HALE-BARNARD CORPORATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HALE-BARNARD CORPORATION (EIN 23-7230037)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-09
- IRS object ID
- 202242219349300009
- Schema version
- 2021v4.2
- 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 | 2022-08-09T07:20:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237230037 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALE-BARNARD CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALE | BusinessNameControlTxt |
| Phone | 6175363726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR FADI KANAAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6175363726 | PhoneNum |
| Signature | 2022-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MR | PersonFirstNm |
| Person Last | FADI KANAAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 7819821001 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE BRESCHARD WILSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,249,325 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HALEBARNARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $291,944 | PYContributionsGrantsAmt |
| CY Contributions Grants | $633,694 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,736,412 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,860,173 | CYProgramServiceRevenueAmt |
| PY Investment Income | $823,609 | PYInvestmentIncomeAmt |
| CY Investment Income | $554,584 | CYInvestmentIncomeAmt |
| PY Other Revenue | $395 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,852,360 | PYTotalRevenueAmt |
| CY Total Revenue | $4,048,451 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,425,662 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,343,774 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $5,944 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $3,092 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,092 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,712,918 | PYOtherExpensesAmt |
| CY Other Expenses | $1,831,282 | CYOtherExpensesAmt |
| PY Total Expenses | $3,144,524 | PYTotalExpensesAmt |
| CY Total Expenses | $3,178,148 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $707,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $870,303 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,794,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,680,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,087,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $429,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,706,218 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,251,287 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO PROVIDE RESIDENTIAL AND SUPPORTIVE SERVICES OF EXCEPTIONAL QUALITY FOR A DIVERSE OLDER POPULATION. BARNARD SERVICES PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. HALE HOUSE, OUR RESIDENTIAL PROGRAM, OFFERS AN ALTERNATIVE TO INSTITUTIONAL CARE - A HOME-LIKE PLACE WHEN "HOME" IS NO LONGER POSSIBLE. OUR GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,177,555 | ExpenseAmt |
| Revenue | $2,860,173 | RevenueAmt |
| Desc | HALE HOUSE REST HOME - LEVEL-4 REST HOME FACILITY. THE HOME'S GOAL IS TO ENHANCE ALL ASPECTS OF LIVING IN THE LATER YEARS BY OFFERING MEANINGFUL CHOICES, SOCIAL, INTELLECTUAL AND SPIRITUAL STIMULATION AND BY HONORING INDIVIDUAL WORTH IN THE COLLECTIVE ENVIRONMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BARNARD SERVICES - PROVIDES BUDGET MANAGEMENT AND BILL PAYER SERVICES TO ELDERS AND OTHERS LIVING INDEPENDENTLY IN THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,177,555 | 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 | 0 | 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 | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 53 | 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 |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACEY CRAVEDI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175363726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| TRACEY CRAVEDI | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $107,993 | $0 | $5,399 | |
| SARKIS BOYAJIAN | ||||||
| BUSINESS MANAGER | 40.00 | Yes (X) | $75,753 | $0 | $3,787 | |
| JANE BRESCHARD WILSON | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REBEKAH K RICHARDSON | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FADI PIERRE KANAAN | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BARBARA E BOWEN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PETER BANOS | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROCHELLE LITE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARGARET MCISAAC | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARY LOU MCCLEAN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARGARET MOODY | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MS MARY ELLEN NORMEN | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MEREDITH L HARRON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ROXANNE MOORE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CURT GILMORE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JANE MUDGE | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| REV EDMUND ROBINSON | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $183,746 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,186 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE GROUP | |||||
| 3220 TILMAN DRIVE SUITE 300 | BENSALEM | PA | 19020 | DIETARY SERVICE | $581,812 |
| ROGERSON COMMUNITIES | |||||
| 1 FLORENCE STREET | BOSTON | MA | 02131 | MANAGEMENT SERVICES | $171,227 |
| 4M BUILDING SOLUTIONS | |||||
| PO BOX 870784 | KANSAS CITY | MO | 64187 | HOUSEKEEPING SERVICES | $135,696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $391,258 | GovernmentGrantsAmt |
| All Other Contributions | $242,436 | AllOtherContributionsAmt |
| Total Contributions | $633,694 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT RELATED REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $2,860,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,860,173 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,860,173 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,895 | TotalRevenueColumnAmt |
| Exclusion | $186,895 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,568,563 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,200,874 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $367,689 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,689 | TotalRevenueColumnAmt |
| Exclusion | $367,689 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,048,451 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,860,173 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $554,584 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,793 | TotalAmt |
| Management And General | $195,793 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925,982 | TotalAmt |
| Program Services | $684,867 | ProgramServicesAmt |
| Management And General | $241,115 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,133 | TotalAmt |
| Program Services | $21,586 | ProgramServicesAmt |
| Management And General | $18,547 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,721 | TotalAmt |
| Program Services | $47,796 | ProgramServicesAmt |
| Management And General | $19,925 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,145 | TotalAmt |
| Program Services | $74,980 | ProgramServicesAmt |
| Management And General | $39,165 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,375 | TotalAmt |
| Management And General | $148,375 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,582 | TotalAmt |
| Management And General | $36,582 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,092 | TotalAmt |
| Fundraising | $3,092 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,915 | TotalAmt |
| Management And General | $76,915 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,869 | TotalAmt |
| Program Services | $801 | ProgramServicesAmt |
| Management And General | $39,068 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,273 | TotalAmt |
| Management And General | $13,273 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,298 | TotalAmt |
| Program Services | $4,554 | ProgramServicesAmt |
| Management And General | $49,744 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,452 | TotalAmt |
| Management And General | $37,452 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,676 | TotalAmt |
| Program Services | $248,766 | ProgramServicesAmt |
| Management And General | $42,910 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,166 | TotalAmt |
| Program Services | $3,166 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,655 | TotalAmt |
| Program Services | $96,050 | ProgramServicesAmt |
| Management And General | $9,605 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,580 | TotalAmt |
| Program Services | $63,255 | ProgramServicesAmt |
| Management And General | $6,325 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $582,429 | $582,429 | |
| SUPPLIES | $256,713 | $256,713 | |
| COVID EXPENSES | $92,592 | $92,592 | |
| BAD DEBT EXPENSE | $22,707 | $22,707 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,178,148 | TotalAmt |
| Program Services | $2,177,555 | ProgramServicesAmt |
| Management And General | $997,501 | ManagementAndGeneralAmt |
| Fundraising | $3,092 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,324 | BOYAmt |
| EOY | $599,592 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,719,510 | BOYAmt |
| EOY | $1,629,740 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,718 | BOYAmt |
| EOY | $173,020 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,224 | BOYAmt |
| EOY | $6,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,823,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,552,242 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,124,168 | BOYAmt |
| EOY | $1,271,515 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,576,871 | BOYAmt |
| EOY | $14,719,352 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250 | BOYAmt |
| EOY | $250 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,141 | BOYAmt |
| EOY | $281,033 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,794,206 | BOYAmt |
| EOY | $18,680,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,188 | BOYAmt |
| EOY | $195,117 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,750 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,050 | BOYAmt |
| EOY | $234,595 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,087,988 | BOYAmt |
| EOY | $429,712 | 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 | $15,698,535 | BOYAmt |
| EOY | $18,103,263 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,683 | BOYAmt |
| EOY | $148,024 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,706,218 | BOYAmt |
| EOY | $18,251,287 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,794,206 | BOYAmt |
| EOY | $18,680,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $870,303 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,674,425 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $341 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $291,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $493,694 | CurrentTaxYearAmt |
| Total | $1,163,201 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,144,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,235,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,653,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,736,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,860,173 | CurrentTaxYearAmt |
| Total | $12,629,713 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,268,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,390,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,751,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,028,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,353,867 | CurrentTaxYearAmt |
| Total | $13,792,914 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $13,792,914 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $186,895 | CurrentTaxYearAmt |
| Total | $988,901 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,148 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $186,895 | CurrentTaxYearAmt |
| Total | $988,901 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $395 | CurrentTaxYearMinus1YearAmt |
| Total | $395 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,449,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,592,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,971,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,227,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,540,762 | CurrentTaxYearAmt |
| Total | $14,782,210 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93550 | PublicSupportPY509Pct |
| Investment Income CY | 0.06690 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,683 | BeginningYearBalanceAmt |
| Contributions | $140,000 | ContributionsAmt |
| Investment Earnings Or Losses | $341 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $148,024 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,498 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $185 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,683 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,952 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,897 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $122,351 | OtherExpendituresAmt |
| End Year Balance | $7,498 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $304,611 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,659 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $180,000 | OtherExpendituresAmt |
| End Year Balance | $119,952 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,361 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $36,250 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $304,611 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| 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 | $100,000 | OtherCostOrOtherBasisAmt |
| Book Value | $100,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,829,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,969,966 | DepreciationAmt |
| Book Value | $859,953 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $893,838 | OtherCostOrOtherBasisAmt |
| Depreciation | $582,276 | DepreciationAmt |
| Book Value | $311,562 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,271,515 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT DEPOSITS | Desc |
| Amt | $234,595 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $234,595 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,645,961 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,674,425 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,674,425 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,971,536 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $76,915 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $76,915 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,048,451 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,101,233 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,101,233 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $76,915 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $76,915 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,178,148 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TEMPORARILY RESTRICTED NET ASSETS ARE TO BE EXPENDED FOR RESIDENT PERSONAL NEEDS, LIFE ADVOCACY, LECTURE SERIES, AND KITCHEN RENOVATIONS. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED NET ASSETS IS TO BE EXPENDED ON INNOVATIVE START-UP PROJECTS AND PROGRAMS AIMED AT IMPROVING THE QUALITY OF CARE AND QUALITY OF LIFE OF LONG TERM CARE RESIDENTS, WITH A SPECIAL EMPHASIS ON ADVOCACY PROJECTS WHICH FURTHER THESE AIMS. |
| PART X, LINE 2: | THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE POLICY FOR UNCERTAINTY IN INCOME TAXES TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO UNCERTAIN INCOME TAX POSITIONS WERE IDENTIFIED FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF DIRECTORS DELEGATES ROGERSON COMMUNITIES, AND THE EXECUTIVE DIRECTOR TO OVERSEE DAILY OPERATIONS, INCLUDING OVERSEEING PERSONNEL, EXECUTING BUDGETS AND FINANCIAL OPERATIONS, AND SUPERVISING EXEMPT OPERATIONS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMPLETE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD AND APPROVED BY THE BOARD FOR SIGNATURE AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE WRITTEN POLICY INCLUDES A QUESTIONNAIRE GIVEN TO BOARD MEMBERS TO DETERMINE ANY CONFLICTS OF INTEREST OR AFFILIATED INDIVIDUALS, AND ALSO REQUIRES EMPLOYEES TO ATTEST TO THE FACT THAT THEY DID NOT ENTER INTO ANY AGREEMENTS INFLUENCED BY A CONFLICT OF INTEREST. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR DISTRIBUTING THE CONFLICT OF INTEREST FORMS AND ENSURING FOLLOW UP IS COMPLETED ON ANY NOTED CONFLICTS. AFTER A CONFLICT OR DUALITY OF INTEREST HAS BEEN ACKNOWLEDGED THE BOARD MAY DETERMINE THAT IT IS IN ITS BEST INTEREST TO CONDUCT BUSINESS WITH SAID BOARD MEMBER. A VOTE OF A MAJORITY OF THE BOARD MEMBERS AT A MEETING IN WHICH A QUORUM IS PRESENT (EXCLUSIVE BOTH IN REGARD TO THE VOTE AND QUORUM OF THE MEMBER HAVING SAID CONFLICT) MAY AUTHORIZE THE CONTRACTING OR CONDUCTING OF BUSINESS WITH THE BOARD MEMBER. BOARD MEMBERS, AND EMPLOYEES DO NOT CONDUCT ANY DIRECT OR INDIRECT BUSINESS RELATIONSHIP WITH THE ENTITY. BOARD MEMBERS ARE REQUIRED TO ALWAYS USE ETHICAL AND APPROPRIATE JUDGMENT TO MAKE SEEMINGLY CORRECT CHOICES WHEN CONFLICTS ARISE. MINUTES OF BOARD MEETINGS REFLECTS WHEN A BOARD MEMBER DISCLOSES THAT S/HE HAS A CONFLICT OF INTERESTS AND HOW THE CONFLICT WAS MANAGED, SUCH AS THAT THERE WAS A DISCUSSION ON THE MATTER WITHOUT THE BOARD MEMBER IN THE ROOM, AND THAT A VOTE WAS TAKEN BUT THAT THE "INTERESTED" BOARD MEMBER ABSTAINED (BOARD MEMBERS WITH A CONFLICT ARE "INTERESTED" BOARD MEMBERS WITHOUT A CONFLICT ARE "DISINTERESTED"). |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS WITH DONOR RESTRICTIONS 341. |