MYRON STRATTON HOME: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MYRON STRATTON HOME (EIN 84-0404260)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202033079349100323
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T11:02:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKMAN KAST RYAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 N CASCADE AVENUE SUITE 400 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840404260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON STRATTON HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE MYRON STRATTON HOME | InCareOfNm |
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 7195790930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD PASS HEIGHTS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL O'REAR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7195790930 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN B MERZ | PreparerPersonNm |
| PTIN | P00841439 | PTIN |
| Phone | 7196301186 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.227.191.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 84355620203075000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-02 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F278D904F9D5DBC265FCBF03556A13ED37F51E54 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A40A782555DF013B161847E6538FCB9794CCE8A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $225,602,218 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $236 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $104,664 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104,664 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $104,664 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,580,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,580,850 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,580,850 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,467,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,019,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,413,733 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $53,407 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,683,350 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,275,916 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,683,350 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,836,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,375,163 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,422,271 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $244,346 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,717 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $31,717 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $212,629 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,884,487 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,422 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $9,422 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,890,771 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,202,915 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,015 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $6,015 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,196,900 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,888 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,888 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,553 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,777 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $9,777 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,777 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $322,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $269,282 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $269,282 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,953 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $965,620 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $965,620 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $40,864 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,864 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,391,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $236,512 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,132,165 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,086,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $326,213 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,528,345 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,550,947 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $597,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $562,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,684,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $326,213 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,528,345 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,113,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,152,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,048,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,893,926 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,327 | CashBOYAmt |
| Cash EOY | $2,514 | CashEOYAmt |
| Cash EOYFMV | $2,514 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,892,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,315,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,315,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,340,034 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,068,388 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,340,034 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,340,034 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $26,032 | InventoriesBOYAmt |
| Inventories EOY | $26,969 | InventoriesEOYAmt |
| Inventories EOYFMV | $26,969 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $64,724 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $86,707 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $86,707 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $60,457,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,711,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,711,502 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,767,553 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,322,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,322,027 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $77,095,052 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,681,185 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,569,133 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,652,884 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,368,137 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $25,766,123 | LandBOYAmt |
| Land EOY | $25,284,747 | LandEOYAmt |
| Land EOYFMV | $40,652,883 | LandEOYFMVAmt |
| Other Assets BOY | $1,191,338 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,574,761 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,574,761 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $181,332,190 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,346,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $225,602,218 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $536,762 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $566,924 | AccountsPayableEOYAmt |
| Grants Payable BOY | $65,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $100,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $655,709 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $367,208 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,257,471 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,034,132 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $176,795,704 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $203,032,987 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,279,015 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,279,015 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $180,074,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $206,312,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,332,190 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $207,346,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $180,074,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,152,233 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,255,429 | OtherIncreasesAmt |
| Subtotal | $206,482,381 | SubtotalAmt |
| Other Decreases | $170,379 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $206,312,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LT CAP GAIN ON SALE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $41,019,707 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,605,974 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,413,733 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,413,733 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,413,733 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $53,407 | NetShortTermCapitalGainLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-03-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | WWW.MYRONSTRATTON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON STRATTON HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7195790930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD HEIGHTS PASS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL O'REAR | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | EXECUTIVE DIRECTOR | 40.0 | $166,346 | $98,307 | $0 |
| JON MEDVED | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | TRUSTEE | 1.5 | $4,000 | $0 | $0 |
| Michael Jorgensen | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Trustee | 1.5 | $11,000 | $0 | $0 |
| LEONARD A FARR | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Trustee | 1.5 | $3,000 | $0 | $0 |
| C DAVID MCDERMOTT | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | President | 3.0 | $24,000 | $0 | $0 |
| THOMAS J NAUGHTON | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Vice President | 1.5 | $12,000 | $0 | $0 |
| Meredith Vaughan | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Secretary | 1.5 | $12,000 | $0 | $0 |
| Stephen D Woodford | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Treasurer | 1.5 | $12,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CANDICE HARVEY | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIRECTOR OF FINANCE | 40.0 | $93,814 | $47,798 | $0 |
| LINDA BUENDORF | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIRECTOR SENIOR SVC | 40.0 | $100,746 | $31,449 | $0 |
| MARGARET HUNTER | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | SENIOR SVC MANAGER | 40.0 | $83,984 | $24,002 | $0 |
| SCOTT CRAWFORD | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | MAINTENANCE DIRECTOR | 40.0 | $75,279 | $20,631 | $0 |
| RODERICK NADEAU | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | BLDG MAINT SUPER | 40.0 | $62,089 | $8,324 | |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIED UNIVERSAL SECURITY SERVICES | |||||
| 5575 TECH CENTER DR STE 119 | COLORADO SPRINGS | CO | 80919 | Security | $92,736 |
| USI INSURANCE SERVICES | |||||
| 100 SUMMIT LAKE DR STE 400 | VALHALLA | NY | 10595 | INSURANCE | $187,034 |
| Colorado Springs Utilities | |||||
| 111 S Cascade Ave | COLORADO SPRINGS | CO | 80903 | Utilities | $323,379 |
| Meritain Health | |||||
| 9605 S KINGSTON CT | ENGLEWOOD | CO | 80112 | Health Plan Premiums | $272,656 |
| Dodge & Cox | |||||
| 555 California St | SAN FRANCISCO | CA | 94104 | Investment Mgmt | $122,143 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADULT SERVICES: THE HOME PROVIDES RESIDENTIAL SERVICES TO 108 ELDERLY PERSONS WITH LIMITED INCOME. | Description1Txt |
| Expenses1 | $4,654,567 | Expenses1Amt |
| Description2 | STRATTON CONSORTIUM: THE HOME PROVIDES THE FREE USE OF FACILITIES FOR OTHER NONPROFIT ORGANIZATIONS WITH VARIOUS MISSIONS THAT PROVIDE SERVICES TO LOW INCOME RESIDENTS. | Description2Txt |
| Expenses2 | $458,880 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $167,103,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,466,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,268,394 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,838,426 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,838,426 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,577,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $169,260,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,463,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,113,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $492,507 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,605,954 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,605,954 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,605,954 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $5,605,954 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,605,954 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1991-07-02 | PrivateOperatingFndtnRulingDt |
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,605,954 | CurrentYearAmt |
| Year1 | $7,814,858 | Year1Amt |
| Year2 | $7,355,692 | Year2Amt |
| Year3 | $4,475,346 | Year3Amt |
| Total | $25,251,850 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $562,500 | CurrentYearAmt |
| Year1 | $372,000 | Year1Amt |
| Year2 | $326,000 | Year2Amt |
| Year3 | $260,100 | Year3Amt |
| Total | $1,520,600 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,043,454 | CurrentYearAmt |
| Year1 | $7,442,858 | Year1Amt |
| Year2 | $7,029,692 | Year2Amt |
| Year3 | $4,215,246 | Year3Amt |
| Total | $23,731,250 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,642,029 | CurrentYearAmt |
| Year1 | $5,558,853 | Year1Amt |
| Year2 | $5,392,403 | Year2Amt |
| Year3 | $4,757,062 | Year3Amt |
| Total | $21,350,347 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE MYRON STRATTON HOME | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD PASS HEIGHTS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7195790930 | RecipientPhoneNum |
| Form And Info And Materials | HOME: NO PRESCRIBED FORMS. GRANTS: CONTACT DANIEL O'REAR AT 719-579-0930 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HOME: NONE GRANTS: MAY 1 AND NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | HOME: APPLICANTS MUST HAVE DEMONSTRATED NEED. GRANTS: APPLICANTS MUST HAVE DEMONSTRATED NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Hope & Home | ||||||||
| 4945 N 30TH ST | Colorado Springs | CO | 80919 | NONE | PC | Program Support: SUPPORT FOSTER FAMILIES | $175,000 | |
| Greccio | ||||||||
| 1015 E PIKES PEAK AVE | Colorado Springs | CO | 80903 | NONE | PC | Program Support: HOUSING ASSISTANCE & OUTREACH | $10,000 | |
| COLORADO SPRINGS CONSERVATORY | ||||||||
| 415 SAWHWATCH ST | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: PERFORMING ARTS SUPPORT | $7,500 | |
| PARTNERS IN HOUSING | ||||||||
| 455 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | NONE | PC | PROGRAM SUPPORT: HOUSING PROGRAM | $20,000 | |
| DAYBREAK | ||||||||
| 404 N STATE HIGHWAY 67 | WOODLAND PARK | CO | 80863 | NONE | PC | PROGRAM SUPPORT: ADULT DAY PROGRAM | $15,000 | |
| PEAK EDUCATION | ||||||||
| 2520 N TEJON STE | Colorado Springs | CO | 80907 | NONE | PC | PROGRAM SUPPORT: PRE-COLLEGIATE EDUCATIONAL PROGRAM | $15,000 | |
| SAFE PASSAGE | ||||||||
| 423 S CASCADE AVE | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: SUPPORT FOR ABUSED CHILDREN AND CAREGIVERS | $7,500 | |
| SPECIAL KIDS SPECIAL FAMILIES | ||||||||
| 1915 AEROTECH DR | Colorado Springs | CO | 80916 | NONE | PC | PROGRAM SUPPORT: DISABILITIES AND SPECIAL NEEDS ASSISTANCE | $20,000 | |
| CHEYENNE VILLAGE | ||||||||
| 1218 N HANCOCK AVE | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: SERVING ADULTS WITH DEVELOPMENTAL DISABILITIES | $15,000 | |
| COURT CARE FOR THE PIKES PEAK REGION | ||||||||
| 270 S TEJON | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: LICENSED CHILDCARE DURING COURT TIME | $10,000 | |
| MISSION MEDICAL CENTER | ||||||||
| 2125 EAST LASALLE ST | Colorado Springs | CO | 80909 | NONE | PC | PROGRAM SUPPORT: NONPROFIT HEALTHCARE PROVIDED FOR UNINSURED LOW INCOME | $15,000 | |
| COMMUNITY PARTNERSHIP FAMILY RESOURCE | ||||||||
| 11115 US HWY 24 | DIVIDE | CO | 80814 | NONE | PC | PROGRAM SUPPORT: SERVICES TO STRENGTHEN FAMILIES | $20,000 | |
| HOMEWARD PIKES PEAK | ||||||||
| 2010 E BIJOU ST | Colorado Springs | CO | 80909 | NONE | PC | PROGRAM SUPPORT: SAFE PLACE FOR ACHIEVING SOBRIETY & SELF SUFFICIENCY | $15,000 | |
| UCCS KAREN PSSEHL WOMEN SCHOLARSHIPS | ||||||||
| 1420 AUSTIN BLUFFS PKWY | Colorado Springs | CO | 80918 | NONE | PC | PROGRAM SUPPORT: EDUCATION SUPPORT | $5,000 | |
| COLORADO CENTER FOR THE BLIND | ||||||||
| 2233 W SHEPPARD AVE | LITTLETON | CO | 80120 | NONE | PC | PROGRAM SUPPORT: TRAINING CENTER FOR THE BLIND | $5,000 | |
| CASA of the Pikes Peak Region | ||||||||
| 701 S Cascade Ave | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support capital campaign-contingent on pledges/cash raised $620,000 | $20,000 | |
| TEEN COURT | ||||||||
| 224 E KIOWA ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: ALTERNATIVE TO MUNICIPAL COURT FOR 1ST TIME OFFENSES COMMITTED BY JUVENILES | $10,000 | |
| CS THERAPEUTIC RIDING CENTER | ||||||||
| 3254 PASEO RD | Colorado Springs | CO | 80909 | NONE | PC | PROGRAM SUPPORT: EQUINE ASSISTED THERAPY | $10,000 | |
| COMMUNITY PARTNERSHIP FOR CHILD DEVELOPMENT | ||||||||
| 2330 ROBINSON ST | COLORADO SPRINGS | CO | 81003 | NONE | PC | PROGRAM SUPPORT: CHILD DEVELOPMENT PROGRAM | $10,000 | |
| GRIFFITH CENTERS FOR CHILDREN | ||||||||
| 3055 AUSTIN BLUFFS PKWY | Colorado Springs | CO | 80918 | NONE | PC | PROGRAM SUPPORT: EDUCATIONAL SUPPORT FOR CHILDREN | $12,500 | |
| HIGH PLAINS HELPING HANDS | ||||||||
| 7375 ADVENTURE WAY | Colorado Springs | CO | 80923 | NONE | PC | PROGRAM SUPPORT: CAREER AND EDUCATION ASSISTANCE | $10,000 | |
| ITHAKA LAND INC | ||||||||
| 321 MESA RD | COLORADO SPRINGS | CO | 80905 | NONE | PC | PROGRAM SUPPORT: HOUSING LOW INCOME INDIVIDUALS | $10,000 | |
| REACH | ||||||||
| 31 N TEJON ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: LOW INCOME SUPPORT AND ASSISTANCE | $10,000 | |
| TESSA | ||||||||
| 435 GOLD PASS HTS | Colorado Springs | CO | 80906 | NONE | PC | PROGRAM SUPPORT: EMPOWERS VICTIMES OF PARTNER VIOLENCE | $15,000 | |
| THE ADOPTION EXCHANGE | ||||||||
| 14232 E EVANS AVE | AURORA | CO | 80014 | NONE | PC | PROGRAM SUPPORT: EXPERTISE & SUPPORT IN THE ADOPTION PROCESS | $20,000 | |
| TRI-LAKES CARES | ||||||||
| 235 JEFFERSON ST | MONUMENT | CO | 80132 | NONE | PC | PROGRAM SUPPORT: EMERGENCY SELF SUFFICIENCY AND RELIEF PROGRAMS | $15,000 | |
| ATLAS PREP | ||||||||
| 1602 S MURRAY BLVD | COLORADO SPRINGS | CO | 80916 | NONE | PC | PROGRAM SUPPORT: COLLEGE PATHWAY PROGRAM | $35,000 | |
| PIKES PEAK COUNCIL BOY SCOUTS | ||||||||
| 985 W FILLMORE ST | COLORADO SPRINGS | CO | 80907 | NONE | PROGRAM SUPPORT: FUNDRAISER FOR AT-RISK YOUTH PROGRAMS | $10,000 | ||
| Kidpower of CO | ||||||||
| 10 Boulder Crescent Ste 100 | Colorado Springs | CO | 80903 | NONE | PC | Provide safety skills workshops for low-income children and their parents/caregivers | $7,500 | |
| Pikes Peak Community College Foundation | ||||||||
| 5765 S Academy Blvd Box CC-68 | Colorado Springs | CO | 80906 | none | PC | Provide $125 scholarships for up to 80 qualified low income students | $7,500 | |
| pueblo Cooperative Care Center | ||||||||
| 326 West 8th Street | Pueblo | CO | 81003 | none | PC | Funds will be used to purchase additional foods from Care and Share | $15,000 | |
| Silver Key | ||||||||
| 1625 S murray Blvd | Colorado springs | CO | 80916 | none | PC | mission driven special grant | $10,000 | |
| TESSA | ||||||||
| 435 Gold Pass Heights | colorado springs | CO | 80906 | none | PC | trustee retirement grant | $10,000 | |
| Day Break | ||||||||
| 404 N State Highway 67 | Woodland Park | CO | 80863 | none | PC | trustee retirement grant | $20,000 | PO Box 4777 |
| Colorado Springs Conservatory | ||||||||
| 415 S Sahwatch St | Colorado Springs | CO | 80903 | none | PC | Trustee Retirement Grant and minority youth | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $622,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| GRECCIO | ||||||||
| 1015 E PIKES PEAK AVE | STE 110 | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: HOUSING ASSISTANCE AND OUTREACH | $10,000 |
| UCCS - WOMEN SCHOLARSHIPS | ||||||||
| 1420 AUSTIN BLUFFS PKWY | Colorado Springs | CO | 80918 | NONE | PC | PROGRAM SUPPORT: FINANCIAL ASSITANCE & MENTOR SUPPORT | $5,000 | |
| REACH | ||||||||
| 31 N TEJON ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: SELF SUFFICIENCY PROGRAMS | $10,000 | |
| HOPE & HOME | ||||||||
| 4945 N 30TH ST | Colorado Springs | CO | 80919 | NONE | PC | PROGRAM SUPPORT: SUPPORT FOSTER FAMILIES | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| HOME OPERATING REVENUES | $1,170,922 |
| CONSORTIUM REIMBURSEMENTS - UTILITIES | $107,145 |
| CONSORTIUM REIMBURSEMENTS - OTHER | $128,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,664 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,580,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,266,798 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,467,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| STOCK LITIGATION SETTLEMENT | 18 | $9,118 |
| MISCELLANEOUS | 01 | $853 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,429,423 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,406,581 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,836,004 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | PROVIDES HOUSING FOR THE ELDERLY |
| 1B | REIMBURSEMENT FROM OTHER NONPROFITS FOR UTILITIES |
| 1C | REIMBURSEMENT FROM ELDERLY FOR A PORTION OF HOUSING |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,553 | Amt |
| Net Investment Income | $9,777 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,777 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,777 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND MUTUAL FUNDS | BondNm |
| EOY Book Value | $7,322,027 | EOYBookValueAmt |
| EOYFMV | $7,322,027 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $32,707,868 | $32,707,868 |
| EQUITY MUTUAL FUNDS | $47,003,634 | $47,003,634 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $35,660 | $2,923,608 |
| ALTERNATIVE INVESTMENTS | $83,645,525 | $83,645,525 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,888 | LegalFeesAmt |
| Disbursements Charitable Prps | $14,888 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDEND RECEIVABLE | $24,931 | $581,788 | $581,788 |
| ACCRUED ROYALTIES RECEIVABLE | $1,166,407 | $1,192,973 | $1,192,973 |
| NOTE RECEIVABLE | $0 | $800,000 | $800,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED USE OF FACILITIES EXPENSE | Desc |
| Amt | $170,379 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WORKERS COMP | $66,122 | $64,984 | |
| EMPLOYEE RELATIONS | $13,737 | $13,501 | |
| INSURANCE | $169,259 | $127,536 | $38,810 |
| DUES & SUBSCRIPTIONS | $9,293 | $9,133 | |
| OFFICE EXPENSE | $59,637 | $58,610 | |
| TELEPHONE | $11,347 | $11,152 | |
| HOUSEKEEPING | $81,309 | $79,909 | |
| MARKETING | $19,147 | $18,817 | |
| UTILITIES | $334,267 | $221,368 | $107,145 |
| REPAIRS & MAINTENANCE | $244,636 | $149,868 | $90,557 |
| RECREATION | $19,444 | $19,109 | |
| EDEN ALTERNATIVE | $2,880 | $2,830 | |
| DIETARY | $146,441 | $143,920 | |
| CONTRACT SERVICES | $144,187 | $141,705 | |
| MISCELLANEOUS | $4,174 | $4,102 | |
| LOSS ON ASSET | $5,719 | $5,621 | |
| CHARITABLE DIST. UNDER PLR | $60,000 | $60,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY FEES | $4,266,798 | $4,266,798 | $4,266,798 |
| STOCK LITIGATION SETTLEMENT | $9,118 | $9,118 | $9,118 |
| HOME OPERATING REVENUES | $1,170,922 | $1,170,922 | |
| UTILITY REIMBURSEMENT | $107,145 | $107,145 | |
| OTHER REIMBURSEMENT | $128,514 | $128,514 | |
| Miscellaneous | $853 | $853 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED USE OF FACILITIES INCOME | $458,880 |
| UNREALIZED GAIN | $15,796,549 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMISES TO GIVE - CONSORTIUM | Desc |
| BOY Book Value | $655,709 | BOYBookValueAmt |
| EOY Book Value | $367,208 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $269,282 | $269,282 | $269,282 | |
| CONSULTING FEES | $52,953 | $52,953 |