FOXDALE VILLAGE CORPORATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FOXDALE VILLAGE CORPORATION (EIN 25-1542218)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-23
- IRS object ID
- 202101139349300600
- Schema version
- 2019v5.2
- 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 | 2021-04-23T07:12:10-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8408 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176048408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251542218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOXDALE VILLAGE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOXD | BusinessNameControlTxt |
| Phone | 8142383322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MARYLYN AVENUE | AddressLine1Txt |
| City | STATE COLLEGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH SHUGHART | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8142383322 | PhoneNum |
| Signature | 2021-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOLLY L RAMOS CPA | PreparerPersonNm |
| PTIN | P00399762 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2021-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBORAH SHUGHART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MARYLYN AVENUE | AddressLine1Txt |
| City | STATE COLLEGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,538,079 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOXDALEVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | FOXDALE VILLAGE IS A QUAKER-DIRECTED NONPROFIT ORGANIZATION THAT TAKES A COMMUNITY-BASED, HOLISTIC APPROACH TO PROVIDING HIGH QUALITY SERVICES AT A FAIR COST FOR THE WELL-BEING OF OLDER PEOPLE. WE ENVISION FOXDALE VILLAGE LEADING A CENTRE REGION COLLABORATIVE KNOWN FOR ITS VIBRANT AND INNOVATIVE APPROACHES TO ENHANCING QUALITY OF LIFE AT LATER AGES. FOXDALE VILLAGE IS A QUAKER-DIRECTED COMMUNITY AND OUR ORGANIZATION'S VALUES -- COMMUNITY, ACCEPTANCE, ENGAGEMENT, INCLUSION, CARING, FULFILLMENT, AND STEWARDSHIP -- REFLECT ITS FOUNDING HERITAGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 232 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $405,983 | PYContributionsGrantsAmt |
| CY Contributions Grants | $315,351 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,748,956 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,178,261 | CYProgramServiceRevenueAmt |
| PY Investment Income | $977,646 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,728,463 | CYInvestmentIncomeAmt |
| PY Other Revenue | $130,467 | PYOtherRevenueAmt |
| CY Other Revenue | $105,379 | CYOtherRevenueAmt |
| PY Total Revenue | $22,263,052 | PYTotalRevenueAmt |
| CY Total Revenue | $23,327,454 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,609 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $48,785 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,988,097 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,329,187 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,393 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,419,285 | PYOtherExpensesAmt |
| CY Other Expenses | $10,952,895 | CYOtherExpensesAmt |
| PY Total Expenses | $20,463,991 | PYTotalExpensesAmt |
| CY Total Expenses | $21,330,867 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,799,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,996,587 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,089,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,006,096 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,843,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,008,464 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,246,260 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,997,632 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOXDALE VILLAGE IS A QUAKER-DIRECTED NONPROFIT ORGANIZATION THAT TAKES A COMMUNITY-BASED, HOLISTIC APPROACH TO PROVIDING HIGH QUALITY SERVICES AT A FAIR COST FOR THE WELL-BEING OF OLDER PEOPLE. WE ENVISION FOXDALE VILLAGE LEADING A CENTRE REGION COLLABORATIVE KNOWN FOR ITS VIBRANT AND INNOVATIVE APPROACHES TO ENHANCING QUALITY OF LIFE AT LATER AGES. FOXDALE VILLAGE IS A QUAKER-DIRECTED COMMUNITY AND OUR ORGANIZATION'S VALUES -- COMMUNITY, ACCEPTANCE, ENGAGEMENT, INCLUSION, CARING, FULFILLMENT, AND STEWARDSHIP -- REFLECT ITS FOUNDING HERITAGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,265,228 | ExpenseAmt |
| Grant | $48,785 | GrantAmt |
| Revenue | $21,188,341 | RevenueAmt |
| Desc | FOXDALE VILLAGE HAS BEEN CARING FOR PEOPLE FOR OVER 30 YEARS. OVER THESE YEARS FOXDALE HAS CONTINUED TO HELP RESIDENTS ENJOY THE HIGHEST LEVELS OF INDEPENDENCE AND WELLNESS POSSIBLE. FOXDALE IS AN INTELLECTUALLY AND SOCIALLY VIBRANT COMMUNITY THAT RESIDENTS HELP TO SHAPE THROUGH THEIR ACTIVE SERVICE ON OVER 60 RESIDENT ASSOCIATION COMMITTEES. FOXDALE HELPS TO PROVIDE A SAFE AND SECURE HOME AND HEALTHCARE AS APPROPRIATE TO THE CIRCUMSTANCES OF EACH INDIVIDUAL SERVED.OUR RESIDENTS AND OUR CAMPUS -- IN THE 2020 FISCAL YEAR, FOXDALE SERVED 372 RESIDENTS AND THEIR FAMILIES WHILE EMPLOYING OVER 150 FULL-TIME AND ANOTHER 82 PART-TIME/CASUAL STAFF. THE MAJORITY OF FOXDALE RESIDENTS LIVE IN RESIDENTIAL LIVING, IN ON-CAMPUS APARTMENTS AND COTTAGE HOMES. THEY HAVE THE PEACE OF MIND THAT PERSONAL CARE AND SKILLED NURSING CARE, INCLUDING MEMORY CARE, ARE AVAILABLE IF NEEDED ON A SHORT-TERM OR PERMANENT BASIS. FOXDALE HAS 205 APARTMENT AND COTTAGE UNITS, 46 LICENSED SKILLED NURSING PRIVATE ROOMS AND 55 PRIVATE PERSONAL CARE ROOMS. STRONG FINANCIAL POSITION -- THANKS TO PRUDENT FINANCIAL MANAGEMENT AND AN ONGOING COMMITMENT TO SOCIALLY RESPONSIBLE INVESTING, FOXDALE REMAINS IN A STRONG FINANCIAL POSITION. IN THE 2020 FISCAL YEAR, FOXDALE MAINTAINED POSITIVE INCREASES IN CASH FROM OPERATIONS AND INVESTMENTS AND HAD OVER 500 DAYS CASH ON HAND AS OF JUNE 30, 2020, EXCEEDING THE INDUSTRY-WIDE STANDARD. OUR VALUED WORKFORCE -- FOXDALE'S WORKFORCE ENCOMPASSES STAFF WORKING IN MAINTENANCE, HOUSEKEEPING, ADMINISTRATION, SAFETY, HEALTHCARE, WELLNESS, AND DINING SERVICES. FOXDALE OFFERS AN EXCEPTIONAL BENEFITS PROGRAM FOR EMPLOYEES, INCLUDING FUNDING FOR PROFESSIONAL DEVELOPMENT. SUPPORT FOR PROFESSIONAL DEVELOPMENT IS INCLUDED IN THE ANNUAL BUDGET AND MADE AVAILABLE VIA THE TRAINING AND TUITION REIMBURSEMENT FUND (WHICH WAS ESTABLISHED BY ANONYMOUS DONORS). IN THE 2020 FISCAL YEAR, $32,100 IN GRANTS WAS AWARDED TO STAFF FROM THE TRAINING & TUITION FUND. STAFF ALSO HAVE ACCESS TO WELLNESS PROGRAMS, EXERCISE EQUIPMENT, AND HEALTH SCREENINGS. PHILANTHROPIC SUPPORT DIRECTED TO THE GIVERS OF CARE FUND PROVIDES ACCESS TO NO-INTEREST LOANS TO STAFF FACING SHORT-TERM EMERGENCIES.CARING PHILANTHROPIC COMMUNITY -- AS A 501(C)(3), FOXDALE RESIDENTS AND STAFF HAVE BENEFITTED GREATLY FROM PHILANTHROPY THAT DONORS HAVE GENEROUSLY DIRECTED TO FOXDALE. THANKS TO COUNTLESS GIFTS GIVEN SINCE FOXDALE'S FOUNDING, RESIDENTS AND THEIR FAMILIES CAN REST ASSURED THAT CARE WILL CONTINUE SHOULD FINANCIAL CHALLENGES IMPEDE A RESIDENT'S ABILITY TO FULFILL THEIR FINANCIAL OBLIGATION TO FOXDALE. IN FISCAL YEAR 2020, THE COMMUNITY FUND PROVIDED $196,000 IN ASSISTANCE TO RESIDENTS. CARING AT FOXDALE DOESN'T END AT OUR DOORSTEP. FOXDALE PROVIDED MEETING AND EVENT SPACE AT NO COST TO MULTIPLE NONPROFIT ORGANIZATIONS, CONTRIBUTED OVER $48,000 TO LOCAL NONPROFITS IN FISCAL YEAR 2020, HOSTED INTERGENERATIONAL PROGRAMS, AND PROVIDED LEARNING OPPORTUNITIES TO INTERNS AND OTHER ASPIRING HEALTH CARE PROFESSIONALS. RESIDENTS AND STAFF ENTHUSIASTICALLY ENGAGE IN AN ARRAY OF VOLUNTEER AND PHILANTHROPIC ACTIVITIES, INCLUDING A STAFF FOOD DRIVE IN DECEMBER 2019, WHICH RESULTED IN CONTRIBUTION OF OVER 2,500 ITEMS TO THE STATE COLLEGE AREA FOOD BANK. STAFF ALSO COLLECTED AND DONATED 4 LARGE BOXES OF TOYS TO THE CENTRE COUNTY TOYS FOR TOTS PROGRAM. CARING FOR THE ENVIRONMENT -- FOXDALE HAS MAINTAINED ITS COMMITMENT TO THE QUAKER PRINCIPLE OF STEWARDSHIP OF THE EARTH WHILE ENSURING SOUND FISCAL MANAGEMENT. FOXDALE CURRENTLY HAS MORE THAN 2,900 LED LIGHT FIXTURES ON CAMPUS AND A GEOTHERMAL SYSTEM THAT HEATS AND COOLS ALMOST 90,000 SQUARE FEET OF LIVING SPACE. ADDITIONALLY, THE POWER FOR ALL OF FOXDALE IS CONTRACTED FROM WIND-POWER PROVIDERS. WE ARE VERY PROUD THAT FOXDALE WAS ONE OF ONLY THREE ORGANIZATIONS TO BE THE FIRST RECIPIENTS OF THE EMERALD AWARD FROM THE CENTRE COUNTY RECYCLING AUTHORITY IN RECOGNITION OF ITS ON-CAMPUS RECYCLING ACTIVITY. FOXDALE HAS ALSO BEEN ON THE FOREFRONT OF FOOD WASTE COMPOSTING, COLLABORATING WITH THE BOROUGH OF STATE COLLEGE TO LOWER THE AMOUNT OF SUCH WASTE THAT ENTERS LANDFILLS. RECOGNITIONS -- THANKS TO THE EXEMPLARY EFFORTS OF OUR DEDICATED STAFF, IN 2013 THROUGH 2019 FOXDALE WAS VOTED BEST RETIREMENT COMMUNITY BY READERS OF STATE COLLEGE MAGAZINE. FOXDALE WAS PREVIOUSLY RECOGNIZED AS A POLLINATOR FRIENDLY CAMPUS AND AS A TREE CITY USA COMMUNITY. FOXDALE'S NEIGHBORHOODS AND BEAUTIFUL GROUNDS, OPPORTUNITIES FOR INTELLECTUAL ENGAGEMENT, FOCUS ON WELLNESS, AND COMMITMENT TO SUSTAINABILITY ARE JUST A FEW OF THE REASONS RESIDENTS AND OTHERS HIGHLY RATE FOXDALE. TO LEARN MORE ABOUT FOXDALE PLEASE VISIT WWW.FOXDALEVILLAGE.ORG. | Desc |
| Total Program Service Expenses | $19,265,228 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 232 | 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH SHUGHART CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8142383322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MARYLYN AVENUE | AddressLine1Txt |
| City | STATE COLLEGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR HUGH MOSE | |||||||
| CLERK | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR VILMOS MISANGYI | |||||||
| ASST. CLERK | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR CLOVIS MORRISSON | |||||||
| RECORDING CLERK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS CONNIE WHEELER | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MS LYDIA ABDULLAH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JIM ADAMS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MARSHA BARTLETT | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS JACKIE BONOMO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR GLENN CARTER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS SABRINA CHAPMAN | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MARGY FRYSINGER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS KATY LUMLEY-SAPANSKI | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS KATE MCGRAIL-PEASLEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR SELDEN SMITH | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MICK SMYER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RICHARD LYSLE | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $263,755 | $0 | $27,916 | ||
| MR COREY HAMILTON | |||||||
| CHIEF FINANCIAL OFFICER (END 3/20) | 40.00 | Yes (X) | $172,981 | $0 | $23,705 | ||
| MS MARGARET CLOUSER | |||||||
| DIRECTOR OF HEALTH SERVICES | 40.00 | $122,857 | $0 | $25,637 | Yes (X) | ||
| MS JULIE HARTLEY | |||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | $111,092 | $0 | $13,794 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $670,685 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,052 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO | |||||
| 6081 HAMILTON BLVD | ALLENTOWN | PA | 18106 | FOOD SERVICES | $1,091,411 |
| HARRY'S CONSTRUCTION | |||||
| 1401 N 2ND ST | ALTOONA | PA | 16601 | CONSTRUCTION | $797,400 |
| FLAGSHIP REHABILITATION | |||||
| 157 BALTIMORE STREET STE 200 | CUMBERLAND | MD | 21502 | REHAB SERVICES/THERAPIES | $692,239 |
| MORRISON COMMUNITY LIVING | |||||
| 400 NORTHRIDGE ROAD STE 600 | ATLANTA | GA | 30350 | HOSPITALITY | $342,570 |
| CRIDER MITCHELL CONSTRUCTION | |||||
| PO BOX 150 | LEWISTOWN | PA | 17044 | CONSTRUCTION | $337,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $315,351 | AllOtherContributionsAmt |
| Total Contributions | $315,351 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $21,178,261 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,178,261 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,178,261 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $828,271 | TotalRevenueColumnAmt |
| Exclusion | $828,271 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,755 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,329 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,426 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,426 | TotalRevenueColumnAmt |
| Exclusion | $6,426 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,106,488 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,206,296 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $900,192 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900,192 | TotalRevenueColumnAmt |
| Exclusion | $900,192 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DINING REVENUE | 900099 | $43,815 | $43,815 |
| GUEST HOUSE REVENUE | 721000 | $19,015 | $19,015 |
| MISCELLANEOUS REVENUE | 900099 | $14,497 | $14,497 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,080 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $98,953 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,327,454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,188,341 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,823,762 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,785 | TotalAmt |
| Program Services | $48,785 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,792 | TotalAmt |
| Management And General | $505,792 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,312,626 | TotalAmt |
| Program Services | $6,926,885 | ProgramServicesAmt |
| Management And General | $379,176 | ManagementAndGeneralAmt |
| Fundraising | $6,565 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,904 | TotalAmt |
| Program Services | $321,620 | ProgramServicesAmt |
| Management And General | $30,108 | ManagementAndGeneralAmt |
| Fundraising | $176 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579,075 | TotalAmt |
| Program Services | $1,533,764 | ProgramServicesAmt |
| Management And General | $44,439 | ManagementAndGeneralAmt |
| Fundraising | $872 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,790 | TotalAmt |
| Program Services | $505,527 | ProgramServicesAmt |
| Management And General | $73,983 | ManagementAndGeneralAmt |
| Fundraising | $280 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,454 | TotalAmt |
| Management And General | $24,454 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,900 | TotalAmt |
| Management And General | $41,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,199 | TotalAmt |
| Management And General | $195,199 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,787 | TotalAmt |
| Program Services | $712,597 | ProgramServicesAmt |
| Management And General | $309,190 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,498 | TotalAmt |
| Program Services | $172,498 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,443 | TotalAmt |
| Program Services | $517,295 | ProgramServicesAmt |
| Management And General | $18,648 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,196 | TotalAmt |
| Program Services | $246,012 | ProgramServicesAmt |
| Management And General | $52,184 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,695 | TotalAmt |
| Program Services | $1,333,219 | ProgramServicesAmt |
| Management And General | $13,476 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,562 | TotalAmt |
| Program Services | $32,119 | ProgramServicesAmt |
| Management And General | $21,443 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,428 | TotalAmt |
| Program Services | $13,521 | ProgramServicesAmt |
| Management And General | $20,907 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,320,130 | TotalAmt |
| Program Services | $1,306,900 | ProgramServicesAmt |
| Management And General | $13,230 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,011,759 | TotalAmt |
| Program Services | $2,981,597 | ProgramServicesAmt |
| Management And General | $30,162 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,061 | TotalAmt |
| Program Services | $134,699 | ProgramServicesAmt |
| Management And General | $1,362 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD - PROGRAM | $803,864 | $803,864 | |
| THERAPIES - PROGRAM | $680,163 | $680,163 | |
| REPAIRS AND MAINTENANCE | $454,463 | $450,524 | $3,939 |
| PHARMACY - PROGRAM | $289,499 | $289,499 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,794 | TotalAmt |
| Program Services | $254,140 | ProgramServicesAmt |
| Management And General | $277,654 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,330,867 | TotalAmt |
| Program Services | $19,265,228 | ProgramServicesAmt |
| Management And General | $2,057,246 | ManagementAndGeneralAmt |
| Fundraising | $8,393 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575 | BOYAmt |
| EOY | $575 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,341 | BOYAmt |
| EOY | $133,202 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,328 | BOYAmt |
| EOY | $20,770 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,575 | BOYAmt |
| EOY | $310,659 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,730 | BOYAmt |
| EOY | $297,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $83,213,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,154,763 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,617,976 | BOYAmt |
| EOY | $56,058,498 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,950,545 | BOYAmt |
| EOY | $34,445,571 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,399,699 | BOYAmt |
| EOY | $589,033 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,089,769 | BOYAmt |
| EOY | $92,006,096 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,594 | BOYAmt |
| EOY | $1,754,553 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,705,321 | BOYAmt |
| EOY | $28,344,890 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,868,594 | BOYAmt |
| EOY | $35,525,021 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,000 | BOYAmt |
| EOY | $384,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,843,509 | BOYAmt |
| EOY | $66,008,464 | 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 | $19,167,355 | BOYAmt |
| EOY | $19,916,592 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,078,905 | BOYAmt |
| EOY | $6,081,040 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,246,260 | BOYAmt |
| EOY | $25,997,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,089,769 | BOYAmt |
| EOY | $92,006,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,996,587 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$541,957 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$698,477 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$4,781 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $170,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $198,163 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $315,351 | CurrentTaxYearAmt |
| Total | $1,316,156 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,684,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,577,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,285,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,748,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,178,261 | CurrentTaxYearAmt |
| Total | $101,474,238 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,873 | CurrentTaxYearAmt |
| Total | $551,419 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,973,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,883,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,634,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,268,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,582,485 | CurrentTaxYearAmt |
| Total | $103,341,813 | 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 | $103,341,813 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $591,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $596,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $683,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $780,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $839,026 | CurrentTaxYearAmt |
| Total | $3,490,272 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $591,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $596,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $683,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $780,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $839,026 | CurrentTaxYearAmt |
| Total | $3,490,272 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $9,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,080 | CurrentTaxYearAmt |
| Total | $19,440 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,564,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,479,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,317,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,058,076 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,431,591 | CurrentTaxYearAmt |
| Total | $106,851,525 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97060 | PublicSupportPY509Pct |
| Investment Income CY | 0.03270 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02910 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,666,470 | OtherCostOrOtherBasisAmt |
| Book Value | $2,666,470 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,149,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,623,575 | DepreciationAmt |
| Book Value | $49,525,512 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,860,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,531,188 | DepreciationAmt |
| Book Value | $3,328,829 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $537,687 | OtherCostOrOtherBasisAmt |
| Book Value | $537,687 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,058,498 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE DEPOSITS | Desc |
| Amt | $384,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $384,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,589,846 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$541,957 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$452 | OtherRevenueAmt |
| Revenue Not Reported | -$542,409 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,132,255 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $195,199 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $195,199 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,327,454 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,139,997 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,329 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,329 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,135,668 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $195,199 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $195,199 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,330,867 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE CORPORATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | VALUE ADJUSTMENT ON PERMANENTLY RESTRICTED NET ASSETS -4,781. RENTAL EXPENSES 4,329. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 4,329. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE COLLEGE FRIENDS SCHOOL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 UNIVERSITY DRIVE | AddressLine1Txt |
| City | STATE COLLEGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 251383906 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $20,000 | CashGrantAmt |
| Purpose Of Grant | GENERAL PURPOSE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR RICHARD LYSLE | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $258,755 | $0 | $5,000 | $0 | $0 | $0 | $12,375 | $0 | $15,541 | $0 | $291,671 | $0 | $0 | $0 |
| MR COREY HAMILTON | ||||||||||||||
| CHIEF FINANCIAL OFFICER (END 3/20) | $172,981 | $0 | $0 | $0 | $0 | $0 | $8,164 | $0 | $15,541 | $0 | $196,686 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | COREY HAMILTON, CFO UNTIL MARCH 2020, RECEIVED SEVERANCE PAY OF $21,198. |
| PART I, LINE 7 | COREY HAMILTON, CFO UNTIL MARCH 2020, RECEIVED SEVERANCE PAY OF $21,198. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CENTRE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 202121974 | 2010-10-14 | $30,000,000 | NEW CONSTRUCTION AND CAMPUS RENOVATIONS | 0 | 0 | 0 |
| CENTRE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| B | 202121974 | 2011-07-27 | $9,640,000 | NEW CONSTRUCTION AND CAMPUS RENOVATIONS | 0 | 0 | 0 |
| CENTRE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| C | 202121974 | 2012-02-09 | $9,335,590 | NEW CONSTRUCTION AND CAMPUS RENOVATIONS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,353,196 | $30,000,000 | $609,006 | $329,373 | $27,982,386 | $1,079,235 | 2013 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,324,753 | $9,640,000 | $169,823 | $140,234 | $8,983,143 | $346,800 | 2013 | 0 | 0 | Yes (1) | Yes (1) |
| C | $3,772,620 | $9,335,590 | $29,794 | $139,969 | $8,770,896 | $394,931 | 2013 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, LINE 7: | FormAndLineReferenceDesc |
| Explanation | FOXDALE VILLAGE DOES NOT HAVE A DEBT SERVICE RESERVE FUND ASSOCIATED WITH ANY OF THE THREE OUTSTANDING DEBT ISSUES. AS SUCH, FOXDALE VILLAGE DOES NOT HOLD FUNDS TO WHICH THE REQUIREMENTS OF SECTION 148 PERTAINS. SUCH PROVISIONS FOR THE ACCOUNTING OF SECTION 148 WILL BE PUT INTO PLACE IF THE FINANCING STRUCTURE OF FOXDALE VILLAGE CHANGES AND SUCH REQUIREMENTS APPLY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE INFORMATION USED IN THE 990 WAS PREPARED PRIMARILY BY THE INTERIM CHIEF FINANCIAL OFFICER WHO PROVIDED THIS INFORMATION TO THE AUDITING FIRM RKL LLP. RKL LLP PREPARED THE 990 AND SUBMITTED IT BACK TO THE FINANCE AND PROPERTY COMMITTEE FOR REVIEW AT THEIR COMMITTEE MEETING. THE COMMITTEE THEN FORWARDED THE DOCUMENT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW, AT WHICH TIME IT WAS FORMALLY APPROVED. AFTER APPROVAL, RKL LLP SUBMITTED THE 990 TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND KEY EMPLOYEES MUST SUBMIT A CONFLICT OF INTEREST STATEMENT, AND THESE STATEMENTS ARE REVIEWED BY EACH BOARD MEMBER AT THE BOARD MEETING. INDIVIDUAL BOARD MEMBERS ARE ENCOURAGED TO ASK QUESTIONS REGARDING ANYONE WITH A CONFLICT AT THAT MEETING, AND THE BOARD WOULD DECIDE IF THEY FEEL THE CONFLICT IS LARGE ENOUGH TO REQUIRE ACTION. NO CONFLICTS EXIST. KEY EMPLOYEE FORMS (EXECUTIVE TEAM AND DEPARTMENT HEADS) ARE REVIEWEDAND MAINTAINED BY THE COMPLIANCE LIAISON WHO ALOS REPORTS TO THE COMPLIANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE SALARY FOR THE CHIEF EXECUTIVE OFFICER. THE PRIMARY TOOL FOR COMPARATIVE PURPOSES ARE SALARY SURVEYS. ALL OTHER EMPLOYEE COMPENSATION RATES ARE ESTABLISHED BY THE CHIEF EXECUTIVE OFFICER AND THE DIRECTOR OF HUMAN RESOURCES. THEY ALSO USE SALARY SURVEYS FOR ESTABLISHING COMPENSATION RATES AS WELL AS COMPARATIVE DATA FROM LOCAL SOURCES TO ENSURE COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. THE REVIEW AND APPROVAL PROCESS IS DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 18 | COPIES OF THE ORGANIZATION'S FORM 1023, FORM 990 AND FORM 990-T ARE PLACED IN PUBLIC AREAS AT THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST FROM THE ADMINISTRATION OF FOXDALE VILLAGE. BOARD MEETING SUMMARIES ARE MADE AVAILABLE TO THE PUBLIC IN THE FOXDALE VILLAGE LIBRARY AND POSTED ON THE RESIDENT BULLETIN BOARD FOLLOWING THE MEETINGS. |
| FORM 990, PART XI, LINE 9: | VALUE ADJUSTMENT ON PERMANENTLY RESTRICTED NET ASSETS -4,781. |
| FORM 990, PART XII, LINE 2C | THE FINANCE AND PROPERTY COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |