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BUENA VIDA FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BUENA VIDA FOUNDATION INC (EIN 30-0060190)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-27
IRS object ID
201802089349300605
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-27T08:37:51-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592977986PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITTAKER COOPER FINANCIAL GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11692 WEST HIBISCUS BOULEVARDAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32901ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300060190EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUENA VIDA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBUENBusinessNameControlTxt
Phone3217240060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12129 W NEW HAVEN AVENUEAddressLine1Txt
CityMELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP329043875ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARIN LAUTENSCHLAGERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3217240060PhoneNum
Signature2018-07-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD D SUTTER CPAPreparerPersonNm
PTINP00265703PTIN
Phone3217233352PhoneNum
Preparation2018-07-26PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKARIN LAUTENSCHLAGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12129 W NEW HAVEN AVENUEAddressLine1Txt
CityW MELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32904ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$37,047GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressBUENAVIDAFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTHE MISSION OF BUENA VIDA FOUNDATION, INC. IS TO IMPROVE THE QUALITY OF LIFE FOR BUENA VIDA RESIDENTS AND TO MAKE BUENA VIDA ESTATES AN EVEN MORE DESIRABLE AND CARING PLACE FOR ITS EMPLOYEES TO WORK. TO DO THIS, THE FOUNDATION FUNDS CAPITAL IMPROVEMENTS AND EMPLOYEE EDUCATIONAL SCHOLARSHIPS. IT ALSO SUPPORTS ACTIVITIES THAT PROVIDE, PROMOTE AND/OR CONTRIBUTE TO THE PHYSICAL, SPIRITUAL, AND MENTAL HEALTH OF THE RESIDENTS. THE FOUNDATION ALSO SUPPORTS OUTSIDE CHARITABLE ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$239,000PYContributionsGrantsAmt
CY Contributions Grants$36,762CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$152PYInvestmentIncomeAmt
CY Investment Income$285CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$239,152PYTotalRevenueAmt
CY Total Revenue$37,047CYTotalRevenueAmt
PY Grants And Similar Paid$14,660PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$16,190CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,198PYOtherExpensesAmt
CY Other Expenses$1,668CYOtherExpensesAmt
PY Total Expenses$15,858PYTotalExpensesAmt
CY Total Expenses$17,858CYTotalExpensesAmt
PY Revenues Less Expenses$223,294PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$19,189CYRevenuesLessExpensesAmt
Total Assets BOY$642,393TotalAssetsBOYAmt
Total Assets EOY$661,582TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$642,393NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$661,582NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF BUENA VIDA FOUNDATION, INC. IS TO IMPROVE THE QUALITY OF LIFE FOR BUENA VIDA RESIDENTS AND TO MAKE BUENA VIDA ESTATES AN EVEN MORE DESIRABLE AND CARING PLACE FOR ITS EMPLOYEES TO WORK. TO DO THIS, THE FOUNDATION FUNDS CAPITAL IMPROVEMENTS AND EMPLOYEE EDUCATIONAL SCHOLARSHIPS. IT ALSO SUPPORTS ACTIVITIES THAT PROVIDE, PROMOTE AND/OR CONTRIBUTE TO THE PHYSICAL, SPIRITUAL, AND MENTAL HEALTH OF THE RESIDENTS. THE FOUNDATION ALSO SUPPORTS OUTSIDE CHARITABLE ORGANIZATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$16,847ExpenseAmt
Grant$16,190GrantAmt
Revenue$977RevenueAmt
DescSERVED APPROXIMATELY 200 INDIVIDUALS WITH RESIDENT ASSISTANCE, RESIDENT NURSING SERVICES AND LOCAL TRANSPORTATION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescPASS THROUGH DONATION AS MEMORIAL TO A RESIDENT. SPECIAL COLLECTION, THEN DONATED TO WEST MELBOURNE LIBRARY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$16,847TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKARIN LAUTENSCHLAGERPersonNm
Phone3217240060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12129 W NEW HAVEN AVENUEAddressLine1Txt
CityW MELBOURNECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32904ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BLAINE BARTON
PRESIDENT0.50Yes (X)Yes (X)$0$0$0
JIM ELLER
VICE-PRESIDE0.50Yes (X)Yes (X)$0$0$0
DON HEINE
TREASURER0.50Yes (X)Yes (X)$0$0$0
SHARON D'ALESSANDRO
SECRETARY0.50Yes (X)Yes (X)$0$0$0
BILL GUNDLACH
DIRECTOR0.50Yes (X)$0$0$0
JOHN KISPERT
DIRECTOR0.50Yes (X)$0$0$0
KARIN LAUTENSCHLAGER
DIRECTOR0.50Yes (X)$0$0$0
BRIAN DITTENHAFER
DIRECTOR0.50Yes (X)$0$0$0
LARRY COBB
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$36,762AllOtherContributionsAmt
Total Contributions$36,762TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$285TotalRevenueColumnAmt
Exclusion$285ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,047TotalRevenueColumnAmt
Exclusion$285ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$940TotalAmt
Program Services$940ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$15,250TotalAmt
Program Services$15,250ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$657TotalAmt
Program Services$657ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescLICENSES & FEESDesc
Total$1,011TotalAmt
Management And General$1,011ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,858TotalAmt
Program Services$16,847ProgramServicesAmt
Management And General$1,011ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$642,393BOYAmt
EOY$303,582EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$228,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$130,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$642,393BOYAmt
EOY$661,582EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$642,393BOYAmt
EOY$661,582EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$642,393BOYAmt
EOY$661,582EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$642,393BOYAmt
EOY$661,582EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$19,189ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,497CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$209,828CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$239,000CurrentTaxYearMinus1YearAmt
Current Tax Year$36,762CurrentTaxYearAmt
Total$604,355TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,497CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$209,828CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,268CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$239,000CurrentTaxYearMinus1YearAmt
Current Tax Year$36,762CurrentTaxYearAmt
Total$604,355TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$604,355PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,961CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$139CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$221CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$152CurrentTaxYearMinus1YearAmt
Current Tax Year$285CurrentTaxYearAmt
Total$3,758TotalAmt
FieldValueIRS element (for citing)
Total Support$608,113TotalSupportAmt
Public Support CY1700.99380PublicSupportCY170Pct
Public Support PY1700.98350PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescITG TAXABLE FUNDDesc
Book Value$130,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$130,000TotalBookValueOtherAssetsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient16RecipientCnt
Cash Grant$15,250CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MAINTAINS PAPER FILES FOR EACH GRANT AND MAINTAINS RECORDS IN ITS ACCOUNTING SOFTWARE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE MISSION OF BUENA VIDA FOUNDATION, INC. IS TO IMPROVE THE QUALITY OF LIFE FOR BUENA VIDA RESIDENTS AND TO MAKE BUENA VIDA ESTATES AN EVEN MORE DESIRABLE AND CARING PLACE FOR ITS EMPLOYEES TO WORK. TO DO THIS, THE FOUNDATION FUNDS CAPITAL IMPROVEMENTS AND EMPLOYEE EDUCATIONAL SCHOLARSHIPS. IT ALSO SUPPORTS ACTIVITIES THAT PROVIDE, PROMOTE AND/OR CONTRIBUTE TO THE PHYSICAL, SPIRITUAL, AND MENTAL HEALTH OF THE RESIDENTS. THE FOUNDATION ALSO SUPPORTS OUTSIDE CHARITABLE ORGANIZATIONS.
FORM 990, PAGE 1, PART I, LINE 6VOLUNTEERS ARE THE ORGANIZATION'S BOARD MEMBERS AND OFFICERS.
FORM 990, PAGE 2, PART III, LINE 4DPASS THROUGH DONATION AS MEMORIAL TO A RESIDENT. SPECIAL COLLECTION, THEN DONATED TO WEST MELBOURNE LIBRARY.
FORM 990, PAGE 6, PART VI, LINE 11BAN APPOINTED MEMBER OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE IT IS FILED.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH INSPECTION AT THE ORGANIZATION'S PREMISES.