UNITED THROUGH READING: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED THROUGH READING (EIN 33-0373000)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-29
- IRS object ID
- 201821809349301027
- Schema version
- 2017v2.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-29T14:30:34-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952076568 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leaf & Cole LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Camino Del Rio South Suite 200 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921083820 | 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 | 330373000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED THROUGH READING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8584817323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 FRAZEE ROAD | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY ZOLL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2018-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN W NORTHCOTE | PreparerPersonNm |
| PTIN | P00085554 | PTIN |
| Phone | 6192947200 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SALLY ZOLL EDD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 FRAZEE ROAD SUITE 500 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,752,353 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.UNITEDTHROUGHREADING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | UNITED THROUGH READING UNITES MILITARY FAMILIES FACING PHYSICAL SEPARATION BY FACILITATING THE BONDING EXPERIENCE OF READING ALOUD TOGETHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 899 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,118,602 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,116,667 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $906 | PYInvestmentIncomeAmt |
| CY Investment Income | $907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $265,166 | PYOtherRevenueAmt |
| CY Other Revenue | $319,012 | CYOtherRevenueAmt |
| PY Total Revenue | $1,384,674 | PYTotalRevenueAmt |
| CY Total Revenue | $1,436,586 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $820,288 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $852,662 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $126,308 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $464,231 | PYOtherExpensesAmt |
| CY Other Expenses | $489,249 | CYOtherExpensesAmt |
| PY Total Expenses | $1,284,519 | PYTotalExpensesAmt |
| CY Total Expenses | $1,341,911 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $100,155 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $94,675 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $932,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $869,117 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $275,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $109,756 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $657,022 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $759,361 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UNITED THROUGH READING UNITES MILITARY FAMILIES FACING PHYSICAL SEPARATION BY FACILITATING THE BONDING EXPERIENCE OF READING ALOUD TOGETHER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,067,407 | ExpenseAmt |
| Desc | MILITARY PROGRAM - UNITED THROUGH READING HELPS EASE THE STRESS OF SEPARATION FOR MILITARY FAMILIES BY OFFERING SERVICE MEMBERS WHO ARE SEPARATED FROM THEIR FAMILIES THE OPPORTUNITY TO BE VIDEO-RECORDED READING BOOKS TO THEIR CHILDREN AT HOME FROM LOCATIONS AROUND THE WORLD. | Desc |
| Total Program Service Expenses | $1,067,407 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY ZOLL | PersonNm |
| Phone | 8584817323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 FRAZEE ROAD SUITE 500 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92108 | 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 |
|---|---|---|---|---|---|---|---|---|
| SALLY ZOLL EDD | ||||||||
| CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $142,571 | $0 | $0 | |
| FRAN HOLIAN | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH L BELL | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DWAYNE JUNKER | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS STEWART | ||||||||
| VICE CHAIRMAN | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTI HAM | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE BRADSHAW | ||||||||
| Trustee | 0.23 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF MADER | ||||||||
| Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JIM ZORTMAN | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSIE BEETS | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER ZAKHEIM | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CMSGT DENISE M JELINKSKI-HALL | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REBECCA HALL | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY MITCHELL | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sean McHugh | ||||||||
| CFO | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES VAN VECHTEN | ||||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian J Roehrkasse | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kurt Schwend | ||||||||
| SR DIR OF OPS/TECH | 40.00 | 0.00 | $118,795 | $0 | $0 | Yes (X) | ||
| Kara Dallman | ||||||||
| SR DIR OF DEVELOP | 40.00 | 0.00 | $113,593 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $374,959 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Insperity | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19001 Crescent Spring Dr | AddressLine1Txt |
| City | Kingwood | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Payroll Management | ServicesDesc |
| Compensation | $114,753 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $9,865 | FederatedCampaignsAmt |
| Fundraising | $12,155 | FundraisingAmt |
| All Other Contributions | $1,094,647 | AllOtherContributionsAmt |
| Noncash Contributions | $149,227 | NoncashContributionsAmt |
| Total Contributions | $1,116,667 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $907 | TotalRevenueColumnAmt |
| Exclusion | $907 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $634,779 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $12,155 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $315,767 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $319,012 | TotalRevenueColumnAmt |
| Exclusion | $319,012 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,436,586 | TotalRevenueColumnAmt |
| Exclusion | $319,919 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,572 | TotalAmt |
| Program Services | $114,057 | ProgramServicesAmt |
| Management And General | $7,129 | ManagementAndGeneralAmt |
| Fundraising | $21,386 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,090 | TotalAmt |
| Program Services | $570,927 | ProgramServicesAmt |
| Management And General | $50,907 | ManagementAndGeneralAmt |
| Fundraising | $88,256 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,296 | TotalAmt |
| Program Services | $38,328 | ProgramServicesAmt |
| Management And General | $22,315 | ManagementAndGeneralAmt |
| Fundraising | $6,653 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,816 | TotalAmt |
| Program Services | $3,331 | ProgramServicesAmt |
| Management And General | $764 | ManagementAndGeneralAmt |
| Fundraising | $721 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,377 | TotalAmt |
| Program Services | $2,999 | ProgramServicesAmt |
| Management And General | $151 | ManagementAndGeneralAmt |
| Fundraising | $227 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,593 | TotalAmt |
| Program Services | $6,874 | ProgramServicesAmt |
| Management And General | $688 | ManagementAndGeneralAmt |
| Fundraising | $1,031 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| IN-KIND DONATIONS | $149,227 | $88,327 | $60,900 | |
| TRANSPORTATION/MILEAGE/MEALS | $59,325 | $59,325 | ||
| BOOKS | $52,760 | $52,760 | ||
| SMALL EQUIPMENT | $39,115 | $36,674 | $976 | $1,465 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,740 | TotalAmt |
| Program Services | $93,805 | ProgramServicesAmt |
| Management And General | $4,366 | ManagementAndGeneralAmt |
| Fundraising | $6,569 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341,911 | TotalAmt |
| Program Services | $1,067,407 | ProgramServicesAmt |
| Management And General | $148,196 | ManagementAndGeneralAmt |
| Fundraising | $126,308 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,845 | BOYAmt |
| EOY | $546,220 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,867 | BOYAmt |
| EOY | $202,271 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,010 | BOYAmt |
| EOY | $44,022 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,981 | BOYAmt |
| EOY | $13,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,627 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,627 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,421 | BOYAmt |
| EOY | $63,085 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,124 | BOYAmt |
| EOY | $869,117 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,602 | BOYAmt |
| EOY | $84,756 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,500 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,102 | BOYAmt |
| EOY | $109,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,704 | BOYAmt |
| EOY | $648,293 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,408 | BOYAmt |
| EOY | $60,560 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,910 | BOYAmt |
| EOY | $50,508 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $657,022 | BOYAmt |
| EOY | $759,361 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $932,124 | BOYAmt |
| EOY | $869,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $94,675 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,664 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,530,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,300,504 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $953,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,118,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,116,667 | CurrentTaxYearAmt |
| Total | $6,019,997 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,530,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,300,504 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $953,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,118,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,116,667 | CurrentTaxYearAmt |
| Total | $6,019,997 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,833,912 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,186,085 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $907 | CurrentTaxYearAmt |
| Total | $3,528 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,023,525 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,153,559 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57360 | PublicSupportPY170Pct |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,421 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,190 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $526 | AdministrativeExpensesAmt |
| End Year Balance | $63,085 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,955 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,969 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $503 | AdministrativeExpensesAmt |
| End Year Balance | $55,421 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,983 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$626 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $402 | AdministrativeExpensesAmt |
| End Year Balance | $51,955 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,183 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,184 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $384 | AdministrativeExpensesAmt |
| End Year Balance | $52,983 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,140 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,390 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $347 | AdministrativeExpensesAmt |
| End Year Balance | $51,183 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,627 | DepreciationAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN RANCHO SANTA FE FOUNDATION | $29,938 |
| INVESTMENT IN SAN DIEGO FOUNDATION | $33,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $63,085 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,021,753 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,664 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $261,736 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $315,767 | OtherRevenueAmt |
| Revenue Not Reported | $585,167 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,436,586 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,436,586 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,919,414 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $261,736 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $315,767 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $577,503 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,341,911 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,341,911 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | The endowment funds are in permanently restricted accounts where currently there is no use of the income or dividends from the funds. There is no intention of using the interest income until the fund balance increases. |
| Part X : FIN48 Footnote | The Organization is a public charity and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. The Organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization is not a private foundation.The Organizations Return of Organization Exempt from Income Tax for the years ended December 31, 2017, 2016, 2015 and 2014 are subject to examination by the Internal Revenue Service and State taxing authorities, generally three to four years after the returns were filed. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | SPECIAL EVENT EXPENSES $315767 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | SPECIAL EVENT EXPENSES $315767 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STORYBOOK BALL | Event1Nm |
| Gross Receipts Event1 | $329,485 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,205 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $320,280 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $50,790 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $82,696 | OtherDirectExpensesEvent1Amt |
| Event2 | TRIBUTE TO MILITARY FAMILIES | Event2Nm |
| Gross Receipts Event2 | $317,449 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,950 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $314,499 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $78,090 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $104,191 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $646,934 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $12,155 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $634,779 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $128,880 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $186,887 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $315,767 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $319,012 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $8,313 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|
| Yes (X) | AUCTION ITEMS | $134,103 | FMV |
| Yes (X) | FOOD | $2,770 | FMV |
| Yes (X) | AIRLINE TICKETS | $644 | FMV |
| Yes (X) | OTHER | $3,397 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Audit Committee reviews the Form 990. Once it is approved by the Audit Committee it is then submitted to the Board for final approval. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 1. Each new Trustee is presented with the Conflict of Interest policy during the 3 to 4 hour Trustee orientation. After the orientation is over the Trustee is asked if he or she understands the policy and is asked to sign the Conflict of Interest statement.2. Annually, all Trustees review the Conflict of Interest policy and are asked to sign the Conflict of Interest statement for the following year. All statements are kept on file in the United Through Reading office.3. The Executive Committee is the committee within the Board that monitors any contracts/transactions that could potentially create a conflict of interest. Minutes from that committee's meetings will show discussion of conflict of interest.4. The officers and members of the Board are aware through the written Conflict of Interest policy, which is kept in their annually updated handbook, and through verbal reminders at meetings of their obligation to reveal a conflict of interest if it exists. Board members recuse themselves and are required to physically leave any discussion or vote when a conflict of interest might exist. Chairs of committees and of the Board follow the written procedures provided by the Conflict of Interest policy. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Board of Trustees has a "Policy on Process for Determining Compensation" as approved by the Board of Trustees in 2008 and is maintained in the Board Binder. It states:a) The Policy on the Process for Determining Compensation within the United Through Reading organization applies to the compensation of the Chief Executive Officer and other senior management.b) The process includes all of these elements: (1) review and approval by the Board of Trustees; (2) use of data as to comparable compensation; and (3) contemporaneous documentation and recordkeeping. *Review and approval. The compensation of the person is reviewed and approved by the Board of Trustees of United Through Reading, provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in this review and approval. *Use of data as to comparable compensation. The compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. *Contemporaneous documentation and recording keeping. There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST. THE ORGANIZATION POSTS ITS AUDITED FINANCIAL STATEMENTS, ANNUAL REPORT AND IRS DETERMINATION LETTER ON GUIDESTAR. |
| FORM 990, PART V, LINE 2A & PART IX, LINE 5 & 7 | UTR has entered into an agreement with a PEO (professional employer organization) Insperity to establish a three-way relationship between UTR, our employees and the PEO. UTR and the PEO are co-employers, instead of the traditional employer company/employee relationship. The PEO takes responsibility for HR administration and compliance, for which it charges a service fee. Under this agreement Insperity has paid 12 employees during 2017. |