BERKS COUNTY TUBERCULOSIS SOCIETY: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BERKS COUNTY TUBERCULOSIS SOCIETY (EIN 23-1409703)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202141319349100949
- Schema version
- 2020v4.0
- 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 | 2021-05-11T13:14:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823112635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J SCHAEFFER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 COMMERCE DRIVE P O BOX 5766 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231409703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKS COUNTY TUBERCULOSIS SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERK | BusinessNameControlTxt |
| Phone | 6107804569 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 WINDING BROOK DRIVE | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY KOLSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6103727147 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | KOLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE R SCHAEFFER CPA | PreparerPersonNm |
| PTIN | P00008294 | PTIN |
| Phone | 6108984403 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,467 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $47,859 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $47,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $775 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,398 | CashBOYAmt |
| Cash EOY | $3,467 | CashEOYAmt |
| Cash EOYFMV | $3,467 | CashEOYFMVAmt |
| Total Assets BOY | $5,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,467 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,398 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,467 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,931 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,467 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,467 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY KOLSON | IndividualWithBooksNm |
| Phone | 6107804569 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 WINDING BROOK DRIVE | AddressLine1Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN KOHLER | ||||||||
| 801 S TRENT AVENUE | WYOMISSING | PA | 19610 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| TIMOTHY KOLSON | ||||||||
| 12 WINDING BROOK DRIVE | READING | PA | 19608 | TREASURER | 0.00 | $0 | $0 | $0 |
| HEATHER LINEAWEAVER | ||||||||
| 801 S TRENT AVENUE | WYOMISSING | PA | 19610 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,783 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $29,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,467 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,790 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $49,790 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $49,790 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,467 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $47,007 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,429 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,033 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,455 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $206,233 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,790 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,323 | RemainingDistriFromCorpusAmt |
| Total Corpus | $254,556 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $47,007 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $207,549 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,309 | ExcessFromYear4Amt |
| Excess From Year3 | $36,429 | ExcessFromYear3Amt |
| Excess From Year2 | $40,033 | ExcessFromYear2Amt |
| Excess From Year1 | $38,455 | ExcessFromYear1Amt |
| Excess From Current Year | $48,323 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY KOLSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 WINDING BROOK DRIVE | AddressLine1Txt |
| Address Line2 | C/O BERKS COUNTY TUBERCULOSIS SOC | AddressLine2Txt |
| City | READING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6107804569 | RecipientPhoneNum |
| Recipient Email Address | TIM.KOLSON@CLACONNECT.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOUNDATION FOR RACC | |||||||
| 10 SOUTH SECOND STREET | READING | PA | 19603 | NONE | EXEMPT | RESPIRATORY CARE PROGRAM | $35,000 |
| READING FDN STREET MEDICINE PROGRAM | |||||||
| 420 SOUTH FIFTH AVENUE | WEST READING | PA | 19611 | NONE | EXEMPT | MEDICAL CARE | $5,000 |
| TOWER HEALTH | |||||||
| 420 S 5TH AVENUE | WEST READING | PA | 19610 | NONE | EXEMPT | PPE MEDICAL | $1,000 |
| MARY'S SHELTER | |||||||
| 615 KENHORST BLVD | READING | PA | 19611 | NONE | EXEMPT | MEDICAL CARE | $2,000 |
| SALVATION ARMY | |||||||
| 301 S 5TH STREET | READING | PA | 19602 | NONE | EXEMPT | MEDICAL CARE | $2,000 |
| OPPORTUNITY HOUSE | |||||||
| 430 N 2ND STREET | READING | PA | 19601 | NONE | EXEMPT | MEDICAL CARE | $2,000 |
| HOPE RESCUE MISSION | |||||||
| 645 N 6TH STREET | READING | PA | 19601 | NONE | EXEMPT | MEDICAL CARE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,000 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MUSSER-CUSTER TRUST AT BNY MELLON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CECELIA DIFILIPPO MELLON BANK | AddressLine1Txt |
| Address Line2 | 1735 MARKET ST PO BOX 7899 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $47,859 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $775 | Amt |
| Disbursements Charitable Prps | $775 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| STEPHEN KOHLER |
| TIMOTHY KOLSON |
| TREASURER |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMONWEALTH OF PA REGISTRATION | CategoryTxt |
| Amt | $15 | Amt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |