMPLOYMENT PROGRAM. SEE MORE DETAIL ON THESE SERVICES BELOW.ADULT DAY TREATMENT PROGRAM (DTA)OUR ADULT DAY PROGRAM IS FOR ADULTS WITH DISABILITIES AGE 18 AND OVER. WE USE THE ASSESSMENT OF FUNCTIONAL LIVING SKILLS TO INFORM THE CREATION OF INDIVIDUALIZED CONSUMER GOALS. THESE GOALS ARE THEN ADDRESSED IN OUR DISTINCT AND ENGAGING TREATMENT AREAS WHERE SUPPORT IS PROVIDED AS NEEDED BY DIRECT SUPPORT PROFESSIONALS. DAY TREATMENT PROGRAM- AFTER SCHOOL (DTT)OUR DAY TREATMENT AND TRAINING (DTT) PROGRAM IS CURRENTLY OFFERED TO A VARIETY OF AGE GROUPS HERE AT L.I.F.E. THE PROGRAM IS CENTERED AROUND INDIVIDUALIZED DTT GOALS WHICH ARE ADDRESSED THROUGH VARIOUS FUN ACTIVITIES AND IN OUR MULTIPLE TREATMENT ENVIRONMENTS.DAY TREATMENT PROGRAM- SUMMER (DTS)WE HOLD AN INCLUSIVE SUMMER PROGRAM FOR THE MONTHS OF JUNE AND JULY WHERE FUNCTIONAL OUTCOMES ARE ADDRESSED THROUGH PROGRAM ACTIVITIES. THE PROGRAM IS IMPLEMENTED AS A MULTI-WEEK CAMP THAT FEATURES FUN THEMES, SMALL CLASS SIZES, INCLUSION OF TYPICALLY DEVELOPING PEERS, WATER PLAY, AND OTHER ENHANCEMENT ACTIVITIES.TRANSITION TO EMPLOYMENT (TTE) PROGRAMOUR TTE PROGRAM IS A COMPETITIVE PROGRAM THAT ACCEPTS INDIVIDUALS 16 AND OLDER AND FOCUSES ON ENHANCING SKILLS FOR FUTURE EMPLOYMENT. CONSUMERS WORK ON A FULL SPECTRUM OF ACTIVITIES AND SKILLS NEEDED FOR SUCCESSFUL EMPLOYMENT FROM SURVEYS IDENTIFYING STRENGTHS AND WEAKNESSES TO FORMAL MOCK INTERVIEWS. THE PROGRAM ALSO CONTINUES TO ENHANCE KEY INDEPENDENT LIVING SKILLS SUCH AS KITCHEN AND KNIFE SAFETY, FOOD SAFETY, MEDICATION, FINANCES, AND MORE. GROUP SUPPORTED EMPLOYMENT (GSE) PROGRAMOUR GSE PROGRAM IS FOR INDIVIDUALS THAT HAVE MASTERED THE SKILLS OF THE TRANSITION TO EMPLOYMENT PROGRAM. CONSUMERS IN THE GSE PROGRAM HOLD JOB POSITIONS AND ARE SUPPORTED IN THE POSITION WITH THE END GOAL OF INDEPENDENCE AND ABILITY TO SUSTAIN THAT EMPLOYMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,120,976 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,271,804 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,875,417 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 338 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4806218361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 SOUTH GILBERT ROAD | AddressLine1Txt |
| City | GILBERT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85296 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CARRIE REED | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $199,739 | $0 | $33,927 |
| MARGARET TRAVILLION | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $204,895 | $0 | $35,330 |
| RICH MASTON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TONY MILLER | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BARBARA BURGESS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN TRAVILLION | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $169,647 | $0 | $29,875 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $574,281 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,132 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGI PARTNERS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5599 | AddressLine1Txt |
| City | FLORENCE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EMPLOYEE RETENTION CREDIT CONSULTING FEE | ServicesDesc |
| Compensation | $519,194 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $116,771 | FundraisingAmt |
| All Other Contributions | $310,749 | AllOtherContributionsAmt |
| Noncash Contributions | $47,126 | NoncashContributionsAmt |
| Total Contributions | $427,520 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ACADEMY | 900099 | $5,875,851 | $5,875,851 |
| BEHAVIORAL PROGRAMMING AND SUPPOR | 900099 | $3,388,389 | $3,388,389 |
| COMMUNITY SERVICES | 900099 | $2,295,596 | $2,295,596 |
| THERAPY SERVICES | 900099 | $1,654,934 | $1,654,934 |
| PATHWAYS | 900099 | $976,208 | $976,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,190,978 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,755 | TotalRevenueColumnAmt |
| Exclusion | $49,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $34,665 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $116,771 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $65,153 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,488 | TotalRevenueColumnAmt |
| Exclusion | -$30,488 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $8,425 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $8,950 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$525 | TotalRevenueColumnAmt |
| Exclusion | -$525 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,680 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,680 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,669,920 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,223,658 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,742 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $673,412 | TotalAmt |
| Program Services | $120,112 | ProgramServicesAmt |
| Management And General | $436,467 | ManagementAndGeneralAmt |
| Fundraising | $116,833 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,273,379 | TotalAmt |
| Program Services | $8,184,019 | ProgramServicesAmt |
| Management And General | $1,089,360 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,015 | TotalAmt |
| Program Services | $54,443 | ProgramServicesAmt |
| Management And General | $16,852 | ManagementAndGeneralAmt |
| Fundraising | $720 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,682 | TotalAmt |
| Program Services | $280,033 | ProgramServicesAmt |
| Management And General | $95,304 | ManagementAndGeneralAmt |
| Fundraising | $3,345 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,314 | TotalAmt |
| Program Services | $650,324 | ProgramServicesAmt |
| Management And General | $80,071 | ManagementAndGeneralAmt |
| Fundraising | $919 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,365 | TotalAmt |
| Management And General | $52,365 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,550 | TotalAmt |
| Management And General | $36,550 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,143 | TotalAmt |
| Management And General | $521,443 | ManagementAndGeneralAmt |
| Fundraising | $2,700 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,664 | TotalAmt |
| Management And General | $14,664 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,531 | TotalAmt |
| Program Services | $236,912 | ProgramServicesAmt |
| Management And General | $286,166 | ManagementAndGeneralAmt |
| Fundraising | $453 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,837 | TotalAmt |
| Program Services | $35,807 | ProgramServicesAmt |
| Management And General | $90,030 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,417 | TotalAmt |
| Program Services | $843,254 | ProgramServicesAmt |
| Management And General | $224,163 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,829 | TotalAmt |
| Program Services | $13,468 | ProgramServicesAmt |
| Management And General | $14,361 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,863 | TotalAmt |
| Program Services | $63,069 | ProgramServicesAmt |
| Management And General | $37,794 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,125 | TotalAmt |
| Program Services | $112,121 | ProgramServicesAmt |
| Management And General | $10,004 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,687 | TotalAmt |
| Program Services | $69,495 | ProgramServicesAmt |
| Management And General | $20,285 | ManagementAndGeneralAmt |
| Fundraising | $907 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSE | $174,723 | $66,708 | $103,697 | $4,318 |
| BUILDING MAINTENANCE | $157,036 | $128,677 | $28,359 | |
| OTHER PROFESSIONAL FEES | $83,974 | $5,700 | $78,274 | |
| BAD DEBT EXPENSE | $34,040 | $34,040 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,542 | TotalAmt |
| Program Services | $11,275 | ProgramServicesAmt |
| Management And General | $267 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,276,128 | TotalAmt |
| Program Services | $10,875,417 | ProgramServicesAmt |
| Management And General | $3,270,516 | ManagementAndGeneralAmt |
| Fundraising | $130,195 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,399,821 | BOYAmt |
| EOY | $4,119,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,209,792 | BOYAmt |
| EOY | $867,072 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,009,498 | BOYAmt |
| EOY | $1,879,932 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,800 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,497,708 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,091,036 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,819 | BOYAmt |
| EOY | $406,672 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,078,216 | BOYAmt |
| EOY | $2,163,260 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,100,946 | BOYAmt |
| EOY | $9,436,636 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,054 | BOYAmt |
| EOY | $400,409 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,381 | BOYAmt |
| EOY | $240,440 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,194,968 | BOYAmt |
| EOY | $2,186,452 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,885,403 | BOYAmt |
| EOY | $2,827,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,119,974 | BOYAmt |
| EOY | $6,534,603 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,569 | BOYAmt |
| EOY | $74,732 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,215,543 | BOYAmt |
| EOY | $6,609,335 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,100,946 | BOYAmt |
| EOY | $9,436,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $393,792 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $519,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,970,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,519,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $419,793 | CurrentTaxYearAmt |
| Total | $4,578,609 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,815,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,849,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,018,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,782,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,191,150 | CurrentTaxYearAmt |
| Total | $56,657,687 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,964,798 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,369,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,989,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,302,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,610,943 | CurrentTaxYearAmt |
| Total | $61,236,296 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,150 | CurrentTaxYearAmt |
| Total | $573,980 | 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 Minus4 Years | $39,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,150 | CurrentTaxYearAmt |
| Total | $573,980 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $60,662,316 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,755 | CurrentTaxYearAmt |
| Total | $75,959 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,755 | CurrentTaxYearAmt |
| Total | $75,959 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,939 | CurrentTaxYearMinus2YearsAmt |
| Total | $6,939 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,052 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,222 | CurrentTaxYearAmt |
| Total | $84,829 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,000,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,378,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,020,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,333,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,669,920 | CurrentTaxYearAmt |
| Total | $61,404,023 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98930 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00060 | 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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $933,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $673,556 | DepreciationAmt |
| Book Value | $260,080 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,508 | OtherCostOrOtherBasisAmt |
| Depreciation | $233,675 | DepreciationAmt |
| Book Value | $109,833 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $183,805 | DepreciationAmt |
| Book Value | $36,759 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $406,672 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $250,000 |
| OPERATING LEASE RIGHT OF USE ASSET | $1,913,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,163,260 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| Amt | $2,186,452 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,186,452 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,669,920 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,669,920 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,669,920 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,276,128 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,276,128 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,276,128 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LIFE RECOGNIZED UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF DECEMBER 31, 2023, LIFE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF | Event1Nm |
| Gross Receipts Event1 | $74,796 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $60,996 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,800 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,478 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $13,844 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $916 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $605 | OtherDirectExpensesEvent1Amt |
| Event2 | CASINO NIGHT | Event2Nm |
| Gross Receipts Event2 | $76,640 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $55,775 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,865 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $10,740 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $13,514 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $7,707 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,349 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $151,436 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $116,771 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,665 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $17,218 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,358 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $916 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,707 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,954 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $65,153 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$30,488 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARGARET TRAVILLION | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $182,667 | $0 | $22,228 | $0 | $0 | $0 | $30,000 | $0 | $5,330 | $0 | $240,225 | $0 | $0 | $0 |
| CARRIE REED | ||||||||||||||
| PRESIDENT | $177,511 | $0 | $22,228 | $0 | $0 | $0 | $18,000 | $0 | $15,927 | $0 | $233,666 | $0 | $0 | $0 |
| JUSTIN TRAVILLION | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $152,684 | $0 | $16,963 | $0 | $0 | $0 | $12,456 | $0 | $17,419 | $0 | $199,522 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ZACHARY TRAVILLION | |||
| SON OF CEO | $32,194 | EMPLOYEE COMPENSATION (THERAPY TECH) | 0 |
| BRENT TRAVILLION | |||
| SPOUSE OF CEO | $88,250 | EMPLOYEE COMPENSATION (DIRECTOR OF MAINTENANCE) | 0 |
| NATHAN REED | |||
| SON OF BOARD PRESIDENT | $27,781 | EMPLOYEE COMPENSATION | 0 |
| MEEGHAN TRAVILLION | |||
| DAUGHTER-IN-LAW OF CEO | $10,131 | EMPLOYEE COMPENSATION | 0 |
| COLLEN CARDEY | |||
| SISTER-IN-LAW OF CFO | $24,227 | EMPLOYEE COMPENSATION | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION AND RAFFLE ITEMS | 70 | $32,642 | FMV |
| Yes (X) | OTHER | 10 | $6,845 | FMV/DONOR/ONLINE GEN |
| Yes (X) | GENERAL | 9 | $4,199 | FMV |
| Yes (X) | THERAPY | 4 | $1,245 | FMV/DONOR |
| Yes (X) | GOLF-GOODY BAG | 2 | $1,055 | FMV |
| Yes (X) | TOYS | 13 | $496 | DONOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JUSTIN TRAVILLION (CFO) IS THE SON OF MARGARET TRAVILLIION, CEO AND CO-FOUNDER. BARBARA BURGESS(BOARD OF DIRECTORS AND PERSONAL GUARANTOR ON BUILDING LEASE) IS THE COUSIN OF CARRIE REED(PRESIDENT AND CO-FOUNDER). |
| FORM 990, PART VI, SECTION A, LINE 8B | THE BOARD DOES NOT HAVE COMMITTEES THAT MAKE GOVERNING DECISIONS FOR THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO REVIEWS AND APPROVES THE 990. A COPY IS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT ADDRESSES THE CONSIDERATION OF POTENTIAL CONFLICTS OF INTEREST BY THE BOARD OF DIRECTORS, VOLUNTEERS, KEY EMPLOYEES, AND THEIR RELATIVES. AS PER THE POLICY, BOARD AND COMMITTEE MEMBERS MUST MAKE DISCLOSURE OF ANY POTENTIAL CONFLICTS OF INTEREST AND MUST ABSTAIN FROM VOTING ON ANY ACTION IN WHICH THEY MAY HAVE AN INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS A COMPENSATION SURVEY THAT COMPARES RELATED ENTITY'S COMPENSATION OF KEY EMPLOYEES TO DETERMINE THE COMPENSATION FOR THEIR CEO AND PRESIDENT. THE CEO AND PRESIDENT, AS VOTING BOARD MEMBERS, ABSTAIN FROM THE VOTE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. |