BARTKO FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BARTKO FOUNDATION (EIN 52-2388581)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349320869
- 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 | 2022-11-15T15:16:57-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H2R CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 GREENTREE RD BLDG 7 STE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | 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 | 522388581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTKO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 4123711142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17160 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL PERKINS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4123711142 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARL | PersonFirstNm |
| Person Last | PERKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SCHERER | PreparerPersonNm |
| PTIN | P00953415 | PTIN |
| Phone | 4123912920 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | CARL PERKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17160 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $213,914 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BARTKOFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO INVEST IN THE SELF-SUFFICIENCY OF SINGLE MINORITY MOTHERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $69,843 | PYContributionsGrantsAmt |
| CY Contributions Grants | $196,952 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63 | PYInvestmentIncomeAmt |
| CY Investment Income | $26 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,331 | PYOtherRevenueAmt |
| CY Other Revenue | -$14,557 | CYOtherRevenueAmt |
| PY Total Revenue | $134,237 | PYTotalRevenueAmt |
| CY Total Revenue | $182,421 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,694 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,614 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,715 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,363 | PYOtherExpensesAmt |
| CY Other Expenses | $3,465 | CYOtherExpensesAmt |
| PY Total Expenses | $77,977 | PYTotalExpensesAmt |
| CY Total Expenses | $69,874 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $56,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $112,547 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $296,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $252,002 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,204 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $296,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $250,798 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE BARTKO FOUNDATION IS A PRIVATE NON-PROFIT ORGANIZATION WHOSE MISSION IS TO INVEST IN THE SELF-SUFFICIENCY OF SINGLE MINORITY MOTHERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $52,995 | ExpenseAmt |
| Grant | $21,694 | GrantAmt |
| Desc | PROVIDE GRANTS TO HELP SINGLE MINORITY MOTHERS WITH DEPENDENT CHILDREN UNDER AGE EIGHTEEN TO REACH AND MAINTAIN SELF-SUFFICIENCY IN THE AREAS OF HOUSING, EDUCATION, EMPLOYMENT, AND TRANSPORTATION. | Desc |
| Total Program Service Expenses | $52,995 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL ELLIS PERKINS | PersonNm |
| Phone | 4123711142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 17160 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15235 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CARL ELLIS PERKINS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $55,000 | $0 | $0 | |
| MICHELE BOSSERS | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JASON BOSSERS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HENK BOSSERS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NEDRA PERKINS | ||||||
| SECRETARY | 4.00 | $0 | $0 | $0 | Yes (X) | |
| NATHAN BOSSERS | ||||||
| TREASURER | 3.00 | $0 | $0 | $0 | Yes (X) | |
| MELANIE GEFERT | ||||||
| CHAIRMAN | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $55,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $190,310 | FundraisingAmt |
| All Other Contributions | $6,642 | AllOtherContributionsAmt |
| Total Contributions | $196,952 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26 | TotalRevenueColumnAmt |
| Exclusion | $26 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,936 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $190,310 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $31,493 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,557 | TotalRevenueColumnAmt |
| Exclusion | -$14,557 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,421 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$14,531 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,694 | TotalAmt |
| Program Services | $21,694 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,378 | TotalAmt |
| Program Services | $28,265 | ProgramServicesAmt |
| Management And General | $6,056 | ManagementAndGeneralAmt |
| Fundraising | $6,057 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,337 | TotalAmt |
| Program Services | $3,036 | ProgramServicesAmt |
| Management And General | $651 | ManagementAndGeneralAmt |
| Fundraising | $650 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560 | TotalAmt |
| Management And General | $560 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| SERVICE FEES | $1,199 | $1,199 |
| MEMBERSHIP DUES | $995 | $995 |
| TELEPHONE | $211 | $211 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,874 | TotalAmt |
| Program Services | $52,995 | ProgramServicesAmt |
| Management And General | $10,172 | ManagementAndGeneralAmt |
| Fundraising | $6,707 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,657 | BOYAmt |
| EOY | $252,002 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,657 | BOYAmt |
| EOY | $252,002 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,204 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,204 | 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 | $296,657 | BOYAmt |
| EOY | $250,798 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,657 | BOYAmt |
| EOY | $250,798 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,657 | BOYAmt |
| EOY | $252,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $112,547 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$158,406 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (1) | 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 | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,952 | CurrentTaxYearAmt |
| Total | $297,269 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,598 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,952 | CurrentTaxYearAmt |
| Total | $297,269 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $116,708 | SubstantialContributorsTotAmt |
| Public Support Total170 | $180,561 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26 | CurrentTaxYearAmt |
| Total | $400 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $297,669 | TotalSupportAmt |
| Public Support CY170 | 0.60660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99800 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BARTKO GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $134,755 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $119,040 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,715 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,707 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,901 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,839 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,392 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,749 | OtherDirectExpensesEvent1Amt |
| Event2 | VIRTUAL IOB LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $72,491 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $71,270 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,221 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $2,926 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $207,246 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $190,310 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,936 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,707 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,901 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,839 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,392 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,675 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,514 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,578 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| HOUSING GRANT - DOWN PAYMENT AND CLOSING COSTS | 1 | $10,000 | FMV |
| EDUCATION - TUITION, BOOKS, AND SCHOOL SUPPLIES | 3 | $9,944 | FMV |
| EMPLOYMENT - STARTUP FUNDS FOR A SMALL BUSINESS | 1 | $1,750 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BEFORE A GRANT IS MADE, IT MUST BE VERIFIED BY AN INVOICE OR OTHER SUPPORTING FINANCIAL DOCUMENT FROM THE PURPOSED VENDORS. IF A GRANT IS APPROVED, THE CHECK IS ISSUED TO THE VENDOR THAT IS LISTED IN THE REQUEST. CHECKS ARE NEVER ISSUED DIRECTLY TO THE APPLICANT. AFTER THE PURCHASE IS MADE, THE SPONSOR AGENCY FOR THE APPLICANT MUST SEND A RECEIPT THAT THE PURCHASE WAS MADE. CANCELLED CHECKS AND RECEIPTS ARE REVIEWED AND COMPARED FOR ACCURACY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MELANIE GEFERT-AZUR (PRESIDENT), MICHELE BOSSERS (DIRECTOR), AND NEDRA L. PERKINS (SECRETARY) ARE SISTERS. MICHELLE BOSSERS (DIRECTOR) IS MARRIED TO THE REVEREND DR. HENDRIK J.H. BOSSERS (DIRECTOR). NATHAN BOSSERS (TREASURER) AND JASON BOSSERS (DIRECTOR) ARE CHILDREN OF MICHELE (DIRECTOR) AND THE REVEREND DR. HENDRIK J.H. BOSSERS (DIRECTOR). CARL E. PERKINS (EXECUTIVE DIRECTOR) IS MARRIED TO NEDRA L. PERKINS (SECRETARY). |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 WILL BE REVIEWED BY THE BOARD TREASURER AND SHARED WITH THE ENTIRE BOARD OF DIRECTORS AND DISCUSSED WITH THEM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY WAS REGULARLY REVIEWED AND DISCUSSED AT BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15A | BOTH THE LOCAL UNITED WAY AND THE GRANT MAKERS OF SOUTHWESTERN PA HAD STUDIES DONE TO VERIFY AND COMPARE COMPENSATION OF LOCAL EXECUTIVE DIRECTORS AND LIKE POSITIONS. THIS INFORMATION WAS OBTAINED AND REVIEWED BY THE BOARD TO DETERMINE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THIS INFORMATION IS PROVIDED UPON REQUEST AND ALSO SUMMARIZED AND INCLUDED WITH PUBLIC RELATIONS MATERIALS AND FUNDRAISERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE PREPARED MONTHLY AND AVAILABLE TO THE PUBLIC. THIS INFORMATION IS ALSO SUMMARIZED AND INCLUDED WITH OUR FUNDRAISING AND PUBLIC RELATIONS ACTIVITIES. |