ENDURING HEARTS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ENDURING HEARTS INC (EIN 46-2665745)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349310045
- Schema version
- 2024v5.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:13:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832175462 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL JONES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30000 MILL CREEK AVE STE 340 | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462665745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENDURING HEARTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENDU | BusinessNameControlTxt |
| Phone | 3016091969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 JOHNSON FERRY RD STE 136-239 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J GAHAN III | PersonNm |
| Person Title | BOARD TREASURER | PersonTitleTxt |
| Phone | 3016091969 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN LUMMUS | PreparerPersonNm |
| PTIN | P02049603 | PTIN |
| Phone | 4042312001 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL J GAHAN III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 JOHNSON FERRY RD STE 136-239 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,973,489 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ENDURINGHEARTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | ENDURING HEARTS FUNDS IMPORTANT AND INNOVATIVE RESEARCH TO INCREASE THE LONGEVITY OF PEDIATRIC HEART TRANSPLANT TRANSPLANTS AND IMPROVE THE QUALITY OF LIFE FOR TRANSPLANT RECIPIENTS. ENDURING HEARTS HAS A STRONG PREFERENCE TOWARDS RESEARCH THAT BENEFITS PEDIATRIC HEART TRANSPLANT RECIPIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,063,922 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,164,728 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $127,546 | PYInvestmentIncomeAmt |
| CY Investment Income | $78,425 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,035,943 | PYOtherRevenueAmt |
| CY Other Revenue | $289,263 | CYOtherRevenueAmt |
| PY Total Revenue | $2,227,411 | PYTotalRevenueAmt |
| CY Total Revenue | $2,532,416 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,763,248 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,907,282 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $608,301 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $338,477 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,106,354 | PYOtherExpensesAmt |
| CY Other Expenses | $271,309 | CYOtherExpensesAmt |
| PY Total Expenses | $2,869,602 | PYTotalExpensesAmt |
| CY Total Expenses | $2,786,892 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$642,191 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$254,476 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,524,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,280,780 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,811,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,682,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,712,428 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,598,780 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ENDURING HEARTS FUNDS IMPORTANT AND INNOVATIVE RESEARCH TO INCREASE THE LONGEVITY OF PEDIATRIC HEART TRANSPLANT TRANSPLANTS AND IMPROVE THE QUALITY OF LIFE FOR TRANSPLANT RECIPIENTS. ENDURING HEARTS HAS A STRONG PREFERENCE TOWARDS RESEARCH THAT BENEFITS PEDIATRIC HEART TRANSPLANT RECIPIENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,170,887 | ExpenseAmt |
| Grant | $1,907,282 | GrantAmt |
| Revenue | $21,715 | RevenueAmt |
| Desc | ENDURING HEARTS FUNDS RESEARCH TO INCREASE LONGEVITY AND IMPROVE THE QUALITY OF LIFE FOR CHILDREN WITH A TRANSPLANTED HEART WORKING WITH A TEAM OF SCIENTIFIC ADVISORS IN THE FIELD OF TRANSPLANTATION, PEDIATRIC CARDIOLOGY AND IMMUNOLOGY TO FUND LEADING-EDGE RESEARCH.ADDITIONALLY, ENDURING HEARTS FUNDS SMALLER FAMILY/PATIENT FINANCIAL SUPPORT PROGRAMS, CAREGIVER NETWORKING, COLLABORATION CONFERENCE, AND OTHER FAMILY-ORIENTED PROGRAMS. | Desc |
| Total Program Service Expenses | $2,170,887 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J GAHAN III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016091969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1205 JOHNSON FERRY RD STE 136-329 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RUTH MANLAPAS | ||||||
| BOARD SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICK GALLAGHER | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL J GAHAN III | ||||||
| BOARD TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR ROBERT BOUCEK MD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BLAKE ALBERT | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR YOLONDA BECKER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF CARPER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAX DEAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JASON DECKER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERIN CHEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HAWKINS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT STEPHENS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARUNG TRIPATHI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER GATCOMBE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNDA LEE SMITH | ||||||
| CEO | 1.00 | Yes (X) | Yes (X) | $201,151 | $0 | $19,409 |
| DR JANET SCHEEL | ||||||
| SAC CHAIR/BOARD MEMBER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BEN QUIGLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESLIE MEYER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $201,151 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,409 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,164,728 | AllOtherContributionsAmt |
| Noncash Contributions | $1,611,902 | NoncashContributionsAmt |
| Total Contributions | $2,164,728 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,425 | TotalRevenueColumnAmt |
| Exclusion | $78,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $708,621 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $441,073 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,548 | TotalRevenueColumnAmt |
| Exclusion | $267,548 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,715 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,715 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,715 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,532,416 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,715 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $345,973 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,907,282 | TotalAmt |
| Program Services | $1,907,282 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,331 | TotalAmt |
| Program Services | $209,429 | ProgramServicesAmt |
| Management And General | $136,045 | ManagementAndGeneralAmt |
| Fundraising | $198,857 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,121 | TotalAmt |
| Program Services | $11,909 | ProgramServicesAmt |
| Management And General | $6,700 | ManagementAndGeneralAmt |
| Fundraising | $5,512 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,849 | TotalAmt |
| Program Services | $12,367 | ProgramServicesAmt |
| Management And General | $7,831 | ManagementAndGeneralAmt |
| Fundraising | $19,651 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,643 | TotalAmt |
| Program Services | $3,586 | ProgramServicesAmt |
| Management And General | $60,194 | ManagementAndGeneralAmt |
| Fundraising | $24,863 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,032 | TotalAmt |
| Program Services | $3,713 | ProgramServicesAmt |
| Management And General | $2,190 | ManagementAndGeneralAmt |
| Fundraising | $5,129 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832 | TotalAmt |
| Management And General | $1,605 | ManagementAndGeneralAmt |
| Fundraising | $227 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,984 | TotalAmt |
| Program Services | $5,270 | ProgramServicesAmt |
| Management And General | $20,765 | ManagementAndGeneralAmt |
| Fundraising | $52,949 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,764 | TotalAmt |
| Program Services | $9,686 | ProgramServicesAmt |
| Management And General | $5,168 | ManagementAndGeneralAmt |
| Fundraising | $10,910 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,782 | TotalAmt |
| Program Services | $6,161 | ProgramServicesAmt |
| Management And General | $511 | ManagementAndGeneralAmt |
| Fundraising | $12,110 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,105 | TotalAmt |
| Management And General | $29,105 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200 | TotalAmt |
| Management And General | $1,848 | ManagementAndGeneralAmt |
| Fundraising | $352 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS & ENTERTAINMENT | $10,426 | $190 | $4,298 | $5,938 |
| POSTAGE & SHIPPING | $3,554 | $368 | $1,207 | $1,979 |
| MISCELLANEOUS | $987 | $926 | $61 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,786,892 | TotalAmt |
| Program Services | $2,170,887 | ProgramServicesAmt |
| Management And General | $277,528 | ManagementAndGeneralAmt |
| Fundraising | $338,477 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,511 | BOYAmt |
| EOY | $181,868 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,013 | BOYAmt |
| EOY | $131,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
| EOY | $76,606 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,222 | BOYAmt |
| EOY | $122,237 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $49,585 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,023,693 | BOYAmt |
| EOY | $3,665,437 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,369 | BOYAmt |
| EOY | $3,050 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,952 | BOYAmt |
| EOY | $50,247 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,524,260 | BOYAmt |
| EOY | $4,280,780 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,275 | BOYAmt |
| EOY | $51,716 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,876 | BOYAmt |
| EOY | $2,340,318 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,937 | BOYAmt |
| EOY | $96,082 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $148,901 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,744 | BOYAmt |
| EOY | $44,983 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,811,832 | BOYAmt |
| EOY | $2,682,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,528 | BOYAmt |
| EOY | $1,229,098 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,900 | BOYAmt |
| EOY | $369,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712,428 | BOYAmt |
| EOY | $1,598,780 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,524,260 | BOYAmt |
| EOY | $4,280,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$254,476 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $140,830 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,327,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $746,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,063,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $525,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,164,728 | CurrentTaxYearAmt |
| Total | $5,827,793 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,327,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $746,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,063,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $525,894 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,164,728 | CurrentTaxYearAmt |
| Total | $5,827,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $5,827,793 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $71,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,425 | CurrentTaxYearAmt |
| Total | $455,185 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $21,715 | CurrentTaxYearAmt |
| Total | $22,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,305,313 | TotalSupportAmt |
| Public Support CY170 | 0.92430 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE SECURITIES | $801,814 | F |
| OTHER EQUITY INVESTMENT | $2,219,188 | F |
| OTHER EQUITY INVESTMENT | $305,500 | C |
| INVESTMENT IN UNCONSOLIDATED AFFILIATES | $338,935 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,665,437 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILTIY | Desc |
| Amt | $44,983 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,983 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION ONLY RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IF THE TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON AN EXAMINATION, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE THE ORGANIZATION OPERATES. MANAGEMENT BELIEVES THAT INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE THAT ANY ADJUSTMENTS WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF ACTIVITIES OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES, FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2024. IN THE OPINION OF MANAGEMENT, THE ORGANIZATION DID NOT HAVE UNRELATED BUSINESS INCOME TAX LIABILITIES AT DECEMBER 31, 2024. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $708,621 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $708,621 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $441,073 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $708,621 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $708,621 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $441,073 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $441,073 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $267,548 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| PHTS | ||||||||||
| PO BOX 5509 | BIRMINGHAM | AL | 35255 | $7,327 | $0 | THE PSYCHOLOGICAL TOLL OF PEDIATRIC HEART TRANSPLANT: AN ASSESSMENT OF BURDEN, RISK FACTORS AND PROGRAMMATIC SUPPORT | ||||
| AHA | ||||||||||
| PO BOX 841750 | DALLAS | TX | 75284 | $731,441 | $0 | MEDICAL RESEARCH | ||||
| AHA | ||||||||||
| PO BOX 841750 | DALLAS | TX | 75285 | $731,441 | $0 | CONTEMPORARY APPROACH TO DESENSITIZATION: TARGETED THERAPIES FOR HLA SENSITIZED PEDIATRIC HEART TRANSPLANT CANDIDATES | ||||
| MEMORIAL HEALTHCARE SYSTEM | ||||||||||
| 3501 JOHNSON ST | HOLLYWOOD | FL | 33021 | $251,468 | $0 | NON-INVASIVE DIAGNOSIS OF CARDIAC ALLOGRAFT VASCULOPATHY IN CHILDREN AND YOUNG ADULTS | ||||
| UNIV OF ALBERTA | ||||||||||
| $144,986 | $0 | SHORT-TERM DONOR HEART INTERVENTIONS AND LONG-TERM OUTCOMES | ACCT REC 3RD FLOOR | EDMONTON | ALBERTA | CA | ||||
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNDA LEE SMITH | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $201,151 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $19,409 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $201,151 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $19,409 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| PATRICK GAHAN | ||
| INVESTMENT MGR | AO SPE 2, LLC | 0 |
| DEREK CUNNINGHAM | ||
| INVESTMENT MGR | EH SPE 1, LLC | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | PRIVATE COMPANY STOCK SHARES | 0 | $1,302,104 |
| Yes (X) | AUCTION ITEMS | 0 | $250,371 |
| Yes (X) | INFORMATION TECHNOLOGY SERVICES | 0 | $59,427 |
| 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PATRICK GAHAN MICHAEL GAHAN FOUNDER BOARD TREAS. SON-FATHER MADELYN GAHAN MICHAEL GAHAN FOUNDER BOARD TREAS. DAUGHTER-IN-LAW: FATHER-IN-LAW |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INTERIM CEO AND TREASURER WILL REVIEW THE 990 BEFORE IT IS FILED. BOARD IS ALSO PROVIDED A COPY OF THE 990 FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND BRING POTENTIAL CONFLICTS TO LIGHT WHEN APPROPRIATE AND NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS AFTER USING THE PUBLIC SALARY COMPARISONS FOR COMPARABLE POSITIONS AT COMPARABLE SIZED ENTITIES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FEDERAL 990 IS ALSO AVAILABLE ON GUIDESTAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS AVAILABLE TO THE PUBLIC. |
| PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Predominant Income TypePredominantIncomeTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|
| USSC ALTERNATIVE INCOME FUND LP | ||||||||||
| 2604 ABBEY COURT | ALPHARETTA | GA | 30004 | 831303420 | GA | EXCLUDED | $305,500 | 0 | 0 | 0.01160 |
| ALDER SENIOR SECURED CREDIT LLC | ||||||||||
| 3600 DALLAS HIGHWAY STE 230-350 | MARIETTA | GA | 30064 | 862414616 | GA | EXCLUDED | $200,509 | 0 | 0 | 0.03500 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AO SPE 2 LLC | ||||||||||
| 3600 DALLAS HWY STE 230-350 | MARIETTA | GA | 30064 | 833462543 | INVESTMENT | GA | C | $265,416 | 0.07800 | 0 |
| EH SPE 1 LLC | ||||||||||
| 3600 DALLAS HWY STE 230-350 | MARIETTA | GA | 30064 | 833061224 | INVESTMENT | GA | C | $318,072 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | 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 | 0 | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|
| AO SPE2 LLC | |
| A | INTEREST INCOME FROM LOAN |
| AO SPE2 LLC | |
| D | ACCRUED INTEREST RECEIVABLE |
| AO SPE2 LLC | |
| F | DISTRIBUTIONS |
| AO SPE2 LLC | |
| S | LOAN PRINCIPAL REPAID |
| EH SPE1 | |
| A | INTEREST INCOME FROM LOAN |
| EH SPE1 | |
| D | ACCRUED INTEREST RECEIVABLE |
| EH SPE1 | |
| S | LOAN PRINCIPAL REPAID |