GREENPATH INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GREENPATH INC (EIN 38-6142925)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201741259349301619
- 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 | 2017-05-05T13:34:00-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382492570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOEREN MAYHEW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 WEST BIG BEAVER ROAD | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | 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 | 386142925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENPATH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2485535400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36500 CORPORATE DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN HOLT | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2485535400 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A ZITO CPA | PreparerPersonNm |
| PTIN | P00648440 | PTIN |
| Phone | 2482443000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.235.194.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 13:58:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 309393000B644A3A949D2E3C9157793101C26D13 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF57E7E289A37F65EB71EC337C7A3A976AB63D7C | 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 | KRISTEN HOLT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36500 CORPORATE DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $38,783,764 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GREENPATH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | EMPOWERING PEOPLE TO LEAD FINANCIALLY HEALTHY LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 558 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,220,762 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,889,255 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,551,002 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,889,763 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$82,207 | PYInvestmentIncomeAmt |
| CY Investment Income | $97,256 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$76,262 | PYOtherRevenueAmt |
| CY Other Revenue | $9,043 | CYOtherRevenueAmt |
| PY Total Revenue | $37,613,295 | PYTotalRevenueAmt |
| CY Total Revenue | $36,885,317 | 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 | $26,403,901 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $26,826,851 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,051,247 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,758,346 | PYOtherExpensesAmt |
| CY Other Expenses | $9,702,754 | CYOtherExpensesAmt |
| PY Total Expenses | $37,162,247 | PYTotalExpensesAmt |
| CY Total Expenses | $36,529,605 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $451,048 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $355,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,692,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,762,525 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $23,879,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,405,128 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,813,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,357,397 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EMPOWERING PEOPLE TO LEAD FINANCIALLY HEALTHY LIVES BY PROVIDING FINANCIAL WELLNESS AND EDUCATIONAL SERVICES ACROSS THE USA, REACHING 161,000+ HOUSEHOLDS; PARTNERING WITH 400+ INSTITUTIONS AND 700+ COMMUNITY ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,563,107 | ExpenseAmt |
| Revenue | $27,889,763 | RevenueAmt |
| Desc | CONSUMER CREDIT COUNSELING, EDUCATION, AND FINANCIAL WELLNESS PROGRAMS: GREENPATH DELIVERS COMPREHENSIVE PROGRAMS AND EDUCATIONAL SERVICES TO MEET THE TAILORED NEEDS OF CONSUMERS TO LIVE FINANCIALLY HEALTHY LIVES, PREPARE FOR LIFE EVENTS, AND PLAN TO SUCCEED IN REACHING THEIR GOALS. THROUGH ONE-ON-ONE COUNSELING AND ADVOCACY SERVICES GREENPATH PROVIDES A WIDE RANGE OF MONEY MANAGEMENT SERVICES INCLUDING DEBT MANAGEMENT PROGRAMS, BUDGETING, PAY CHECK PLANNING, STUDENT LOAN COUNSELING, HOME BUYER EDUCATION, MORTGAGE FORECLOSURE PREVENTION (MODIFICATIONS, SHORT SALE, GENERAL COUNSELING, AND REVERSE MORTGAGE), AND BANKRUPTCY EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,243,493 | ExpenseAmt |
| Desc | HOUSING COUNSELING:IN ADDITION TO HOUSING EDUCATION MENTIONED ABOVE, GREENPATH HAS BEEN CERTIFIED BY THE FEDERAL DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) TO PROVIDE PRE-PURCHASE HOME BUYER EDUCATION, MORTGAGE DELINQUENCY/LOSS MITIGATION AND REVERSE MORTGAGE (HECM) COUNSELING SINCE 1967. IN 2011 GREENPATH WAS DESIGNATED A HUD INTERMEDIARY IN RECOGNITION OF THE QUALITY OF OUR COUNSELING AND ITS ABILITY TO DELIVER COUNSELING TO CONSUMERS IN ALL 50 STATES. NOTE, REVENUE FROM THIS ACTIVITY IS FEDERAL FUNDED AND THEREFORE NOT REPORTED HERE HOWEVER INCLUDED UNDER PART VIII (1) CONTRIBUTIONS AND GRANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,806,600 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 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 | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 558 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD HOLLIS CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2485535400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36500 CORPORATE DRIVE | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| CAREY PACHLA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM RICHARDS | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JANE SYDLOWSKI | |||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL POULOS | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DONNA VENTIMIGLIA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN FRITH | |||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ANTHONY ZAMBELLI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONNA MCNEILL | |||||||||
| COO | 40.00 | $300,872 | $0 | $20,076 | Yes (X) | ||||
| RICHARD BIALOBRZESKI | |||||||||
| EXECUTIVE VP OF STRATEGY | 40.00 | $200,312 | $0 | $14,511 | Yes (X) | ||||
| KRISTEN HOLT | |||||||||
| PRESIDENT AND CEO | 40.00 | $252,741 | $0 | $9,709 | Yes (X) | ||||
| REBECCA MORELLI | |||||||||
| ASST. SECRETARY | 40.00 | $60,628 | $0 | $17,431 | Yes (X) | ||||
| DANIELLE CRANE | |||||||||
| CHIEF ADMIN. OFFICER | 40.00 | $195,789 | $0 | $7,675 | Yes (X) | ||||
| ERIC LIPSITT FORMER | |||||||||
| GENERAL COUNSEL | 40.00 | $226,156 | $0 | $11,696 | Yes (X) | ||||
| RICHARD T HOLLIS | |||||||||
| CFO | 40.00 | $167,751 | $0 | $12,360 | Yes (X) | ||||
| RUSSELL HALSEY FORMER | |||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $215,214 | $0 | $13,725 | Yes (X) | ||||
| SUDHAMOHAN SOMSAGAR | |||||||||
| SR. SYSTEMS PROGRAM ANALYST | 40.00 | $125,119 | $0 | $17,415 | Yes (X) | ||||
| MARK MUNZENBERGER | |||||||||
| SENIOR RELATIONSHIP MANAGER | 40.00 | $153,425 | $0 | $15,360 | Yes (X) | ||||
| MARK PETERSON | |||||||||
| CONTROLLER | 40.00 | $119,293 | $0 | $3,598 | Yes (X) | ||||
| DAVID FLORES | |||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $126,864 | $0 | $13,680 | Yes (X) | ||||
| NICOLE MARIE BLADZIK | |||||||||
| DIRECTOR OF INFORMATION TECH. | 40.00 | $120,601 | $0 | $16,962 | Yes (X) | ||||
| JANE E MCNAMARA | |||||||||
| FORMER PRESIDENT & CEO | 0.00 | $377,163 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,641,928 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $174,198 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| YPM INC | |||||
| 18400 VON KARMAN AVE SUITE 200 | IRVINE | CA | 92612 | MARKETING | $480,449 |
| CREATIVE DINING SERVICES | |||||
| 1 ROYAL PARK DRIVE STE 3 | ZEALAND | MI | 49464 | FOOD SERVICES | $164,613 |
| SOMMERS SCHWARTZ PC | |||||
| ONE TOWNE SQUARE 17TH FLOOR | SOUTHFIELD | MI | 48076 | LEGAL | $135,723 |
| DOEREN MAYHEW & CO PC | |||||
| 305 WEST BIG BEAVER RD | TROY | MI | 48084 | ACCOUNTING | $108,529 |
| ADP | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL SERVICE | $106,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,290,888 | GovernmentGrantsAmt |
| All Other Contributions | $4,598,367 | AllOtherContributionsAmt |
| Total Contributions | $8,889,255 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT FEES AND OTHER PROGRAM REV | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $27,889,763 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,889,763 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,889,763 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,490 | TotalRevenueColumnAmt |
| Exclusion | $203,490 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,225 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $182 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,043 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,043 | TotalRevenueColumnAmt |
| Exclusion | $9,043 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,579,915 | SecuritiesAmt |
| Other | $212,116 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,706,550 | SecuritiesAmt |
