UNITED WAY OF THE BOYERTOWN AREA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF THE BOYERTOWN AREA (EIN 23-6395495)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349300435
- Schema version
- 2015v2.1
- 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 | 2016-11-14T07:51:30-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD PO BOX 7008 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196106008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236395495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF BOYERTOWN AREA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6103678716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 E PHILADELPHIA AVE | AddressLine1Txt |
| City | BOYERTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHEILA HESS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6103678716 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A CLOUSER | PreparerPersonNm |
| PTIN | P01584369 | PTIN |
| Phone | 6103761595 | PhoneNum |
| Preparation | 2016-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHEILA HESS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 E PHILADELPHIA AVE | AddressLine1Txt |
| City | BOYERTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $308,577 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYBOYERTOWN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY AND TO CONDUCT EFFICIENT COMMUNITY-WIDE FUNDRAISING WHICH HELPS MEET THE COMMUNITY'S CRITICAL HUMAN HEALTH AND SERVICE NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $202,145 | PYContributionsGrantsAmt |
| CY Contributions Grants | $291,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $429 | PYInvestmentIncomeAmt |
| CY Investment Income | $273 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,249 | PYOtherRevenueAmt |
| CY Other Revenue | $12,118 | CYOtherRevenueAmt |
| PY Total Revenue | $208,823 | PYTotalRevenueAmt |
| CY Total Revenue | $303,764 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $223,284 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $237,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,996 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,730 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,456 | PYOtherExpensesAmt |
| CY Other Expenses | $17,305 | CYOtherExpensesAmt |
| PY Total Expenses | $242,736 | PYTotalExpensesAmt |
| CY Total Expenses | $254,305 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$33,913 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,459 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $219,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $268,441 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,536 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,789 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $215,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $264,652 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY AND TO CONDUCT EFFICIENT COMMUNITY-WIDE FUNDRAISING WHICH HELPS MEET THE COMMUNITY'S CRITICAL HUMAN HEALTH AND SERVICE NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $237,000 | ExpenseAmt |
| Grant | $237,000 | GrantAmt |
| Desc | TO HELP THE BOYERTOWN AREA MAKE THE COMMUNITY A BETTER PLACE BY ALLOCATING AND DISTRIBUTING FUNDS RESPONSIBILY TO THE COMMUNITY'S HEALTH AND SERVICE AGENCIES.IN 2015, THE UNITED WAY OF BOYERTOWN WAS ABLE TO DISTRIBUTE FUNDS TO 16 COMMUNITY AGENCIES. | Desc |
| Total Program Service Expenses | $237,000 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103678716 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 E PHILADELPHIA AVE | AddressLine1Txt |
| City | BOYERTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GREG GALTERE | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT THELSEN JR | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES TRIBBETT | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHEILA HESS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE BODOLUS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET HARNER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY ISETT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI CARNES | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATTI PAUL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA CLOUSER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD FAIDLEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE GABEL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN GLADIEUX | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY RUPPERT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY MARKLEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA JACKSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKI KRAMER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK PEMRICK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN ROHN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEN HUNT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $291,373 | AllOtherContributionsAmt |
| Total Contributions | $291,373 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414 | TotalRevenueColumnAmt |
| Exclusion | $414 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $946 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,087 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$141 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$141 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,844 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,726 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,118 | TotalRevenueColumnAmt |
| Exclusion | $12,118 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $303,764 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$141 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,532 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,000 | TotalAmt |
| Program Services | $237,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,345 | TotalAmt |
| Management And General | $3,345 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55 | TotalAmt |
| Management And General | $55 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,593 | TotalAmt |
| Fundraising | $1,593 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,233 | TotalAmt |
| Fundraising | $3,233 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,349 | TotalAmt |
| Fundraising | $4,349 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,301 | TotalAmt |
| Fundraising | $2,301 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443 | TotalAmt |
| Management And General | $900 | ManagementAndGeneralAmt |
| Fundraising | $543 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CAMPAIGN EXPENSES | $711 | $0 | $0 | $711 |
| REGISTRATION | $275 | $0 | $275 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,305 | TotalAmt |
| Program Services | $237,000 | ProgramServicesAmt |
| Management And General | $4,575 | ManagementAndGeneralAmt |
| Fundraising | $12,730 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,069 | BOYAmt |
| EOY | $227,869 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,861 | BOYAmt |
| EOY | $39,920 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675 | BOYAmt |
| EOY | $652 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,621 | BOYAmt |
| EOY | $268,441 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556 | BOYAmt |
| EOY | $248 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,980 | BOYAmt |
| EOY | $3,541 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,536 | BOYAmt |
| EOY | $3,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,275 | BOYAmt |
| EOY | $138,309 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,810 | BOYAmt |
| EOY | $126,343 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,085 | BOYAmt |
| EOY | $264,652 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,621 | BOYAmt |
| EOY | $268,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $49,459 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $108 | 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 | 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 | $226,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,373 | CurrentTaxYearAmt |
| Total | $1,206,985 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $226,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $244,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $202,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,373 | CurrentTaxYearAmt |
| Total | $1,206,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $66,582 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,140,403 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $414 | CurrentTaxYearAmt |
| Total | $3,475 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,210,460 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,464 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD ON BEHALF OF OTHER PEOPLE | Desc |
| Amt | $3,541 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,541 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $305,043 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,226 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $108 | OtherRevenueAmt |
| Revenue Not Reported | $1,334 | RevenueNotReportedAmt |
| Revenue Subtotal | $303,709 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $55 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $303,764 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $255,476 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,226 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,226 | ExpensesNotReportedAmt |
| Expenses Subtotal | $254,250 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $55 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $254,305 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ENTITY IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE PENNSYLVANIA CHARITABLE FUNDS ACT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SOLD ASSETS THAT WAS VALUED AT FMV FOR BOOK PURPOSES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CALENDER SALES | Event1Nm |
| Gross Receipts Event1 | $9,142 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $9,142 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,726 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $9,142 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $9,142 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,726 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,726 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,416 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BALLY COMMUNITY AMBULANCE | ||||||||
| CHESTNUT STREET | BALLY | PA | 19503 | 232582743 | 501(C)(3) | $9,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| BALLY COMMUNITY CENTER CO BALLY MENNONITE CHURCH | ||||||||
| 215 MAIN STREET | BALLY | PA | 19503 | 237368615 | 501(C)(3) | $1,800 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| BOYERTOWN COMMUNITY AMBULANCE | ||||||||
| 2 E 2ND STREET | BOYERTOWN | PA | 19512 | 236266685 | 501(C)(3) | $12,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| BOYERTOWN MULTI-SERVICE INC | ||||||||
| 200 WEST SPRING STREET | BOYERTOWN | PA | 19512 | 237289405 | 501(C)(3) | $65,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| BOYERTOWN YMCA | ||||||||
| 301 WEST SPRING STREET | BOYERTOWN | PA | 19512 | 232510418 | 501(C)(3) | $20,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| HAWK MOUNTAIN COUNCIL - BOY SCOUTS | ||||||||
| 5027 POTTSVILLE PIKE | READING | PA | 19605 | 221576300 | 501(C)(3) | $3,500 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| CRADLE OF LIBERTY COUNCIL - BOY SCOUTS | ||||||||
| 1485 VALLEY FORGE ROAD | WAYNE | PA | 190871436 | 221576300 | 501(C)(3) | $3,500 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| GIRL SCOUTS OF EASTERN PA | ||||||||
| 2633 MORAVIAN AVENUE | ALLENTOWN | PA | 18103 | 231352309 | 501(C)(3) | $3,300 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| HELPING HANDS INC | ||||||||
| 415 HOFFMANSVILLE ROAD | BECHTELSVILLE | PA | 19505 | 232068949 | 501(C)(3) | $11,400 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| SALVATION ARMY OF BOYERTOWN | ||||||||
| 409 S READING AVENUE | BOYERTOWN | PA | 19512 | 135562351 | 501(C)(3) | $39,500 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| GILBERTSVILLE AMBULANCE ASSOCIATION | ||||||||
| PO BOX 332 91 JACKSON ROAD | GILBERTSVILLE | PA | 19525 | 232210842 | 501(C)(3) | $12,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| BERKS VISITING NURSE ASSOCIATION | ||||||||
| 1170 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 231466250 | 501(C)(3) | $8,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| VISITING NURSE ASSOCIATION OF POTTSTOWN | ||||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 19464 | 231352574 | 501(C)(3) | $12,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| BOYERTOWN AREA CREATIVE HOUSING | ||||||||
| PO BOX 38 | NEW BERLINVILLE | PA | 19545 | 232658247 | 501(C)(3) | $2,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| CREATIVE HEALTH SERVICES | ||||||||
| 5TH MONTGOMERY AVENUES | BOYERTOWN | PA | 19512 | 231522060 | 501(C)(3) | $30,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| FAMILY SERVICE OF MONTGOMERY COUNTY | ||||||||
| 3125 RIDGE PIKE | EAGLEVILLE | PA | 19403 | 231352361 | 501(C)(3) | $2,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
| HAPPY 2 BE HOME | ||||||||
| 2211 SWAMP PIKE | GILBERTSVILLE | PA | 19525 | 455634543 | 501(C)(3) | $2,000 | FMV | HEALTH AND SERVICE NEEDS OF THE COMMUNITY |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS GRANTS BY RECEIVING A DETAILED APPLICATION FROM EACH ACENCY. THIS APPLICATION DESCRIBES HOW THE AGENCY USED THE PRIOR YEAR'S FUNDS FOR EACH PROGRAM FUNDED BY THE ORGANIZATION. THIS APPLICATION ALSO PROPOSES NEW PROGRAMS TO POTENTIALLY BE FUNDED IN THE COMING YEAR. EACH APPLICATION IS REVIEWED AND THE AGENCY IS VISITED TO CONFIRM THE USE OF THE FUNDS. QUARTERLY CHECKS ARE SENT TO EACH AGENCY AND EITHER VERBAL OR WRITTEN FEEDBACK IS GATHERED THROUGHOUT THE YEAR LEADING INTO THE NEXT YEAR'S APPLICATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1C | THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. |
| FORM 990, PART VI, SECTION A, LINE 8B | MINUTES ARE NOT KEPT AT SUBCOMMITTEE MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD'S FINANCE COMMITTEE REVIEWS THE TAX RETURN ON BEHALF OF THE WHOLE BOARD BEFORE FILING. A COPY OF THE RETURN IS AVAILABLE FOR OTHER BOARD MEMBERS TO REVIEW AFTER FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER ANNUALLY SIGNS THE ETHICS STATEMENT WHICH INCLUDES CONFLICT OF INTEREST. DURING MEETINGS OF THE BOARD, A MEMBER WOULD REMOVE THEMSELF FROM VOTING ON ANY MATTER THEY HAVE A CONFLICT OF INTEREST ON. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUALS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL MEETINGS ARE OPEN TO THE PUBLIC AND DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | SOLD ASSETS THAT WAS VALUED AT FMV FOR BOOK PURPOSES 108. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S SELECTION OF INDEPENDENT AUDITORS AND REVIEW THE OF AUDIT HAVE NOT CHANGED FROM PRIOR YEARS. |