PETERSON FOUNDATION FOR PARKINSONS: Form 990EZ, tax year 2020
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- Organization
- PETERSON FOUNDATION FOR PARKINSONS (EIN 26-4144151)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-28
- IRS object ID
- 202101799349200780
- Schema version
- 2020v4.1
- 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 | 2021-06-28T17:15:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481274494 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAINES CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150285 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264144151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON FOUNDATION FOR PARKINSONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 6152920159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 BEDFORD AVE NO 101 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY LOWENTHAL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6156422228 | PhoneNum |
| Signature | 2021-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | LOWENTHAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAM GAINES | PreparerPersonNm |
| PTIN | P00070655 | PTIN |
| Phone | 6152790600 | PhoneNum |
| Preparation | 2021-06-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | PETERSONFOUNDATIONFORPARKINSONS.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $113,012 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $44,795 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $2,552 | ProgramServiceRevenueAmt |
| Investment Income | $1,393 | InvestmentIncomeAmt |
| Fundraising Gross Income | $64,272 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $5,844 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $58,428 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $107,168 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $35,800 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $963 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $31,776 | OtherExpensesTotalAmt |
| Total Expenses | $68,539 | TotalExpensesAmt |
| Excess Or Deficit For Year | $38,629 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $284,393 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $323,022 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,393 | BOYAmt |
| EOY | $323,022 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,393 | BOYAmt |
| EOY | $323,022 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,393 | BOYAmt |
| EOY | $323,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO EDUCATE AND RAISE AWARENESS OF THE DEVASTATING EFFECTS OF PARKINSON'S DISEASE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PFP PROMOTES SPECIAL EVENTS TO RAISE FUNDS FOR PARKINSON'S RELATED RESEARCH, EDUCATION, AND SUPPORT GROUPS IN THE MIDDLE TENNESSEE AREA AND NATIONALLY. | $0 | $2,576 |
| PFP RECEIVED A GRANT TO START A NEW SUPPORT GROUP FOR WOMEN WITH PD, INCREASE RURAL MARKETING, AND THE 2021 EXPO WILL HAVE A MENTAL WELLNESS SPEAKER. | $8,000 | $826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,402 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| BRENT PETERSON | ||||
| BOARD CHAIR AND DIRECTOR | 10.00 | $0 | $0 | $0 |
| JAY LOWENTHAL | ||||
| SECRETARY / TREASURER | 2.00 | $0 | $0 | $0 |
| TAMI PETERSON | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYNN ELLSWORTH | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM DAVIS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER KOPESAK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN HOLMES | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRETT FINCHER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ASHLEY HOOD | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAMONA ROSS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS STOUT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GAIL TORRENCE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION RESOURCES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 BEDFORD AVE STE 101 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6152695312 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 | $37,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,795 | CurrentTaxYearAmt |
| Total | $268,005 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,795 | CurrentTaxYearAmt |
| Total | $268,005 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $268,005 | PublicSupportTotal170Amt |
| Total Support | $268,005 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $24,860 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLFING/DINNER WITH PREDATORS FOUND | Event1Nm |
| Gross Receipts Event1 | $44,900 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $44,900 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,951 | OtherDirectExpensesEvent1Amt |
| Event2 | NAVAGATING PATH EVENT | Event2Nm |
| Gross Receipts Event2 | $18,972 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $18,972 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,893 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $400 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $400 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $64,272 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $64,272 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,844 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,844 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $58,428 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST. AMOUNT: 1,393. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 2,576. DESCRIPTION: ADMIN COSTS. AMOUNT: 783. DESCRIPTION: INSURANCE. AMOUNT: 2,254. DESCRIPTION: PARKINSON'S SUPPORT GROUP EXPENSES. AMOUNT: 11,612. DESCRIPTION: CONTRIBUTIONS TO SUPPORT PARKINSON'S. AMOUNT: 13,725. DESCRIPTION: GRANT EXPENSES. AMOUNT: 826. TOTAL TO FORM 990-EZ, LINE 16: 31,776. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |