HANLEY CENTER FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HANLEY CENTER FOUNDATION INC (EIN 20-2871945)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202501359349311630
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T14:20:04-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6550 N FEDERAL HIGHWAY 4TH FLOOR | AddressLine1Txt |
| City | FT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202871945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANLEY CENTER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANL | BusinessNameControlTxt |
| Phone | 5618411027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 933 45TH STREET | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN KATZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5618411027 | PhoneNum |
| Signature | 2025-05-15 | 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 | TYLER JOHNSON | PreparerPersonNm |
| PTIN | P01959117 | PTIN |
| Phone | 9547710896 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ALLAN KATZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 933 45TH STREET | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,523,050 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HANLEYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | HANLEY FOUNDATION'S MISSION IS TO ELIMINATE ADDICTION THROUGH PREVENTION, ADVOCACY, TREATMENT, AND RECOVERY SUPPORT. HANLEY FOUNDATION ENVISIONS CREATING A WORLD FREE OF ADDICTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 616 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,353,791 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,321,532 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,025,194 | CYProgramServiceRevenueAmt |
| PY Investment Income | $707,979 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,032,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $505,557 | PYOtherRevenueAmt |
| CY Other Revenue | $229,260 | CYOtherRevenueAmt |
| PY Total Revenue | $11,567,327 | PYTotalRevenueAmt |
| CY Total Revenue | $24,608,231 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $670,893 | 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 | $6,015,173 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,734,289 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,596,822 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,214,333 | PYOtherExpensesAmt |
| CY Other Expenses | $12,480,540 | CYOtherExpensesAmt |
| PY Total Expenses | $9,900,399 | PYTotalExpensesAmt |
| CY Total Expenses | $29,214,829 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,666,928 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,606,598 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,840,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,499,611 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,121,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,452,581 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,718,662 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,047,030 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HANLEY FOUNDATION IS DEDICATED TO BREAKING THE CYCLE OF ADDICTION THROUGH EVIDENCE-BASED PROGRAMS, FULFILLING OUR MISSION TO TRANSFORM THE FACE OF THIS DISEASE THROUGH PREVENTION, ADVOCACY, TREATMENT, AND RECOVERY SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,738,080 | ExpenseAmt |
| Revenue | $13,025,194 | RevenueAmt |
| Desc | OUR PREVENTION PROGRAMS OFFERED VARIOUS RESEARCH-BASED SUBSTANCE ABUSE PREVENTION PROGRAMS FOR PARENTS, CAREGIVERS, AND STUDENTS. ONE SUCH PROGRAM IS THE ALCOHOL LITERACY CHALLENGE THAT EDUCATED STUDENTS FACTS ABOUT THE PHYSICAL EFFECTS OF ALCOHOL, COMPARED TO THE MENTAL BELIEFS THAT THE ALCOHOL INDUSTRY WANTS US TO BELIEVE, FOSTERING VITAL CONVERSATIONS ABOUT ALCOHOL. ANOTHER PROGRAM WE OFFERED WAS MARIJUANA AND VAPING PREVENTION. THIS IS A PRACTICAL SINGLE-SESSION PROGRAM ILLUSTRATES THE HARMS OF MARIJUANA AND E-CIGARETTES, CORRECTS MISCONCEPTIONS, AND PROMOTES HEALTHY BEHAVIORS IN YOUTH. ADDITIONAL INFORMATION CAN BE FOUND ON SCHEDULE O. | Desc |
| Total Program Service Expenses | $22,738,080 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 160 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 616 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLAN KATZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5618411027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 933 45TH STREET | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES CHIP JAMES | |||||||||
| CHAIR | 7.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J HANLEY | |||||||||
| VICE CHAIR | 7.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GERARD A ARSENAULT | |||||||||
| TREASURER | 7.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CULVER SMITH III | |||||||||
| SECRETARY | 7.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYANNE AZQUETA | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGUERITE CONNELLY | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH CORTVRIEND | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW FORSYTH | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID FRITZ | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY HARRIS | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN MAKRIS | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES L MYERS | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GENE RINTELS | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES C SCHNEIDER | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRITZ VAN DER GRIFT | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY W ROONEY | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STACEY LEULIETTE | |||||||||
| TRUSTEE | 7.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL DOCEKAL | |||||||||
| CEO | 50.00 | 0.00 | Yes (X) | $328,616 | $0 | $5,320 | |||
| LILLIAN DAVENPORT | |||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $227,635 | $0 | $9,529 | |||
| JENNIFER LEE | |||||||||
| COO | 40.00 | 0.00 | Yes (X) | $209,567 | $0 | $13,814 | |||
| TURNER BENOIT | |||||||||
| CPO | 40.00 | 0.00 | Yes (X) | $226,390 | $0 | $15,218 | |||
| LINDSEY WHITE | |||||||||
| CAO | 40.00 | 0.00 | Yes (X) | $172,678 | $0 | $13,348 | |||
| DALE JOHN DYBEN | |||||||||
| CCO/RESEARCH AND INNOVATION | 40.00 | 0.00 | Yes (X) | $6,156 | $0 | $525 | |||
| BRAD FITCH | |||||||||
| VP OF PEOPLE | 40.00 | 0.00 | Yes (X) | $5,654 | $0 | $525 | |||
| AMY GOTTLIEB | |||||||||
| DIRECTOR OF DEVELOPMENT - SOUTH PBC | 40.00 | 0.00 | $109,617 | $0 | $10,829 | Yes (X) | |||
| DANIELLE HANSON | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $101,385 | $0 | $9,385 | Yes (X) | |||
| JANICE CAIRNES | |||||||||
| FORMER CEO | 40.00 | 0.00 | $184,991 | $0 | $6,167 | Yes (X) | |||
| RYAN WERTEPNY | |||||||||
| FORMER DIR. OF PROGRAM INITIATIVES | 40.00 | 0.00 | $147,188 | $0 | $13,329 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,719,877 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,989 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| GREENBERG TRAURIG - OBH VENDOR | |||||
| 8400 NW 36TH STREET SUITE 400 | DORAL | FL | 33166 | LEGAL FIRM | $559,307 |
| UNITED HEALTHCARE INSURANCE COMPANY | |||||
| PO BOX 94017 | PALATINE | IL | 60094 | EMPLOYEE BENEFITS | $509,933 |
| CAPITAL GROUP RETIREMENT PLAN SERVICES | |||||
| PO BOX 659530 | SAN ANTONIO | TX | 78265 | EMPLOYEE BENEFITS | $346,995 |
| MARSH & MCLENNAN AGENCY LLC | |||||
| PO BOX 848315 | DALLAS | TX | 75248 | INSURANCE COVERAGE | $245,766 |
| GHP INC | |||||
| 217 REP JOHN LEWIS WAY | NORTH NASHVILLE | TN | 37219 | ARCHITECT FIRM | $222,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $8,871,454 | GovernmentGrantsAmt |
| All Other Contributions | $1,450,078 | AllOtherContributionsAmt |
| Total Contributions | $10,321,532 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT SERVICE REVENUE | Desc |
| Business | 621300 | BusinessCd |
| Total Revenue Column | $13,025,194 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,025,194 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,025,194 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,198 | TotalRevenueColumnAmt |
| Exclusion | $267,198 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,586,447 | SecuritiesAmt |
| Other | $8,437,944 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,578,185 | SecuritiesAmt |
| Other | $7,681,159 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,262 | SecuritiesAmt |
| Other | $756,785 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $765,047 | TotalRevenueColumnAmt |
| Exclusion | $765,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $875,717 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $655,475 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,242 | TotalRevenueColumnAmt |
| Exclusion | $220,242 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,018 | TotalRevenueColumnAmt |
| Exclusion | $9,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,018 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,608,231 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,025,194 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,261,505 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,977,983 | TotalAmt |
| Program Services | $1,542,150 | ProgramServicesAmt |
| Management And General | $356,706 | ManagementAndGeneralAmt |
| Fundraising | $79,127 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,155,741 | TotalAmt |
| Program Services | $9,477,322 | ProgramServicesAmt |
| Management And General | $2,192,142 | ManagementAndGeneralAmt |
| Fundraising | $486,277 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,632 | TotalAmt |
| Program Services | $730,681 | ProgramServicesAmt |
| Management And General | $261,769 | ManagementAndGeneralAmt |
| Fundraising | $40,182 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,036 | TotalAmt |
| Program Services | $324,102 | ProgramServicesAmt |
| Management And General | $116,111 | ManagementAndGeneralAmt |
| Fundraising | $17,823 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,897 | TotalAmt |
| Program Services | $785,353 | ProgramServicesAmt |
| Management And General | $281,355 | ManagementAndGeneralAmt |
| Fundraising | $43,189 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,908 | TotalAmt |
| Management And General | $58,908 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,955 | TotalAmt |
| Management And General | $36,955 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,256 | TotalAmt |
| Management And General | $60,256 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,929,447 | TotalAmt |
| Program Services | $1,544,610 | ProgramServicesAmt |
| Management And General | $215,311 | ManagementAndGeneralAmt |
| Fundraising | $169,526 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,326 | TotalAmt |
| Program Services | $166,579 | ProgramServicesAmt |
| Management And General | $86,481 | ManagementAndGeneralAmt |
| Fundraising | $32,266 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,143 | TotalAmt |
| Program Services | $352,730 | ProgramServicesAmt |
| Management And General | $36,937 | ManagementAndGeneralAmt |
| Fundraising | $31,476 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,202,284 | TotalAmt |
| Program Services | $1,585,597 | ProgramServicesAmt |
| Management And General | $462,515 | ManagementAndGeneralAmt |
| Fundraising | $154,172 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,287 | TotalAmt |
| Program Services | $578,399 | ProgramServicesAmt |
| Management And General | $18,921 | ManagementAndGeneralAmt |
| Fundraising | $37,967 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $601,263 | TotalAmt |
| Program Services | $547,421 | ProgramServicesAmt |
| Management And General | $17,907 | ManagementAndGeneralAmt |
| Fundraising | $35,935 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279,595 | TotalAmt |
| Program Services | $1,071,731 | ProgramServicesAmt |
| Management And General | $112,229 | ManagementAndGeneralAmt |
| Fundraising | $95,635 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,576 | TotalAmt |
| Program Services | $588,445 | ProgramServicesAmt |
| Management And General | $61,621 | ManagementAndGeneralAmt |
| Fundraising | $52,510 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,924 | TotalAmt |
| Program Services | $797,500 | ProgramServicesAmt |
| Management And General | $87,424 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OPERATING/PROGRAM SUPPL | $1,511,657 | $1,237,181 | $247,577 | $26,899 |
| EQUIPMENT | $245,002 | $202,469 | $42,533 | |
| FOOD & CATERING EXPENSE | $156,613 | $156,613 | ||
| VENUE EXPENSES | $29,625 | $29,625 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,439,679 | TotalAmt |
| Program Services | $1,205,810 | ProgramServicesAmt |
| Management And General | $126,269 | ManagementAndGeneralAmt |
| Fundraising | $107,600 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,214,829 | TotalAmt |
| Program Services | $22,738,080 | ProgramServicesAmt |
| Management And General | $4,879,927 | ManagementAndGeneralAmt |
| Fundraising | $1,596,822 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,919 | BOYAmt |
| EOY | $1,035,419 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $170,327 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,138,880 | BOYAmt |
| EOY | $4,284,281 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,352,932 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,392 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,917 | BOYAmt |
| EOY | $1,024,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,577,208 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $757,947 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,630,310 | BOYAmt |
| EOY | $23,819,261 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,089,088 | BOYAmt |
| EOY | $9,112,610 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,630,277 | BOYAmt |
| EOY | $2,459,986 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $224,281 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,246 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,840,637 | BOYAmt |
| EOY | $44,499,611 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,272 | BOYAmt |
| EOY | $2,941,938 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $856,101 | BOYAmt |
| EOY | $2,677,908 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,371,602 | BOYAmt |
| EOY | $21,756,903 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $75,832 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,121,975 | BOYAmt |
| EOY | $27,452,581 | 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 | $6,502,183 | BOYAmt |
| EOY | $4,871,305 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,216,479 | BOYAmt |
| EOY | $12,175,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,718,662 | BOYAmt |
| EOY | $17,047,030 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,840,637 | BOYAmt |
| EOY | $44,499,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,606,598 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,302,365 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,632,601 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,749,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,190,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,090,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,353,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,911,725 | CurrentTaxYearAmt |
| Total | $40,296,408 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,749,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,190,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,090,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,353,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,911,725 | CurrentTaxYearAmt |
| Total | $40,296,408 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $40,296,408 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $191,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $561,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $267,198 | CurrentTaxYearAmt |
| Total | $1,464,549 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $168,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $271,805 | CurrentTaxYearMinus1YearAmt |
| Total | $749,974 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,018 | CurrentTaxYearAmt |
| Total | $18,945 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,529,876 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,025,194 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 3,028. 2020 AMOUNT: $ 3,279. 2021 AMOUNT: $ 2,801. 2022 AMOUNT: $ 819. 2023 AMOUNT: $ 9,018. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,051,094 | BeginningYearBalanceAmt |
| Contributions | $2,937,668 | ContributionsAmt |
| Investment Earnings Or Losses | $335,205 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,399,192 | OtherExpendituresAmt |
| End Year Balance | $9,924,775 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,088,980 | BeginningYearBalanceAmt |
| Contributions | $1,840,869 | ContributionsAmt |
| Investment Earnings Or Losses | $34,308 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,913,838 | OtherExpendituresAmt |
| End Year Balance | $8,050,319 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,944,903 | BeginningYearBalanceAmt |
| Contributions | $1,426,915 | ContributionsAmt |
| Other Expenditures | $1,282,838 | OtherExpendituresAmt |
| End Year Balance | $8,088,980 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,263,774 | BeginningYearBalanceAmt |
| Contributions | $774,728 | ContributionsAmt |
| Investment Earnings Or Losses | $751,772 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $845,371 | OtherExpendituresAmt |
| End Year Balance | $7,944,903 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,074,968 | BeginningYearBalanceAmt |
| Contributions | $842,314 | ContributionsAmt |
| Investment Earnings Or Losses | $268,490 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $921,998 | OtherExpendituresAmt |
| End Year Balance | $7,263,774 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81510 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18490 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,942,977 | OtherCostOrOtherBasisAmt |
| Book Value | $8,942,977 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,485,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $520,886 | DepreciationAmt |
| Book Value | $12,964,807 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $152,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,407 | DepreciationAmt |
| Book Value | $120,341 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,995,790 | OtherCostOrOtherBasisAmt |
| Depreciation | $204,654 | DepreciationAmt |
| Book Value | $1,791,136 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,819,261 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIXED INCOME | Desc |
| Book Value | $2,459,986 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,459,986 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP | Desc |
| Amt | $75,832 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $75,832 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,232,821 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,302,365 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,749,880 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,632,601 | OtherRevenueAmt |
| Revenue Not Reported | $5,684,846 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,547,975 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $60,256 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $60,256 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,608,231 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,904,453 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,749,880 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,749,880 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,154,573 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $60,256 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $60,256 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,214,829 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BOARD DESIGNATED ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE LONG-TERM FINANCIAL VIABILITY AND CONTINUING TO MEET THE NEEDS OF THE ORGANIZATION. |
| PART X, LINE 2: | THE ORGANIZATION IS REGISTERED WITH THE INTERNAL REVENUE SERVICE AS NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND AS SUCH, IS ONLY SUBJECT TO FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME. MANAGEMENT HAS EVALUATED THE UNRELATED BUSINESS INCOME TAX IMPLICATIONS AND BELIEVES THAT THE EFFECTS, IF ANY, ARE IMMATERIAL TO THE ORGANIZATIONS CONSOLIDATED FINANCIAL STATEMENTS DURING THE YEAR ENDED JUNE 30, 2024. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FMV - INHERITENT CONTRIBUTION 2,708,433. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -75,832. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PB DINNER (GALA) | Event1Nm |
| Gross Receipts Event1 | $498,676 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $498,676 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $210,115 | OtherDirectExpensesEvent1Amt |
| Event2 | BOCA PICNIC | Event2Nm |
| Gross Receipts Event2 | $331,892 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $331,892 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $191,634 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $45,149 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $45,149 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $253,726 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $875,717 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $875,717 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $655,475 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $655,475 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $220,242 | NetIncomeSummaryAmt |
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 |
| 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 (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RACHEL DOCEKAL | ||||||||||||||
| CEO | $328,616 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,320 | $0 | $333,936 | $0 | $0 | $0 |
| TURNER BENOIT | ||||||||||||||
| CPO | $201,390 | $0 | $25,000 | $0 | $0 | $0 | $9,056 | $0 | $6,162 | $0 | $241,608 | $0 | $0 | $0 |
| LILLIAN DAVENPORT | ||||||||||||||
| CFO | $202,635 | $0 | $25,000 | $0 | $0 | $0 | $4,209 | $0 | $5,320 | $0 | $237,164 | $0 | $0 | $0 |
| JENNIFER LEE | ||||||||||||||
| COO | $184,567 | $0 | $25,000 | $0 | $0 | $0 | $7,490 | $0 | $6,324 | $0 | $223,381 | $0 | $0 | $0 |
| JANICE CAIRNES | ||||||||||||||
| FORMER CEO | $164,991 | $0 | $20,000 | $0 | $0 | $0 | $3,401 | $0 | $2,766 | $0 | $191,158 | $0 | $0 | $0 |
| LINDSEY WHITE | ||||||||||||||
| CAO | $157,678 | $0 | $15,000 | $0 | $0 | $0 | $6,907 | $0 | $6,441 | $0 | $186,026 | $0 | $0 | $0 |
| RYAN WERTEPNY | ||||||||||||||
| FORMER DIR. OF PROGRAM INITIATIVES | $147,188 | $0 | $0 | $0 | $0 | $0 | $6,888 | $0 | $6,441 | $0 | $160,517 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | BEFORE ESTABLISHING AND APPROVING COMPENSATION LEVELS FOR THE CEO, THE FOUNDATION'S EXECUTIVE COMMITTEE CONDUCTS A THOROUGH MARKET COMPENSATION STUDY EVALUATING, AMONG OTHER DATA, INFORMATION REPORTED ON OTHER ORGANIZATIONS' FORM 990S. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SPECIAL EVENTS | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $133,860 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | IN COOPERATION WITH OUR COMMUNITY PARTNERS, HANLEY FOUNDATION'S COLLECTIVE PREVENTION PROGRAMS OFFERED PROGRAMS TO PREVENT SUBSTANCE USE IN YOUTH AND MINIMIZE HARM TO MORE THAN 75,000 STUDENTS IN 32 COUNTIES IN FLORIDA. OUR ZERO SUICIDE INITIATIVE TRAINED 1216 MEMBERS OF THE COMMUNITY, REGARDLESS OF PROFESSION OR EXPERIENCE WITH MENTAL HEALTH, TO RECOGNIZE THE SIGNS OF SOMEONE EXPERIENCING A SUICIDE CRISIS. 144 MENTAL, BEHAVIORAL, AND MEDICAL HEALTH PROFESSIONALS RECEIVED ADVANCED TRAINING ON THE RECOGNITION, ASSESSMENT, AND MANAGEMENT OF AT-RISK BEHAVIOR AND THE DELIVERY OF EFFECTIVE CLINICAL CARE FOR PEOPLE WITH SUICIDE RISK. OUR HENDRY, OKEECHOBEE AND GLADES OPIOID CONSORTIUM SUCCESSFULLY TRAINED AND DISTRIBUTED 7200 DOSES OF NALOXONE TO LAW ENFORCEMENT AND THE BROADER COMMUNITY. OUR LIFESAVER PROGRAM REMOVED FINANCIAL BARRIERS HELPING MORE THAN 500 PEOPLE RECEIVE QUALITY TREATMENT THROUGH SCHOLARSHIPS. BY EXPANDING ACCESS TO CARE, WE INVESTED IN COMMUNITY HEALTH AND HELPED INDIVIDUALS RECLAIM THEIR LIVES FROM THE GRIP OF ADDICTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE FILING, FORM 990 IS SUBMITTED TO THE BOARD TREASURER AND MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S 'CONFLICT OF INTEREST' POLICY IS DOCUMENTED IN THE 'EMPLOYEE HANDBOOK AND BOARD GOVERNANCE DOCUMENTS. THE POLICY IS REVIEWED AND REAFFIRMED ANNUALLY, AND STRONG INTERNAL CONTROLS ARE IN PLACE TO ACTIVELY ENFORCE COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION PROCESS FOR TOP OFFICIAL - CEO COMPENSATION IS REVIEWED BASED ON COMPARABLE MARKET COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | FMV - INHERITENT CONTRIBUTION 2,708,433. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -75,832. |