MOUNTAINCARE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MOUNTAINCARE INC (EIN 56-2005198)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-12
- IRS object ID
- 202213469349301221
- 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 | 2022-12-12T12:05:22-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560570567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DMJPS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 WOODFIN PLACE SUITE 300 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | 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 | 562005198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOUNTAINCARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOUN | BusinessNameControlTxt |
| Phone | 8282774815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68A SWEETEN CREEK RD | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WILLIAMS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8282774815 | PhoneNum |
| Signature | 2022-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | WILLIAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN GRAY | PreparerPersonNm |
| PTIN | P00322371 | PTIN |
| Phone | 8282542374 | PhoneNum |
| Preparation | 2022-12-09 | PreparationDt |
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 | ELIZABETH WILLIAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68A SWEETEN CREEK ROAD | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,400,745 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MOUNTAINCARESERVICES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | MOUNTAINCARE PROVIDES SUPPORTIVE AND ENRICHING ADULT DAY SERVICES ENABLING OLDER ADULTS TO AGE IN PLACE. WE ASPIRE TO BE AN UNWAVERING PARTNER FOR ADULTS AND THOSE WHO CARE FOR THEM. TOGETHER, WE ENCOURAGE INDEPENDENCE, PROVIDE MEANINGFUL CONNECTIONS, AND BUILD COMMUNITY. CORE VALUES: WE BRING THE POWER OF OPTIMISM.WE STRIVE FOR EXCELLENCE IN OUR ACTIONS.WE STAND WITNESS IN COMPASSION. WE DEVELOP AND SHARE OUR EXPERTISE.WE CHERISH OUR COMMUNITY AND THE RELATIONSHIPS IT PROVIDES.WE SHOW RESPECT TO ALL AND TO THE WORLD WE LIVE IN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Total Volunteers | 69 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,551,615 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,330,660 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,107,001 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $941,112 | CYProgramServiceRevenueAmt |
| PY Investment Income | $774,007 | PYInvestmentIncomeAmt |
| CY Investment Income | $111,398 | CYInvestmentIncomeAmt |
| PY Other Revenue | $750,130 | PYOtherRevenueAmt |
| CY Other Revenue | -$412,499 | CYOtherRevenueAmt |
| PY Total Revenue | $4,182,753 | PYTotalRevenueAmt |
| CY Total Revenue | $2,970,671 | 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 | $2,337,478 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,228,795 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47,581 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,064,069 | PYOtherExpensesAmt |
| CY Other Expenses | $930,588 | CYOtherExpensesAmt |
| PY Total Expenses | $3,401,547 | PYTotalExpensesAmt |
| CY Total Expenses | $2,159,383 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $781,206 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $811,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,543,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,240,246 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $278,916 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $164,816 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,264,142 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,075,430 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MOUNTAINCARE PROVIDES SUPPORTIVE AND ENRICHING ADULT DAY SERVICES ENABLING OLDER ADULTS TO AGE IN PLACE. WE ASPIRE TO BE AN UNWAVERING PARTNER FOR ADULTS AND THOSE WHO CARE FOR THEM. TOGETHER, WE ENCOURAGE INDEPENDENCE, PROVIDE MEANINGFUL CONNECTIONS, AND BUILD COMMUNITY. CORE VALUES: WE BRING THE POWER OF OPTIMISM.WE STRIVE FOR EXCELLENCE IN OUR ACTIONS.WE STAND WITNESS IN COMPASSION. WE DEVELOP AND SHARE OUR EXPERTISE.WE CHERISH OUR COMMUNITY AND THE RELATIONSHIPS IT PROVIDES.WE SHOW RESPECT TO ALL AND TO THE WORLD WE LIVE IN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,908,842 | ExpenseAmt |
| Revenue | $528,613 | RevenueAmt |
| Desc | MOUNTAINCARE PROVIDES CRITICAL SERVICES THAT FULFILL IMPORTANT NEEDS WITHIN OUR WESTERN NORTH CAROLINA COMMUNITIES. BETWEEN THE SERVICES THAT MOUNTAINCARE PROVIDES, INCLUDING ADULT DAY SERVICES, MUSIC THERAPY, GRIEF SUPPORT, A HOSPITALITY HOUSE, AND SEATING & WHEELED MOBILITY CLINIC SUPPORT, THEY SERVE ALMOST EVERY AUDIENCE IN THE REGION. CHILDREN, SENIORS, FAMILIES, AND INDIVIDUALS, ACROSS ALL INCOME LEVELS, ARE SERVED BY MOUNTAINCARE. WHAT UNITES THE VARIED SERVICES IS THE PASSION OF EVERY STAFF MEMBER AND THEIR COMMITMENT TO PROVIDING THE BEST POSSIBLE CARE TO THE PEOPLE THEY SERVE. ADULT DAY SERVICES - MOUNTAINCARE'S AWARD-WINNING ADULT DAY CENTERS IN BUNCOMBE, HENDERSON AND TRANSYLVANIA COUNTIES THAT PROVIDE A SAFE AND ENJOYABLE PLACE FOR AGING ADULTS, WHERE THEY CAN STAY ACTIVE AND INVOLVED WHILE RECEIVING EXPERT, COMPASSIONATE CARE. THE ADULT DAY PROGRAMS ARE THE ONLY ADULT DAY HEALTH PROGRAMS IN THE COUNTIES THEY SERVE. SEATING & WHEELED MOBILITY CLINIC - MOUNTAINCARE ALSO PROVIDES OPERATIONAL SUPPORT TO THE SEATING & WHEELED MOBILITY CLINIC, A CRITICAL SERVICE WHICH HAS EXISTED WITHIN OUR COMMUNITY FOR DECADES. THE GOAL OF THE CLINIC IS TO MAXIMIZE INDEPENDENCE, FREEDOM, AND COMFORT, WHILE ALSO PREVENTING LIFE-THREATENING PRESSURE SORES AND OTHER SERIOUS MEDICAL COMPLICATIONS. AN EXPERT PHYSICAL THERAPIST PROVIDES CUSTOM FITTING SEATING AND CUSHIONING TO CHILDREN AND ADULTS WITH CP, SCI, MS, AND ALS, AND OTHER CONDITIONS WHICH REQUIRE THEM TO SPEND THEIR DAY IN A WHEELCHAIR. RATHBUN HOUSE - PROVIDES A CARING AND SUPPORTIVE ENVIRONMENT WHERE FAMILIES AND CAREGIVERS CAN STAY AT NO CHARGE FOR UP TO 14 DAYS, WHILE LOVED ONES RECEIVE TREATEMENT AT ASHEVILLE AREA HEALTHCARE FACILITIES. ONLY HOSPITALITY HOUSE IN WESTERN NORTH CAROLINA. MOUNTAIN EXPLORERS - PROGRAM FOR ADULTS WITH MILD IMPAIRMENT WHO ARE INTERESTED IN A PROGRAM OF SOCIAL OPPORTUNITIES, MENTAL STIMULATION, AND EXERCISE AND ENRICHMENT. | Desc |
| Total Program Service Expenses | $1,908,842 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 54 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH WILLIAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8282773399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68A SWEETEN CREEK RD | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LARRY B HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRADY BLACKBURN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM LEWIN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EILEEN HUTCHISON | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFF GOULD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE HANSEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON HATHAWAY MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH WILLIAMS | ||||||
| PRESIDENT, EXECUTIVE DIREC | 55.00 | Yes (X) | Yes (X) | $83,431 | $0 | $7,339 |
| LEEANNE TUCKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRI FREE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA ST HILAIRE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $83,431 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,339 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,501,308 | RelatedOrganizationsAmt |
| Government Grants | $828,795 | GovernmentGrantsAmt |
| All Other Contributions | $557 | AllOtherContributionsAmt |
| Total Contributions | $2,330,660 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADULT DAY SERVICES | 621400 | $940,566 | $940,566 |
| GRIEF SUPPORT | 624100 | $380 | $380 |
| MOUNTAIN EXPLORERS | 624100 | $166 | $166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $941,112 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,398 | TotalRevenueColumnAmt |
| Exclusion | $111,398 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,575 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $430,074 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$412,499 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$412,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$412,499 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,970,671 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $528,613 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $111,398 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,771 | TotalAmt |
| Program Services | $22,693 | ProgramServicesAmt |
| Management And General | $65,355 | ManagementAndGeneralAmt |
| Fundraising | $2,723 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,253 | TotalAmt |
| Program Services | $890,797 | ProgramServicesAmt |
| Fundraising | $39,456 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,196 | TotalAmt |
| Program Services | $21,366 | ProgramServicesAmt |
| Management And General | $3,452 | ManagementAndGeneralAmt |
| Fundraising | $378 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,087 | TotalAmt |
| Program Services | $81,482 | ProgramServicesAmt |
| Management And General | $13,164 | ManagementAndGeneralAmt |
| Fundraising | $1,441 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,488 | TotalAmt |
| Program Services | $70,181 | ProgramServicesAmt |
| Management And General | $12,724 | ManagementAndGeneralAmt |
| Fundraising | $3,583 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,341 | TotalAmt |
| Management And General | $2,341 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,213 | TotalAmt |
| Management And General | $63,213 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,230 | TotalAmt |
| Program Services | $101,282 | ProgramServicesAmt |
| Management And General | $11,948 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486 | TotalAmt |
| Management And General | $486 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,714 | TotalAmt |
| Program Services | $451 | ProgramServicesAmt |
| Management And General | $5,263 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,836 | TotalAmt |
| Program Services | $31,017 | ProgramServicesAmt |
| Management And General | $3,819 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,226 | TotalAmt |
| Program Services | $484,183 | ProgramServicesAmt |
| Management And General | $1,043 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,977 | TotalAmt |
| Program Services | $4,130 | ProgramServicesAmt |
| Management And General | $847 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,285 | TotalAmt |
| Program Services | $59,743 | ProgramServicesAmt |
| Management And General | $10,542 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,629 | TotalAmt |
| Program Services | $41,082 | ProgramServicesAmt |
| Management And General | $6,547 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD AND CATERING SERVI | $47,663 | $47,457 | $206 |
| MEDICAL SUPPLIES | $37,739 | $37,739 | |
| BLOCK GRANT MATCHING EX | $10,559 | $10,559 | |
| LEASE RENTAL EQUIPMENT | $5,359 | $4,616 | $743 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331 | TotalAmt |
| Program Services | $64 | ProgramServicesAmt |
| Management And General | $1,267 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,159,383 | TotalAmt |
| Program Services | $1,908,842 | ProgramServicesAmt |
| Management And General | $202,960 | ManagementAndGeneralAmt |
| Fundraising | $47,581 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,355 | BOYAmt |
| EOY | $709,544 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,524 | BOYAmt |
| EOY | $752,221 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,937 | BOYAmt |
| EOY | $201,349 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,457 | BOYAmt |
| EOY | $45,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,221,469 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $900,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,655 | BOYAmt |
| EOY | $320,698 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,373 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,757 | BOYAmt |
| EOY | $1,210,774 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,543,058 | BOYAmt |
| EOY | $3,240,246 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,160 | BOYAmt |
| EOY | $110,386 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,756 | BOYAmt |
| EOY | $54,430 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,916 | BOYAmt |
| EOY | $164,816 | 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 | $1,858,722 | BOYAmt |
| EOY | $2,670,010 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,420 | BOYAmt |
| EOY | $405,420 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,264,142 | BOYAmt |
| EOY | $3,075,430 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,543,058 | BOYAmt |
| EOY | $3,240,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $811,288 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | $4,790,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,676,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $778,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,301,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,605,006 | CurrentTaxYearAmt |
