BALDWIN RESEARCH INSTITUTE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BALDWIN RESEARCH INSTITUTE INC (EIN 22-3250064)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349307791
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:14:11-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TOWER PLACE EXECUTIVE PARK 7TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223250064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALDWIN RESEARCH INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALD | BusinessNameControlTxt |
| Phone | 5188422204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 MARKET ST STE 4 | AddressLine1Txt |
| City | AMSTERDAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN SCHWANTES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5188422204 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | XIAOQIANG ZHANG | PreparerPersonNm |
| PTIN | P01577994 | PTIN |
| Phone | 5184493166 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.99.101.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-06 | IPDt |
| IP Tm | 10:21:33 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 69E6C8BDC6A2D250775C651D43A2616646AEEB2E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B2006F24262E52DA3BA4A4C22F6C26EF487F16DC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RYAN SCHWANTES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 MARKET ST STE 4 | AddressLine1Txt |
| City | AMSTERDAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,824,913 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BALDWINRESEARCH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | BALDWIN RESEARCH INSTITUTE'S MISSION IS TO RESEARCH AND DEVELOP PROGRAMS FOR RECOVERY FROM DRUG AND ALCOHOL PROBLEMS, TO GUIDE THE DRUG AND ALCOHOL TREATMENT INDUSTRY AND TO BE A FORCE FOR CHANGE, TO RESEARCH AND DEVELOP DRUG AND ALCOHOL ABUSE PREVENTION PROGRAMS, AND TO HONESTLY AND OBJECTIVELY EDUCATE THE PUBLIC AS TO THE EFFECTIVENESS OF TREATMENT AND PREVENTION PROGRAMS WITH RESPECT TO DRUG AND ALCOHOL ABUSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 112 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$121,728 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$63,899 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,167 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,875 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,238,102 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,730,617 | CYProgramServiceRevenueAmt |
| PY Investment Income | $250 | PYInvestmentIncomeAmt |
| CY Investment Income | $180 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$79,790 | PYOtherRevenueAmt |
| CY Other Revenue | -$121,728 | CYOtherRevenueAmt |
| PY Total Revenue | $5,178,729 | PYTotalRevenueAmt |
| CY Total Revenue | $4,621,944 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,926,996 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,725,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,348,572 | PYOtherExpensesAmt |
| CY Other Expenses | $2,327,601 | CYOtherExpensesAmt |
| PY Total Expenses | $5,275,568 | PYTotalExpensesAmt |
| CY Total Expenses | $5,053,076 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$96,839 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$431,132 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,538,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,024,730 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,206,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,123,352 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $332,510 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$98,622 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PLEASE SEE DESCRIPTION OF ORGANIZATION'S MISSION ON SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,324,211 | ExpenseAmt |
| Revenue | $4,730,617 | RevenueAmt |
| Desc | THE ST. JUDE RESEARCH AND EDUCATION PROGRAM OF BALDWIN RESEARCH INSTITUTE IS A CONSTANTLY EVOLVING CURRICULUM OFFERED THROUGH CLASSES OVER SIX WEEKS AT TWIN RIVERS RETREAT AND 4 WEEKS AT THE EXECUTIVE RETREAT. CLASSES ARE FOR THE PURPOSE OF TEACHING GUESTS AN ALTERNATIVE, NON-MEDICAL BASED WAY IN WHICH THEY CAN MOVE BEYOND SUBSTANCE USE PROBLEMS. INDIVIDUALS ENROLLED ATTEND CLASSES WITH TRAINED PRESENTERS 2 TIMES PER DAY, 5 DAYS PER WEEK. ADDITIONAL CLASSES THROUGHOUT THE WEEK TEACH FOCUS ELECTIVES, WHICH ARE CLASSES AIMED TOWARDS HELPING GUESTS DEAL WITH SPECIFIC EDUCATIONAL, EMPLOYMENT, AND LIFESTYLE CHALLENGES. SOCIAL ACTIVITIES ARE COORDINATED DURING THE EVENING HOURS. A DAY CLASS OPTION IS AVAILABLE TO INDIVIDUALS IN THE NEW YORK CITY AREA AS WELL AS A HOME STUDY PROGRAM WHICH IS A SELF-PACED OPTION INDIVIDUALS CAN PURCHASE ONLINE. BALDWIN RESEARCH INSTITUTE CONTINUALLY RESEARCHES THE INDUSTRY IN WHICH THEY SERVE AND PRESENT THIS INFORMATION TO THE PUBLIC THROUGH VARIOUS PUBLICATIONS AND BOOKS ACCORDINGLY. | Desc |
| Total Program Service Expenses | $3,324,211 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | 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 | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 112 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 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 | 6 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN SCHWANTES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5188422204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 MARKET ST STE 4 | AddressLine1Txt |
| City | AMSTERDAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12010 | 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR RYAN SCHWANTES | |||||||
| PRESIDENT/CFO | 45.00 | Yes (X) | Yes (X) | $94,267 | $0 | $20,037 | |
| MR MARK SCHEEREN | |||||||
| BOARD CHAIRMAN | 45.00 | Yes (X) | Yes (X) | $133,882 | $0 | $20,037 | |
| MR KIRKHAM CORNWELL | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MR LAWRENCE DUDA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DANIEL LAGINESS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PETER VENTURELLI | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS MICHELLE DUNBAR | |||||||
| EXECUTIVE DIRECTOR | 45.00 | Yes (X) | $95,298 | $0 | $20,037 | ||
| MR GERALD BROWN | |||||||
| SENIOR CONSULTANT | 40.00 | $144,526 | $0 | $7,031 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $467,973 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $67,142 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,875 | AllOtherContributionsAmt |
| Total Contributions | $12,875 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE REVENUE | 611710 | $4,893,750 | $4,893,750 |
| RETURNS AND ALLOWANCES | 611710 | -$163,133 | -$163,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,730,617 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180 | TotalRevenueColumnAmt |
| Exclusion | $180 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $81,241 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $202,969 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$121,728 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$121,728 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$121,728 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,621,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,730,617 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$121,728 | UnrelatedBusinessRevenueAmt |
| Exclusion | $180 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,558 | TotalAmt |
| Program Services | $301,323 | ProgramServicesAmt |
| Management And General | $82,235 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,105,432 | TotalAmt |
| Program Services | $1,673,677 | ProgramServicesAmt |
| Management And General | $431,755 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,800 | TotalAmt |
| Program Services | $26,232 | ProgramServicesAmt |
| Management And General | $17,568 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,685 | TotalAmt |
| Program Services | $153,614 | ProgramServicesAmt |
| Management And General | $39,071 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,960 | TotalAmt |
| Management And General | $5,960 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,668 | TotalAmt |
| Management And General | $12,668 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,313 | TotalAmt |
| Management And General | $918,313 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,120 | TotalAmt |
| Program Services | $64,520 | ProgramServicesAmt |
| Management And General | $17,600 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,168 | TotalAmt |
| Program Services | $137,756 | ProgramServicesAmt |
| Management And General | $3,412 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,032 | TotalAmt |
| Program Services | $30,731 | ProgramServicesAmt |
| Management And General | $301 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,231 | TotalAmt |
| Program Services | $1,692 | ProgramServicesAmt |
| Management And General | $15,539 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,288 | TotalAmt |
| Program Services | $46,000 | ProgramServicesAmt |
| Management And General | $14,288 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,518 | TotalAmt |
| Program Services | $105,379 | ProgramServicesAmt |
| Management And General | $82,139 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,346 | TotalAmt |
| Program Services | $107,623 | ProgramServicesAmt |
| Management And General | $46,723 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GUEST HOUSE OPERATIONS | $440,941 | $439,001 | $1,940 |
| BANK SERVICE CHARGES | $104,091 | $98,273 | $5,818 |
| AUTOMOBILE EXPENSE | $49,399 | $30,682 | $18,717 |
| OUTSIDE SERVICES | $45,131 | $40,699 | $4,432 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,395 | TotalAmt |
| Program Services | $67,009 | ProgramServicesAmt |
| Management And General | $10,386 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,053,076 | TotalAmt |
| Program Services | $3,324,211 | ProgramServicesAmt |
| Management And General | $1,728,865 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $455,494 | BOYAmt |
| EOY | $143,836 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,447 | BOYAmt |
| EOY | $1,384 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,785 | BOYAmt |
| EOY | $6,244 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,255 | BOYAmt |
| EOY | $25,736 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487 | BOYAmt |
| EOY | $1,381 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,228,859 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,382,710 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,973,178 | BOYAmt |
| EOY | $2,846,149 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,297 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,943 | BOYAmt |
| EOY | $3,024,730 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,082 | BOYAmt |
| EOY | $463,120 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,461 | BOYAmt |
| EOY | $273,198 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,462 | BOYAmt |
| EOY | $21,277 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,513,428 | BOYAmt |
| EOY | $2,365,757 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,206,433 | BOYAmt |
| EOY | $3,123,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,510 | BOYAmt |
| EOY | -$98,622 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,510 | BOYAmt |
| EOY | -$98,622 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,943 | BOYAmt |
| EOY | $3,024,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$431,132 | ReconcilationRevenueExpnssAmt |
| 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 |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,875 | CurrentTaxYearAmt |
| Total | $103,998 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,130,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,509,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,368,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,237,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,730,617 | CurrentTaxYearAmt |
| Total | $25,976,706 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,141,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,532,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,405,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,258,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,743,492 | CurrentTaxYearAmt |
| Total | $26,080,704 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $26,080,704 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180 | CurrentTaxYearAmt |
| Total | $2,765 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $656 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180 | CurrentTaxYearAmt |
| Total | $2,765 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180 | CurrentTaxYearAmt |
| Total | $430 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,142,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,533,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,405,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,258,569 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,743,852 | CurrentTaxYearAmt |
| Total | $26,083,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $6,468 | OtherCostOrOtherBasisAmt |
| Book Value | $6,468 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,720,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $553,309 | DepreciationAmt |
| Book Value | $1,167,464 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,088,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $505,802 | DepreciationAmt |
| Book Value | $1,582,766 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $611,757 | OtherCostOrOtherBasisAmt |
| Depreciation | $577,883 | DepreciationAmt |
| Book Value | $33,874 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $801,293 | OtherCostOrOtherBasisAmt |
| Depreciation | $745,716 | DepreciationAmt |
| Book Value | $55,577 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,846,149 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,824,913 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $202,969 | OtherRevenueAmt |
| Revenue Not Reported | $202,969 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,621,944 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,621,944 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,256,045 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $202,969 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $202,969 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,053,076 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,053,076 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | TEXT OF FINANCIAL STATEMENTS FOOTNOTE RELATED TO UNCERTAIN TAX POSITIONS (FIN 48/ASC 740): THE PRIMARY INCOME TAX POSITION TAKEN BY THE ORGANIZATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS IS THAT THE ORGANIZATION CONTINUES TO BE EXEMPT FROM INCOME TAXES EXCEPT FOR UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES AND DEPRECIATION 202,969. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES AND DEPRECIATION 202,969. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR MARK SCHEEREN | ||||||||||||||
| BOARD CHAIRMAN | $133,882 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,037 | $0 | $153,919 | $0 | $0 | $0 |
| MR GERALD BROWN | ||||||||||||||
| SENIOR CONSULTANT | $144,526 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,031 | $0 | $151,557 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | EXPLANATION OF SPECIFIC BENEFITS OR AMENITIES: THE ORGANIZATION PAYS FOR HEALTH CLUB DUES FOR ALL EMPLOYEES, INCLUDING THOSE IN MANAGEMENT POSITIONS, TO PROMOTE GOOD HEALTH. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-KEY GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | ENTITY 86% OWNED BY MARK SCHEEREN, DIRECTOR/OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | CASH FLOW | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $66,745 | OriginalPrincipalAmt |
| Balance Due | $21,277 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $21,277 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCEDURE: A COPY OF THE FORM 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. ORGANIZATION MANAGEMENT ALSO REVIEWS AND SIGNS THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY PROCEDURES: THE ORGANIZATION'S GOVERNING BODY AND MANAGEMENT EMPHASIZE COMMUNICATION WITHIN THE ORGANIZATION. DUE TO THE CLOSE-KNIT STRUCTURE OF THE GOVERNING BODY, ANY CONFLICTS OF INTEREST ARE DEALT WITH QUICKLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCEDURES: OFFICER, EXECUTIVE DIRECTOR, AND TOP MANAGEMENT COMPENSATION IS REVIEWED ANNUALLY BY INDEPENDENT BOARD MEMBERS. INDEPENDENT BOARD MEMBERS' APPROVAL IS OBTAINED FOR ANY CHANGES IN COMPENSATION. IN 2015 COMPARABLE INDUSTRY COMPENSATION DATA (FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS)WAS UTILIZED FOR THIS REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY TO PUBLIC OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS: THESE ARE AVAILABLE UPON REQUEST. |