BONNIE BRAE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BONNIE BRAE (EIN 22-1500479)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-19
- IRS object ID
- 202111099349300536
- Schema version
- 2019v5.1
- 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 | 2021-04-19T12:32:41-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | 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 | 221500479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONNIE BRAE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANN E WENDLOCHER | InCareOfNm |
| Business Name Control | BONN | BusinessNameControlTxt |
| Phone | 9086470800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 VALLEY ROAD | AddressLine1Txt |
| City | LIBERTY CORNER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07938 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN E WENDLOCHER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9086470800 | PhoneNum |
| Signature | 2021-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
| Preparation | 2021-04-13 | 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 | PAUL D RIEGER MSW | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 VALLEY ROAD | AddressLine1Txt |
| City | LIBERTY CORNER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,720,026 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BONNIE-BRAE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERING YOUTH AND FAMILIES TO ACHIEVE SMALL VICTORIES EVERY DAY THROUGH COMPREHENSIVE CARE AND EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 358 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,337,242 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,068,420 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,368,066 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,945,164 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,001,401 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,237,100 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,875 | PYOtherRevenueAmt |
| CY Other Revenue | $109,383 | CYOtherRevenueAmt |
| PY Total Revenue | $25,720,584 | PYTotalRevenueAmt |
| CY Total Revenue | $24,360,067 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,592,043 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,026,737 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $47,525 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $24,750 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $228,562 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,381,960 | PYOtherExpensesAmt |
| CY Other Expenses | $5,538,831 | CYOtherExpensesAmt |
| PY Total Expenses | $24,021,528 | PYTotalExpensesAmt |
| CY Total Expenses | $24,590,318 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,699,056 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$230,251 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,589,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,873,931 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,888,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,194,724 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,700,797 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $39,679,207 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EMPOWERING YOUTH AND FAMILIES TO ACHIEVE SMALL VICTORIES EVERY DAY THROUGH COMPREHENSIVE CARE AND EDUCATION. PLEASE REFER TO SCHEDULE O FOR A MORE DETAILED DESCRIPTION OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES AND ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $15,375,994 | ExpenseAmt |
| Revenue | $15,970,055 | RevenueAmt |
| Desc | UNDER CONTRACT WITH THE NEW JERSEY DEPARTMENT OF CHILDREN AND FAMILIES, BONNIE BRAE PROVIDES RESIDENTIAL BEHAVIORAL HEALTH SERVICES TO UP TO 225 ADOLESCENT MALES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,882,285 | ExpenseAmt |
| Revenue | $5,975,109 | RevenueAmt |
| Desc | BONNIE BRAE PROVIDES EDUCATIONAL SERVICES THROUGH ITS NEW JERSEY STATE APPROVED SCHOOL FOR STUDENTS WITH DISABILITIES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,258,279 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 358 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN E WENDLOCHER | PersonNm |
| Phone | 9086470800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 VALLEY ROAD | AddressLine1Txt |
| City | LIBERTY CORNER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| VANITA BRAVER | |||||||||
| MEDICAL DIRECTOR | 55.0 | 0.0 | Yes (X) | $294,182 | $0 | $19,519 | |||
| PAUL D RIEGER | |||||||||
| CEO | 55.0 | 0.0 | $226,513 | $0 | $14,222 | Yes (X) | |||
| ANN E WENDLOCHER | |||||||||
| CFO | 55.0 | 0.0 | $163,296 | $0 | $17,129 | Yes (X) | |||
| DAVID R FOX | |||||||||
| DVLPMT DIR (THRU 12/31/19) | 55.0 | 0.0 | $135,501 | $0 | $31,833 | Yes (X) | |||
| JAMES RAU | |||||||||
| CLINICAL DIRECTOR | 55.0 | 0.0 | $143,227 | $0 | $14,756 | Yes (X) | |||
| PHILIP P ERRICO | |||||||||
| RESIDENTIAL DIRECTOR | 55.0 | 0.0 | $124,543 | $0 | $26,232 | Yes (X) | |||
| BROOKE ELLIS | |||||||||
| EDUCATION DIRECTOR | 55.0 | 0.0 | $119,406 | $0 | $14,293 | Yes (X) | |||
| CHRISTIAN WHOOLEY | |||||||||
| COO | 55.0 | 0.0 | $127,078 | $0 | $3,810 | Yes (X) | |||
| JOHN SZYDLOWSKI | |||||||||
| HUMAN RESOURCES DIRECTOR | 55.0 | 0.0 | $114,757 | $0 | $5,733 | Yes (X) | |||
| ROBERT H COURTEMANCHE | |||||||||
| PRESIDENT - TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| JOSEPH M LEMOND ESQ | |||||||||
| VICE PRESIDENT - TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| CAROLE SPENCE DECKER | |||||||||
| VICE PRESIDENT - TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| BETTY CASS-SCHMIDT | |||||||||
| TREASURER - TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| CLIFFORD GILMAN | |||||||||
| ASSISTANT TREASURER - TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| MAXIMILLIAN M SPANN JR | |||||||||
| SECRETARY - TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| LOUIS DIGIOVANNI | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LAUREN JENKINS | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ARTHUR L KNOWLTON | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| STEPHEN N LAWRENCE PHD MPA | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BRETT E LEWIS | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JOSEPH MUDD | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| HARRY T OSBORNE | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MATTHEW REDLING | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| KEISHA RICHARDSON | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LESLEY F ROGERS | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICKEY SINGH | |||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,448,503 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $147,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DONNELLY CONSTRUCTION | |||||
| 557 ROUTE 23 SOUTH | WAYNE | NJ | 07470 | CONSTRUCTION | $4,024,230 |
| RM TUIT PAVING TRUCKING LLC | |||||
| 113 EDWARD DRIVE | RINGWOOD | NJ | 07456 | CONSTRUCTION | $338,650 |
| BRAVO BUILDING SERVICES | |||||
| 1140 ROUTE 22 E 202 | BRIDGEWATER | NJ | 08807 | CLEANING SERVICE | $189,154 |
| QUALIFACTS SYSTEMS INC | |||||
| PO BOX 4577 | CAROL STREAM | IL | 601974577 | HEALTH RECORDS ADMIN | $127,313 |
| WITHUMSMITHBROWN PC | |||||
| PO BOX 5340 | PRINCETON | NJ | 08543 | ACCOUNTING SERVICES | $104,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $226,465 | FundraisingAmt |
| Government Grants | $113,068 | GovernmentGrantsAmt |
| All Other Contributions | $728,887 | AllOtherContributionsAmt |
| Total Contributions | $1,068,420 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL FEES | 623990 | $15,970,055 | $15,970,055 |
| TUITION | 611710 | $5,425,271 | $5,425,271 |
| OTHER PROGRAM RELATED REVENUE | 900099 | $549,838 | $549,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,945,164 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $412,925 | TotalRevenueColumnAmt |
| Exclusion | $412,925 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,957,526 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,133,351 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $824,175 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $824,175 | TotalRevenueColumnAmt |
| Exclusion | $824,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $223,908 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $226,465 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $223,908 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $22,000 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,700 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,300 | TotalRevenueColumnAmt |
| Exclusion | $19,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $90,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,083 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $90,083 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,360,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,035,247 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,256,400 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,007 | TotalAmt |
| Program Services | $795,760 | ProgramServicesAmt |
| Management And General | $65,779 | ManagementAndGeneralAmt |
| Fundraising | $6,468 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,315,561 | TotalAmt |
| Program Services | $13,123,833 | ProgramServicesAmt |
| Management And General | $1,085,000 | ManagementAndGeneralAmt |
| Fundraising | $106,728 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,166 | TotalAmt |
| Program Services | $432,832 | ProgramServicesAmt |
| Management And General | $35,860 | ManagementAndGeneralAmt |
| Fundraising | $3,474 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285,210 | TotalAmt |
| Program Services | $2,098,161 | ProgramServicesAmt |
| Management And General | $170,080 | ManagementAndGeneralAmt |
| Fundraising | $16,969 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,793 | TotalAmt |
| Program Services | $999,969 | ProgramServicesAmt |
| Management And General | $77,741 | ManagementAndGeneralAmt |
| Fundraising | $8,083 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,529 | TotalAmt |
| Management And General | $11,529 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,500 | TotalAmt |
| Management And General | $117,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,750 | TotalAmt |
| Fundraising | $24,750 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,583 | TotalAmt |
| Management And General | $107,583 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,081 | TotalAmt |
| Program Services | $677,555 | ProgramServicesAmt |
| Management And General | $60,977 | ManagementAndGeneralAmt |
| Fundraising | $17,549 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Fundraising | $10,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,415 | TotalAmt |
| Program Services | $178,118 | ProgramServicesAmt |
| Management And General | $184,188 | ManagementAndGeneralAmt |
| Fundraising | $23,109 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,718 | TotalAmt |
| Program Services | $528 | ProgramServicesAmt |
| Management And General | $56,151 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,202 | TotalAmt |
| Program Services | $479,202 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,269 | TotalAmt |
| Program Services | $68,269 | ProgramServicesAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,048 | TotalAmt |
| Program Services | $29,019 | ProgramServicesAmt |
| Management And General | $1,990 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,157 | TotalAmt |
| Program Services | $125,157 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,116,098 | TotalAmt |
| Program Services | $1,116,098 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,618 | TotalAmt |
| Program Services | $486,618 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD EXPENSES | $520,823 | $520,823 |
| RESIDENT ACTIVITIES EXPENSE | $398,950 | $398,950 |
| MEDICAL EXPENSE | $122,082 | $122,082 |
| RECREATION EXPENSE | $80,076 | $80,076 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $664,682 | TotalAmt |
| Program Services | $525,229 | ProgramServicesAmt |
| Management And General | $128,099 | ManagementAndGeneralAmt |
| Fundraising | $11,354 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,590,318 | TotalAmt |
| Program Services | $22,258,279 | ProgramServicesAmt |
| Management And General | $2,103,477 | ManagementAndGeneralAmt |
| Fundraising | $228,562 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,873,428 | BOYAmt |
| EOY | $2,938,283 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,012 | BOYAmt |
| EOY | $3,558,709 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,200,394 | BOYAmt |
| EOY | $3,733,785 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,312 | BOYAmt |
| EOY | $41,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,799,341 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,435,627 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,661,242 | BOYAmt |
| EOY | $16,363,714 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,791,514 | BOYAmt |
| EOY | $16,210,052 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,607,822 | BOYAmt |
| EOY | $5,022,757 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,499 | BOYAmt |
| EOY | $5,105 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,589,225 | BOYAmt |
| EOY | $47,873,931 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,022,730 | BOYAmt |
| EOY | $2,238,045 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,830,297 | BOYAmt |
| EOY | $5,944,895 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,401 | BOYAmt |
| EOY | $11,784 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,888,428 | BOYAmt |
| EOY | $8,194,724 | 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 | $39,064,497 | BOYAmt |
| EOY | $38,990,271 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,300 | BOYAmt |
| EOY | $688,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,700,797 | BOYAmt |
| EOY | $39,679,207 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,589,225 | BOYAmt |
| EOY | $47,873,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$230,251 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $208,661 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $916,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,200,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,337,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,068,721 | CurrentTaxYearAmt |
| Total | $6,373,673 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $916,494 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,200,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,337,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,068,721 | CurrentTaxYearAmt |
| Total | $6,373,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $586,996 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,786,677 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $518,158 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $429,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $498,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $598,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $412,925 | CurrentTaxYearAmt |
| Total | $2,457,423 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $19,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,300 | CurrentTaxYearAmt |
| Total | $52,287 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,883,383 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $110,378,252 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65141 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65386 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $636,300 | BeginningYearBalanceAmt |
| Contributions | $575,240 | ContributionsAmt |
| Investment Earnings Or Losses | $3,952 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $526,556 | OtherExpendituresAmt |
| End Year Balance | $688,936 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,716,717 | BeginningYearBalanceAmt |
| Contributions | $825,673 | ContributionsAmt |
| Investment Earnings Or Losses | $4,552 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,910,642 | OtherExpendituresAmt |
| End Year Balance | $636,300 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $613,063 | BeginningYearBalanceAmt |
| Contributions | $1,708,239 | ContributionsAmt |
| Investment Earnings Or Losses | $4,709 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $609,294 | OtherExpendituresAmt |
| End Year Balance | $1,716,717 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $566,596 | BeginningYearBalanceAmt |
| Contributions | $350,505 | ContributionsAmt |
| Investment Earnings Or Losses | $2,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $306,875 | OtherExpendituresAmt |
| End Year Balance | $613,063 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $568,542 | BeginningYearBalanceAmt |
| Contributions | $180,832 | ContributionsAmt |
| Investment Earnings Or Losses | $59 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $182,837 | OtherExpendituresAmt |
| End Year Balance | $566,596 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65770 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34230 | TermEndowmentBalanceEOYPct |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $31,329 | OtherCostOrOtherBasisAmt |
| Book Value | $31,329 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $29,661,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,834,702 | DepreciationAmt |
| Book Value | $12,826,816 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,015,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,414,061 | DepreciationAmt |
| Book Value | $2,601,266 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,091,167 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,186,864 | DepreciationAmt |
| Book Value | $904,303 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,363,714 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEDGE FUNDS & OTHER SECURITIES | Desc |
| Book Value | $5,022,757 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,022,757 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP CONTRACT | Desc |
| Amt | $11,784 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,784 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,461,145 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $208,661 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $208,661 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,252,484 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $107,583 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $107,583 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,360,067 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,482,735 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $24,482,735 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $107,583 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $107,583 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,590,318 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, line 4 | THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS SAVINGS AND ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASE POWER, WITHOUT UNDUE EXPOSURE TO MARKET RISK, OF THE INVESTED ASSETS. IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR CERTAIN INVESTMENTS HELD BY NONPROFIT ORGANIZATIONS, THE PORTION OF DONOR RESTRICTED ENDOWMENT FUNDS THAT ARE CLASSIFIED AS PERMANENTLY RESTRICTED ARE NOT REDUCED BY LOSSES ON THE INVESTMENT OF FUNDS EXCEPT TO THE EXTENT REQUIRED BY THE DONOR. THUS THE BALANCE OF RESTRICTED NET ASSETS WILL NOT FALL BELOW THE LEVEL THAT THE DONOR REQUIRED THE ORGANIZATION TO RETAIN AS A FUND OF PERPETUAL DURATION. THE SCHOOL HAS MAINTAINED A CONSISTENT INVESTMENT POLICY SINCE 1998. THE INVESTMENT PHILOSOPHY IS TO MANAGE THE FUNDS SO AS TO PROVIDE A SUPPLEMENTAL REVENUE SOURCE FOR THE SCHOOL. ADEQUATE PORTFOLIO DIVERSITY SHOULD BE MAINTAINED TO FACILITATE ENDOWMENT WITHDRAWLS DURING DIFFERING MARKET ENVIRONMENTS. THE PRIMARY INVESTMENT OBJECTIVE IS TO MAXIMIZE THE TOTAL RETURN OF THE PORTFOLIO OVER THE LONG TERM BASED ON LEVELS OF INVESTMENT RISKS THAT ARE PRUDENT AND REASONABLE. A SECONDARY OBJECTIVE IS THE MAINTENANCE OF THE REAL VALUE OF THE PORTFOLIO. |
| SCHEDULE D, PART X, line 2 | The Organization is exempt from federal and state income tax as an organization described in Section 501 (c)(3) of the Internal Revenue Code. Accordingly, the accompanying financial statements do not reflect provisions for federal and state income taxes. The Organization follows the provision of authoritative guidance that clarifies the accounting for uncertainty in income taxes. Under this guidance, the Organization evaluates tax positions requiring recognition using a more-likely-than-not threshold, and those tax positions requiring recognition are measured at the largest amount of tax benefit that is greater than 50% likely of being realized upon ultimate settlement with a taxing authority that has full knowledge of all relevant information. The Organization has evaluated the likelihood of its tax-exempt status being challenged as remote. Accordingly, as of June 30, 2020, the Organization has not included any income tax provisions, including interest and penalties, in the financial statements. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FABIAN CONSULTING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 STOCKTON STREET | AddressLine1Txt |
| City | HIGHTSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $24,750 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $24,750 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | NJ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BALL | Event1Nm |
| Gross Receipts Event1 | $147,465 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $80,830 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $66,635 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $40,617 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $10,700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,318 | OtherDirectExpensesEvent1Amt |
| Event2 | MATINEE THEATRE | Event2Nm |
| Gross Receipts Event2 | $143,780 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $71,065 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $72,715 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $62,138 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $10,577 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $159,128 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $74,570 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $84,558 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $54,210 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $24,485 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,863 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $450,373 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $226,465 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $223,908 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $156,965 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $24,485 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,700 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,758 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $223,908 | DirectExpenseSummaryEventsAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $22,000 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $2,000 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $500 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $200 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $22,000 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $2,000 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $500 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $200 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $2,700 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $19,300 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | HEATHER SMALL | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3415 VALLEY ROAD | AddressLine1Txt |
| City | LIBERTY CORNER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07938 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | NONE | GamingManagerPersonNm |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III - RAFFLES | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION CONDUCTS RAFFLES TWICE PER YEAR AT THE ANNUAL TARTAN BALL, HELD IN FEBRUARY, AND TARTAN GOLF CLASSIC, HELD IN SEPTEMEBER. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL D RIEGER | |||||||||||
| CEO | $219,120 | $0 | $7,393 | $14,222 | $0 | $86 | $0 | $240,821 | $0 | $0 | $0 |
| ANN E WENDLOCHER | |||||||||||
| CFO | $159,867 | $0 | $3,429 | $9,342 | $0 | $7,873 | $0 | $180,511 | $0 | $0 | $0 |
| VANITA BRAVER | |||||||||||
| MEDICAL DIRECTOR | $288,358 | $0 | $5,824 | $19,519 | $0 | $86 | $0 | $313,787 | $0 | $0 | $0 |
| JAMES RAU | |||||||||||
| CLINICAL DIRECTOR | $140,002 | $0 | $3,225 | $6,547 | $0 | $8,295 | $0 | $158,069 | $0 | $0 | $0 |
| DAVID R FOX | |||||||||||
| DVLPMT DIR (THRU 12/31/19) | $135,308 | $0 | $193 | $7,206 | $0 | $24,708 | $0 | $167,415 | $0 | $0 | $0 |
| PHILIP P ERRICO | |||||||||||
| RESIDENTIAL DIRECTOR | $123,989 | $0 | $554 | $6,643 | $0 | $19,831 | $0 | $151,017 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII AND SCHEDULE J | FormAndLineReferenceDesc |
| Explanation | IN ACCORDANCE WITH FORM 990 RULES, REGULATIONS AND INSTRUCTIONS, SINCE THIS FORM 990 HAS A FISCAL YEAR END OF JUNE 30, 2020, THE COMPENSATION AND BENEFITS REPORTED IN PART VII AND SCHEDULE J REPRESENT CALENDAR YEAR 2019 AMOUNTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | Bonnie Brae Empowering youth and families to achieve small victories every day through comprehensive care and education. For over 100 years Bonnie Brae has impacted and transformed the lives of more than 10,000 boys and their families. Accredited by the Joint Commission, Bonnie Brae is one of the nations preeminent therapeutic learning environments for at-risk New Jersey boys, ages 8-21, who have histories of trauma and are struggling with mental health issues, resulting in behavioral challenges. We provide the opportunity for them to discover, develop and maximize the skills necessary for them to become responsible young men. Bonnie Brae serves approximately 225 boys each year who hail from almost every county in the state of New Jersey. Most of them have been referred by the Department of Children and Families and arrive at Bonnie Brae after an average of 5.6 out-of-home placements, including juvenile shelters and foster homes. We regularly take on some of the most challenging young men referred by the State of New Jersey. Many of these boys have suffered abuse, trauma or neglect and often have had addiction issues and/or gang involvement. Having endured these traumas, the boys have very demanding emotional and behavioral needs. We break these cycles by helping them: develop skills; experience positive relationships; and prepare for independent living. Additionally, we provide comprehensive family therapy for those young men who are returning to their families. Of Bonnie Braes entire population: approximately 34% are African American; 30% are Caucasian; 30% Latino; 5% Biracial, and 1% Asian. When boys arrive at Bonnie Brae: 74% have had multiple school suspensions; 68% have been abused, neglected or witnessed violence inside or outside the home; 52% are on psychotropic medications; Despite this, after 12-18 months at Bonnie Brae, 100% of all eligible students graduate from our program. Bonnie Brae defines successful discharge as being discharged to a less restrictive setting which captures our ability to help these boys stop their downward spiral. Of alumni surveyed that were discharged between July 2015 through December 2016: 87% were enrolled in high school or graduated; 58% were working; 49% have had no contact with the Justice System; 47% were living in the community; 10% were enrolled in post-secondary education (community college, university, or trade school). Bonnie Braes successful track record is based on a foundation of richly experienced professionals including: Child Care Workers; Clinicians; Nurses; Child Psychiatrists; Pediatricians; Support Staff; Substance Abuse Counselors; and Teachers. Treatment is primarily based on forming positive relationships between traumatized children and caring, knowledgeable staff. Our highly trained staff utilize a strengths-based approach to treatment that is designed to create an environment of trust, improve communication and problem-solving skills, building on each and every accomplishment. This extends throughout our continuum of servicesincluding residential treatment, transitional living and after care. In addition to a fully accredited school and curriculum, our residents are also encouraged to give back to the community in a meaningful way and volunteer with a myriad of organizations including: Morris Habitat for Humanity; Bridges Outreach of Summit; Elijahs Promise Soup Kitchen; Tunnels to Towers 5k Run; Miles for Matheny; and many more. A cornerstone of Bonnie Braes effectiveness is our Continuum of Care, which is designed to help boys heal and grow gradually, from crisis to independence. Our continuum of services includes the intensive residential treatment on our main campus; semi-independent community-based transitional living in Bound Brook, Bridgewater and New Brunswick; Aftercare, and finally Intensive In-Community services, which provide in-home emotional and behavioral therapy for youth and families in crisis. We have learned from experience that the longer we can provide young men with consistent attention and guidance, their odds of transforming into successful, productive adults increase dramatically. |
| CORE FORM, PART VI, SECTION A; LINE 2 | LAUREN A. JENKINS AND HARRY T. OSBORNE - FAMILY RELATIONSHIP |
| CORE FORM, PART VI, SECTION A; LINE 7 | THE MEMBERS OF THIS ORGANIZATION'S GOVERNING BODY, ITS BOARD OF TRUSTEES, HAVE THE RIGHT TO ELECT NEW MEMBERS TO THE GOVERNING BODY. |
| CORE FORM, PART VI, SECTION A; LINE 11B | THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO ALL VOTING MEMBERS OF ITS FULL GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE BOARD OF TRUSTEES VOTED TO APPROVE THE FORM 990 AT ITS APRIL 12, 2021 BOARD MEETING. AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL, INCLUDING ITS CHIEF FINANCIAL OFFICER, AND VARIOUS OTHER INDIVIDUALS WITHIN THE ORGANIZATION, TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL AND TO THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEES OF THE BOARD OF TRUSTEES FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL, FINANCE COMMITTEE AND AUDIT COMMITTEE REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S FINANCE PERSONNEL, FINANCE COMMITTEE AND AUDIT COMMITTEE FOR FINAL REVIEW AND APPROVAL PRIOR TO PROVIDING IT TO THE MEMBERS OF THE BOARD OF TRUSTEES. THE ORGANIZATION'S AUDIT COMMITTEE HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. PREPARATION, REVIEW AND FILING PROCESS. |
| CORE FORM, PART VI, SECTION B; LINE 12 | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION'S BOARD PRESIDENT. ALL RESPONSES TO CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED FOR FULL COMPLIANCE WITH AGENCY POLICIES. |
| CORE FORM, PART VI, SECTION B; LINE 15 | BONNIE BRAE'S BOARD OF TRUSTEES HAS AN EXECUTIVE COMMITTEE ("COMMITTEE") WHICH REVIEWS AND RECOMMENDS APPROVAL OF THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S OFFICERS, INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER TO THE FULL BOARD OF TRUSTEES. THE ACTIONS TAKEN BY THE COMMITTEE AND THE BOARD OF TRUSTEES ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF THESE INDIVIDUALS. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE MEMBERS OF THE COMMITTEE AND BOARD OF TRUSTEES ARE INDEPENDENT AND FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE AND BOARD OF TRUSTEES ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WERE REVIEWED AND SUBSEQUENTLY APPROVED. THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S OFFICERS, INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER ARE REVIEWED AND APPROVED ON AN ANNUAL BASIS BY THE COMMITTEE IN CONJUNCTION WITH THE INDIVIDUALS' JOB PERFORMANCE. THE COMPENSATION AND BENEFITS OF ALL OTHER INDIVIDUALS DISCLOSED IN THIS FORM 990 ARE REVIEWED ON AN ANNUAL BASIS BY THE CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE BONNIE BRAE HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH EACH INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS. THE CHIEF EXECUTIVE OFFICER, IN CONJUNCTION WITH THE COMMITTEE, ESTABLISHES THE ANNUAL BUDGET FOR ALL SALARY INCREASES AND HAS THE RESPONSIBILITY TO DISTRIBUTE INDIVIDUAL INCREASES BASED UPON OBJECTIVE CRITERIA ESTABLISHED IN THE ANNUAL EVALUATION PROCESS WITHIN THE APPROVED BUDGET. |
| CORE FORM, PART VI, SECTION C; LINE 19 | THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. |
| CORE FORM, PART XII; LINE 2 | AN INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF THE TAXPAYER FOR THE YEARS ENDED JUNE 30, 2020 and 2019, RESPECTIVELY. AN UNMODIFIED OPINION WAS ISSUED BY THE INDEPENDENT CPA FIRM. THE ORGANIZATION'S AUDIT COMMITTEE HAS ASSUMED THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
| CORE FORM, PART XII; LINE 3 | THIS ORGANIZATION ENGAGED AN INDEPENDENT CPA FIRM TO PREPARE AND ISSUE AN AUDIT UNDER THE SINGLE AUDIT ACT AND UNIFORM GUIDANCE. |