| Total | $12,151,655 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $91,963,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,859,329 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $722,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,107,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $684,342 | CurrentTaxYearAmt |
| Total | $126,336,142 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,753,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,535,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,500,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,408,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,289,348 | CurrentTaxYearAmt |
| Total | $138,487,797 | 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 | $138,487,797 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,399 | CurrentTaxYearAmt |
| Total | $533,456 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $111,399 | CurrentTaxYearAmt |
| Total | $533,456 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $130 | CurrentTaxYearMinus1YearAmt |
| Total | $130 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,809,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,641,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,532,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,637,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,400,747 | CurrentTaxYearAmt |
| Total | $139,021,383 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99820 | PublicSupportPY509Pct |
| Investment Income CY | 0.00380 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00180 | 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 | $405,420 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $425,234 | OtherExpendituresAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $409,430 | BeginningYearBalanceAmt |
| Contributions | $875 | ContributionsAmt |
| Investment Earnings Or Losses | $19,605 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,490 | GrantsOrScholarshipsAmt |
| End Year Balance | $405,420 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $404,511 | BeginningYearBalanceAmt |
| Contributions | $35 | ContributionsAmt |
| Investment Earnings Or Losses | $4,884 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $409,430 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $383,236 | BeginningYearBalanceAmt |
| Contributions | $21,275 | ContributionsAmt |
| Investment Earnings Or Losses | $18,639 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,639 | GrantsOrScholarshipsAmt |
| End Year Balance | $404,511 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $318,435 | BeginningYearBalanceAmt |
| Contributions | $64,801 | ContributionsAmt |
| Investment Earnings Or Losses | $16,026 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,026 | GrantsOrScholarshipsAmt |
| End Year Balance | $383,236 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,215 | DepreciationAmt |
| Book Value | $23,597 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $825,641 | OtherCostOrOtherBasisAmt |
| Depreciation | $608,905 | DepreciationAmt |
| Book Value | $216,736 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $303,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $223,627 | DepreciationAmt |
| Book Value | $80,365 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,024 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $320,698 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM WNC BRIDGE FOUNDATION | Desc |
| Book Value | $1,210,774 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,210,774 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO WNC BRIDGE FOUNDATION | Desc |
| Amt | $54,430 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $54,430 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,400,746 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $430,075 | OtherRevenueAmt |
| Revenue Not Reported | $430,075 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,970,671 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,970,671 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,589,458 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $430,075 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $430,075 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,159,383 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,159,383 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED CHARITABLE ORGANIZATION UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). AS A PUBLICLY SUPPORTED CHARITY, THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND FEDERAL EXCISE TAXES UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. IT IS THE ORGANIZATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY THAN NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN, AND WHAT, IF ANY, EFFECT THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR THE TAX YEAR 2020. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING TAX YEAR 2019; HOWEVER, NO EXAMINATIONS ARE IN PROCESS OR ANTICIPATED. ANY CHANGES IN THE AMOUNT OF A TAX POSITION WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RATHBUN HOUSE EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RATHBUN HOUSE EXPENSES |
| FORM 990, SCHEDULE D, PAGE 4, PART XI, LINE 2D | RATHBUN HOUSE REVENUE WAS INCLUDED ON FINANCIAL STATEMENTS AS RENTAL INCOME, BUT EXPENSES WERE NOT ALLOCATED AS RENTAL EXPENSES. INSTEAD, THEY ARE INCLUDED AS PROGRAM SERVICE EXPENSES ON THE FINANCIAL STATEMENTS. EXPENSES WERE RECLASSED ON TAX RETURN TO BE INCLUDED ON FORM 990, PAGE 9, PART VIII, STATEMENT OF REVENUE, LINE 6B. |
| FORM 990, SCHEDULE D, PAGE 4, PART XII, LINE 2D | RATHBUN HOUSE REVENUE WAS INCLUDED ON FINANCIAL STATEMENTS AS RENTAL INCOME, BUT EXPENSES WERE NOT ALLOCATED AS RENTAL EXPENSES. INSTEAD, THEY ARE INCLUDED AS PROGRAM SERVICE EXPENSES ON THE FINANCIAL STATEMENTS. EXPENSES WERE RECLASSED ON TAX RETURN TO BE INCLUDED ON FORM 990, PAGE 9, PART VIII, STATEMENT OF REVENUE, LINE 6B. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WILLIAMS | PersonNm |
| Title | PRESIDENT, EXECUTIVE DIREC | TitleTxt |
| Base Compensation Filing Org | $83,431 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,339 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $90,770 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN, VICE CHAIRMAN AND IMMEDIATE PAST CHAIRMAN OF THE BOARD OF DIRECTORS, THE SECRETARY AND TREASURER OF THE CORPORATION, AND SUCH OTHER MEMBER OR MEMBERS OF THE BOARD OF DIRECTORS AS THE CHAIRMAN MAY APPOINT. THE EXECUTIVE COMMITTEE SHALL HOLD SCHEDULED MEETINGS AS NECESSARY AND SPECIAL MEETINGS AT THE CALL OF THE CHAIRMAN OR AS CALLED BY HIM OR HER AT THE REQUEST OF ANY MEMBER OF THE COMMITTEE, AND IT SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS, UNLESS PROHIBITED BY THE ARTICLES OF INCORPORATION, OR BY THESE BYLAWS, OR BY A RESOLUTION OF THE BOARD OF DIRECTORS. MINUTES OF ALL MEETINGS OF THIS COMMITTEE SHALL BE KEPT AND RECORDED IN THE MINUTE BOOK OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. A FINAL COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTERSET DISCLOSURE IS SENT TO EACH NEW BOARD AND/OR GOVERNANCE COMMITTEE MEMBER AND TO ALL BOARD MEMBERS ON AN ANNUAL BASIS. THIS INFORMATION IS SUPPLIED BY EACH BOARD AND/OR GOVERNANCE COMMITTEE MEMBER, SIGNED AND DATED, AND RETURNED TO THE PRESIDENT'S OFFICE FOR THE CORPORATION'S PERMANENT FILES. |
| FORM 990, PART VI, SECTION B, LINE 15 | A RELATED ORGANIZATION DRAWS WAGE COMPARISON DATA FROM OUTSIDE EXECUTIVE COMPENSATION CONSULTANTS TO ENSURE COMPENSATION LEVELS ARE AT FAIR MARKET VALUE. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE REVIEWS THIS DATA AND RECOMMENDS TO THE BOARD ANY REVISIONS TO THE OVERALL PHILOSOPHY AND POLICY TO GUIDE THE DETERMINATION OF COMPENSATION AND BENEFIT PACKAGES FOR EXECUTIVES. THE COMMITTEE KEEPS AND DISTRIBUTES MINUTES OF ALL ITS MEETINGS TO ITS MEMBERS. ITEMS OF A SENSITIVE NATURE ARE REFERENCED IN THE MINUTES WITH DETAILED, SUPPORTING DOCUMENTATION RETAINED ON FILE. THE COMMITTEE ALSO DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST SITUATIONS TO THE COMMITTEE CHAIRMAN THAT MAY AFFECT THEIR INDEPENDENT DIRECTOR'S STATUS AS SOON AS THEY ARISE, AND MAINTAINS COMPLETE DOCUMENTATION OF ALL MATTERS DISCUSSED BY THE COMMITTEE. THE COMMITTEE OBTAINS EDUCATION AND TRAINING TO EXERCISE ALL RESPONSIBILITIES EFFECTIVELY AND KEEPS ABREAST OF SIGNIFICANT DEVELOPMENTS, IN EXECUTIVE COMPENSATION PRACTICES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 1023, RECENT FILINGS OF FORM 990, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 1023, RECENT FILINGS OF FORM 990, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE 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 | WNC BRIDGE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 294 OVERLOOK RD | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562110357 | EIN |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11(A) TYPE 1 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WNC BRIDGE FOUNDATION | ||
| C | $1,501,308 | CASH VALUE |
| WNC BRIDGE FOUNDATION | ||
| M | $54,031 | CASH VALUE |