NORWELL VISITING NURSE ASSOC INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NORWELL VISITING NURSE ASSOC INC (EIN 04-2104797)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349302014
- Schema version
- 2017v2.3
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T08:13:49-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWELL VISITING NURSE ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
| Phone | 7816592342 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LONGWATER DRIVE | AddressLine1Txt |
| City | NORWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE MCINNES | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7816592342 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNADETTE O'TOOLE CPA | PreparerPersonNm |
| PTIN | P00229258 | PTIN |
| Phone | 2156433900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 14:45:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1A53DBAE8AE3BFC29E9AECF52760C2CD4F90396B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2F542D77562765624DD25E3C4252385A52575023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NVNA AND HOSPICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RENEE MCINNES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LONGWATER DRIVE | AddressLine1Txt |
| City | NORWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,684,347 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NVNA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE QUALITY HOME HEALTH & HOSPICE CARE, WELLNESS & PUBLIC HEALTH SERVICES IN THE COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 334 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $979,340 | PYContributionsGrantsAmt |
| CY Contributions Grants | $822,126 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,537,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,031,486 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,566,138 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,467,478 | CYInvestmentIncomeAmt |
| PY Other Revenue | $154,512 | PYOtherRevenueAmt |
| CY Other Revenue | $44,409 | CYOtherRevenueAmt |
| PY Total Revenue | $22,237,779 | PYTotalRevenueAmt |
| CY Total Revenue | $24,365,499 | 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 | $15,996,782 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,276,706 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $434,370 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,303,916 | PYOtherExpensesAmt |
| CY Other Expenses | $5,144,967 | CYOtherExpensesAmt |
| PY Total Expenses | $21,300,698 | PYTotalExpensesAmt |
| CY Total Expenses | $22,421,673 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $937,081 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,943,826 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,315,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,805,893 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,061,343 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,792,213 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,253,979 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,013,680 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE QUALITY HOME HEALTH AND HOSPICE CARE, WELLNESS AND PUBLIC HEALTH SERVICES IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,709,679 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,031,486 | RevenueAmt |
| Desc | TO PROVIDE QUALITY HOME HEALTH AND HOSPICE SERVICES AND TO PROMOTE AND TO MAINTAIN COMMUNITY HEALTH TO THE SOUTH SHORE OF MASSACHUSETTS AND THE SURROUNDING COMMUNITIES. | Desc |
| Total Program Service Expenses | $18,709,679 | 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 | 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 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 334 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | 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 CFO AND FINANCE COMMITTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7816592342 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LONGWATER DRIVE | AddressLine1Txt |
| City | NORWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02061 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| THOMAS O'MARA | |||||||||
| PRESIDENT | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LINDA MAHONEN | |||||||||
| VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN CALLANAN | |||||||||
| CLERK | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM SCALZULLI | |||||||||
| TREASURER | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ED FORD | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE HEILER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN HOADLEY | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL MILES | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEIRDRE PRESCOTT | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN BEMBENEK | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAUN GOLDEN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RENEE MCINNES | |||||||||
| CEO | 10.00 | 30.00 | Yes (X) | $219,412 | $0 | $2,347 | |||
| CHRISTY CAMPEA | |||||||||
| CFO | 10.00 | 30.00 | Yes (X) | $148,207 | $0 | $16,873 | |||
| GAIL FISHER | |||||||||
| VP CLINICAL OPERATIONS | 40.00 | 0.00 | $133,804 | $0 | $17,361 | Yes (X) | |||
| RUDI GERHARD | |||||||||
| PHYSICAL THERAPIST | 40.00 | 0.00 | $128,592 | $0 | $21,659 | Yes (X) | |||
| MICHAEL ROGERS | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 0.00 | $123,742 | $0 | $8,165 | Yes (X) | |||
| STEPHEN KIRSCH | |||||||||
| HUMAN RESOURCES DIRECTOR | 40.00 | 0.00 | $113,373 | $0 | $15,659 | Yes (X) | |||
| AMY O'MARA | |||||||||
| DIRECTOR COMPLIANCE | 40.00 | 0.00 | $109,971 | $0 | $22,215 | Yes (X) | |||
| MARY DOHERTY | |||||||||
| FORMER EXECUTIVE DIRECTOR | 10.00 | 30.00 | $270,278 | $0 | $63 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,247,379 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,342 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE | |||||
| P O BOX 970050 | BOSTON | MA | 022970050 | HEALTH SERVICES | $1,508,954 |
| 1144 PROPERTIES LLC | |||||
| P O BOX 850330 | BRAINTREE | MA | 02185 | RENT | $632,865 |
| MEDLINE | |||||
| DEPT 1080 P O BOX 121080 | DALLAS | TX | 753121080 | HEALTH PRODUCTS | $249,851 |
| REIMBURSEMENT SPECIALISTS INC | |||||
| 120 LONGWATER DRIVE STE 102 | NORWELL | MA | 02061 | INSURANCE BROKER | $175,465 |
| APOTHECARE PHARMACY LLC | |||||
| 720 CENTRE STREET | BROCKTON | MA | 02302 | PHARMACY | $155,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $129,500 | FundraisingAmt |
| Government Grants | $12,843 | GovernmentGrantsAmt |
| All Other Contributions | $679,783 | AllOtherContributionsAmt |
| Noncash Contributions | $1,165 | NoncashContributionsAmt |
| Total Contributions | $822,126 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HOME HEALTH | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $22,031,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,031,486 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,031,486 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,643 | TotalRevenueColumnAmt |
| Exclusion | $544,643 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,157,277 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,234,442 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $922,835 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $922,835 | TotalRevenueColumnAmt |
| Exclusion | $922,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $128,815 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $129,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $84,406 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,409 | TotalRevenueColumnAmt |
| Exclusion | $44,409 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,365,499 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,031,486 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,511,887 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,799 | TotalAmt |
| Management And General | $668,799 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,889,187 | TotalAmt |
| Program Services | $12,357,897 | ProgramServicesAmt |
| Management And General | $1,240,515 | ManagementAndGeneralAmt |
| Fundraising | $290,775 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,990 | TotalAmt |
| Program Services | $168,292 | ProgramServicesAmt |
| Management And General | $25,739 | ManagementAndGeneralAmt |
| Fundraising | $3,959 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,364,992 | TotalAmt |
| Program Services | $1,176,634 | ProgramServicesAmt |
| Management And General | $160,673 | ManagementAndGeneralAmt |
| Fundraising | $27,685 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,738 | TotalAmt |
| Program Services | $982,377 | ProgramServicesAmt |
| Management And General | $150,246 | ManagementAndGeneralAmt |
| Fundraising | $23,115 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,218 | TotalAmt |
| Management And General | $64,218 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,500 | TotalAmt |
| Management And General | $67,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,465 | TotalAmt |
| Program Services | $177,195 | ProgramServicesAmt |
| Management And General | $27,100 | ManagementAndGeneralAmt |
| Fundraising | $4,170 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,724 | TotalAmt |
| Program Services | $248,970 | ProgramServicesAmt |
| Management And General | $280,754 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,512 | TotalAmt |
| Program Services | $152,585 | ProgramServicesAmt |
| Management And General | $23,336 | ManagementAndGeneralAmt |
| Fundraising | $3,591 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,506 | TotalAmt |
| Program Services | $341,280 | ProgramServicesAmt |
| Management And General | $52,195 | ManagementAndGeneralAmt |
| Fundraising | $8,031 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,595 | TotalAmt |
| Program Services | $133,106 | ProgramServicesAmt |
| Management And General | $20,357 | ManagementAndGeneralAmt |
| Fundraising | $3,132 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,507 | TotalAmt |
| Program Services | $660,031 | ProgramServicesAmt |
| Management And General | $100,946 | ManagementAndGeneralAmt |
| Fundraising | $15,530 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,143 | TotalAmt |
| Program Services | $337,572 | ProgramServicesAmt |
| Management And General | $51,629 | ManagementAndGeneralAmt |
| Fundraising | $7,942 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,746 | TotalAmt |
| Program Services | $177,434 | ProgramServicesAmt |
| Management And General | $27,137 | ManagementAndGeneralAmt |
| Fundraising | $4,175 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,751 | TotalAmt |
| Management And General | $41,751 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,923 | TotalAmt |
| Program Services | $290,635 | ProgramServicesAmt |
| Management And General | $44,450 | ManagementAndGeneralAmt |
| Fundraising | $6,838 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,714 | TotalAmt |
| Program Services | $141,707 | ProgramServicesAmt |
| Management And General | $21,673 | ManagementAndGeneralAmt |
| Fundraising | $3,334 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES | $950,317 | $807,769 | $123,541 | $19,007 |
| EQUIPMENT RENTAL/REPAIR | $208,501 | $177,226 | $27,105 | $4,170 |
| FUNDRAISING EXPENSES | $91,551 | $77,818 | $11,902 | $1,831 |
| EMPLOYEE RELATIONS | $54,573 | $46,387 | $7,094 | $1,092 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,721 | TotalAmt |
| Program Services | $254,764 | ProgramServicesAmt |
| Management And General | $38,964 | ManagementAndGeneralAmt |
| Fundraising | $5,993 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,421,673 | TotalAmt |
| Program Services | $18,709,679 | ProgramServicesAmt |
| Management And General | $3,277,624 | ManagementAndGeneralAmt |
| Fundraising | $434,370 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,965,655 | BOYAmt |
| EOY | $2,215,459 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,668 | BOYAmt |
| EOY | $671,082 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,742,049 | BOYAmt |
| EOY | $4,676,539 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,969 | BOYAmt |
| EOY | $187,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,726,892 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,283,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,501,375 | BOYAmt |
| EOY | $4,443,192 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,699,243 | BOYAmt |
| EOY | $24,446,616 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,363 | BOYAmt |
| EOY | $165,735 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,315,322 | BOYAmt |
| EOY | $36,805,893 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,642,828 | BOYAmt |
| EOY | $1,773,069 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $839,413 | BOYAmt |
| EOY | $900,701 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,557,485 | BOYAmt |
| EOY | $1,099,235 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,617 | BOYAmt |
| EOY | $19,208 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,061,343 | BOYAmt |
| EOY | $3,792,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,417,536 | BOYAmt |
| EOY | $32,205,145 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,443 | BOYAmt |
| EOY | $808,535 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,253,979 | BOYAmt |
| EOY | $33,013,680 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,315,322 | BOYAmt |
| EOY | $36,805,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,943,826 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,934,715 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$118,840 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,994,404 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $637,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,166,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $979,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $822,126 | CurrentTaxYearAmt |
| Total | $6,599,551 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,803,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,587,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,517,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,537,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,031,486 | CurrentTaxYearAmt |
| Total | $95,476,938 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,797,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,224,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,683,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,517,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,853,612 | CurrentTaxYearAmt |
| Total | $102,076,489 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $25,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,000 | CurrentTaxYearAmt |
| Total | $40,650 | 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 Minus1 Year | $25,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,000 | CurrentTaxYearAmt |
| Total | $40,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $102,035,839 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $326,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $390,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $500,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $472,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $544,643 | CurrentTaxYearAmt |
| Total | $2,234,879 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $326,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $390,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $500,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $472,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $544,643 | CurrentTaxYearAmt |
| Total | $2,234,879 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $154,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,409 | CurrentTaxYearAmt |
| Total | $378,555 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,183,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,667,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,252,078 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,144,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,442,664 | CurrentTaxYearAmt |
| Total | $104,689,923 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97290 | PublicSupportPY509Pct |
| Investment Income CY | 0.02130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02050 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $270,000 | OtherCostOrOtherBasisAmt |
| Book Value | $270,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,083,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $817,677 | DepreciationAmt |
| Book Value | $3,266,103 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $671,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $230,430 | DepreciationAmt |
| Book Value | $440,682 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $703,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $631,530 | DepreciationAmt |
| Book Value | $72,148 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $998,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $604,063 | DepreciationAmt |
| Book Value | $394,259 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,443,192 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO THIRD PARTY PAYERS | $4,384 |
| DUE TO AFFILIATES | $14,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,208 | 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 PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). AS A PUBLIC CHARITY, THE ORGANIZATION IS EXEMPT FROM STATE AND FEDERAL INCOME TAXES ON INCOME EARNED IN ACCORDANCE WITH ITS TAX-EXEMPT PURPOSE. UNRELATED BUSINESS INCOME IS SUBJECT TO STATE AND FEDERAL INCOME TAX. MANAGEMENT HAS EVALUATED THE TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO UNRELATED BUSINESS INCOME OR UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THE TWELVE | Event1Nm |
| Gross Receipts Event1 | $227,810 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $119,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $108,310 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $78,086 | OtherDirectExpensesEvent1Amt |
| Event2 | BELLA VITA | Event2Nm |
| Gross Receipts Event2 | $26,005 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $16,005 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $6,320 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $253,815 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $129,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $124,315 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $84,406 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $84,406 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $39,909 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RENEE MCINNES | ||||||||||||||
| CEO | $218,912 | $0 | $500 | $0 | $0 | $0 | $0 | $0 | $2,347 | $0 | $221,759 | $0 | $0 | $0 |
| CHRISTY CAMPEA | ||||||||||||||
| CFO | $147,707 | $0 | $500 | $0 | $0 | $0 | $0 | $0 | $16,873 | $0 | $165,080 | $0 | $0 | $0 |
| GAIL FISHER | ||||||||||||||
| VP CLINICAL OPERATIONS | $133,304 | $0 | $500 | $0 | $0 | $0 | $0 | $0 | $17,361 | $0 | $151,165 | $0 | $0 | $0 |
| RUDI GERHARD | ||||||||||||||
| PHYSICAL THERAPIST | $128,092 | $0 | $500 | $0 | $0 | $0 | $0 | $0 | $21,659 | $0 | $150,251 | $0 | $0 | $0 |
| MARY DOHERTY | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR | $0 | $0 | $0 | $0 | $270,278 | $0 | $0 | $0 | $63 | $0 | $270,341 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | MARY DOHERTY RECEIVED $270,278 IN SEVERANCE WHEN SHE LEFT HER POSITION AS EXECUTIVE DIRECTOR. | ExplanationTxt |
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 | AMY O'MARA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DAUGHTER OF BOARD CHAIR THOMAS O'MARA | RelationshipDescriptionTxt |
| Transaction | $109,971 | TransactionAmt |
| Transaction | AMY IS AN EMPLOYEE OF NORWELL VISITING NURSE ASSOCIATION, INC. | 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 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, TREASURER, AND CLERK. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, DURING INTERVALS BETWEEN MEETINGS OF THE BOARD, ALL THE POWERS VESTED IN THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE MAY NOT ELECT DIRECTORS OR OFFICERS, FILL VACANCIES IN SUCH OFFICES, OR REMOVE OFFICERS OR DIRECTORS FROM OFFICE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION SHALL BE NVNA FOUNDATION, INC. (FOUNDATION), A MASSACHUSETTS CHARITABLE CORPORATION QUALIFYING AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE CODE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER SHALL DETERMINE ANNUALLY THE NUMBER OF DIRECTORS FOR THE ENSUING YEAR AND ELECT ALL DIRECTORS AS NEEDED TO MATCH THAT NUMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE POWERS OF THE MEMBER SHALL BE LIMITED TO TAKING ACTION ON THE ACTIVITIES ENUMERATED BELOW AND THOSE ACTIVITIES EXPRESSLY REQUIRING ACTION OF THE MEMBERS PURSUANT TO LAW OR THE ARTICLES OF ORGANIZATION: (A) ELECTION OF THE DIRECTORS; (B) AUTHORIZATION OR APPROVAL OF ANY AMENDMENT TO THE ARTICLES OF ORGANIZATION OF THE ORGANIZATION; (C) AUTHORIZATION OR APPROVAL OF ANY AMENDMENT TO THE BY-LAWS OF THE ORGANIZATION; (D) AUTHORIZATION OR APPROVAL OF ANY CHANGE TO THE NAME OF THE ORGANIZATION; (E) AUTHORIZATION OR APPROVAL OF ANY MERGER, CONSOLIDATION, REORGANIZATION, OR SALE, TRANSFER, DISPOSITION, PLEDGE OR HYPOTHECATION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION; (F) AUTHORIZATION OR APPROVAL OF THE ESTABLISHMENT AND THE ORGANIZATIONAL DOCUMENTS (INCLUDING ANY AMENDMENT, REVISION OR REPEAL THEREOF), OF ANY EQUITY OR CONTRACTUAL JOINT VENTURE BETWEEN THE ORGANIZATION AND ANY THIRD PARTY IN WHICH THE ORGANIZATION WILL HAVE MORE THAN A TWENTY PERCENT INTEREST IN THE REVENUES OR PROFITS OF THE JOINT VENTURE, EXCLUDING CONTRACTS IN THE ORDINARY COURSE OF BUSINESS; (G) AUTHORIZATION OR APPROVAL OF ANY PLAN OF DISSOLUTION, LIQUIDATION, ASSIGNMENT FOR THE BENEFIT OF CREDITORS, PETITION FOR VOLUNTARY BANKRUPTCY OR APPOINTMENT OF A RECEIVER, OR ANY PLAN FOR WINDING UP THE AFFAIRS OF THE ORGANIZATION, OR ANY LIQUIDATING DISTRIBUTION BY THE ORGANIZATION; (H) AUTHORIZATION OR APPROVAL OF THE INCURRENCE OF ANY DEBT, LOAN, BORROWING, DEBT GUARANTEE, WHETHER AS PRIMARY OBLIGOR OR CO-OBLIGOR, PLEDGE, LIEN, HYPOTHECATION, SECURITY INTEREST OR ENCUMBRANCE ON ANY OF THE PROPERTY OR ASSETS OF THE ORGANIZATION; (I) AUTHORIZATION OR APPROVAL OF ANY ACQUISITION OR LEASE OF, OR INTEREST IN, REAL ESTATE, BY THE ORGANIZATION; (J) AUTHORIZATION OR APPROVAL OF UNDERTAKING ANY EXPENDITURE OUTSIDE OF THE ANNUAL BUDGET WHETHER BY CONTRACT OR OTHERWISE, IN EXCESS OF $25,000; AND (L) AUTHORIZATION OR APPROVAL OF THE SETTLEMENT OF ANY LITIGATION OR OTHER DISPUTE INVOLVING THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE CFO REVIEWS THE FORM 990, AND THEN A DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE CEO AND ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY APPLIES TO DESIGNATED PERSONS AS DEFINED IN THE POLICY TO INCLUDE: MEMBERS OF THE BOARD OF DIRECTORS (DIRECTORS), MEMBERS OF THE ADMINISTRATION AND SENIOR MANAGEMENT, MEMBERS OF COMMITTEES WHEN THE COMMITTEE HAS THE AUTHORITY OF THE BOARD, ALL PERSONS WITH THE AUTHORITY TO PURCHASE, SELECT, OR INFLUENCE THE PURCHASE OF GOODS OR SERVICES ON BEHALF OF THE FOUNDATION, AND ANY OTHER PERSONS WHOM THE BOARD DESIGNATES. THE CONFLICT OF INTEREST POLICY REQUIRES THAT DESIGNATED PERSONS FULLY DISCLOSE ANY POTENTIAL CONFLICTS. CONFLICTS ARE REPORTED TO DIRECTORS THAT ARE FREE OF CONFLICTS. THE BOARD DETERMINES IF A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT. TO ENSURE REGULAR MONITORING OF THE POLICY, AT LEAST ANNUALLY THE DIRECTORS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. IF A CONFLICT WERE TO ARISE, ACTION STEPS COULD RANGE FROM RECUSAL TO TERMINATION DEPENDING ON THE TYPE AND EXTENT OF THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. AS PART OF THE PROCESS THE BOARD OF DIRECTORS USES A REVIEW COMMITTEE WHO ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT. THE BOARD OF DIRECTORS, VIA THE REVIEW COMMITTEE, GATHERS COMPARABILITY DATA FROM THE INDEPENDENT COMPENSATION CONSULTANT, FROM FORM 990S OF LIKE ORGANIZATIONS, FROM THE HOME CARE ALLIANCE SURVEY AS WELL AS FROM ESTABLISHED WAGE RANGES. THE DELIBERATION AND FINAL DECISION ARE DOCUMENTED IN THE MINUTES TO THE BOARD MEETING WHERE SUCH DELIBERATIONS AND DETERMINATION WERE MADE. IN ADDITION, THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT WHICH OUTLINE THE FINAL DETERMINATION. THIS PROCESS WAS LAST COMPLETED IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER TO AFFILIATE -197,794. TRANSFER FROM AFFILIATE 78,954. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NVNA FOUNDATION INC | |||||||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | 273458384 | SUPPORT | MA | 501(C)(3) | LINE 12B, II | N/A | 0 | |
| NVNA WORKS INC | |||||||||||
| 2048 WASHINGTON STREET | HANOVER | MA | 02339 | 273458349 | PRIVATE DUTY HEALTH CARE | MA | 501(C)(3) | LINE 10 | 0 | NVNA FOUNDATION INC | |
| CANCER SUPPORT COMMUNITY MASSACHUSETTS SOUTH SHORE INC | |||||||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | 452652624 | CANCER SUPPORT | MA | 501(C)(3) | LINE 7 | 0 | NVNA FOUNDATION INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | Yes (1) | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |