SERV FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SERV FOUNDATION INC (EIN 22-3265546)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-05
- IRS object ID
- 201830369349300008
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-05T08:44:01-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Virchow Krause LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 Market Street Suite 4500 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223265546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SERV Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SERV | BusinessNameControlTxt |
| Phone | 6094060100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Scotch Road Third Floor | AddressLine1Txt |
| City | Ewing | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08628 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Caren C Jesseman | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6094060100 | PhoneNum |
| Signature | 2018-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julius C Green CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.59.42.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-31 | IPDt |
| IP Tm | 09:29:19 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41D52B76DFE0CA0C5E5ED141E25DBC48D8427C36 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Caren C Jesseman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Scotch Road Third Floor | AddressLine1Txt |
| City | Ewing | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,328,004 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SERVBHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE FUNDS IN SUPPORT OF THE SERV PROGRAMS, WHICH OPERATE THROUGH RELATED AFFILIATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $142,414 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $9,783 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $65,312 | PYContributionsGrantsAmt |
| CY Contributions Grants | $120,063 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $222,882 | PYInvestmentIncomeAmt |
| CY Investment Income | $345,742 | CYInvestmentIncomeAmt |
| PY Other Revenue | $33,798 | PYOtherRevenueAmt |
| CY Other Revenue | $19,434 | CYOtherRevenueAmt |
| PY Total Revenue | $321,992 | PYTotalRevenueAmt |
| CY Total Revenue | $485,239 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,869 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,496 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,738 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,664 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,188 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $79,652 | PYOtherExpensesAmt |
| CY Other Expenses | $107,783 | CYOtherExpensesAmt |
| PY Total Expenses | $113,259 | PYTotalExpensesAmt |
| CY Total Expenses | $138,943 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $208,733 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $346,296 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,116,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,621,893 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,119 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,101,279 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,595,774 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RAISE FUNDS FOR SUPPORT OF THE SERV PROGRAMS, WHICH OPERATE THROUGH THE organization's AFFILIATES (SERV CENTERS OF NJ INC and SERV ACHIEVEMENT CENTERS INC.) THESE PROGRAMS PROVIDE SOCIAL, EDUCATIONAL, RESIDENTIAL AND VOCATIONAL SERVICES TO INDIVIDUALS WITH EMOTIONAL OR MENTAL DISTURBANCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $80,273 | ExpenseAmt |
| Grant | $19,496 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SERV FOUNDATION RAISES MONEY TO PROVIDE SCHOLARSHIPS TO CONSUMERS OF RELATED COMPANIES FOR THE PURPOSE OF ATTENDING COLLEGE, AND ACCREDITED TECHNICAL OR SPECIALTY SCHOOLS. Nine CONSUMERS RECEIVED SCHOLARSHIP ASSISTANCE DURING FISCAL YEAR 2017.SERV FOUNDATION ALSO HOLDS A RECOVERY CONFERENCE EACH YEAR. THE CONFERENCE IS OPEN TO CONSUMERS OF THE SERV RELATED COMPANIES. THE CONFERENCE INCLUDES SPEAKERS ON VARIOUS TOPICS SUCH AS FINANCIAL LITERACY, NUTRITION, SMOKING CESSATION, AND VARIOUS MENTAL HEALTH ISSUES. 425 individuals ATTENDED THE CONFERENCE IN 2017.SERV Foundation also contributed to SERV Centers of New Jersey for client facility improvements. | Desc |
| Total Program Service Expenses | $80,273 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREN JESSEMAN CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6094060100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 SCOTCH ROAD 3RD FLOOR | AddressLine1Txt |
| City | ewing | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08628 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| Andre Caldini | |||||||
| chairPERSON | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ward Bauman | |||||||
| secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ted Golfinopoulos | |||||||
| past Chairperson | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| gary Van Nostrand | |||||||
| President/CEO (rET. 8/16) | 2.00 | Yes (X) | Yes (X) | $0 | $146,264 | $16,607 | 38.00 |
| Rich Diacont | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Regina Widdows | |||||||
| President/CEO (BEGAN 11/16) | 2.00 | Yes (X) | Yes (X) | $0 | $27,001 | $0 | 38.00 |
| keith Hamilton | |||||||
| EXECUTIVE VP (UNTIL 1/17) | 2.00 | Yes (X) | $0 | $144,689 | $26,250 | 38.00 | |
| caren jesseman | |||||||
| Chief Financial Officer | 2.00 | Yes (X) | $0 | $145,776 | $24,822 | 38.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $463,730 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $67,679 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,000 | FundraisingAmt |
| All Other Contributions | $115,063 | AllOtherContributionsAmt |
| Noncash Contributions | $32,903 | NoncashContributionsAmt |
| Total Contributions | $120,063 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $309,285 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $142,414 | UnrelatedBusinessRevenueAmt |
| Exclusion | $166,871 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,007 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,541 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$2,534 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,534 | TotalRevenueColumnAmt |
| Exclusion | -$2,534 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $827,024 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $790,567 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,457 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,457 | TotalRevenueColumnAmt |
| Exclusion | $36,457 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,915 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,302 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,613 | TotalRevenueColumnAmt |
| Exclusion | $16,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $10,710 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $5,355 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,355 | TotalRevenueColumnAmt |
| Exclusion | $5,355 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $485,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $142,414 | UnrelatedBusinessRevenueAmt |
| Exclusion | $222,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,496 | TotalAmt |
| Program Services | $19,496 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,548 | TotalAmt |
| Program Services | $3,516 | ProgramServicesAmt |
| Management And General | $3,516 | ManagementAndGeneralAmt |
| Fundraising | $3,516 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408 | TotalAmt |
| Program Services | $136 | ProgramServicesAmt |
| Management And General | $136 | ManagementAndGeneralAmt |
| Fundraising | $136 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708 | TotalAmt |
| Program Services | $236 | ProgramServicesAmt |
| Management And General | $236 | ManagementAndGeneralAmt |
| Fundraising | $236 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,897 | TotalAmt |
| Management And General | $21,897 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,181 | TotalAmt |
| Program Services | $13,294 | ProgramServicesAmt |
| Management And General | $2,428 | ManagementAndGeneralAmt |
| Fundraising | $459 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929 | TotalAmt |
| Management And General | $929 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,233 | TotalAmt |
| Program Services | $8,021 | ProgramServicesAmt |
| Management And General | $9,793 | ManagementAndGeneralAmt |
| Fundraising | $419 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,457 | TotalAmt |
| Program Services | $19,437 | ProgramServicesAmt |
| Management And General | $4,020 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,397 | TotalAmt |
| Program Services | $799 | ProgramServicesAmt |
| Management And General | $799 | ManagementAndGeneralAmt |
| Fundraising | $799 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Promotional/Entertain. | $11,019 | $2,397 | $8,292 | $330 |
| SCHOLARSHIP RAFFLE | $9,115 | $9,115 | ||
| HONORARIUM | $3,000 | $3,000 | ||
| CLIENT ACTIVITIES | $700 | $700 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855 | TotalAmt |
| Program Services | $126 | ProgramServicesAmt |
| Management And General | $436 | ManagementAndGeneralAmt |
| Fundraising | $293 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,943 | TotalAmt |
| Program Services | $80,273 | ProgramServicesAmt |
| Management And General | $52,482 | ManagementAndGeneralAmt |
| Fundraising | $6,188 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,344 | BOYAmt |
| EOY | $66,632 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $89,805 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,712 | BOYAmt |
| EOY | $12,850 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,190 | BOYAmt |
| EOY | $435,149 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $687,176 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $184,409 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,249 | BOYAmt |
| EOY | $502,767 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,119,802 | BOYAmt |
| EOY | $2,320,272 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,545,236 | BOYAmt |
| EOY | $1,779,767 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,533 | BOYAmt |
| EOY | $414,651 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,116,489 | BOYAmt |
| EOY | $5,621,893 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,210 | BOYAmt |
| EOY | $26,119 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,210 | BOYAmt |
| EOY | $26,119 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,091,308 | BOYAmt |
| EOY | $5,561,134 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,971 | BOYAmt |
| EOY | $34,640 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,101,279 | BOYAmt |
| EOY | $5,595,774 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,116,489 | BOYAmt |
| EOY | $5,621,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $346,296 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $148,199 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,063 | CurrentTaxYearAmt |
| Total | $377,222 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,435 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $82,644 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,063 | CurrentTaxYearAmt |
| Total | $377,222 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $69,594 | SubstantialContributorsTotAmt |
| Public Support Total170 | $307,628 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,990 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,878 | CurrentTaxYearAmt |
| Total | $990,648 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $142,414 | CurrentTaxYearAmt |
| Total | $142,414 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,510,284 | TotalSupportAmt |
| Public Support CY170 | 0.20370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.23910 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY THE FOUNDATION EQUALS AT LEAST 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION. THE ORGANIZATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. THE ORGANIZATION SATISFIES THIS REQUIREMENT BY MAINTAINING A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICIATION OF FUNDS. THE SCOPE OF THE ORGANIZATION'S FUNDRAISING ACTIVITIES ARE REASONABLE IN LIGHT OF ITS CHARITABLE ACTIVITIES. | FactsAndCircumstancesTestTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,907 | OtherCostOrOtherBasisAmt |
| Book Value | $187,907 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $479,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,501 | DepreciationAmt |
| Book Value | $306,592 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,908 | DepreciationAmt |
| Book Value | $8,268 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $502,767 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN AHM | Desc |
| Book Value | $1,779,767 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,779,767 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATES | Desc |
| Book Value | $414,651 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $414,651 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $659,979 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $148,199 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $148,199 | RevenueNotReportedAmt |
| Revenue Subtotal | $511,780 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$26,541 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$26,541 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $485,239 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $165,484 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $26,541 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $26,541 | ExpensesNotReportedAmt |
| Expenses Subtotal | $138,943 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $138,943 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | The Foundation accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined there were no tax uncertainties that met the recognition threshold in 2017 and 2016. |
| Part XI, Line 4b - Other Adjustments: | rental expenses -26,541. |
| Part XII, Line 2d - Other Adjustments: | rental expenses 26,541. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Volley for SERV | Event1Nm |
| Gross Receipts Event1 | $41,915 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $36,915 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $4,725 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $15,177 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Gross Receipts Total | $41,915 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $36,915 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,725 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,177 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $20,302 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $16,613 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | Yes (1) | LicensedInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarship | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $19,496 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Three times a year (spring, summer and fall), The SERV Foundation presents scholarships to adult SERV consumers who want to attend or return to school, whether it is a 2- or 4-year college, vocational, technical, or specialty school, or an adult school. The applicants must have exhausted all other forms of educational funding before seeking help from The SERV Foundation. All of those selected for scholarships throughout the program's existence have worked hard to become psychiatrically stable and show potential to complete their intended course of Study. Applicants, who have been with SERV for at least three (3) months and have successfully graduated through the continuum of care, submit a request form to their Residential Program Managers at SERV by a deadline set by the Foundation. The funds requested can include tuition costs, book fees and/or public transportation expenses. All forms are then submitted by deadline to the directors of SERV Centers (mental health) and SERV Achievement Centers (developmental disabilities) for review. If approved, the directors forward the applications along with essays written by the applicants by a deadline to the Foundation's Scholarship Fund Committee. The Foundation's Board of Directors reviews the applications and may contact the directors for any additional information. The Board then makes the final decision and the applicants are notified by letter. A check for the approved amount is sent to the applicant, rather than to the school, to protect the anonymity of the students' affiliation with a behavioral health agency. Scholarship recipients must send receipts for paid coursework and books to the Scholarship Committee at the corporate office. Any funds not used by the recipient (because of a dropped course or another reason) must be returned to the SERV Foundation by check or money order immediately. At the end of the semester, clinical staff who recommended the award recipients must forward a copy of the students' transcripts, along with a "Scholarship Recipient Follow-up Questionnaire" completed by the student, to the Scholarship Fund Committee at the corporate office. The questionnaire asks for the final grade for the course, current grade-point average (GPA), credits accumulated toward degree, and whether they intend to continue their studies the next semester. The corporate office records all information about the student and his/her educational track in a database and analyzes the outcome. Since we began keeping track of Grade Point Averages in the Fall 2009 semester, the median GPA is 3.177. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| gary Van Nostrand | ||||||||||||||
| President/CEO (rET. 8/16) | $0 | $105,464 | $0 | $40,800 | $0 | $0 | $0 | $10,617 | $0 | $5,990 | $0 | $162,871 | $0 | $0 |
| keith Hamilton | ||||||||||||||
| EXECUTIVE VP (UNTIL 1/17) | $0 | $134,689 | $0 | $10,000 | $0 | $0 | $0 | $11,068 | $0 | $15,182 | $0 | $170,939 | $0 | $0 |
| caren jesseman | ||||||||||||||
| Chief Financial Officer | $0 | $135,776 | $0 | $10,000 | $0 | $0 | $0 | $9,640 | $0 | $15,182 | $0 | $170,598 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | THE EXECUTIVES WHO ARE LISTED ON THIS SCHEDULE HAVE THEIR COMPENSATION DETERMINED BY A RELATED PARTY THROUGH METHODS SUCH AS COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| Part I, Line 7 | The PRESIDENT, GARY NOSTRAND, RECEIVES A BONUS WHICH IS DETERMINED AT THE DISCRETION OF THE BOARD AND IS BASED UPON A NUMBER OF FINANCIAL AND NON-FINANCIAL CRITERIA. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,983 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | nyse | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ;special event donations | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $920 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | similar sales | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | The sole member of the corporation is SERV Behavioral Health System, Inc. |
| Form 990, Part VI, Section A, line 7a | SERV BEHAVIORAL HEALTH SYSTEM INC, THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS BOARD OF DIRECTORS HAS THE SOLE POWER TO APPROVE THE DIRECTORS OF THE ORGANIZATION AND THE SOLE POWER TO REMOVE OFFICERS AND DIRECTORS WITH AND WITHOUT CAUSE. |
| Form 990, Part VI, Section A, line 7b | SERV Behavioral Health Systems Inc, the sole member of the organization, acting through its board of directors has the power to do the following: approve the selection of the chief operating officer; amend the certificate of incorporation and the by-laws; dispose of all or substantially all of the assets of the organization; approve the annual and any capital budget; merge, consolidate, dissolve or otherwise change the corporate structure of the organization; approve all expenditures exceeding $50,000 not included in the approved budget; select the attorney and approve the certified public accountant for the organization; approve the purchase, sale, exchange, conveyance or lease for a term in excess of three years of real assets, the borrowing of money, the issuance of notes or bonds or the repayment thereof with interest, and the granting of such pledges, mortgages, or other security interests with respect to property as shall be required therein upon such terms and conditions as shall have been recommended by the board of directors; require the certified audit of corporate funds at any time; and authorize any fund drive or solicitation offers. |
| Form 990, Part VI, Section B, line 11b | The Chief Financial Officer will perform an initial review. Once the CFO approves the draft, the 990 is e-mailed to the finance committee and board of directors for review prior to filing. |
| Form 990, Part VI, Section B, line 12c | THE ORGANIZATION HAS A COMPLIANCE OFFICER WHO CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY COVERS EMPLOYEES, CONTRACTORS AND BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO FILL OUT ANNUAL CONFLICT OF INTEREST QUESTIOnNAIRES. ANY CONFLICTS ARE DETERMINED BY THE COMPLIANCE OFFICER AND THE COMPLIANCE COMMITTEE. IF A CONFLICT IS DISCOVERED, A CONFLICT MANAGEMENT PLAN IS PUT IN PLACE TO MANAGE THE CONFLICT. IF BOARD MEMBERS AND OFFICERS HAVE ANY CONFLICTS THEY ABSTAIN FROM ANY BOARD VOTES OR DECISIONS WHICH INVOLVE THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY AS sources of potential conflicts. |
| Form 990, Part VI, Section C, line 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE made AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part IX, line 11g | Professional Fees: Program service expenses 13,294. Management and general expenses 2,428. Fundraising expenses 459. Total expenses 16,181. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SERV Behavioral Health System Inc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 223560510 | The organization is a holding company for SERV Centers and other related org | NJ | 501(c)(3) | Line 7 | N/A | 0 | |
| SERV Centers of New Jersey Inc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 222090976 | Offers Social, educational, residental, and vocational services | NJ | 501(c)(3) | Line 7 | 0 | SERV Behavioral Health System Inc | |
| SERV Properties and Management Inc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 223265548 | supporting organization for Related Organizations | NJ | 501(c)(3) | Line 12a, I | 0 | SERV Behavioral Health System Inc | |
| SERV Centers Housing Corporation INc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 222284195 | Provides Housing for use by severely Mentally Disabled Persons | NJ | 501(c)(3) | Line 7 | 0 | SERV Behavioral Health System Inc | |
| SERV Achievement Centers Inc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 222775481 | Provide high quality of care and rehabilitation for people with disabilities | NJ | 501(c)(3) | Line 7 | 0 | SERV Behavioral Health System Inc | |
| CIFA II Inc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 223198050 | Group Home for the developmentally disabled located in princeton NJ | NJ | 501(c)(3) | Line 7 | 0 | sERV Behavioral Health System Inc | |
| CIFA III Inc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 223436040 | Group Home for the developmentally disabled located in Lawrenceville NJ | NJ | 501(c)(3) | Line 12b, II | 0 | sERV Behavioral Health System Inc | |
| CIFA Foundation Inc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 223264933 | To Provide Financial Assistance and support to related organizations | NJ | 501(c)(3) | Line 12b, II | 0 | sERV Behavioral Health System Inc | |
| 258 Cumberland Avenue Inc | |||||||||||
| 20 scotch Road THird Floor | Ewing | NJ | 08628 | 223271130 | Group Home for the developmentally disabled. | NJ | 501(c)(3) | Line 7 | 0 | sERV Behavioral Health System Inc | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Advanced Health Management LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Scotch Road Third Floor | AddressLine1Txt |
| City | Ewing | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233470979 | EIN |
| Primary Activities | Management Services | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Serv Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | management services | PredominantIncomeTypeTxt |
| Share Of Total Income | $235,510 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,779,767 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $142,414 | UBICodeVAmt |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.80000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |