FISHER HOUSE SOUTHERN CALIFORNIA INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FISHER HOUSE SOUTHERN CALIFORNIA INC (EIN 46-1815286)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-13
- IRS object ID
- 202312869349301026
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-13T12:39:08-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263801516 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Albert & Associates CPA An Accountancy Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28241 Crown Valley Pkwy Ste F245 | AddressLine1Txt |
| City | Laguna Niguel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461815286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISHER HOUSE SOUTHERN CALIFORNIA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISH | BusinessNameControlTxt |
| Phone | 5622970990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W OCEAN BLVD 400 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Braden Phillips | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2023-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Braden | PersonFirstNm |
| Person Last | Phillips | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daiana Albert | PreparerPersonNm |
| PTIN | P00846656 | PTIN |
| Phone | 9492748748 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LINDA J RAHN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W OCEAN BLVD 400 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,479,722 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FISHERHOUSESOCAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE TEMPORARY LODGING AND SUPPORT TO MILITARY MEMBERS, VETERANS, AND THEIR FAMILIES WHEN RECEIVING TREATMENT THROUGH A SOUTHERN CALIFORNIA NAVY OR VA MEDICAL FACILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $410,032 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,088,186 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $210,691 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,922 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $620,723 | PYTotalRevenueAmt |
| CY Total Revenue | $1,125,108 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $90,767 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $499,790 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $110,626 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $194,907 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $79,859 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $136,014 | PYOtherExpensesAmt |
| CY Other Expenses | $181,830 | CYOtherExpensesAmt |
| PY Total Expenses | $337,407 | PYTotalExpensesAmt |
| CY Total Expenses | $876,527 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $283,316 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $248,581 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,295,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,266,629 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,069 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,267 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,288,035 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,224,362 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF FISHER HOUSE SOUTHERN CALIFORNIA, INC. IS 1) TO BUILD AND MAINTAIN FISHER HOUSE RESIDENTIAL FACILITIES AT HOSPITALS ON VETERANS ADMINISTRATION CAMPUSES AND ON MILITARY BASES FOR THE FAMILIES OF MILITARY VETERANS AND ACTIVE FORCES UNDERGOING TREATMENT, 2) TO PROVIDE SUPPORT TO DIRECTLY BENEFIT MILITARY FAMILIES STAYING AT THE HOUSES AND 3) TO PROVIDE TEMPORARY LODGING IN HOTELS FOR MILITARY FAMILIES NEEDING TO TRAVEL TO RECEIVE MEDICAL CARE IN SOUTHERN CALIFORNIA. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $544,399 | ExpenseAmt |
| Grant | $452,751 | GrantAmt |
| Desc | THE ORGANIZATION EXPENDED A TOTAL OF $544,399 FOR THE BENEFIT OF LOCAL FISHER HOUSES IN SOUTHERN CALIFORNIA. THESE EXPENDITURES WERE USED TO FUND RENOVATION COSTS, TO SUPPLEMENT HOUSE OPERATIONS FOR ITEMS NOT INCLUDED IN THE FEDERAL GOVERNMENT HOUSE OPERATIONS/MAINTENANCE BUDGET, TO PROVIDE GUESTS IN THE FISHER HOUSES WITH SUPPLEMENTAL ITEMS TO ENHANCE THEIR STAY, INCLUDING FOOD SUPPORT, AND TO PAY FOR VARIOUS PROFESSIONAL AND ADMINISTRATIVE SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $151,533 | ExpenseAmt |
| Grant | $47,039 | GrantAmt |
| Desc | THE ORGANIZATION EXPENDED A TOTAL OF $151,533 FOR THE PURPOSE OF MILITARY FAMILY SUPPORT AND HOSPITAL SUPPORT. THESE EXPENDITURES WERE USED TO PROVIDE TEMPORARY LODGING IN HOTELS FOR MILITARY FAMILIES NEEDING TO TRAVEL TO RECEIVE MEDICAL CARE IN SOUTHERN CALIFORNIA WHEN A FISHER HOUSE WAS NOT AVAILABLE, TO ASSIST WITH NECESSARY TRAVEL EXPENSES AND FOOD SUPPORT, TO FUND MEDICAL EDUCATION CONFERENCE FEES FOR HOSPITAL CAREGIVERS AND TO PAY FOR VARIOUS PROFESSIONAL AND ADMINISTRATIVE SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $695,932 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA RAHN | PersonNm |
| Phone | 5622970990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W OCEAN BLVD 400 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| LINDA J RAHN | |||||||
| Exec Director | 65.00 | 0.00 | Yes (X) | $109,129 | $0 | $10,500 | |
| TERRY L GEILING | |||||||
| Former Pres | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GARY W HOPKINS PHD | |||||||
| Acting Pres | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN WAGNER | |||||||
| Vice Pres & CFO | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN G LIPSCOMBE | |||||||
| Vice President | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL M FRAZIER | |||||||
| Asst Treasurer | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH H LUCAS | |||||||
| Secretary | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BEVERLY BINGHAM | |||||||
| Former Sectry | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM BLAIR | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PAMELA S LUCKEY | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE MAYBAUM | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GREGORY L OWEN | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| VALERIE J OWEN | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES R PADDOCK | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BOB RUTHERFORD | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DEBORAH KAY SANCHEZ | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEVEN B SPRIGGS | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $109,129 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $10,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,398 | FederatedCampaignsAmt |
| All Other Contributions | $1,086,788 | AllOtherContributionsAmt |
| Noncash Contributions | $17,436 | NoncashContributionsAmt |
| Total Contributions | $1,088,186 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,288 | TotalRevenueColumnAmt |
| Exclusion | $63,288 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $328,248 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $354,614 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$26,366 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,366 | TotalRevenueColumnAmt |
| Exclusion | -$26,366 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,125,108 | TotalRevenueColumnAmt |
| Exclusion | $36,922 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,751 | TotalAmt |
| Program Services | $452,751 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,039 | TotalAmt |
| Program Services | $47,039 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,629 | TotalAmt |
| Program Services | $95,703 | ProgramServicesAmt |
| Management And General | $11,963 | ManagementAndGeneralAmt |
| Fundraising | $11,963 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,586 | TotalAmt |
| Program Services | $42,440 | ProgramServicesAmt |
| Management And General | $11,317 | ManagementAndGeneralAmt |
| Fundraising | $2,829 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,025 | TotalAmt |
| Program Services | $2,269 | ProgramServicesAmt |
| Management And General | $605 | ManagementAndGeneralAmt |
| Fundraising | $151 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $1,875 | ProgramServicesAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
| Fundraising | $125 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,167 | TotalAmt |
| Program Services | $10,305 | ProgramServicesAmt |
| Management And General | $1,774 | ManagementAndGeneralAmt |
| Fundraising | $1,088 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,394 | TotalAmt |
| Program Services | $26,906 | ProgramServicesAmt |
| Management And General | $14,488 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,100 | TotalAmt |
| Management And General | $11,100 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,225 | TotalAmt |
| Management And General | $225 | ManagementAndGeneralAmt |
| Fundraising | $18,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,732 | TotalAmt |
| Program Services | $812 | ProgramServicesAmt |
| Management And General | $1,130 | ManagementAndGeneralAmt |
| Fundraising | $19,790 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,778 | TotalAmt |
| Program Services | $33 | ProgramServicesAmt |
| Management And General | $9,745 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,567 | TotalAmt |
| Program Services | $7,443 | ProgramServicesAmt |
| Management And General | $8,044 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,234 | TotalAmt |
| Program Services | $6,754 | ProgramServicesAmt |
| Management And General | $5,788 | ManagementAndGeneralAmt |
| Fundraising | $3,692 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784 | TotalAmt |
| Management And General | $784 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,319 | TotalAmt |
| Management And General | $5,319 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Printing and Publications | $20,591 | $126 | $2,390 | $18,075 |
| BOARD RELATED EXPENSES | $12,893 | $262 | $12,631 | |
| GIFT EXPENSE | $3,115 | $2,500 | $615 | |
| BANK AND MERCHANT FEES | $1,930 | $1,930 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,168 | TotalAmt |
| Program Services | $1,214 | ProgramServicesAmt |
| Management And General | $433 | ManagementAndGeneralAmt |
| Fundraising | $1,521 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $876,527 | TotalAmt |
| Program Services | $695,932 | ProgramServicesAmt |
| Management And General | $100,736 | ManagementAndGeneralAmt |
| Fundraising | $79,859 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,817 | BOYAmt |
| EOY | $424,963 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,395 | BOYAmt |
| EOY | $3,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,918 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,305 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,397 | BOYAmt |
| EOY | $2,613 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,069,991 | BOYAmt |
| EOY | $1,814,609 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,504 | BOYAmt |
| EOY | $20,667 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,295,104 | BOYAmt |
| EOY | $2,266,629 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,069 | BOYAmt |
| EOY | $42,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,069 | BOYAmt |
| EOY | $42,267 | 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 | $2,157,505 | BOYAmt |
| EOY | $1,902,241 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,530 | BOYAmt |
| EOY | $322,121 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,288,035 | BOYAmt |
| EOY | $2,224,362 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,295,104 | BOYAmt |
| EOY | $2,266,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $248,581 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$312,254 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $285,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $261,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $241,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $410,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,088,187 | CurrentTaxYearAmt |
| Total | $2,285,986 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $285,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $261,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $241,413 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $410,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,088,187 | CurrentTaxYearAmt |
| Total | $2,285,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $111,773 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,174,213 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,288 | CurrentTaxYearAmt |
| Total | $282,522 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,568,508 | TotalSupportAmt |
| Public Support CY170 | 0.84650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $377,881 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$65,674 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $312,207 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $277,841 | BeginningYearBalanceAmt |
| Contributions | $75,000 | ContributionsAmt |
| Investment Earnings Or Losses | $25,040 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $377,881 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $232,063 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | $42,778 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $277,841 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $147,786 | BeginningYearBalanceAmt |
| Contributions | $52,600 | ContributionsAmt |
| Investment Earnings Or Losses | $31,677 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $232,063 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,373 | BeginningYearBalanceAmt |
| Contributions | $60,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,587 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $147,786 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,305 | DepreciationAmt |
| Book Value | $2,613 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,613 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $801,754 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$312,254 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$312,254 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,114,008 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,100 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $11,100 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,125,108 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $865,427 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $865,427 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,100 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,100 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $876,527 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | THE ORGANIZATIONS BOARD OF DIRECTORS HAS ESTABLISHED AN ENDOWMENT FUND FOR THE PURPOSE OF PRODUCING AN INCOME STREAM TO BE USED BY THE ORGANIZATION TO FUND ITS NONPROFIT OBJECTIVES. |
| Part X : FIN48 Footnote | The Organization is a tax-exempt entity under Section 501(c)(3) of the Internal Revenue Code and is classified by the Internal Revenue Service as a public charity. It is not subject to income taxes on income received for exempt purposes. Accordingly, no provision has been made for federal or state income taxes in the financial statements.Financial Accounting Standards Board Accounting Standards Codification (the FASB ASC) 740, Income Taxes, prescribes when to recognize and how to measure the financial statement effects, if any, of income tax positions taken or expected to be taken on its income tax returns. These rules require management to evaluate tax positions taken by the Organization and recognize a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by taxing authorities. Management has analyzed the tax positions taken by the Organization and has concluded that, as of December 31, 2022 and 2021, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Management does not anticipate any adjustments that would result in a material adverse effect on the Organizations financial position, activities or cash flows. Accordingly, no interest or penalties for uncertain tax positions have been accrued or charged to expense as of December 31, 2022 or 2021 or for the years then ended. The Organizations policy is to classify income tax related interest and penalties in interest expense and management and general expenses, respectively. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Organizations federal and state tax returns remain subject to examination by relevant taxing authorities, generally for three years after filing. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| FISHER HOUSE CAMP PENDLETON | ||||||||||
| BUILDING 2014 SAN JACINTO RD | OCEANSIDE | CA | 92058 | 520813349 | NAVY | $0 | $24,133 | PURCHASE COST | SUPPORT, MAINTENANCE, PROF FEES | GENERAL SUPPORT |
| FISHER HOUSE LONG BEACH | ||||||||||
| 5901 EAST 7TH STREET | LONG BEACH | CA | 90822 | 330587175 | DEPT OF VA | $0 | $83,382 | PURCHASE COST | SUPPORT, MAINTENANCE, PROF FEES | GENERAL SUPPORT |
| FISHER HOUSE SAN DIEGO | ||||||||||
| 34800 BOB WILSON DR BLDG 46 | SAN DIEGO | CA | 92134 | 520813349 | NAVY | $0 | $436,883 | PURCHASE COST | SUPPORT, MAINTENANCE, PROF FEES | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| MILITARY AND FAMILY SUPPORT | 519 | $2,894 | $143,393 | PURCHASE COST | GUEST SUPPORT, REIMB FOR LODGING |
| HOSPITAL SUPPORT | 550 | $1,080 | $4,167 | PURCHASE COST | NURSE SUPPORT, CONFERENCE FEES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Grants to domestic organizations are monitored based on type:1. Services donated to the houses are contracted and paid for directly by the Organization.2. Products and food are purchased directly by the Organization and delivered in kind to the houses for their intended use.3. Any gift cards donated by the Organization are signed for by the respective house managers, including their acceptance of the allowable uses.Grants to domestic individuals are reviewed and voted upon by the Organization's Military Family Support Committee, which is comprised of Organization directors and staff. Families requesting assistance are required to obtain a referral authorization from their caseworker, social worker or physician. The family must meet certain criteria, which is aligned with the criteria for staying at a Fisher House. Requests that meet the pre-determined requirements are approved and continue to be monitored for ongoing needs. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | IN 2022, THE ORGANIZATION EXPANDED ITS MISSION TO INCLUDE PROVIDING DIRECT ASSISTANCE TO MILITARY FAMILIES AND TO HOSPITAL CAREGIVERS. |
| Form 990, Part VI, Section A, Line 2 | GREGORY L. OWEN AND VALERIE J. OWEN HAVE BOTH A FAMILY AND BUSINESS RELATIONSHIP. |
| Form 990, Part VI, Section A, Line 4 | DURING 2022, THE BYLAWS WERE AMENDED TO ADD A NEW CATEGORY OF BOARD MEMBERSHIP, THE HONORARY MEMBER. THIS DESIGNATION MAY BE GRANTED TO AN INDIVIDUAL WHO HAS DEMONSTRATED EXEMPLARY DEDICATION AND SUPPORT TO THE ORGANIZATION'S MISSION, GOALS AND OBJECTIVES. HONORARY MEMBER STATUS DOES NOT CONFER VOTING RIGHTS OR ENTITLE THE HONORARY MEMBER TO HOLD OFFICE. |
| Form 990, Part VI, Section B, Line 11b | THE PRESIDENT/CEO, VICE PRESIDENT, AND TREASURER/CFO REVIEW THE AUDITED FINANCIAL STATEMENTS AND FORM 990. ANY CONCERNS ARE REVIEWED AND APPROVED BY THE BOARD BEFORE COMPLETION AND FILING. |
| Form 990, Part VI, Section B, Line 12c | OFFICERS AND DIRECTORS SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY.PROCEDURES FOR ADDRESSING A CONFLICT OF INTEREST:A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT.C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST.D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATIONS BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, THE GOVERNING BOARD OR COMMITTEE SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT BY THE VOTE. |
| Form 990, Part VI, Section B, Line 15a | The board of directors establishes an Ad Hoc Executive Director Search Committee, chaired by the Vice President-Administration. The committee is comprised of five directors that include the President/CEO, Treasurer/CFO, Vice President-Fundraising and another independent director. This group reviews candidate resumes, obtains compensation information from other comparable Fisher House nonprofit groups and interviews candidates. Once a candidate is selected, the committee proposes a compensation package and recommends it to the full board. The full board approves the candidate and compensation package. These actions are contemporaneously documented in the board minutes. |
| Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTSARE AVAILABLE UPON REQUEST. |