LASALLIAN EDUCATIONAL AND RESEARCH INITIATIVES: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LASALLIAN EDUCATIONAL AND RESEARCH INITIATIVES (EIN 41-1703838)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-01
- IRS object ID
- 201841529349300704
- 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 | 2018-06-01T08:57:50-05:00 | 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 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 411703838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT MARY'S PRESS OF MINNESOTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 5074577900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 TERRACE HEIGHTS | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 559871320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SKIFTON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5074577900 | PhoneNum |
| Signature | 2018-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH REICHLING | PreparerPersonNm |
| PTIN | P01587996 | PTIN |
| Phone | 6123764500 | PhoneNum |
| 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 | JOHN VITEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 TERRACE HEIGHTS | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 559871320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,145,350 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | PUBLISH CATHOLIC RELIGIOUS EDUCATION MATERIALS USED IN CATHOLIC SCHOOLS AND PARISHES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $137,919 | PYInvestmentIncomeAmt |
| CY Investment Income | $71,628 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,931,834 | PYOtherRevenueAmt |
| CY Other Revenue | $4,896,099 | CYOtherRevenueAmt |
| PY Total Revenue | $4,069,753 | PYTotalRevenueAmt |
| CY Total Revenue | $4,967,727 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $83,144 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $154,899 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,395,535 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,957,310 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,665,707 | PYOtherExpensesAmt |
| CY Other Expenses | $1,466,154 | CYOtherExpensesAmt |
| PY Total Expenses | $4,144,386 | PYTotalExpensesAmt |
| CY Total Expenses | $4,578,363 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$74,633 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $389,364 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,139,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,831,395 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $783,783 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,917,543 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,355,279 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,913,852 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR PRIMARY PURPOSE IS TO DEVELOP EDUCATIONAL MATERIALS WITH A FOCUS ON RELIGIOUS EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,503,319 | ExpenseAmt |
| Grant | $154,899 | GrantAmt |
| Revenue | $4,867,940 | RevenueAmt |
| Desc | DISTRIBUTION OF RELIGIOUS EDUCATION MATERIALS TO VARIOUS SCHOOLS AND BOOKSTORES INCLUDING EDITING AND PRINTING OF RELIGIOUS TEXTS. | Desc |
| Total Program Service Expenses | $1,503,319 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | 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 | 135 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 60 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE SKIFTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074577900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 TERRACE HEIGHTS | AddressLine1Txt |
| City | WINONA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 559871320 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN VITEK | ||||||
| PRESIDENT / CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $165,328 | $0 | $24,365 |
| MARIA CAPOUCH ENDED MAY 2017 | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER FERRO | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BR THOMAS JOHNSON | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER JUNGBAUER | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MCCARTY | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $42,877 | $0 | $0 | |
| BR MICHAEL QUIRK | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN WALLEK | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICH CURRAN | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA MEAGHER | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY SWAGGER | ||||||
| MEMBER OF THE GOV. BODY ONLY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SKIFTON | ||||||
| CHIEF FINANCIAL OFFICER / TREASURER | 40.00 | Yes (X) | $105,933 | $0 | $31,792 | |
| PAM CONLEY | ||||||
| ASSISTANT TREASURER | 40.00 | Yes (X) | $52,021 | $0 | $27,688 | |
| CATHY ESPY | ||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $60,803 | $0 | $28,447 | |
| CAREN YANG | ||||||
| SECRETARY | 40.00 | Yes (X) | $88,411 | $0 | $10,573 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $515,373 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $122,865 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| LSC COMMUNICATIONS US LLC | |||||
| 191 NORTH WACKER DRIVE | CHICAGO | IL | 60606 | PRINTED BIBLES AND TEXTBOOKS | $898,074 |
| UNITED PARCEL SERVICE | |||||
| LOCKBOX 577 | CAROL STREAM | IL | 60132 | SHIPPING COMPANY | $317,195 |
| RR DONNELLEY RECEIVABLES INC | |||||
| PO BOX 905151 | CHARLOTTE | NC | 282905151 | PRINTED BIBLES AND TEXTBOOKS | $217,548 |
| DICKINSON PRESS INC | |||||
| 5100 33RD ST SE | GRAND RAPIDS | MI | 49512 | PRINTED BIBLES AND TEXTBOOKS | $186,671 |
| VERSA PRESS INC | |||||
| 1465 SPRING BAY ROAD | EAST PEORIA | IL | 61611 | PRINTED BIBLES AND TEXTBOOKS | $166,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,284 | TotalRevenueColumnAmt |
| Exclusion | $155,284 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,546,660 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,630,316 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$83,656 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$83,656 | TotalRevenueColumnAmt |
| Exclusion | -$83,656 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $9,415,247 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,547,307 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,867,940 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,867,940 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 090099 | BusinessCd |
| Total Revenue Column | $28,159 | TotalRevenueColumnAmt |
| Exclusion | $28,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,159 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,967,727 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,867,940 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,787 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,899 | TotalAmt |
| Program Services | $154,899 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,361 | TotalAmt |
| Program Services | $37,939 | ProgramServicesAmt |
| Management And General | $557,422 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,888,381 | TotalAmt |
| Program Services | $640,208 | ProgramServicesAmt |
| Management And General | $1,248,173 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,155 | TotalAmt |
| Program Services | $54,699 | ProgramServicesAmt |
| Management And General | $77,456 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,213 | TotalAmt |
| Program Services | $61,912 | ProgramServicesAmt |
| Management And General | $133,301 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,200 | TotalAmt |
| Program Services | $48,634 | ProgramServicesAmt |
| Management And General | $97,566 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,962 | TotalAmt |
| Management And General | $2,962 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,403 | TotalAmt |
| Management And General | $15,403 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,193 | TotalAmt |
| Management And General | $39,193 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,882 | TotalAmt |
| Program Services | $242,382 | ProgramServicesAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,221 | TotalAmt |
| Management And General | $10,221 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,092 | TotalAmt |
| Management And General | $200,092 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,305 | TotalAmt |
| Management And General | $42,305 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,025 | TotalAmt |
| Management And General | $143,025 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,876 | TotalAmt |
| Program Services | $106,643 | ProgramServicesAmt |
| Management And General | $41,233 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,851 | TotalAmt |
| Program Services | $130,205 | ProgramServicesAmt |
| Management And General | $196,646 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| SHIPPING, PRINTING, POS | $45,426 | $45,426 | |
| MISCELLANEOUS | $44,578 | $44,578 | |
| PRODUCT DEVELOPMENT | $28,703 | $28,703 | |
| COLLEGE DIVISION | $25,798 | $25,798 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,839 | TotalAmt |
| Management And General | $148,839 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,578,363 | TotalAmt |
| Program Services | $1,503,319 | ProgramServicesAmt |
| Management And General | $3,075,044 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,944 | BOYAmt |
| EOY | $967,071 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,657 | BOYAmt |
| EOY | $630,894 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,022 | BOYAmt |
| EOY | $2,021,934 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,527 | BOYAmt |
| EOY | $46,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,837,193 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,878,675 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,389,841 | BOYAmt |
| EOY | $1,958,518 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,671,511 | BOYAmt |
| EOY | $15,191,415 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,560 | BOYAmt |
| EOY | $14,890 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,139,062 | BOYAmt |
| EOY | $20,831,395 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,855 | BOYAmt |
| EOY | $1,516,466 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $242,928 | BOYAmt |
| EOY | $401,077 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,783 | BOYAmt |
| EOY | $1,917,543 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,355,279 | BOYAmt |
| EOY | $18,913,852 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,355,279 | BOYAmt |
| EOY | $18,913,852 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,139,062 | BOYAmt |
| EOY | $20,831,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $389,364 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,169,209 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,663,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,788,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,247,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,011,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,415,247 | CurrentTaxYearAmt |
| Total | $48,127,195 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,663,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,788,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,247,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,011,934 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,415,247 | CurrentTaxYearAmt |
| Total | $48,127,195 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,598,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,795,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,846,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,758,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,123,549 | CurrentTaxYearAmt |
| Total | $14,122,727 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,598,658 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,795,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,846,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,758,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,123,549 | CurrentTaxYearAmt |
| Total | $14,122,727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,004,468 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,284 | CurrentTaxYearAmt |
| Total | $706,343 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $139,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,284 | CurrentTaxYearAmt |
| Total | $706,343 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $308,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,159 | CurrentTaxYearAmt |
| Total | $358,662 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,780,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,939,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,414,636 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,459,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,598,690 | CurrentTaxYearAmt |
| Total | $49,192,200 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.69130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.71110 | PublicSupportPY509Pct |
| Investment Income CY | 0.01440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01380 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME GAIN ON LIFE INSURANCE | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,977,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,087,016 | DepreciationAmt |
| Book Value | $890,391 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,859,786 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,791,659 | DepreciationAmt |
| Book Value | $1,068,127 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,958,518 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN COMMON TRUST FUNDS | Desc |
| Book Value | $15,191,415 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,191,415 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROYALTIES PAYABLE | $249,180 |
| INCENTIVE PLAN SALARIES | $151,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $401,077 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,380,505 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,169,209 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,547,307 | OtherRevenueAmt |
| Revenue Not Reported | $5,716,516 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,663,989 | RevenueSubtotalAmt |
| Other Revenues Not Included | $303,738 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $303,738 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,967,727 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,274,624 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,274,624 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $303,738 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $303,738 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,578,362 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | SMP IS GENERALLY EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE STATUTES. MANAGEMENT HAS EVALUATED SMP'S TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND CONCLUDED THAT SMP HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 4,547,307. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS PROVIDED RECLASSIFIED FROM OTHER INCOME TO PROGRAM EXPENSE 154,899. OTHER EXPENSES 148,839. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS PROVIDED RECLASSIFIED FROM OTHER INCOME TO PROGRAM EXPENSE 154,899. OTHER EXPENSES 148,839. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN VITEK | PersonNm |
| Title | PRESIDENT / CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $165,328 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,766 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,599 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $189,693 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S SELECTIVE INCENTIVE PLAN IS LIMITED TO CORE MANAGERS AND KEY EMPLOYEES. THE BOARD APPROVES THE ANNUAL SELECTIVE INCENTIVE PLAN DISTRIBUTION BASED ON THE RECOMMENDATION FROM MANAGEMENT. IN NO EVENT GREATER THAN 22 1/2% OF THE EMPLOYEE'S BASE SALARY. | 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 | ROBERT MCCARTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SMP BOARD MEMBER, BOARD CHAIR | RelationshipDescriptionTxt |
| Transaction | $42,877 | TransactionAmt |
| Transaction | SPEAKER AND PRESENTER OF THE CARA RESEARCH PROJECT BY SMP | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS SHALL BE THOSE INDIVIDUALS WHO ARE THE INCUMBENT VOTING MEMBERS OF THE DISTRICT COUNCIL OF THE MIDWEST PROVINCE OF THE BROTHERS OF THE CHRISTIAN SCHOOLS, AS SELECTED ACCORDING TO THE RULES AND PROCEDURES OF THE MIDWEST PROVINCE OF THE BROTHERS OF THE CHRISTIAN SCHOOLS, A ROMAN CATHOLIC RELIGIOUS INSTITUTE. |
| FORM 990, PART VI, SECTION A, LINE 7A | CHRISTIAN BROTHERS OF THE MIDWEST HAS A DESIGNATED MEMBER ON THE SMP BOARD. THIS DESIGNATED MEMBER HAS THE SAME VOTING RIGHTS AS ALL OTHER MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING ACTIONS REQUIRE APPROVAL BY THE ORGANIZATION'S MEMBERS: AMENDMENT OF THE GOVERNING DOCUMENTS; SALE, LEASE, OR PLEDGE OF REAL ESTATE OR OTHER ASSETS OF THE ORGANIZATION, INCLUDING A MERGER WITH ANOTHER ORGANIZATION; APPOINTMENT OR REMOVAL OF THE BOARD OF DIRECTORS; DISSOLUTION OF THE CORPORATION AND DISTRIBUTION OF ITS ASSETS. |
| FORM 990, PART VI, SECTION A, LINE 8B | COMMITTEES DO NOT MAKE DECISIONS ON BEHALF OF THE BOARD, BUT MAKE RECOMMENDATIONS TO THE BOARD; THEREFORE THERE ARE NO WRITTEN ACTIONS OR DECISIONS BY A COMMITTEE TO DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS. THE BOARD REVIEWS THE DRAFT FORM 990, ADDRESSING ANY COMMENTS OR CONCERNS PRIOR TO FILING THE FORM WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER, OFFICER AND EMPLOYEE RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY. THE POLICY REQUIRES SIGNED ACKNOWLEDGEMENT AND DISCLOSURE OF ANY CONFLICT. EMPLOYEES' FORMS ARE REVIEWED BY MANAGEMENT TO DETERMINE IF A CONFLICT EXISTS. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ALL FORMS FROM THE OFFICERS AND BOARD MEMBERS TO DETERMINE IF A CONFLICT EXISTS. THE DIRECTOR OR OFFICER HAVING A CONFLICT SHALL NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION AND SHALL RETIRE FROM THE ROOM DURING DELIBERATIONS EXCEPT TO THE EXTENT HE OR SHE HAS BEEN INVITED BY THE BOARD OR COMMITTEE TO PARTICIPATE, AFTER CONSIDERATION OF THE SIGNIFICANCE TO SMP OF THE DISCLOSED CONFLICT. ANY PROPOSED TRANSACTION OR ACTION IN WHICH THE BOARD HAS DETERMINED THAT A DIRECTOR OR OFFICER HAS A CONFLICT OF INTEREST IS TO BE APPROVED BY A MAJORITY OF THE DIRECTORS ENTITLED TO VOTE OTHER THAN THE INTERESTED DIRECTOR(S) AT A MEETING AT WHICH A QUORUM IS PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | FOR OTHER OFFICERS AND KEY EMPLOYEES, INDUSTRY AND MARKET COMPARISIONS ARE PERFORMED BY MANAGEMENT. COMPENSATION IS REVIEWED AT THE TIME OF HIRE AND IS SUBSEQUENTLY ADJUSTED FOR SIGNIFICANT CHANGES IN POSITION OR DUTIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHRISTIAN BROTHERS OF THE MIDWEST INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7650 S COUNTY LINE ROAD B | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364027959 | EIN |
| Primary Activities | RELIGIOUS ORDER | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |