HOWARD YOUNG FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD YOUNG FOUNDATION INC (EIN 39-1521169)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202243189349317384
- Schema version
- 2021v4.1
- 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 | 2022-11-14T15:08:13-08:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200429268 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON METZ LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9531 Townline Rd | AddressLine1Txt |
| City | MINOCQUA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391521169 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD YOUNG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 7154394005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10 | AddressLine1Txt |
| City | MINOCQUA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54548 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN BIERTZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7154394005 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIN | PersonFirstNm |
| Person Last | BIERTZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY J PETERSON CPA | PreparerPersonNm |
| PTIN | P00894801 | PTIN |
| Phone | 7153584004 | PhoneNum |
| Preparation | 2022-11-14 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ERIN BIERTZER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 ONEIDA STREET | AddressLine1Txt |
| City | MINOCQUA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,652,671 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOWARDYOUNGFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR HOWARD YOUNG HEALTH CARE, INC., SO THAT THEY MAY IMPROVE THE HEALTH AND WELL- BEING OF ALL THE PEOPLE IN THE COMMUNITY THEY SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,224,796 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,239,106 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $42,022 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,077 | CYProgramServiceRevenueAmt |
| PY Investment Income | $425,444 | PYInvestmentIncomeAmt |
| CY Investment Income | $657,297 | CYInvestmentIncomeAmt |
| PY Other Revenue | $356,246 | PYOtherRevenueAmt |
| CY Other Revenue | $305,457 | CYOtherRevenueAmt |
| PY Total Revenue | $3,048,508 | PYTotalRevenueAmt |
| CY Total Revenue | $6,233,937 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $801,945 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $969,735 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $276,351 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $274,144 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $128,839 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $536,410 | PYOtherExpensesAmt |
| CY Other Expenses | $503,513 | CYOtherExpensesAmt |
| PY Total Expenses | $1,614,706 | PYTotalExpensesAmt |
| CY Total Expenses | $1,747,392 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,433,802 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,486,545 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,662,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,029,870 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,302,458 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,019,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,360,432 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,010,378 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR HOWARD YOUNG HEALTH CARE, INC., SO THAT THEY MAY IMPROVE THE HEALTH AND WELL- BEING OF ALL THE PEOPLE IN THE COMMUNITY THEY SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,548,199 | ExpenseAmt |
| Grant | $1,049,238 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HOWARD YOUNG FOUNDATION SUPPORTS THE FUNCTIONS RELATED TO THE HEALTH AND WELL-BEING OF THOSE IN OUR SURROUNDING COMMUNITIES, INCLUDING CAPITAL PURCHASES FOR THE HOWARD YOUNG MEDICAL CENTER, INC. AND ASCENSION EAGLE RIVER HOSPITAL, INC.; SUPPORT FOR MINISTRY HOME CARE, INC. -WHICH PROVIDES IN-HOME MEDICAL CARE; PROVIDES SUPPORT TO THE LOCAL FOOD PANTRY TO PROVIDE ASSISTANCE TO THOSE IN THE COMMUNITY IN NEED OF HELP PROVIDING FOOD OR OTHER STAPLES FOR THEIR FAMILIES; AND PROVIDES SUPPORT FOR CONTINUING EDUCATION FOR PROVIDERS AND NURSING STAFF IN THE COMMUNITY IN ORDER TO ENHANCE THE CARE PROVIDED FOR THOSE IN THE COMMUNITY. | Desc |
| Total Program Service Expenses | $1,548,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN BIERTZER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7154394005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 ONEIDA STREET | AddressLine1Txt |
| City | MINOCQUA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54548 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| TRYGVE SOLBERG | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALDO MADRIGRANO | |||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG NICKLAUS | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK PITMAN | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARRIE NICHOLS HOYE | |||||||
| EXECUTIVE BOARD MEMBER AT-LARGE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTHONY POGODZINSKI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY RUSSELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DICK GUSTAFSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HOPPER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE KAVANAUGH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENN SCHIFFMANN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY SEIDEL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY VONACHEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGG WALKER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY AHLBORN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERI THEILER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN BIERTZER | |||||||
| PRESIDENT | 40.00 | $133,702 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $133,702 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $1,513,198 | FundraisingAmt |
| All Other Contributions | $3,725,908 | AllOtherContributionsAmt |
| Noncash Contributions | $1,125,802 | NoncashContributionsAmt |
| Total Contributions | $5,239,106 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| PPP FORGIVENESS | 561000 | $30,909 | $0 | $0 |
| MANAGEMENT FEE | 561000 | $1,168 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,077 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $657,297 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $657,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $656,263 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,513,198 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $418,536 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,727 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $237,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $67,928 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $198 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,730 | TotalRevenueColumnAmt |
| Exclusion | $67,730 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,233,937 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,077 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $962,754 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $969,735 | TotalAmt |
| Program Services | $969,735 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,144 | TotalAmt |
| Program Services | $193,726 | ProgramServicesAmt |
| Management And General | $27,414 | ManagementAndGeneralAmt |
| Fundraising | $53,004 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,580 | TotalAmt |
| Program Services | $3,528 | ProgramServicesAmt |
| Management And General | $21,055 | ManagementAndGeneralAmt |
| Fundraising | $5,997 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,271 | TotalAmt |
| Program Services | $117,271 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,063 | TotalAmt |
| Program Services | $17,091 | ProgramServicesAmt |
| Management And General | $18,453 | ManagementAndGeneralAmt |
| Fundraising | $17,519 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,034 | TotalAmt |
| Program Services | $44,131 | ProgramServicesAmt |
| Management And General | $3,432 | ManagementAndGeneralAmt |
| Fundraising | $1,471 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MARKETING, PLANNED GIVING | $101,696 | $50,848 | $0 | $50,848 |
| UNCOLLECTIBLE ACCOUNTS | -$10,523 | -$10,523 | $0 | $0 |
| LAKELAND PANTRY | $63,380 | $63,380 | $0 | $0 |
| EDUCATION/ CHARITABLE GIVING | $79,503 | $79,503 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,509 | TotalAmt |
| Program Services | $19,509 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,747,392 | TotalAmt |
| Program Services | $1,548,199 | ProgramServicesAmt |
| Management And General | $70,354 | ManagementAndGeneralAmt |
| Fundraising | $128,839 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $618,698 | BOYAmt |
| EOY | $1,238,292 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,094 | BOYAmt |
| EOY | $537,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,271,325 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $482,379 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,424 | BOYAmt |
| EOY | $788,946 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,440,484 | BOYAmt |
| EOY | $23,319,645 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,190 | BOYAmt |
| EOY | $145,190 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,662,890 | BOYAmt |
| EOY | $26,029,870 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,783 | BOYAmt |
| EOY | $43,095 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,279,675 | BOYAmt |
| EOY | $976,397 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,458 | BOYAmt |
| EOY | $1,019,492 | 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 | $8,892,880 | BOYAmt |
| EOY | $10,580,790 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,467,552 | BOYAmt |
| EOY | $14,429,588 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,360,432 | BOYAmt |
| EOY | $25,010,378 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,662,890 | BOYAmt |
| EOY | $26,029,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,486,545 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,836,599 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,351,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,903,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,443,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $659,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,657,980 | CurrentTaxYearAmt |
| Total | $11,014,697 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,351,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,903,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,443,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $659,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,657,980 | CurrentTaxYearAmt |
| Total | $11,014,697 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,014,697 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $382,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $507,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $489,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $425,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $657,297 | CurrentTaxYearAmt |
| Total | $2,462,675 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $709,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,963,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,918,660 | CurrentTaxYearAmt |
| Total | $4,769,048 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,246,420 | TotalSupportAmt |
| Public Support CY170 | 0.60370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62920 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: FUND MANAGEMENT FEES 2017: 18466. 2018: 20623. 2019: 15450. 2020: 14322. 2021: 1168. Description: MISC INCOME 2018: 25748. 2019: 1529. 2020: 0. 2021: 0. Description: FUNDRAISING 2018: 662702. 2019: 142006. 2020: 1921842. 2021: 1886583. Description: PPP FORGIVENESS 2020: 27700. 2021: 30909. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $677,076 | BeginningYearBalanceAmt |
| Contributions | $5,350 | ContributionsAmt |
| Investment Earnings Or Losses | -$35,156 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $647,270 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $610,628 | BeginningYearBalanceAmt |
| Contributions | $17,850 | ContributionsAmt |
| Investment Earnings Or Losses | $128,598 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,000 | OtherExpendituresAmt |
| End Year Balance | $677,076 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $490,394 | BeginningYearBalanceAmt |
| Contributions | $42,640 | ContributionsAmt |
| Investment Earnings Or Losses | $77,594 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $610,628 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $426,185 | BeginningYearBalanceAmt |
| Contributions | $64,209 | ContributionsAmt |
| Investment Earnings Or Losses | $27,645 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $27,645 | AdministrativeExpensesAmt |
| End Year Balance | $490,394 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $306,728 | BeginningYearBalanceAmt |
| Contributions | $119,457 | ContributionsAmt |
| Investment Earnings Or Losses | $15,342 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,342 | AdministrativeExpensesAmt |
| End Year Balance | $426,185 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $208,367 | InvestmentCostOrOtherBasisAmt |
| Book Value | $208,367 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $473,330 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $284,404 | DepreciationAmt |
| Book Value | $188,926 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $157,250 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $78,451 | DepreciationAmt |
| Book Value | $78,799 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $168,417 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $119,524 | DepreciationAmt |
| Book Value | $48,893 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $263,961 | InvestmentCostOrOtherBasisAmt |
| Book Value | $263,961 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $788,946 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS HELD BY RBC | Desc |
| Book Value | $23,319,645 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,319,645 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO HOWARD YOUNG MEDICAL CENTER | $976,397 |
| PAYCHECK PROTECTION PROGRAM LOAN | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $976,397 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,698,801 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,836,599 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $418,734 | OtherRevenueAmt |
| Revenue Not Reported | -$1,417,865 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,116,666 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $117,271 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $117,271 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,233,937 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,048,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $418,734 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $418,734 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,630,121 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $117,271 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $117,271 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,747,392 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XII, Line 2d | FUNDRAISING EXPENSES |
| Pt XI, Line 2d | FUNDRAISING EXPENSES |
| Pt V, Line 4 | THE ENDOWMENT CONSISTS OF A DONOR RESTRICTED FUND ESTABLISHED TO SUPPORT LAKELAND PANTRY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DRAGON BOAT | Event1Nm |
| Gross Receipts Event1 | $39,463 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,720 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,743 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,178 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $17,696 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $721 | OtherDirectExpensesEvent1Amt |
| Event2 | LAKELAND STAR GOLF | Event2Nm |
| Gross Receipts Event2 | $1,535,445 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $841,745 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $693,700 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $6,771 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $28,888 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $31,592 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $9,350 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $287,876 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $662,481 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $634,733 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $27,748 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $249 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,496 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,085 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $17,634 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,237,389 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,513,198 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $724,191 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $8,198 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $59,080 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $35,677 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,350 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $306,231 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $418,536 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $305,655 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $67,928 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $198 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $67,928 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $198 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $198 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $67,730 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Individual With Books | JULIE NICKELSEN | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10 | AddressLine1Txt |
| City | MINOCQUA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54548 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| ASPIRUS INC | ||||||
| 2200 WESTWOOD DRIVE | WAUSAU | WI | 54401 | 391328331 | $199,142 | TICK BORNE ILLNESS CENTER |
| SACRED HEART SAINT MARY'S | ||||||
| 2251 N SHORE DRIVE | RHINELANDER | WI | 54501 | 391390638 | $25,934 | TICK BORNE ILLNESS CENTER |
| HOWARD YOUNG MEDICAL CENTER | ||||||
| 240 MAPLE STREET | WOODRUFF | WI | 54568 | 390873606 | $328,684 | PATIENT SERVICES |
| LAKELAND UNION HIGH SCHOOL LAKELAND STAR | ||||||
| 9573 STATE HWY 70 | MINOCQUA | WI | 54548 | 396025018 | $415,975 | AUTISM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,125,802 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | THE FORM 990 IS REVIEWED BY THE CHAIRMAN, PRESIDENT AND TREASURER PRIOR TO SUBMISSION. A COMPLETE FINAL COPY IS AVAILABLE IN THE OFFICE FOR BOARD MEMBERS TO VIEW. |
| Pt VI, Line 19 | THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS OPEN TO PUBLIC INSPECTION UPON REQUEST. |
| Pt VI, Line 12c | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN THAT ANY DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST MUST DISCLOSE ALL MATERIAL FACTS. |
| Pt XII, Line 2c | THE FINANCIAL STATEMENT AUDIT IS OVERSEEN BY THE PRESIDENT AND CHAIRMAN OF THE ORGANIZATION. |