CHRISTIAN FAMILY SERVICES MANAGEMENT CORPORATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTIAN FAMILY SERVICES MANAGEMENT CORPORATION (EIN 25-1840437)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-09
- IRS object ID
- 202041009349300909
- Schema version
- 2018v3.1
- 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 | 2020-04-09T16:50:59-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251840437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN FAMILY SERVICES MANAGEMENT | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 7249468711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 HIGH STREET | AddressLine1Txt |
| City | NEW WILMINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN J MIKLOS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7249468711 | PhoneNum |
| Signature | 2020-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS W DAVIS | PreparerPersonNm |
| PTIN | P00058448 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2020-04-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.167.186.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-08 | IPDt |
| IP Tm | 10:09:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E8CD31EA5AD1393DA54C6D011D9BDA8E01944363 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN J MIKLOS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 HIGH STREET | AddressLine1Txt |
| City | NEW WILMINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,738,385 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BAIR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MANAGEMENT SERVICES TO ADVANCE, PROMOTE AND SUPPORT THE EXEMPT PURPOSES OF THE BAIR FOUNDATION AND ITS AFFILIATED ORGANIZATIONS WHICH PROVIDE THERAPEUTIC FOSTER CARE SERVICES TO CHILDREN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $51,816 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,708 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,892,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,347,454 | CYProgramServiceRevenueAmt |
| PY Investment Income | $207,256 | PYInvestmentIncomeAmt |
| CY Investment Income | $363,223 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,151,322 | PYTotalRevenueAmt |
| CY Total Revenue | $8,738,385 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,153 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,726,522 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,817,888 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,605 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,369,781 | PYOtherExpensesAmt |
| CY Other Expenses | $1,449,599 | CYOtherExpensesAmt |
| PY Total Expenses | $3,108,456 | PYTotalExpensesAmt |
| CY Total Expenses | $3,274,987 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,042,866 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,463,398 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,019,376 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,159,779 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $267,153 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $258,042 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,752,223 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,901,737 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MANAGEMENT SERVICES TO ADVANCE, PROMOTE AND SUPPORT THE EXEMPT PURPOSES OF THE BAIR FOUNDATION AND ITS AFFILIATED ORGANIZATIONS WHICH PROVIDE THERAPEUTIC FOSTER CARE SERVICES TO CHILDREN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,768,720 | ExpenseAmt |
| Grant | $7,500 | GrantAmt |
| Revenue | $8,347,454 | RevenueAmt |
| Desc | TO PROVIDE MANAGEMENT SERVICES TO ADVANCE, PROMOTE AND SUPPORT THE EXEMPT PURPOSES OF THE BAIR FOUNDATION, THE BAIR FOUNDATION OF PENNSYLVANIA, THE BAIR FOUNDATION OF TEXAS, THE BAIR FOUNDATION OF VIRGINIA AND THE BAIR FOUNDATION OF GEORGIA, ALL EXEMPT ORGANIZATIONS, AND WHICH PROVIDE THERAPEUTIC FOSTER CARE SERVICES TO CHILDREN. | Desc |
| Total Program Service Expenses | $2,768,720 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7249468711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 HIGH STREET | AddressLine1Txt |
| City | NEW WILMINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16142 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SANFORD KULKIN | |||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $40,000 | $0 | $0 | |
| CARTER FOSTER | |||||||
| SECRETARY/ TREASURER | 1.00 | Yes (X) | Yes (X) | $500 | $0 | $0 | |
| KIMBERLY THOMAS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $500 | $0 | $0 | ||
| NORBERT LORENTZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $500 | $0 | $0 | ||
| LAWRENCE BIZETTE JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $500 | $0 | $0 | ||
| SUSAN J MIKLOS | |||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $221,210 | $0 | $14,578 | ||
| RENAY L CROUSE | |||||||
| EXECUTIVE VP | 37.50 | $150,746 | $0 | $17,442 | Yes (X) | ||
| PAUL G MIKLOS | |||||||
| EMPLOYEE | 37.50 | $159,776 | $0 | $11,621 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $573,732 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $43,641 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NETSMART TECHNOLOGIES | |||||
| 5455 RINGS ROAD SUITE 350 BOX 11 | DUBLIN | OH | 43017 | TECHNOLOGY SUPPORT | $254,993 |
| CREATIVE CORPORATE CONSULTING | |||||
| 8392 TOD AVE | BOARDMAN | OH | 44512 | CONSULTING | $162,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $27,708 | AllOtherContributionsAmt |
| Total Contributions | $27,708 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | 561000 | $7,571,721 | $7,571,721 |
| INTEREST ON NOTES RECE | 561000 | $775,733 | $775,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,347,454 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $363,223 | TotalRevenueColumnAmt |
| Exclusion | $363,223 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,738,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,347,454 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $363,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $7,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,366 | TotalAmt |
| Program Services | $515,411 | ProgramServicesAmt |
| Management And General | $90,955 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,918 | TotalAmt |
| Program Services | $832,080 | ProgramServicesAmt |
| Management And General | $146,838 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,513 | TotalAmt |
| Program Services | $13,186 | ProgramServicesAmt |
| Management And General | $2,327 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,196 | TotalAmt |
| Program Services | $50,317 | ProgramServicesAmt |
| Management And General | $8,879 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,895 | TotalAmt |
| Program Services | $134,211 | ProgramServicesAmt |
| Management And General | $23,684 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,972 | TotalAmt |
| Program Services | $3,376 | ProgramServicesAmt |
| Management And General | $596 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,910 | TotalAmt |
| Program Services | $10,973 | ProgramServicesAmt |
| Management And General | $1,937 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674,754 | TotalAmt |
| Program Services | $573,542 | ProgramServicesAmt |
| Management And General | $101,212 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,038 | TotalAmt |
| Program Services | $13,632 | ProgramServicesAmt |
| Management And General | $14,406 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,177 | TotalAmt |
| Program Services | $178,650 | ProgramServicesAmt |
| Management And General | $31,527 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,199 | TotalAmt |
| Program Services | $55,419 | ProgramServicesAmt |
| Management And General | $9,780 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,071 | TotalAmt |
| Program Services | $100,360 | ProgramServicesAmt |
| Management And General | $17,711 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,198 | TotalAmt |
| Program Services | $4,418 | ProgramServicesAmt |
| Management And General | $780 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT MAINTENANCE A | $139,800 | $118,830 | $20,970 |
| TELEPHONE | $40,338 | $34,287 | $6,051 |
| STAFF TRAINING | $32,625 | $27,731 | $4,894 |
| MISCELLANEOUS | $31,120 | $26,973 | $4,147 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,397 | TotalAmt |
| Program Services | $67,824 | ProgramServicesAmt |
| Management And General | $11,968 | ManagementAndGeneralAmt |
| Fundraising | $7,605 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,274,987 | TotalAmt |
| Program Services | $2,768,720 | ProgramServicesAmt |
| Management And General | $498,662 | ManagementAndGeneralAmt |
| Fundraising | $7,605 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,481 | BOYAmt |
| EOY | $172,253 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,570,463 | BOYAmt |
| EOY | $20,190,966 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,014,548 | BOYAmt |
| EOY | $4,462,111 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,837,277 | BOYAmt |
| EOY | $25,996,205 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,773 | BOYAmt |
| EOY | $186,943 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,158,104 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,042,508 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,224 | BOYAmt |
| EOY | $115,596 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,034,610 | BOYAmt |
| EOY | $4,035,705 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,019,376 | BOYAmt |
| EOY | $55,159,779 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,153 | BOYAmt |
| EOY | $258,042 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,153 | BOYAmt |
| EOY | $258,042 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,752,223 | BOYAmt |
| EOY | $54,901,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,752,223 | BOYAmt |
| EOY | $54,901,737 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,019,376 | BOYAmt |
| EOY | $55,159,779 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,463,398 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $98,015 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,411,899 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 8 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (8 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| THE BAIR FOUNDATION | ||||
| 251191561 | 7 | Yes (1) | $14,275,249 | $0 |
| THE BAIR FD OF PENNSYLVANIA | ||||
| 251840964 | 7 | Yes (1) | $2,458,744 | $0 |
| THE BAIR FD OF TEXAS | ||||
| 251840965 | 7 | Yes (1) | $5,582,987 | $0 |
| THE BAIR FD OF VIRGINIA | ||||
| 900144185 | 7 | Yes (1) | $595,158 | $0 |
| THE BAIR FD OF GEORGIA | ||||
| 205138351 | 7 | Yes (1) | $0 | $0 |
| HARBOR PROPERTIES | ||||
| 251840963 | 7 | Yes (1) | $660,671 | $0 |
| STAFFSERVE | ||||
| 205138335 | 7 | Yes (1) | $23,049 | $0 |
| BAIR INVESTMENT CORPORATION | ||||
| 251753367 | 7 | Yes (1) | $1,635 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 8 | SupportedOrganizationsTotalCnt |
| Support Sum | $23,597,493 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,158,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,042,508 | DepreciationAmt |
| Book Value | $115,596 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $115,596 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,836,400 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $98,015 | OtherRevenueAmt |
| Revenue Not Reported | $98,015 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,738,385 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,738,385 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,274,987 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,274,987 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,274,987 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | NET UNREALIZED LOSS ON INVESTMENT 98,015. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $7,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP GUIDELINES 1.ANY HIGH SCHOOL SENIOR IN THE CARE OF THE BAIR FOUNDATION IS ELIGIBLE TO APPLY FOR THE EDWARD B. MASSEY JR. SCHOLARSHIP. EVEN IF THEY AGE OUT DURING THEIR SENIOR YEAR, THEY CAN COMPLETE THE APPLICATION PROCESS AND RECEIVE A SCHOLARSHIP. AWARDS RANGE FROM $200 TO $4,000 PER YEAR, DETERMINED BY A POINT SYSTEM WHICH CONSIDERS GPA, MEETING DEADLINES, ETC., IF OUR FUNDING SOURCE IS ABLE TO PROVIDE THE FULL AMOUNT WE REQUEST. 2.AS PART OF THE APPLICATION PROCESS THROUGHOUT THE SENIOR YEAR, THE STUDENT MUST PROVIDE COPIES OF: THE SAT OR ACT RESULTS, TAKEN DURING THE FIRST SEMESTER (SEPTEMBER - DECEMBER) OF THE STUDENT'S SENIOR YEAR, IF REQUIRED BY THE SCHOOL THEY PLAN TO ATTEND. FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) COMPLETED & SUBMITTED IN JANUARY OF THEIR SENIOR YEAR. GRADE TRANSCRIPTS A LIST OF SCHOOLS APPLIED TO A LETTER OF ACCEPTANCE FROM COLLEGE/UNIVERSITY/TECH SCHOOL RELEASE OF INFORMATION FORM PROVIDED BY THE BAIR FOUNDATION WITH THE APPLICATION PAPERS 3.ALL DEADLINES SHOULD BE MET IN SUPPLYING INFORMATION TO THE BAIR FOUNDATION FOR SCHOLARSHIP PURPOSES. LATE SUBMISSIONS WILL HAVE POINTS DEDUCTED AND WILL RECEIVE LESS SCHOLARSHIP FUNDING. 4.THE BAIR FOUNDATION EDWARD B. MASSEY JR. SCHOLARSHIP DOES NOT COVER PERSONAL ITEMS. THESE ARE THE RESPONSIBILITY OF THE YOUTH. 5.ANY TBF SCHOLARSHIP RECIPIENT WHOSE CUMULATIVE GRADE POINT AVERAGE FALLS BELOW THE MINIMUM REQUIREMENT OF 2.0 WILL BE CONSIDERED TO BE "ON PROBATION" FOR THE NEXT SEMESTER. IF THE GPA IS NOT ABOVE 2.0 BY THE END OF THE PROBATION SEMESTER, THE STUDENT WILL BE INELIGIBLE TO RECEIVE THE SCHOLARSHIP FOR THE NEXT SEMESTER. THIS STUDENT IS ELIGIBLE TO REAPPLY FOR A TBF SCHOLARSHIP WHEN THE CUMULATIVE GRADE POINT AVERAGE IS ONCE AGAIN 2.0 OR ABOVE. AN OFFICIAL OR WEB PRINT OUT OF THE COLLEGE TRANSCRIPT IS REQUIRED AS PROOF OF IMPROVEMENT. 6.THE BAIR FOUNDATION EDWARD B. MASSEY JR. SCHOLARSHIP WILL GO INTO EFFECT BEGINNING THE FALL SEMESTER OF A STUDENT'S FRESHMAN YEAR. IT WILL NOT APPLY TO ANY CLASSES TAKEN DURING THE SUMMER BETWEEN HIGH SCHOOL GRADUATION AND THE FALL SEMESTER. SUMMER SCHOOL WILL BE CONSIDERED FOR SCHOLARSHIP PURPOSES FOLLOWING SATISFACTORY COMPLETION OF THE FALL AND SPRING SEMESTERS. 7.ANY STUDENT RECEIVING THE EDWARD B. MASSEY SCHOLARSHIP MAY REAPPLY YEARLY UNTIL THEY GRADUATE. 8.REAPPLICATIONS FOR THE BAIR FOUNDATION SCHOLARSHIPS WILL ONLY BE CONSIDERED IF THE GRADE POINT AVERAGE OF 2.0 OR HIGHER HAS BEEN MAINTAINED. 9.THE SCHOLARSHIP WILL BE PAID DIRECTLY TO THE UNIVERSITY/TECHNICAL SCHOOL NOT TO THE STUDENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN J MIKLOS | ||||||||||||||
| EXECUTIVE DIRECTOR | $221,210 | $0 | $0 | $0 | $0 | $0 | $11,818 | $0 | $2,760 | $0 | $235,788 | $0 | $0 | $0 |
| RENAY L CROUSE | ||||||||||||||
| EXECUTIVE VP | $150,746 | $0 | $0 | $0 | $0 | $0 | $7,962 | $0 | $9,480 | $0 | $168,188 | $0 | $0 | $0 |
| PAUL G MIKLOS | ||||||||||||||
| EMPLOYEE | $159,776 | $0 | $0 | $0 | $0 | $0 | $8,861 | $0 | $2,760 | $0 | $171,397 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD KULKIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SANFORD IS THE CHAIRMAN OF THE ORGANIZATION | RelationshipDescriptionTxt |
| Transaction | $208,750 | TransactionAmt |
| Transaction | CONSULTING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PAUL MIKLOS (PROPERTY MANAGER) AND SUSAN MIKLOS (EXECUTIVE DIRECTOR) - HUSBAND & WIFE |
| FORM 990, PART VI, SECTION B, LINE 11B | COPY OF 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD AND WAS REVIEWED BY THE ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REVIEWED BY THE BOARD MEMBERS AT THE ANNUAL MEETING. THE ORGANIZATION ALSO REQUIRES THAT THE BOARD MEMBERS SIGN THE POLICY AT THAT TIME INDICATING NO CONFLICTS OF INTEREST EXIST OR DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST THAT DO EXIST. IF ANY POTENTIAL CONFLICT IS DISCLOSED BY THE INDIVIDUAL, THAT INDIVIDUAL MUST LEAVE THE BOARD MEETING WHILE THE POTENTIAL CONFLICT IS DISCUSSED AND VOTED UPON. IF A CONFLICT OF INTEREST EXISTS, THE FOLLOWING PROCEDURES SHALL BE FOLLOWED: (A) THE CHAIRMAN SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; (B) AFTER EXERCISING DUE DILIGENCE, THE DIRECTORS OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION COULD OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST; AND (C) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE, THE DIRECTORS OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTERESTS AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND SHALL DECIDE AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IF A DIRECTOR OR COMMITTEE MEMBER HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, HE SHALL INFORM THE INTERESTED PERSON OF THE BASIS OF SUCH BELIEF AND AFFORD THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE DIRECTORS OR COMMITTEE DETERMINE THAT THE INTERESTED PERSON HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE DIRECTORS SHALL TAKE APPROPRIATE STEPS TO PROTECT THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | BERKSHIRE CONDUCTED A MARKET COMPENSATION STUDY ON BEHALF OF THE BAIR FOUNDATION FOR THE EXECUTIVE DIRECTOR POSITION AND THE EXECUTIVE VICE PRESIDENT POSITION. TWO PUBLISHED MARKET SURVEYS WERE RESEARCHED FOR EACH FOUNDATION JOB TITLE. 10TH, 50TH, AND 90TH PERCENTILE ANNUAL BASE SALARY DATA WAS COLLECTED BASED ON A COMBINATION OF THE FOLLOWING PARAMETERS: AREA: UNITED STATES AVERAGE NATIONWIDE PROFIT STATUS: FOR PROFIT OR NOT-FOR-PROFIT AVAILABLE HUMAN SERVICES YRS. EXP: MINIMUM YEARS OF EXPERIENCE AND EDUCATION AS SPECIFIED IN JOB DESCRIPTION BUDGET: $59 MILLION THE BAIR FOUNDATION JOBS WERE MAPPED TO SURVEY JOBS BASED ON JOB DESCRIPTIONS THAT DETAILED DUTIES AND RESPONSIBILITIES, LEVEL OF EDUCATION AND EXPERIENCE REQUIRED FOR NEW ENTRANTS, AND SPECIAL KNOWLEDGE, SKILLS, OR ABILITIES REQUIRED. BERKSHIRE SELECTED SURVEY JOB DESCRIPTIONS THAT WERE AT LEAST A 70% MATCH TO THE FOUNDATION DESCRIPTION OF DUTIES. FOR ALL POSITIONS, DATA WAS GATHERED FROM ERI (ECONOMIC RESEARCH INSTITUTE) AND PAYSCALE. DATA POINTS FOR EACH JOB TITLE WERE AGED TO A COMMON SALARY PLANNING DATE OF APRIL 1 2013 USING AN AGING FACTOR OF 4.0%, 3.9% OR 3.8%, THE PROJECTED 2013 INCREASE FOR OFFICERS AND EXECUTIVES, PROFESSIONALS AND NON-EXEMPT STAFF, RESPECTIVELY. EACH DATA POINT COLLECTED WAS WEIGHTED BASED ON HOW CLOSELY THE SURVEY DESCRIPTION MATCHED THE FOUNDATION JOB DESCRIPTION. A FINAL WEIGHTED AVERAGE BASE SALARY OR TOTAL COMPENSATION AMOUNT WAS CALCULATED BY SUMMING THE WEIGHTED DATA POINTS FOR EACH TITLE AND DIVIDING BY THE SUM OF THE WEIGHTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 573,542. MANAGEMENT AND GENERAL EXPENSES 101,212. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 674,754. |
| FORM 990, PART XI, LINE 9: | CONTRIBUTIONS TO AFFILIATES -15,411,899. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR. |
| FORM 990, PART XI, RECONCILIATION OF NET ASSETS, LINE 9: | CONTRIBUTIONS TO THE BAIR FOUNDATION, THE BAIR FOUNDATION OF TEXAS, AND THE BAIR FOUNDATION OF PENNSYLVANIA. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HARBOR PROPERTIES | ||||||||||
| 241 HIGH STREET | NEW WILMINGTON | PA | 16142 | 251840963 | TO PROVIDE OFFICE SPACE AND PHYSICAL SPACE TO AFFILIATED ORGANIZATIONS | PA | 501(C)(3) | LINE 12 - TYPE 1 | N/A | 0 |
| STAFFSERVE | ||||||||||
| 241 HIGH STREET | NEW WILMINGTON | PA | 16142 | 205138335 | TO PROVIDE STAFFING SERVICES TO SUPPORT AFFILIATED ORGANIZATIONS | PA | 501(C)(3) | LINE 12 - TYPE 1 | N/A | 0 |
| THE BAIR FOUNDATION | ||||||||||
| 241 HIGH STREET | NEW WILMINGTON | PA | 16142 | 251191561 | TO PROVIDE CARE AND SERVICES TO CHILDREN, YOUTH AND FAMILIES | PA | 501(C)(3) | LINE 7 | N/A | 0 |
| THE BAIR FOUNDATION OF GEORGIA | ||||||||||
| 241 HIGH STREET | NEW WILMINGTON | PA | 16142 | 205138351 | TO PROVIDE CARE AND SERVICES TO CHILDREN, YOUTH AND FAMILIES | PA | 501(C)(3) | LINE 7 | N/A | 0 |
| THE BAIR FOUNDATION OF PENNSYLVANIA | ||||||||||
| 241 HIGH STREET | NEW WILMINGTON | PA | 16142 | 251840964 | TO PROVIDE CARE AND SERVICES TO CHILDREN, YOUTH AND FAMILIES | PA | 501(C)(3) | LINE 7 | N/A | 0 |
| THE BAIR FOUNDATION OF TEXAS | ||||||||||
| 241 HIGH STREET | NEW WILMINGTON | PA | 16142 | 251840965 | TO PROVIDE CARE AND SERVICES TO CHILDREN, YOUTH AND FAMILIES | PA | 501(C)(3) | LINE 7 | N/A | 0 |
| THE BAIR FOUNDATION OF VIRGINIA | ||||||||||
| 241 HIGH STREET | NEW WILMINGTON | PA | 16142 | 900144185 | TO PROVIDE CARE AND SERVICES TO CHILDREN, YOUTH AND FAMILIES | PA | 501(C)(3) | LINE 7 | N/A | 0 |
| THE BAIR INVESTMENT CORPORATION | ||||||||||
| 241 HIGH STREET | NEW WILMINGTON | PA | 16142 | 251753367 | TO PROVIDE AN ENDOWMENT FUND TO SUPPORT AFFILIATED ORGANIZATIONS | PA | 501(C)(3) | LINE 12 - TYPE 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HARBOR PROPERTIES | ||
| A | $775,733 | FMV |
| HARBOR PROPERTIES | ||
| D | $25,996,205 | FMV |
| HARBOR PROPERTIES | ||
| K | $181,290 | FMV |
| STAFFSERVE | ||
| P | $19,429 | FMV |
| HARBOR PROPERTIES | ||
| Q | $66,228 | FMV |
| THE BAIR FOUNDATION | ||
| Q | $4,162,336 | FMV |
| THE BAIR FOUNDATION OF TEXAS | ||
| Q | $668,702 | FMV |
| THE BAIR FOUNDATION OF PENNSYLVANIA | ||
| Q | $2,074,042 | FMV |
| THE BAIR FOUNDATION OF VIRGINIA | ||
| Q | $595,158 | FMV |
| BAIR INVESTMENT CORPORATION | ||
| Q | $1,635 | FMV |
| STAFFSERVE | ||
| Q | $3,620 | FMV |
| CHRISTIAN FAMILY SERVICES | ||
| B | $10,112,913 | FMV |
| CHRISTIAN FAMILY SERVICES | ||
| B | $384,701 | FMV |
| CHRISTIAN FAMILY SERVICES | ||
| B | $4,914,285 | FMV |