WINSTON-SALEM INDUSTRIES FOR THE BLIND INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINSTON-SALEM INDUSTRIES FOR THE BLIND INC (EIN 56-6001467)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-16
- IRS object ID
- 202102289349303575
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T16:33:28-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 EASTCHESTER DRIVE | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566001467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINSTON-SALEM INDUSTRIES FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | BLIND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 3367590551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7730 NORTH POINT DRIVE | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HORTON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 3367590551 | PhoneNum |
| Signature | 2021-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID VOGLER | PreparerPersonNm |
| PTIN | P00187735 | PTIN |
| Phone | 3368895156 | PhoneNum |
| Preparation | 2021-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IFB SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID HORTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7730 NORTH POINT DRIVE | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $218,634,146 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | IFBSOLUTIONS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1936 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO TRAIN, EMPLOY AND SERVE VISUALLY-IMPAIRED INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 1101 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $734,713 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,579,401 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $307,073 | PYInvestmentIncomeAmt |
| CY Investment Income | $174,432 | CYInvestmentIncomeAmt |
| PY Other Revenue | $52,737,156 | PYOtherRevenueAmt |
| CY Other Revenue | $37,254,938 | CYOtherRevenueAmt |
| PY Total Revenue | $53,778,942 | PYTotalRevenueAmt |
| CY Total Revenue | $39,008,771 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,576 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,648 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,222,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,421,627 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $689,124 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,306,476 | PYOtherExpensesAmt |
| CY Other Expenses | $14,216,664 | CYOtherExpensesAmt |
| PY Total Expenses | $50,548,643 | PYTotalExpensesAmt |
| CY Total Expenses | $38,646,939 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,230,299 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $361,832 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,656,518 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,066,624 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,502,849 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,541,802 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,153,669 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,524,822 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE OPPORTUNITIES FOR PERSONS WHO ARE BLIND OR VISUALLY-IMPAIRED AND ARE IN NEED OF TRAINING, EMPLOYMENT AND SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,854,585 | ExpenseAmt |
| Grant | $8,648 | GrantAmt |
| Revenue | $36,310,883 | RevenueAmt |
| Desc | OPERATION OF A QUALIFIED ABILITYONE AGENCY THAT PROVIDES TRAINING, EMPLOYMENT AND SERVICES FOR THE BLIND AND VISUALLY-IMPAIRED. THROUGH THESE EFFORTS, WE SELL MERCHANDISE THAT IS PRODUCED BY OUR EMPLOYEES, MOST OF WHOM ARE BLIND OR VISUALLY-IMPAIRED. WE ALSO OPERATE STORES THAT SELL PRODUCTS MADE BY THE BLIND AND VISUALLY-IMPAIRED ALONG WITH OTHER MERCHANDISE. THE RESULTS OF THESE EFFORTS ARE THE EMPLOYMENT OF 461 INDIVIDUALS WHO ARE BLIND AND THE GENERATION OF 644,187 BLIND DIRECT LABOR HOURS AND 86,186 BLIND INDIRECT LABOR HOURS. | Desc |
| Total Program Service Expenses | $29,854,585 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | 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 | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 136 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1101 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT BURGESS CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362455675 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7730 NORTH POINT DRIVE | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANDREW PRUETTE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB COLUCCI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA DIGGS | |||||||
| ASSISTANT TREASURER, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVE PLYLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK COBHAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES TAYLOR JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE FERNANDES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GOOGE | |||||||
| TREASURER, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOHN ROWLAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN GARNER | |||||||
| SECRETARY, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LEO STEPANSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DOUGHTON | |||||||
| CHAIRMAN, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY SEDGWICK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE FAIRCLOTH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAT SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM NERHOOD | |||||||
| ASSISTANT SECRETARY, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TOM SERRIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W ROBERT NEWELL | |||||||
| VICE CHAIRMAN, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WALKER DAVIDSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL KELLY | |||||||
| EXECUTIVE VP OF STRATEGY & PROGRAMS | 40.00 | $325,525 | $0 | $82,860 | Yes (X) | ||
| DAVID HAMPTON | |||||||
| VP OF HUMAN RESOURCES | 40.00 | $229,302 | $0 | $63,388 | Yes (X) | ||
| DAVID HORTON | |||||||
| PRESIDENT / CEO | 40.00 | $682,929 | $0 | $47,799 | Yes (X) | ||
| KENNETH EDWARDS | |||||||
| CHIEF REVENUE OFFICER | 40.00 | $222,789 | $0 | $66,798 | Yes (X) | ||
| ROBERT BURGESS | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $266,587 | $0 | $72,422 | Yes (X) | ||
| SILAS MARTIN | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $255,393 | $0 | $68,499 | Yes (X) | ||
| VASHUDA RANGAPATHY | |||||||
| VP OF IT & E-COMMERCE | 40.00 | $158,661 | $0 | $51,956 | Yes (X) | ||
| DANIEL CARSON | |||||||
| DIRECTOR OF GOVERNMENT MARKETS | 40.00 | $172,703 | $0 | $24,049 | Yes (X) | ||
| JASON MOSER | |||||||
| DIRECTOR OF FINANCIAL PLAN | 40.00 | $138,749 | $0 | $15,524 | Yes (X) | ||
| MARK WILLIAMS | |||||||
| DIRECTOR OF OPTICAL OPERATIONS | 40.00 | $142,600 | $0 | $21,242 | Yes (X) | ||
| NICOLE DUCOUER | |||||||
| DIRECTOR OF CORPORATE COMMUNICATIONS | 40.00 | $138,905 | $0 | $24,663 | Yes (X) | ||
| RANDY BUCKNER | |||||||
| VP OF OPERATIONS SUPPORT | 40.00 | $161,046 | $0 | $29,081 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,895,189 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $568,281 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | 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 |
|---|---|---|---|---|---|
| SAMTECH LLC | |||||
| 1211 CORPORATION PKWY | RALEIGH | NC | 27610 | PURCHASE OF MATERIALS | $9,530,772 |
| BETH PARTNERS LLC | |||||
| 104 QUINCY COURT | YORKTOWN | VA | 23693 | PURCHASE OF RESELL ITEMS (BSC) | $4,083,312 |
| FAEGRE DRINKER BIDDLE & REATH LLP | |||||
| ONE LOGAN SQUARE | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | $1,540,185 |
| DC HOLDINGS | |||||
| 20 MAIN STREET SUITE 2C | LEOMINSTER | MA | 01453 | CONSULTING SERVICES | $497,367 |
| MICHAEL SMITH | |||||
| 7730 NORTH POINT DRIVE | WINSTONSALEM | NC | 27106 | CAFE / MEAL SERVICES | $397,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $24,950 | FundraisingAmt |
| Related Organizations | $1,000,000 | RelatedOrganizationsAmt |
| All Other Contributions | $554,451 | AllOtherContributionsAmt |
| Noncash Contributions | $5,165 | NoncashContributionsAmt |
| Total Contributions | $1,579,401 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,662 | TotalRevenueColumnAmt |
| Exclusion | $8,662 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $638 | SecuritiesAmt |
| Other | $166,695 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252 | SecuritiesAmt |
| Other | $1,311 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $386 | SecuritiesAmt |
| Other | $165,384 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,770 | TotalRevenueColumnAmt |
| Exclusion | $165,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $282,132 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $24,950 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $108,406 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,726 | TotalRevenueColumnAmt |
| Exclusion | $173,726 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $215,826,289 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $179,515,406 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,310,883 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,310,883 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $770,329 | TotalRevenueColumnAmt |
| Exclusion | $770,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $770,329 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,008,771 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,310,883 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,118,487 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,648 | TotalAmt |
| Program Services | $8,648 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,734,963 | TotalAmt |
| Program Services | $1,422,181 | ProgramServicesAmt |
| Management And General | $1,203,384 | ManagementAndGeneralAmt |
| Fundraising | $109,398 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,640,596 | TotalAmt |
| Program Services | $6,958,632 | ProgramServicesAmt |
| Management And General | $2,450,356 | ManagementAndGeneralAmt |
| Fundraising | $231,608 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,027,173 | TotalAmt |
| Program Services | $857,373 | ProgramServicesAmt |
| Management And General | $154,306 | ManagementAndGeneralAmt |
| Fundraising | $15,494 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,007,671 | TotalAmt |
| Program Services | $7,988,193 | ProgramServicesAmt |
| Management And General | $934,296 | ManagementAndGeneralAmt |
| Fundraising | $85,182 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,011,224 | TotalAmt |
| Program Services | $1,725,524 | ProgramServicesAmt |
| Management And General | $270,335 | ManagementAndGeneralAmt |
| Fundraising | $15,365 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,164 | TotalAmt |
| Management And General | $835,164 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,170 | TotalAmt |
| Management And General | $91,170 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,583 | TotalAmt |
| Management And General | $105,583 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,337 | TotalAmt |
| Management And General | $4,337 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,412,895 | TotalAmt |
| Program Services | $1,172,739 | ProgramServicesAmt |
| Management And General | $1,237,357 | ManagementAndGeneralAmt |
| Fundraising | $2,799 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,250 | TotalAmt |
| Program Services | $131,117 | ProgramServicesAmt |
| Management And General | $18,670 | ManagementAndGeneralAmt |
| Fundraising | $29,463 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,284 | TotalAmt |
| Program Services | $726,402 | ProgramServicesAmt |
| Management And General | $214,558 | ManagementAndGeneralAmt |
| Fundraising | $13,324 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,359 | TotalAmt |
| Program Services | $556,214 | ProgramServicesAmt |
| Management And General | $87 | ManagementAndGeneralAmt |
| Fundraising | $58 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,963 | TotalAmt |
| Program Services | $273,053 | ProgramServicesAmt |
| Management And General | $51,162 | ManagementAndGeneralAmt |
| Fundraising | $9,748 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,440 | TotalAmt |
| Program Services | $105,440 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,283,462 | TotalAmt |
| Program Services | $5,215,437 | ProgramServicesAmt |
| Management And General | $64,865 | ManagementAndGeneralAmt |
| Fundraising | $3,160 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,784,162 | TotalAmt |
| Program Services | $1,691,975 | ProgramServicesAmt |
| Management And General | $84,776 | ManagementAndGeneralAmt |
| Fundraising | $7,411 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRUCK EXPENSES | $413,464 | $221,236 | $192,228 | |
| EMPLOYEE ACTIVITIES | $199,381 | $102,431 | $70,738 | $26,212 |
| UNIFORMS | $21,326 | $21,326 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,424 | TotalAmt |
| Program Services | $676,664 | ProgramServicesAmt |
| Management And General | $119,858 | ManagementAndGeneralAmt |
| Fundraising | $139,902 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,646,939 | TotalAmt |
| Program Services | $29,854,585 | ProgramServicesAmt |
| Management And General | $8,103,230 | ManagementAndGeneralAmt |
| Fundraising | $689,124 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,587,444 | BOYAmt |
| EOY | $15,336,843 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,628 | BOYAmt |
| EOY | $65,537 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,729,793 | BOYAmt |
| EOY | $26,854,207 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,898,999 | BOYAmt |
| EOY | $25,781,887 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,245 | BOYAmt |
| EOY | $465,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,480,480 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,240,799 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,445,808 | BOYAmt |
| EOY | $20,239,681 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,601 | BOYAmt |
| EOY | $4,322,942 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,656,518 | BOYAmt |
| EOY | $93,066,624 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,435,565 | BOYAmt |
| EOY | $43,690,584 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,246 | BOYAmt |
| EOY | $227,712 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,852,662 | BOYAmt |
| EOY | $762,809 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,919,376 | BOYAmt |
| EOY | $8,860,697 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,502,849 | BOYAmt |
| EOY | $53,541,802 | 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 | $38,148,579 | BOYAmt |
| EOY | $38,538,080 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,090 | BOYAmt |
| EOY | $986,742 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,153,669 | BOYAmt |
| EOY | $39,524,822 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,656,518 | BOYAmt |
| EOY | $93,066,624 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $361,832 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,235 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,914 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $594,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $880,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $892,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $734,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,579,401 | CurrentTaxYearAmt |
| Total | $4,681,010 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $132,560,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,708,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,916,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,298,522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,826,289 | CurrentTaxYearAmt |
| Total | $847,310,461 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,155,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,589,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $153,808,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,033,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $217,405,690 | CurrentTaxYearAmt |
| Total | $851,991,471 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $68,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,430 | CurrentTaxYearAmt |
| Total | $136,899 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,916,360 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,922,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,660,818 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,852,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,960,353 | CurrentTaxYearAmt |
| Total | $493,312,538 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,916,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,923,846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,729,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,900,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,979,783 | CurrentTaxYearAmt |
| Total | $493,449,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $358,542,034 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $403,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $294,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,662 | CurrentTaxYearAmt |
| Total | $1,062,268 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $15,417 | CurrentTaxYearMinus2YearsAmt |
| Total | $15,417 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $403,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $310,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,662 | CurrentTaxYearAmt |
| Total | $1,077,685 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $341,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $770,329 | CurrentTaxYearAmt |
| Total | $1,792,826 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,611,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,334,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,297,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,434,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $218,184,681 | CurrentTaxYearAmt |
| Total | $854,861,982 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.41940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.45100 | PublicSupportPY509Pct |
| Investment Income CY | 0.00130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $105,583 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $105,583 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DIRECT CONTACT: FEES WERE PAID TO FAEGRE DRINKLE BIDDLE & REATH LLP AND MULTIPLE TRIPS WERE MADE TO WASHINGTON D.C. BY IFB'S MANAGEMENT AND STAFF MEMBERS TO MEET WITH CONGRESSIONAL MEMBERS AND THEIR STAFF IN AN EFFORT TO PASS HR 4920. THIS WAS A CRITICALLY IMPORTANT EFFORT TO PROTECT THE ABILITYONE PROGRAMS, INCLUDING IFB'S BLIND WORKFORCE THAT WERE EMPLOYED TO PROVIDE EYEGLASSES TO THE DEPARTMENT OF VETERANS AFFAIRS. FEES WERE PAID TO LCI TO WORK WITH THE NORTH CAROLINA STATE LEGISLATURE AND EXECUTIVE BRANCH IN SUPPORT OF HB654, WHICH STRENGTHENS THE EXISTING STATE USE LAW TO ENHANCE THE CREATION OF JOB OPPORTUNITIES FOR PEOPLE WHO ARE BLIND THROUGH STATE GOVERNMENT PROCUREMENTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $380,600 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $14,635 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,570 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,699 | AdministrativeExpensesAmt |
| End Year Balance | $383,966 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $360,237 | BeginningYearBalanceAmt |
| Contributions | $14,050 | ContributionsAmt |
| Investment Earnings Or Losses | $9,889 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,576 | AdministrativeExpensesAmt |
| End Year Balance | $380,600 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $318,652 | BeginningYearBalanceAmt |
| Contributions | $21,000 | ContributionsAmt |
| Investment Earnings Or Losses | $23,899 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,314 | AdministrativeExpensesAmt |
| End Year Balance | $360,237 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $340,730 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $31,291 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,369 | AdministrativeExpensesAmt |
| End Year Balance | $318,652 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $311,734 | BeginningYearBalanceAmt |
| Contributions | $19,000 | ContributionsAmt |
| Investment Earnings Or Losses | $13,187 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,191 | AdministrativeExpensesAmt |
| End Year Balance | $340,730 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,722,070 | OtherCostOrOtherBasisAmt |
| Book Value | $1,722,070 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,066,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,163,212 | DepreciationAmt |
| Book Value | $4,903,754 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,825,924 | OtherCostOrOtherBasisAmt |
| Depreciation | $514,210 | DepreciationAmt |
| Book Value | $5,311,714 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,953,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,522,509 | DepreciationAmt |
| Book Value | $3,430,701 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,912,310 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,040,868 | DepreciationAmt |
| Book Value | $4,871,442 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,239,681 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $633,220 |
| TRANSITION SERVICES OBLIGATIONS | $386,916 |
| DEFERRED GAIN ON SALE-LEASEBACK | $750,129 |
| PAYCHECK PROTECTION PROGRAM LOAN | $7,090,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,860,697 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,248,043 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,235 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $118,968 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $115,320 | OtherRevenueAmt |
| Revenue Not Reported | $250,523 | RevenueNotReportedAmt |
| Revenue Subtotal | $38,997,520 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,337 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,914 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $11,251 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $39,008,771 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,869,976 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $118,968 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $108,406 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $227,374 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,642,602 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,337 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,337 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $38,646,939 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT WAS ESTABLISHED TO PROVIDE A PERMANENT FUND WHICH MAY BE USED TO SUPPORT THE ONGOING NEEDS OF IFB. |
| PART X, LINE 2: | IFB IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. IN ADDITION, IFB QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RECLASS FUNDRAISING EVENT EXPENSES 108,406. CHANGE IN BENEFICIAL INTEREST IN BECK TRUST 6,914. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | VALUATION ADJUSTMENT 6,914. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS FUNDRAISING EVENT EXPENSES 108,406. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT, ASHEVILLE | Event1Nm |
| Gross Receipts Event1 | $138,128 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,590 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $130,538 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,360 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,200 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $28,060 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $114,965 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,860 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $99,105 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,220 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $2,216 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $51,033 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $53,989 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,500 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $52,489 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,310 | NonCashPrizesOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,007 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $307,082 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,950 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $282,132 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,890 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,416 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $101,100 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $108,406 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $173,726 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATION NORTH STATE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 WINDEMERE COURT | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 273851623 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Non Cash Assistance | $8,179 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | MARKERS | NonCashAssistanceDesc |
| Purpose Of Grant | NC CARES CHRISTMAS BOX PROJECT | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IFB OFFERS TWO SCHOLARSHIPS, ONE OF WHICH IS AVAILABLE ONLY TO ELIGIBLE SIGHTED, BLIND AND VISUALLY-IMPAIRED EMPLOYEES WHO ARE FULL-TIME AND HAVE ONE YEAR OF SERVICE AND THE OTHER SCHOLARSHIP IS AVAILABLE ONLY TO ELIGIBLE BLIND AND VISUALLY-IMPAIRED EMPLOYEES AND THEIR DEPENDENTS. TO BE ELIGIBLE FOR THESE SCHOLARSHIPS A CANDIDATE MUST BE ACCEPTED TO, OR CURRENTLY ATTENDING, A POST-SECONDARY EDUCATIONAL INSTITUTION. EACH CANDIDATE MUST SUBMIT A SCHOLARSHIP APPLICATION, EVIDENCE OF ACCEPTANCE OR ATTENDANCE, AND THE BILL FOR TUITION FROM THEIR RESPECTIVE SCHOOLS. SCHOLARSHIP RECIPIENTS ARE CHOSEN FROM THE POOL OF CANDIDATES BY A COMMITTEE CONSISTING OF HUMAN RESOURCES AND EXECUTIVE MANAGEMENT. THE AMOUNTS OF INDIVIDUAL SCHOLARSHIP AWARDS ARE DETERMINED BASED ON THE INDIVIDUAL'S COST OF TUITION AND THE NUMBER OF CANDIDATES APPLYING FOR EACH SCHOLARSHIP. ALSO PROVIDED IS TUITION REIMBURSEMENT FOR SIGHTED, BLIND AND VISUALLY-IMPAIRED EMPLOYEES. EMPLOYEES WISHING TO RECEIVE REIMBURSEMENT MUST COMPLETE A REQUEST FORM DETAILING THE COURSES THEY WISH TO TAKE AND HOW THOSE COURSES CONTRIBUTE TO THEIR CURRENT POSITION WITHIN THE COMPANY. THESE FORMS ARE REVIEWED AND APPROVED BY THE IMMEDIATE SUPERVISOR AND THE HUMAN RESOURCES MANAGERS. UPON COMPLETION OF THE COURSE(S), THE EMPLOYEE SUBMITS A GRADE REPORT, AND AS LONG AS A GRADE OF C OR BETTER IS RECEIVED THE EMPLOYEE IS REIMBURSED FOR THE COST OF TUITION. THERE WERE NO SCHOLARSHIPS NOR TUITION REIMBURSEMENTS GIVEN IN FY20 DUE TO COVID-19. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL KELLY | ||||||||||||||
| EXECUTIVE VP OF STRATEGY & PROGRAMS | $228,294 | $0 | $77,626 | $0 | $19,605 | $0 | $56,333 | $0 | $26,527 | $0 | $408,385 | $0 | $15,127 | $0 |
| DAVID HAMPTON | ||||||||||||||
| VP OF HUMAN RESOURCES | $172,617 | $0 | $51,460 | $0 | $5,225 | $0 | $39,380 | $0 | $24,008 | $0 | $292,690 | $0 | $12,175 | $0 |
| DAVID HORTON | ||||||||||||||
| PRESIDENT / CEO | $349,169 | $0 | $326,613 | $0 | $7,147 | $0 | $30,729 | $0 | $17,070 | $0 | $730,728 | $0 | $183,456 | $0 |
| KENNETH EDWARDS | ||||||||||||||
| CHIEF REVENUE OFFICER | $178,337 | $0 | $42,765 | $0 | $1,687 | $0 | $40,271 | $0 | $26,527 | $0 | $289,587 | $0 | $0 | $0 |
| ROBERT BURGESS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $208,320 | $0 | $56,333 | $0 | $1,934 | $0 | $48,414 | $0 | $24,008 | $0 | $339,009 | $0 | $0 | $0 |
| SILAS MARTIN | ||||||||||||||
| CHIEF OPERATING OFFICER | $197,077 | $0 | $57,661 | $0 | $655 | $0 | $44,491 | $0 | $24,008 | $0 | $323,892 | $0 | $8,678 | $0 |
| VASHUDA RANGAPATHY | ||||||||||||||
| VP OF IT & E-COMMERCE | $130,014 | $0 | $28,502 | $0 | $145 | $0 | $25,429 | $0 | $26,527 | $0 | $210,617 | $0 | $0 | $0 |
| DANIEL CARSON | ||||||||||||||
| DIRECTOR OF GOVERNMENT MARKETS | $138,490 | $0 | $32,983 | $0 | $1,230 | $0 | $24,049 | $0 | $0 | $0 | $196,752 | $0 | $13,125 | $0 |
| JASON MOSER | ||||||||||||||
| DIRECTOR OF FINANCIAL PLAN | $121,446 | $0 | $17,193 | $0 | $110 | $0 | $5,354 | $0 | $10,170 | $0 | $154,273 | $0 | $0 | $0 |
| MARK WILLIAMS | ||||||||||||||
| DIRECTOR OF OPTICAL OPERATIONS | $112,558 | $0 | $30,042 | $0 | $0 | $0 | $9,644 | $0 | $11,598 | $0 | $163,842 | $0 | $0 | $0 |
| NICOLE DUCOUER | ||||||||||||||
| DIRECTOR OF CORPORATE COMMUNICATIONS | $119,110 | $0 | $19,672 | $0 | $123 | $0 | $5,156 | $0 | $19,507 | $0 | $163,568 | $0 | $0 | $0 |
| RANDY BUCKNER | ||||||||||||||
| VP OF OPERATIONS SUPPORT | $126,375 | $0 | $33,546 | $0 | $1,125 | $0 | $11,729 | $0 | $17,352 | $0 | $190,127 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | QUESTION 1A: IFB PROVIDES A DRIVER FOR DANIEL KELLY, EXECUTIVE VP OF STRATEGY AND PROGRAMS, WHO IS BLIND. IFB DOES, FROM TIME TO TIME, GROSS UP CERTAIN PAYMENTS MADE TO OFFICERS AND KEY EMPLOYEES. |
| PART I, LINES 4A-B | QUESTION 4A: MARK WILLIAMS, FORMER DIRECTOR OF OPTICAL OPERATIONS, RECEIVED A SEVERANCE PAYMENT OF $13,690. QUESTION 4B: IFB SPONSORS A 457(F) DEFERRED COMPENSATION RETIREMENT PLAN IN WHICH THE FOLLOWING EMPLOYEES PARTICIPATE. AMOUNTS SHOWN REPRESENT PAYMENTS MADE FROM THE PLAN DURING 2019. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II), AS APPLICABLE. THE AMOUNTS CONTAIN COMPENSATION REPORTED AS DEFERRED ON PRIOR FORMS 990 AND INCLUDED IN SCHEDULE J, PART II, COLUMN (F). DAVID HORTON ($322,090) / ($183,456) COMPENSATION REPORTED AS DEFERRED ON PRIOR FORM 990 DAVID HAMPTON ($49,075) / ($12,175) COMPENSATION REPORTED AS DEFERRED ON PRIOR FORM 990 DANIEL KELLY ($74,516) / ($15,127) COMPENSATION REPORTED AS DEFERRED ON PRIOR FORM 990 KENNETH EDWARDS ($40,300) ROBERT BURGESS ($53,550) SILAS MARTIN ($52,011) / ($8,678) COMPENSATION REPORTED AS DEFERRED ON PRIOR FORM 990 DANIEL CARSON ($31,110) / ($13,125) COMPENSATION REPORTED AS DEFERRED ON PRIOR FORM 990 RANDY BUCKNER ($31,809) VASUDHA RANGAPATHY ($23,504) |
| PART I, LINE 6 | IFB MAINTAINS THE GAINSHARE INCENTIVE PROGRAM FOR THE BENEFIT OF ALL EMPLOYEES NOT PARTICIPATING IN THE 457(F) DEFERRED COMPENSATION RETIREMENT PLAN. THIS INCENTIVE PROGRAM IS BASED ON THE ATTAINMENT OF OPERATING RESULTS FOR FINANCIAL AND MISSION METRICS/PERFORMANCE TARGETS THAT EXCEED THOSE TARGETS ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS GOTTLIEB | PersonNm |
| Relationship With Org | FORMER DIRECTOR | RelationshipWithOrgTxt |
| Loan Purpose | PURCHASE COLISEUM BUILDING | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $350,000 | OriginalPrincipalAmt |
| Balance Due | $227,712 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $227,712 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LEO STEPANSKY | |||
| DIRECTOR | $268,129 | SEE PART V. | 0 |
| ERIK COBHAM | |||
| DIRECTOR | $1,607,604 | SEE PART V. | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART IV, COLUMN (D) | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INTERESTED PERSON: LEO STEPANSKY(D) DESCRIPTION OF TRANSACTION: VENDOR PAYMENTS TO EMPLOYER OF INTERESTED PERSON. |
| SCHEDULE L, PART IV, COLUMN (D) | SCHEDULE L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INTERESTED PERSON: ERIK COBHAM(D) DESCRIPTION OF TRANSACTION: VENDOR PAYMENTS TO EMPLOYER OF INTERESTED PERSON. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | ALL MEMBERS OF THE BOARD OF DIRECTORS, EXCEPT THOSE WHO ARE CONSIDERED TO BE EX-OFFICIO (NON-VOTING) MEMBERS AS PRESCRIBED BY THE ORGANIZATION'S BYLAWS, HAVE FULL AND EQUAL VOTING RIGHTS WITH RESPECT TO ALL MATTERS THAT COME FOR THE CONSIDERATION OF THE BOARD OF DIRECTORS. IF THE TERM OF OFFICE AS A DIRECTOR HAS ENDED, THE IMMEDIATE PAST CHAIR OF THE BOARD BECOMES AN EX-OFFICIO BOARD MEMBER FOR A TERM OF ONE YEAR ONCE THAT INDIVIDUAL'S TERM AS CHAIR OF THE BOARD ENDS, AND DURING THAT TIME PERIOD, HAS NO VOTING RIGHTS RELATING TO MATTERS BEFORE THE BOARD. THE BOARD-APPOINTED EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL OF THE AUTHORITY AND POWERS OF THE FULL BOARD OF DIRECTORS IN THE MANAGEMENT OF THE ORGANIZATION DURING INTERVALS BETWEEN REGULARLY-SCHEDULED BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER REVIEW BY FINANCIAL MANAGEMENT PERSONNEL AT IFB, THE FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE AUDIT COMMITTEE OF THE BOARD, THE GOVERNANCE BODY CHARGED WITH APPROVAL OF THE FILING OF THE RETURN, IN ADVANCE OF A SCHEDULED MEETING OF THE AUDIT COMMITTEE FOR THE PURPOSE OF CONDUCTING A DETAILED REVIEW OF THE FORM 990. THE CHIEF FINANCIAL OFFICER (CFO) AND A REPRESENTATIVE FROM IFB'S TAX RETURN PREPARER MEET WITH THE AUDIT COMMITTEE FOR AN IN-DEPTH REVIEW OF THE FORM 990. FROM THIS MEETING, THE AUDIT COMMITTEE APPROVES THE RETURN FOR FILING AS PREPARED, OR WITH AGREED-UPON CHANGES. A COPY OF THE FORM 990, AS APPROVED BY THE AUDIT COMMITTEE, IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO TIMELY FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE CORPORATE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS DISTRIBUTES A CONFLICTS OF INTEREST DISCLOSURE STATEMENT TO ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. THE COMMITTEE, ALONG WITH COMPLIANCE PERSONNEL, EXAMINE THE COMPLETED STATEMENTS AND PROMPTLY INVESTIGATE AND RESOLVE ANY REAL OR PERCEIVED CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUAL COMPENSATION OF THE PRESIDENT/CEO IS SET BY THE BOARD OF DIRECTORS. THE BOARD CONDUCTS ANNUAL PERFORMANCE EVALUATIONS OF THE PRESIDENT/CEO, AND ALONG WITH THE RESULTS OF THE EVALUATIONS, THE BOARD USES PERIODIC COMPENSATION SURVEYS CONDUCTED BY OUTSIDE CONSULTANTS AND CONSULTS COMPARATIVE COMPENSATION DATA RELATED TO THE COMPENSATION PACKAGES OF TOP EXECUTIVES AT ORGANIZATIONS OF SIMILAR SIZE AND MISSION, INCLUDING EXAMINATION OF THE ORGANIZATIONS' FORMS 990, IN ORDER TO DETERMINE THE COMPENSATION OF THE PRESIDENT/CEO ON A YEARLY BASIS. FOR OTHER OFFICERS AND KEY EMPLOYEES, ANNUAL COMPENSATION IS SET BY THE PRESIDENT/CEO. THE PRESIDENT/CEO CONDUCTS AN ANNUAL PERFORMANCE EVALUATION FOR EACH OFFICER AND KEY EMPLOYEE, AND ALONG WITH THE RESULTS OF THE EVALUATION, THE PRESIDENT/CEO CONSULTS COMPARATIVE COMPENSATION DATA RELATED TO OFFICERS AND KEY EMPLOYEES AT ORGANIZATIONS OF SIMILAR SIZE AND MISSION, INCLUDING EXAMINATION OF THE ORGANIZATIONS' FORMS 990, IN ORDER TO DETERMINE EACH OFFICER'S AND KEY EMPLOYEE'S COMPENSATION ON A YEARLY BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS ARE MAINTAINED BY THE EXECUTIVE ASSISTANT TO THE PRESIDENT/CEO. THIS EMPLOYEE MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE MAINTAINED BY THE CFO. THE CFO MAKES THESE STATEMENTS, AS DISCLOSED IN THE FORM 990, AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS MAINTAINED BY THE CORPORATE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE CHAIR MAKES THIS POLICY AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | VALUATION ADJUSTMENT -6,914. |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| IFB SOLUTIONS FOUNDATION INC | ||||||||||
| 7730 NORTH POINT DRIVE | WINSTONSALEM | NC | 27106 | 263376328 | SUPPORTING WINSTON-SALEM INDUSTRIES FOR THE BLIND, INC. | NC | 501(C)(3) | 509(A)(3), TYPE I | N/A | Yes (1) |
| THE ARKANSAS LIGHTHOUSE FOR THE BLIND | ||||||||||
| 6818 MURRAY STREET | LITTLE ROCK | AR | 72209 | 710233257 | ORGANIZATION CONTROLLED BY WINSTON-SALEM INDUSTRIES FOR THE BLIND, INC. | AR | 501(C)(3) | 509(A)(2) | N/A | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IFB SOLUTIONS FOUNDATION INC | ||
| O | $40,000 | FAIR VALUE OF SERVICES RENDERED |
| IFB SOLUTIONS FOUNDATION INC | ||
| C | $1,000,000 | FMV |
| IFB SOLUTIONS FOUNDATION INC | ||
| N | $20,000 | FMV |