| Other | $191,715 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$126,635 | SecuritiesAmt |
| Other | $20,401 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$106,234 | TotalRevenueColumnAmt |
| Exclusion | -$106,234 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,885,317 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,889,763 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,299 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,726,646 | TotalAmt |
| Program Services | $549,887 | ProgramServicesAmt |
| Management And General | $961,936 | ManagementAndGeneralAmt |
| Fundraising | $214,823 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,633,628 | TotalAmt |
| Program Services | $18,700,631 | ProgramServicesAmt |
| Management And General | $1,360,912 | ManagementAndGeneralAmt |
| Fundraising | $572,085 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,139 | TotalAmt |
| Program Services | $147,266 | ProgramServicesAmt |
| Management And General | $3,406 | ManagementAndGeneralAmt |
| Fundraising | $3,467 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,556,047 | TotalAmt |
| Program Services | $2,093,667 | ProgramServicesAmt |
| Management And General | $417,563 | ManagementAndGeneralAmt |
| Fundraising | $44,817 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,756,391 | TotalAmt |
| Program Services | $1,560,659 | ProgramServicesAmt |
| Management And General | $138,330 | ManagementAndGeneralAmt |
| Fundraising | $57,402 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,298 | TotalAmt |
| Program Services | $49,623 | ProgramServicesAmt |
| Management And General | $36,675 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,094 | TotalAmt |
| Management And General | $101,094 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $60,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,639 | TotalAmt |
| Program Services | $292,879 | ProgramServicesAmt |
| Management And General | $185,760 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,752 | TotalAmt |
| Program Services | $561,627 | ProgramServicesAmt |
| Management And General | $5,890 | ManagementAndGeneralAmt |
| Fundraising | $73,235 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,024,312 | TotalAmt |
| Program Services | $1,956,675 | ProgramServicesAmt |
| Management And General | $56,290 | ManagementAndGeneralAmt |
| Fundraising | $11,347 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,349,714 | TotalAmt |
| Program Services | $1,349,714 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,105 | TotalAmt |
| Program Services | $537,173 | ProgramServicesAmt |
| Management And General | $138,173 | ManagementAndGeneralAmt |
| Fundraising | $27,759 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,290 | TotalAmt |
| Program Services | $238,290 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,010 | TotalAmt |
| Program Services | $1,445,241 | ProgramServicesAmt |
| Management And General | $18,760 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,673 | TotalAmt |
| Program Services | $62,318 | ProgramServicesAmt |
| Management And General | $155,355 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT | $800,919 | $782,608 | $4,516 | $13,795 |
| OCCUPANCY - DEPRECIATIO | $690,959 | $690,959 | ||
| NFCC DUES AND RELATED E | $250,501 | $250,501 | ||
| REGULATORY FEES | $181,455 | $181,455 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,033 | TotalAmt |
| Program Services | $295,427 | ProgramServicesAmt |
| Management And General | $87,098 | ManagementAndGeneralAmt |
| Fundraising | $32,508 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,529,605 | TotalAmt |
| Program Services | $31,806,600 | ProgramServicesAmt |
| Management And General | $3,671,758 | ManagementAndGeneralAmt |
| Fundraising | $1,051,247 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,792 | BOYAmt |
| EOY | $2,229,568 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,280,490 | BOYAmt |
| EOY | $2,451,832 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,806 | BOYAmt |
| EOY | $644,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,560,324 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,125,566 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,762,242 | BOYAmt |
| EOY | $30,434,758 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,340,437 | BOYAmt |
| EOY | $7,266,907 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,750 | BOYAmt |
| EOY | $105,083 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,899,590 | BOYAmt |
| EOY | $8,630,319 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,692,107 | BOYAmt |
| EOY | $51,762,525 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,721 | BOYAmt |
| EOY | $2,519,287 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,489,481 | BOYAmt |
| EOY | $13,209,275 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,934,829 | BOYAmt |
| EOY | $8,676,566 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,879,031 | BOYAmt |
| EOY | $24,405,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,760,576 | BOYAmt |
| EOY | $27,357,397 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,813,076 | BOYAmt |
| EOY | $27,357,397 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,692,107 | BOYAmt |
| EOY | $51,762,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $355,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $188,609 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $20,197,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,670,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,375,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,220,762 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,889,255 | CurrentTaxYearAmt |
| Total | $75,352,705 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,452,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,468,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,002,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,605,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,889,763 | CurrentTaxYearAmt |
| Total | $122,419,289 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,649,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,138,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,378,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,826,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,779,018 | CurrentTaxYearAmt |
| Total | $197,771,994 | 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 | $197,771,994 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $224,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $215,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,715 | CurrentTaxYearAmt |
| Total | $1,062,501 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $224,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $215,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $212,715 | CurrentTaxYearAmt |
| Total | $1,062,501 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,233 | CurrentTaxYearMinus1YearAmt |
| Total | $132,226 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,931,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,376,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,604,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,062,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,991,733 | CurrentTaxYearAmt |
| Total | $198,966,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99330 | PublicSupportPY509Pct |
| Investment Income CY | 0.00530 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00570 | 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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $60,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,469,605 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,529,605 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $165,930 | CurrentYearMinus3Amt |
| Current Year Minus2 | $116,005 | CurrentYearMinus2Amt |
| Current Year Minus1 | $123,400 | CurrentYearMinus1Amt |
| Current Year | $60,000 | CurrentYearAmt |
| Total | $465,335 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,700,000 | OtherCostOrOtherBasisAmt |
| Book Value | $3,700,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,494,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,014,211 | DepreciationAmt |
| Book Value | $20,480,609 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,832 | DepreciationAmt |
| Book Value | $26,404 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,178,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,670,102 | DepreciationAmt |
| Book Value | $508,753 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,153,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,434,421 | DepreciationAmt |
| Book Value | $5,718,992 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,434,758 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT FUNDS HELD IN TRUST | Desc |
| Book Value | $8,630,319 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,630,319 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CLIENT DEPOSITS | $8,630,319 |
| INTEREST RATE SWAP AGREEMENT | $46,247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,676,566 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $37,073,926 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $188,609 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $188,609 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,885,317 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,885,317 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,529,605 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,529,605 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,529,605 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONNA MCNEILL | ||||||||||||||
| COO | $244,095 | $0 | $56,250 | $0 | $527 | $0 | $6,263 | $0 | $13,813 | $0 | $320,948 | $0 | $0 | $0 |
| RICHARD BIALOBRZESKI | ||||||||||||||
| EXECUTIVE VP OF STRATEGY | $171,283 | $0 | $20,000 | $0 | $9,029 | $0 | $4,607 | $0 | $9,904 | $0 | $214,823 | $0 | $0 | $0 |
| KRISTEN HOLT | ||||||||||||||
| PRESIDENT AND CEO | $204,547 | $0 | $42,000 | $0 | $6,194 | $0 | $0 | $0 | $9,709 | $0 | $262,450 | $0 | $0 | $0 |
| DANIELLE CRANE | ||||||||||||||
| CHIEF ADMIN. OFFICER | $173,700 | $0 | $21,875 | $0 | $214 | $0 | $4,381 | $0 | $3,294 | $0 | $203,464 | $0 | $0 | $0 |
| ERIC LIPSITT FORMER | ||||||||||||||
| GENERAL COUNSEL | $109,829 | $0 | $19,375 | $0 | $96,952 | $0 | $1,221 | $0 | $10,475 | $0 | $237,852 | $0 | $0 | $0 |
| RICHARD T HOLLIS | ||||||||||||||
| CFO | $166,340 | $0 | $0 | $0 | $1,411 | $0 | $990 | $0 | $11,370 | $0 | $180,111 | $0 | $0 | $0 |
| RUSSELL HALSEY FORMER | ||||||||||||||
| DIRECTOR OF OPERATIONS | $123,411 | $0 | $17,000 | $0 | $74,803 | $0 | $3,729 | $0 | $9,996 | $0 | $228,939 | $0 | $0 | $0 |
| MARK MUNZENBERGER | ||||||||||||||
| SENIOR RELATIONSHIP MANAGER | $137,431 | $0 | $15,507 | $0 | $487 | $0 | $3,095 | $0 | $12,265 | $0 | $168,785 | $0 | $0 | $0 |
| JANE E MCNAMARA | ||||||||||||||
| FORMER PRESIDENT & CEO | $0 | $0 | $132,491 | $0 | $244,672 | $0 | $0 | $0 | $0 | $0 | $377,163 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | KURT MURPHY, FORMER CFO, SEVERANCE IS $17,308. ERIC LIPSITT, FORMER GENERAL COUNSEL, SEVERANCE IS $65,769. RUSSELL HALSEY, DIRECTOR OF OPERATIONS, SEVERANCE IS $42,500. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MICHIGAN STRATEGIC FUND | ||||||||
| A | 521417332 | 594698JQ6 | 2011-02-01 | $19,000,000 | CONSTRUCTION OF NEW HEADQUARTERS | 0 | 0 | 0 |
| MICHIGAN STRATEGIC FUND | ||||||||
| B | 521417332 | 2011-09-29 | $3,000,000 | FURNITURE, FIXTURES, EQUIPMENT FOR NEW HEADQUARTERS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $644,130 | $19,000,000 | $236,806 | $18,763,194 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
| B | $549,481 | $3,000,000 | $22,500 | $2,977,500 | 2011 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | 0 | 0 |
| (no name) | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT E-MAILS A DRAFT COPY TO ALL BOARD OF TRUSTEE MEMBERS, AND FEEDBACK IS SOUGHT FROM THE BOARD OF TRUSTEE MEMBERS PRIOR TO FILING THE 990 RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | GREENPATH REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THIS FORM ASKS FOR ANY MATERIAL INTERESTS OR AFFILIATION WHICH ARE, OR ARE LIKELY TO BECOME, CONFLICTS OF INTEREST. POTENTIAL CONFLICT CIRCUMSTANCES WHICH ARISE DURING THE COURSE OF THE YEAR ARE REQUIRED TO BE REPORTED TO THE BOARD OF TRUSTEES. BOARD MEMBERS MUST EXCUSE THEMSELVES FROM DISCUSSION ABOUT OR VOTING ON ANY TRANSACTIONS IN WHICH THEY MAY HAVE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD RELIES ON AN INDEPENDENT, THIRD PARTY COMPENSATION CONSULTANT TO COLLECT COMPARABILITY DATA, ASSESS MARKET TRENDS AND MAKE RECOMMENDATIONS ON THE CEO'S COMPENSATION PACKAGE. THE SAMPLE OF COMPARABLE ORGANIZATIONS IS COMPOSED OF ORGANIZATIONS FROM WHICH GREENPATH MIGHT RECRUIT A FUTURE CEO OR WHICH MIGHT HAVE AN INTEREST IN TRYING TO RECRUIT GREENPATH'S CEO AND WHICH ADDITIONALLY ARE LOCATED IN LABOR MARKETS WHERE GREENPATH HAS A SIGNIFICANT PRESENCE. SPECIFIC DEGREE OF COMPARABILITY IS BASED ON A.) GROSS RECEIPTS, B.) TOTAL ASSETS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GREENPATH'S 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG OR UPON REQUEST. THE ANNUAL REPORT, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST. |
| PAGE 12, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |