ALVORD-TAYLOR INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALVORD-TAYLOR INC (EIN 93-0632048)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202521349349313012
- 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 | 2025-05-14T19:43:36-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452635340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BVAL CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 940 WILLAMETTE ST STE 330 | AddressLine1Txt |
| City | EUGENE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97401 | 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 | 930632048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVORD-TAYLOR INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALVO | BusinessNameControlTxt |
| Phone | 5417363444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1671 18TH STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY ISKRA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5417363444 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | KATHERINE J BAKER | PreparerPersonNm |
| PTIN | P01432114 | PTIN |
| Phone | 5414858772 | PhoneNum |
| Preparation | 2025-05-14 | 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) |
|---|---|---|
| Principal Officer | ROGER DEEVERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1671 18TH STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,673,923 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALVORDTAYLOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | AT ALVORD-TAYLOR, WE ARE COMMITTED TO CREATING A VIBRANT, INCLUSIVE COMMUNITY WHERE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES CAN THRIVE. THROUGH DEDICATED SUPPORT AND ADVOCACY, WE EMPOWER PEOPLE TO LIVE FULFILLING LIVES WHILE FOSTERING A CULTURE OF DIGNITY, RESPECT, AND OPPORTUNITY FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 202 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,426,305 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,868,757 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $534,237 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $621,809 | CYProgramServiceRevenueAmt |
| PY Investment Income | $371,171 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,257 | CYInvestmentIncomeAmt |
| PY Other Revenue | $75,756 | PYOtherRevenueAmt |
| CY Other Revenue | $35,135 | CYOtherRevenueAmt |
| PY Total Revenue | $12,407,469 | PYTotalRevenueAmt |
| CY Total Revenue | $11,604,958 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,239,286 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,876,820 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,366,982 | PYOtherExpensesAmt |
| CY Other Expenses | $1,855,953 | CYOtherExpensesAmt |
| PY Total Expenses | $11,606,268 | PYTotalExpensesAmt |
| CY Total Expenses | $11,732,773 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $801,201 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$127,815 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,431,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,322,731 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,290,081 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,305,522 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,141,383 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,017,209 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AT ALVORD-TAYLOR, WE ARE COMMITTED TO CREATING A VIBRANT, INCLUSIVE COMMUNITY WHERE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES CAN THRIVE. THROUGH DEDICATED SUPPORT AND ADVOCACY, WE EMPOWER PEOPLE TO LIVE FULFILLING LIVES WHILE FOSTERING A CULTURE OF DIGNITY, RESPECT, AND OPPORTUNITY FOR ALL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,507,358 | ExpenseAmt |
| Desc | 24-HOUR PROGRAM - WE PROVIDE AROUND-THE-CLOCK CARE IN GROUP LIVING HOMES, ENSURING INDIVIDUALS RECEIVE THE SUPPORT THEY NEED WHILE FOSTERING INDEPENDENCE, PERSONAL GROWTH, AND COMMUNITY CONNECTION IN A SAFE, COMFORTABLE ENVIRONMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,493,323 | ExpenseAmt |
| Desc | SUPPORTED LIVING - WE OFFER PERSONALIZED SUPPORT FOR INDIVIDUALS LIVING IN THEIR CHOSEN RESIDENCES, HELPING THEM DEVELOP LIFE SKILLS, MAINTAIN INDEPENDENCE, AND ACTIVELY ENGAGE IN THEIR COMMUNITIES WITH CONFIDENCE AND DIGNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,000,681 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | 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 | Yes (true) | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 202 | 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 |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | 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 | false | 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 | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY THOMAS | PersonNm |
| Phone | 5417363444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1671 18TH STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97477 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| MARY THOMAS | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $168,586 | $0 | $1,300 | |
| KRISTINA WHITE | ||||||
| PROGRAM SUPP | 40.00 | Yes (X) | $163,856 | $0 | $4,500 | |
| MARK HERBERT | ||||||
| FORMER EXEC | 40.00 | Yes (X) | $97,981 | $0 | $0 | |
| NOAH ZEPEDA | ||||||
| FINANCE DIRE | 40.00 | Yes (X) | $89,871 | $0 | $650 | |
| RAE JEAN AULD | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SUSAN BLANE | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROGER DEEVERS | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GARY ISKRA | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GWEN O'CONNELL | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GREG O'HANLON | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $520,294 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $6,450 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Related Organizations | $25,000 | RelatedOrganizationsAmt |
| Government Grants | $10,828,778 | GovernmentGrantsAmt |
| All Other Contributions | $14,979 | AllOtherContributionsAmt |
| Total Contributions | $10,868,757 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT ROOM AND BOARD | 623990 | $441,655 | $441,655 |
| CASE MANAGEMENT SERVICES | 623990 | $96,794 | $96,794 |
| CLIENT FEES | 623990 | $83,360 | $83,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $621,809 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,657 | TotalRevenueColumnAmt |
| Exclusion | $45,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $102,565 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $68,965 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $33,600 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,600 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,600 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $35,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,135 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $35,135 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,604,958 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $690,544 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $45,657 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,611 | TotalAmt |
| Program Services | $173,564 | ProgramServicesAmt |
| Management And General | $307,047 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,694,279 | TotalAmt |
| Program Services | $7,078,737 | ProgramServicesAmt |
| Management And General | $615,542 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701,930 | TotalAmt |
| Program Services | $1,514,718 | ProgramServicesAmt |
| Management And General | $187,212 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,604 | TotalAmt |
| Program Services | $33,541 | ProgramServicesAmt |
| Management And General | $190,063 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224 | TotalAmt |
| Management And General | $224 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,072 | TotalAmt |
| Management And General | $12,072 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,091 | TotalAmt |
| Program Services | $11,414 | ProgramServicesAmt |
| Management And General | $64,677 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,921 | TotalAmt |
| Program Services | $259,328 | ProgramServicesAmt |
| Management And General | $164,593 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,819 | TotalAmt |
| Program Services | $4,455 | ProgramServicesAmt |
| Management And General | $13,364 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,491 | TotalAmt |
| Program Services | $59,144 | ProgramServicesAmt |
| Management And General | $25,347 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,538 | TotalAmt |
| Program Services | $171,307 | ProgramServicesAmt |
| Management And General | $30,231 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,068 | TotalAmt |
| Program Services | $99,254 | ProgramServicesAmt |
| Management And General | $24,814 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $166,580 | $162,683 | $3,897 |
| FOOD/MEALS | $158,955 | $158,955 | |
| VEHICLE OPERATING | $87,153 | $82,795 | $4,358 |
| BAD DEBT | $45,464 | $45,464 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,973 | TotalAmt |
| Program Services | $145,322 | ProgramServicesAmt |
| Management And General | $88,651 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,732,773 | TotalAmt |
| Program Services | $10,000,681 | ProgramServicesAmt |
| Management And General | $1,732,092 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171,448 | BOYAmt |
| EOY | $823,726 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,015,680 | BOYAmt |
| EOY | $806,507 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,936 | BOYAmt |
| EOY | $348,638 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,017 | BOYAmt |
| EOY | $26,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,865,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,531,483 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,161,023 | BOYAmt |
| EOY | $3,334,296 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,770,360 | BOYAmt |
| EOY | $1,983,385 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,431,464 | BOYAmt |
| EOY | $7,322,731 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,431 | BOYAmt |
| EOY | $725,881 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,669 | BOYAmt |
| EOY | $53,404 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,408,978 | BOYAmt |
| EOY | $3,511,069 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,003 | BOYAmt |
| EOY | $15,168 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,290,081 | BOYAmt |
| EOY | $4,305,522 | 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 | $3,141,383 | BOYAmt |
| EOY | $3,017,209 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,141,383 | BOYAmt |
| EOY | $3,017,209 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,431,464 | BOYAmt |
| EOY | $7,322,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$127,815 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,641 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| 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 | $10,839,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,674,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,160,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,426,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,868,757 | CurrentTaxYearAmt |
| Total | $55,969,501 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,839,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,674,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,160,840 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,426,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,868,757 | CurrentTaxYearAmt |
| Total | $55,969,501 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $55,969,501 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,657 | CurrentTaxYearAmt |
| Total | $68,949 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,135 | CurrentTaxYearAmt |
| Total | $238,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,276,766 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,625,806 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99470 | 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 | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 238,316 | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $920,190 | OtherCostOrOtherBasisAmt |
| Book Value | $920,190 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,673,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,508,033 | DepreciationAmt |
| Book Value | $1,165,101 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,084,907 | OtherCostOrOtherBasisAmt |
| Book Value | $1,084,907 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,227 | OtherCostOrOtherBasisAmt |
| Book Value | $161,227 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,321 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,450 | DepreciationAmt |
| Book Value | $2,871 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,334,296 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSETS -FINANCING LEASE | $1,021,254 |
| RIGHT OF USE ASSETS -OPERATING LEASE | $897,727 |
| CLIENT TRUST ACCOUNTS | $53,404 |
| SECURITY DEPOSIT | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,983,385 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| Amt | $15,168 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,168 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART IV, LINE 2B | FormAndLineReferenceDesc |
| Explanation | CLIENT TRUST ACCOUNTS CONSIST OF CLIENT CHECKING AND SAVINGS ACCOUNTS IN THE CUSTODY OF THE ORGANIZATION. THE ACCOUNTS ARE OFFSET BY A LIABILITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| MARY THOMAS | |||
| EXECUTIVE DIRECTOR | $168,586 | $1,300 | $169,886 |
| KRISTINA WHITE | |||
| PROGRAM SUPPORT | $163,856 | $4,500 | $168,356 |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSH DEEVERS | PersonNm |
| Relationship With Org | BOD SON | RelationshipWithOrgTxt |
| Cash Grant | $343,153 | CashGrantAmt |
| Type Of Assistance | ODDS FUNDING | TypeOfAssistanceTxt |
| Assistance Purpose | PERSONALIZED CARE | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GWEN O'CONNELL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD SECRETARY | RelationshipDescriptionTxt |
| Transaction | $1,950 | TransactionAmt |
| Transaction | PENSION PLAN ADMIN | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | FISCAL YEAR-END 6/30/24 RELATED PARTY TRANSACTION DETAILS: PART III LINE 1: THE ORGANIZATION GAVE 343,153 OF ODDS PROGRAM ASSISTANCE TO THE SON OF A BOARD MEMBER. PART IV LINE 1: THE ORGANIZATION PAID 1,950 IN PENSION PLAN ADMINISTRATION FEES TO A BUSINESS OWNED BY A BOARD MEMBER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | AT ALVORD-TAYLOR, WE ARE COMMITTED TO CREATING A VIBRANT, INCLUSIVE COMMUNITY WHERE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES CAN THRIVE. THROUGH DEDICATED SUPPORT AND ADVOCACY, WE EMPOWER PEOPLE TO LIVE FULFILLING LIVES WHILE FOSTERING A CULTURE OF DIGNITY, RESPECT, AND OPPORTUNITY FOR ALL. |
| FORM 990, PAGE 6, PART VI, LINE 8B | NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | 990 IS REVIEWED BY THE BOARD PRESIDENT, BOARD TREASURER, EXECUTIVE DIRECTOR AND FINANCE DIRECTOR PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE AWARE OF THE POLICY AND ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON ANY ISSUES THAT WOULD CAUSE CONFLICT OF INTEREST. PRESIDENT AND EXECUTIVE DIRECTOR ARE VERY AWARE OF ACTIVITIES WHICH BOARD MEMBERS ARE INVOLVED IN AND HOW THAT MAY CREATE A CONFLICT OF INTEREST WITH THE ALVORD-TAYLOR NOW AND IN THE FUTURE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR IS SUBJECT TO AN ANNUAL EVALUATION PERFORMED BY THE BOARD OF DIRECTORS. THE BOARD ALSO LOOKS AT COMPARABLE SALARY DATA AND THEN DETERMINES COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD LOOKS AT COMPARABLE SALARY DATA AND THEN DETERMINES COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVORD TAYLOR FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1671 18TH STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300110884 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVORD TAYLOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $25,000 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFERRED | MethodOfAmountDeterminationTxt |