URBAN STRATEGIES INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- URBAN STRATEGIES INC (EIN 43-1141027)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349320678
- 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 | 2019-11-15T15:52:08-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431594752 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUELLER PROST LC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7733 FORSYTH BLVD SUITE 1200 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431141027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN STRATEGIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 3144214200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 OLIVE STREET NO 2600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTHER SHIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3144214200 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARYN A NUNN | PreparerPersonNm |
| PTIN | P00958489 | PTIN |
| Phone | 3148622070 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.91.236.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 14:47:08 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 82A9BA3F1FEF29D02BE110D8C8CF229CCB2D36BD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB8BDB7D0D73B7838358AE848E6E2F66E93903F7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ESTHER SHIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 OLIVE STREET NO 2600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,056,207 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.URBANSTRATEGIESINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | MO | LegalDomicileStateCd |
| Activity Or Mission | ALL FAMILIES WILL BE STABLE AND THRIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 85 | TotalEmployeeCnt |
| Total Volunteers | 259 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $17,005 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,124,994 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,486,283 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,349,983 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,467,282 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $231,632 | PYOtherRevenueAmt |
| CY Other Revenue | $102,642 | CYOtherRevenueAmt |
| PY Total Revenue | $7,706,609 | PYTotalRevenueAmt |
| CY Total Revenue | $7,056,207 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,186,947 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,388,507 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $60,134 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,164,883 | PYOtherExpensesAmt |
| CY Other Expenses | $2,278,005 | CYOtherExpensesAmt |
| PY Total Expenses | $7,351,830 | PYTotalExpensesAmt |
| CY Total Expenses | $6,666,512 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $354,779 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $389,695 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,163,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,690,063 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $991,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $984,839 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,172,029 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,705,224 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENSURE THAT ALL CHILDREN AND FAMILIES ARE STABLE AND THRIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,168,799 | ExpenseAmt |
| Revenue | $4,195,873 | RevenueAmt |
| Desc | INTEGRATED SERVICE DELIVERY :URBAN STRATEGIES PLANS, IMPLEMENTS, OR DIRECTS COMMUNITY AND SUPPORTIVE SERVICES THAT MEET SOCIAL SUPPORT NEEDS AND PROMOTE ECONOMIC SELF-SUFFICIENCY FOR FAMILIES IN MIXED-INCOME HOUSING COMMUNITIES IN DISTRESSED URBAN CORE NEIGHBORHOODS. THE ORGANIZATION SERVED A TOTAL POPULATION OF 31,643 HOUSEHOLDS IN 28 COMMUNITIES ACROSS 16 CITIES. TOTAL NUMBER OF RESIDENT EVENTS HELD: 448.DONATED SERVICES OF $296,483 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,013,222 | ExpenseAmt |
| Revenue | $841,600 | RevenueAmt |
| Desc | LEADERSHIP DEVELOPMENT & SUSTAINABILITY: URBAN STRATEGIES PROVIDES SERVICES THAT BUILD THE CAPACITY OF COMMUNITY RESIDENTS TO ACT AS LEADERS TO THEIR COMMUNITIES, TO SEEK OUT PROGRAMS AND SERVICES THAT BENEFIT THEIR FAMILIES, TO ADVANCE THE ECONOMIC SELF-SUFFICIENCY OF THEIR FAMILIES, TO OVERCOME BARRIERS TO EMPLOYMENT, AND TO PROMOTE THE OVERALL STABILITY AND QUALITY OF MIXED-INCOME HOUSING COMMUNITIES.DONATED SERVICES OF $323,261 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,319 | ExpenseAmt |
| Revenue | $159,277 | RevenueAmt |
| Desc | PLANNING: URBAN STRATEGIES WORKS WITH RESIDENTS, DEVELOPERS, LOCAL SERVICE PROVIDERS, FUNDERS, AND OTHER STAKEHOLDERS TO PLAN MIXED-INCOME HOUSING REVITALIZATION PROJECTS WITH PHYSICAL, SOCIAL SERVICE, AND ECONOMIC DEVELOPMENT COMPONENTS. URBAN STRATEGIES DEVELOPS HUMAN CAPITAL PLANS THAT INTEGRATE SOCIAL SERVICE SUPPORT INTO THE PHYSICAL REDEVELOPMENTS OF COMMUNITIES AND MATCH LOCAL, STATE, FEDERAL, AND PRIVATE RESOURCES TO THOSE EFFORTS.DONATED SERVICES OF $16,856 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,043 | ExpenseAmt |
| Revenue | $373,174 | RevenueAmt |
| Desc | AFFORDABLE HOUSING - PROGRAM RELATED INVESTMENT - INTEREST INCOMEAFFORDABLE HOUSING - PROGRAM RELATED INVESTMENT - LOAN ABATEMENTSPOLICY DEVELOPMENT - URBAN STRATEGIES USES ITS PRACTITIONER KNOWLEDGE FROM THE GROUND WORK TO INFORM POLICY CHANGES IN THE AREAS OF HOUSING, EDUCATION, HEALTH AND ECONOMIC MOBILITY TO SUPPORT OUR FAMILIES AT THE FEDERAL, STATE AND LOCAL LEVELS.AFFORDABLE HOUSING DEVELOPMENT - URBAN SERVES AS LENDER TO 12 AFFORDABLE HOUSING SITES IN ST. LOUIS AND KANSAS CITY THROUGH THE MISSOURI HOUSING DEVELOPMENT COMMISSION'S AFFORDABLE HOUSING ASSISTANCE PROGRAM (AHAP), WHICH COLLECTIVELY HOUSE APPROXIMATELY 1,600 HOUSEHOLDS.DONATED SERVICES OF $9,584 BENEFITED THIS PROGRAM, BUT ARE EXCLUDED FROM THE PROGRAM SERVICES BASED UPON IRS GUIDELINES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $55,043 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $373,174 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,321,383 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 85 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTHER SHIN | PersonNm |
| Phone | 3144214200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 OLIVE SUITE 2600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| RICHARD D BARON | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARL LANG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ED NEPPL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SHERRADEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ZACHARY BOYERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BOWEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KARLA MCLUCAS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ESTHER SHIN | ||||||
| PRESIDENT | 50.00 | $230,000 | $0 | $18,500 | Yes (X) | |
| DONOVAN DUNCAN | ||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | $139,179 | $0 | $13,000 | Yes (X) | |
| ISAAC DOZIER | ||||||
| REGIONAL VP | 50.00 | $105,510 | $0 | $17,940 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $474,689 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,440 | 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 (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE KINGSLEY ASSOCIATION | |||||
| 6435 FRANKSTOWN AVE | PITTSBURGH | PA | 15206 | CONSULTING | $372,944 |
| CASE WESTERN RESERVE UNIVERSITY | |||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | CONSULTING | $180,000 |
| TRWIB INC | |||||
| 650 SMITHFIELD STREET SUITE 2600 | PITTSBURGH | PA | 15222 | CONSULTING | $115,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,080,519 | GovernmentGrantsAmt |
| All Other Contributions | $405,764 | AllOtherContributionsAmt |
| Noncash Contributions | $105,971 | NoncashContributionsAmt |
| Total Contributions | $1,486,283 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTEGRATED SERVICE DEL | 624200 | $4,195,873 | $4,195,873 |
| LEADERSHIP/SUSTAINABIL | 624200 | $841,600 | $841,600 |
| PROGRAM NOTES RECEIVAB | 531390 | $270,532 | $270,532 |
| PLANNING PROGRAM | 624200 | $159,277 | $159,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,467,282 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMORTIZATION INCOME ON | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $102,642 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $102,642 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $102,642 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,056,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,569,924 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,129 | TotalAmt |
| Program Services | $495,023 | ProgramServicesAmt |
| Management And General | $23,641 | ManagementAndGeneralAmt |
| Fundraising | $5,465 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,975,349 | TotalAmt |
| Program Services | $2,810,121 | ProgramServicesAmt |
| Management And General | $134,206 | ManagementAndGeneralAmt |
| Fundraising | $31,022 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,414 | TotalAmt |
| Program Services | $426,776 | ProgramServicesAmt |
| Management And General | $19,200 | ManagementAndGeneralAmt |
| Fundraising | $4,438 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,615 | TotalAmt |
| Program Services | $425,208 | ProgramServicesAmt |
| Management And General | $10,890 | ManagementAndGeneralAmt |
| Fundraising | $2,517 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,506 | TotalAmt |
| Program Services | $125,127 | ProgramServicesAmt |
| Management And General | $10,055 | ManagementAndGeneralAmt |
| Fundraising | $2,324 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,182 | TotalAmt |
| Program Services | $2,895 | ProgramServicesAmt |
| Management And General | $233 | ManagementAndGeneralAmt |
| Fundraising | $54 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,301 | TotalAmt |
| Program Services | $770,460 | ProgramServicesAmt |
| Management And General | $4,841 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,705 | TotalAmt |
| Program Services | $51,189 | ProgramServicesAmt |
| Management And General | $10,166 | ManagementAndGeneralAmt |
| Fundraising | $2,350 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,881 | TotalAmt |
| Program Services | $49,018 | ProgramServicesAmt |
| Management And General | $701 | ManagementAndGeneralAmt |
| Fundraising | $162 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,030 | TotalAmt |
| Program Services | $130,792 | ProgramServicesAmt |
| Management And General | $14,814 | ManagementAndGeneralAmt |
| Fundraising | $3,424 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,288 | TotalAmt |
| Program Services | $275,411 | ProgramServicesAmt |
| Management And General | $20,206 | ManagementAndGeneralAmt |
| Fundraising | $4,671 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,973 | TotalAmt |
| Program Services | $3,755 | ProgramServicesAmt |
| Management And General | $990 | ManagementAndGeneralAmt |
| Fundraising | $228 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,598 | TotalAmt |
| Program Services | $52,438 | ProgramServicesAmt |
| Management And General | $1,754 | ManagementAndGeneralAmt |
| Fundraising | $406 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNITY SUPPORT | $527,145 | $527,145 | ||
| COMPUTER SUPPLIES | $87,270 | $81,229 | $4,907 | $1,134 |
| TELEPHONE, FAX, AND INT | $60,039 | $58,224 | $1,474 | $341 |
| FINANCE CHARGES, POSTAG | $35,859 | $28,742 | $5,781 | $1,336 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,228 | TotalAmt |
| Program Services | $7,830 | ProgramServicesAmt |
| Management And General | $1,136 | ManagementAndGeneralAmt |
| Fundraising | $262 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,666,512 | TotalAmt |
| Program Services | $6,321,383 | ProgramServicesAmt |
| Management And General | $284,995 | ManagementAndGeneralAmt |
| Fundraising | $60,134 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,422,850 | BOYAmt |
| EOY | $1,388,783 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $45,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,902,648 | BOYAmt |
| EOY | $1,617,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,646 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,646 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,973 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,533,013 | BOYAmt |
| EOY | $6,638,311 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,163,484 | BOYAmt |
| EOY | $9,690,063 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,076 | BOYAmt |
| EOY | $575,220 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $198,422 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,379 | BOYAmt |
| EOY | $207,564 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,633 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,455 | BOYAmt |
| EOY | $984,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,187,819 | BOYAmt |
| EOY | $4,866,815 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,984,210 | BOYAmt |
| EOY | $3,838,409 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,172,029 | BOYAmt |
| EOY | $8,705,224 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,163,484 | BOYAmt |
| EOY | $9,690,063 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $389,695 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $143,500 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,296,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,444,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,491,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,124,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,486,283 | CurrentTaxYearAmt |
| Total | $9,843,999 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,052,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,635,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,351,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,365,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,299,392 | CurrentTaxYearAmt |
| Total | $29,704,523 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,348,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,080,229 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,843,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,490,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,785,675 | CurrentTaxYearAmt |
| Total | $39,548,522 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,200,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $235,000 | CurrentTaxYearAmt |
| Total | $3,860,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,200,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $235,000 | CurrentTaxYearAmt |
| Total | $3,860,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $35,688,522 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $306,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $305,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $270,532 | CurrentTaxYearAmt |
| Total | $1,303,025 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $306,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $305,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $215,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $270,532 | CurrentTaxYearAmt |
| Total | $1,303,025 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,654,937 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,386,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,047,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,706,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,056,207 | CurrentTaxYearAmt |
| Total | $40,851,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87640 | PublicSupportPY509Pct |
| Investment Income CY | 0.03190 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,202 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,444 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTEREST RECEIVABLE | $1,422,331 | F |
| DEVELOPMENT LOANS | $5,215,980 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $6,638,311 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $3,633 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $3,633 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,697,550 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $646,184 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $646,184 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,051,366 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,841 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,841 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,056,207 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,307,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $646,184 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$4,841 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $641,343 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,666,512 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,666,512 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE RETURNS OF THE ORGANIZATION FOR 2018 (WHEN FILED), 2017, 2016, AND 2015 ARE SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION FOLLOWS "FASB ASC 740-10, INCOME TAXES - OVERALL". THE ORGANIZATION HAS ASSESSED ITS FEDERAL AND STATE TAX POSITIONS AND DETERMINED THAT IT IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS TAX EXEMPT PURPOSES. THE ORGANIZATION FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME, WHEN APPLICABLE. FOR THE YEAR ENDED DECEMBER 31, 2018, UNRELATED BUSINESS INCOME TOTALED $3,633 RELATING TO EMPLOYEE TRANSPORTION BENEFITS PROVIDED. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2017. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE CREDIT 4,841. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MANAGEMENT FEE CREDIT -4,841. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESTHER SHIN | ||||||||||||||
| PRESIDENT | $230,000 | $0 | $0 | $0 | $0 | $0 | $18,500 | $0 | $0 | $0 | $248,500 | $0 | $0 | $0 |
| DONOVAN DUNCAN | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $139,179 | $0 | $0 | $0 | $0 | $0 | $13,000 | $0 | $0 | $0 | $152,179 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SUPPORTING DOCUMENTATION MUST BE MAINTAINED FOR ALL TRAVEL COSTS, BUT THERE IS NOT A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $28,415 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,354 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISCELLANEOUS | 6 | $20,015 | FMV |
| Yes (X) | SUPPLIES | 15 | $12,812 | FMV |
| Yes (X) | TICKETS/GIFT CARDS | 24 | $4,950 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RICHARD BARON IS A DIRECTOR OF URBAN STRATEGIES MEMPHIS HOPE BOARD, OF WHICH ESTHER SHIN IS THE PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE URBAN STRATEGIES BOARD OF DIRECTORS HAS DESIGNATED THE FINANCE COMMITTEE OF THE BOARD TO REVIEW AND APPROVE THE 990 TAX FORM. THE 990 TAX FORM AS APPROVED BY THE FINANCE COMMITTEE AND FILED IS DISTRIBUTED TO THE BOARD AT THE NEXT BOARD OF DIRECTORS MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE FIRST BOARD MEETING OF EACH YEAR, THE DIRECTORS ARE ASKED TO REVIEW AND COMPLETE DISCLOSURE FORMS AND THERE IS AN OPPORTUNITY FOR DISCUSSION OF ANY FINANCIAL INTERESTS THAT ARE DISCLOSED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS, SUBCONTRACTORS AND PARTNERS: PROGRAM SERVICE EXPENSES 770,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 770,460. MISCELLANEOUS MANAGEMENT FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,841. |
| FORM 990, PART XI, LINE 9: | ADJUST RESERVE FOR PRINCIPAL ON NOTES RECEIVABLE 100,000. ADJUSTMENT OF RECEIVABLE BALANCE IN AUDIT ISSUED AFTER COMPLETION OF RETURN 43,500. |