MARTHA AND MARY LUTHERAN SERVICES: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA AND MARY LUTHERAN SERVICES (EIN 91-0567265)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-07
- IRS object ID
- 201643129349302499
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T18:51:14-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | 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 | 910567265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA AND MARY LUTHERAN SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 3607797500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 127 | AddressLine1Txt |
| City | POULSBO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 983700127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN STOLL | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 3607797500 | PhoneNum |
| Signature | 2016-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| 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 | HELEN STOLL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 127 | AddressLine1Txt |
| City | POULSBO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 983700127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,890,896 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 4103 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MARTHAANDMARY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1893 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE EXECUTIVE MANAGEMENT, FUNDRAISING SERVICES, AND ADMINISTRATIVE SUPPORT TO SUBSIDIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $235,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $402,725 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,264,974 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,302,301 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,157 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,402 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,175,823 | PYOtherRevenueAmt |
| CY Other Revenue | $6,772 | CYOtherRevenueAmt |
| PY Total Revenue | $2,691,878 | PYTotalRevenueAmt |
| CY Total Revenue | $2,742,200 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,736 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,804,616 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,692,099 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $7,409 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $338,249 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $475,947 | PYOtherExpensesAmt |
| CY Other Expenses | $513,512 | CYOtherExpensesAmt |
| PY Total Expenses | $2,287,972 | PYTotalExpensesAmt |
| CY Total Expenses | $2,221,347 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $403,906 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $520,853 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,348,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,846,535 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $115,895 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $128,387 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,232,875 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,718,148 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MARTHA AND MARY PROVIDES QUALITY, COMPASSIONATE CARE AND INTERGENERATIONAL EXPERIENCES FOR CHILDREN, ADULTS, AND SENIORS REGARDLESS OF FAITH, ETHNICITY OR ECONOMIC STATUS. WE DO THIS IN A CHRISTIAN MANNER BY OFFERING THOSE WE SERVE CARING REHABILITATION, A SAFE PLACE TO GROW AND LEARN, AND AN OPPORTUNITY TO LIVE WITH DIGNITY, HONOR AND INDIVIDUALITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,425,307 | ExpenseAmt |
| Grant | $15,736 | GrantAmt |
| Revenue | $2,302,301 | RevenueAmt |
| Desc | THE EXECUTIVE MANAGEMENT, FUNDRAISING AND ADMINISTRATIVE FUNCTIONS PROVIDED BY MARTHA AND MARY LUTHERAN SERVICES TO ITS SUBSIDIARY ORGANIZATIONS IS CRITICAL TO THE SUCCESS OF THE OPERATION OF THEIR PROGRAMS, TO THE INDIVIDUALS MARTHA AND MARY ORGANIZATIONS SERVE AND TO THE GREATER COMMUNITY. THE PROVISION OF THESE FUNCTIONS ALLOWS THE SUBSIDIARY ORGANIZATIONS THE FREEDOM TO FOCUS THEIR RESOURCES ON THE SUCCESS OF THEIR INDIVIDUAL MISSIONS WHILE AT THE SAME TIME ENSURING THAT THESE EFFORTS ARE COORDINATED TO MAXIMIZE THE IMPACT ON THEIR CONSTITUENTS AND THE COMMUNITY.AS A CONSOLIDATED COMPANY (ALL SUBSIDIARIES COMBINED), MARTHA AND MARY IS CURRENTLY ONE OF THE LARGEST PRIVATE EMPLOYERS IN THE KITSAP REGION WITH OVER 850 EMPLOYEES SERVING OVER 2,300 LOCAL CITIZENS EACH YEAR. IN TOTAL, WE OFFER A WIDE ARRAY OF PROGRAMS FOR CHILDREN, FAMILIES, AND SENIORS. THESE PROGRAMS ARE DISTINGUISHED BECAUSE OF THE SIZE OF OUR PROGRAMS, BECAUSE OF THE QUALITY OF OUR PROGRAMS AND BECAUSE OUR PROGRAMS ARE OFFERED NOT JUST TO THOSE WITH FINANCIAL MEANS, BUT ALSO THOSE WHOSE FINANCIAL SITUATION MAY HAVE OTHERWISE EXCLUDED THEM FROM UTILIZING SERVICES ESSENTIAL TO THEIR WELLBEING.EFFECTIVE EXECUTIVE MANAGEMENT, FUNDRAISING AND ADMINISTRATIVE SUPPORT HAS HELPED OUR PROGRAMS ACHIEVE THE FOLLOWING:- WE ARE THE LARGEST CHILDCARE PROGRAM IN THE COUNTRY ASSOCIATED WITH LONG-TERM CARE. BRIDGING GENERATIONS AND ENRICHING LIVES IS PART OF OUR LOCAL BRAND. WE HAVE RECEIVED NATIONAL ACCLAIM FOR OUR UNIQUE INTERGENERATIONAL PROGRAMS WHERE WE BRING CHILDREN AND SENIORS TOGETHER IN A MEANINGFUL AND AT TIMES INSPIRING WAY.- WE ARE ONE OF THE SELECT FEW CHILDCARE PROVIDERS IN THE STATE OF WASHINGTON THAT HAVE RECEIVED SUPPORT FROM THE CAREER AND WAGE LADDER PROGRAM. WE RECOGNIZE THE IMPORTANCE OF WORK/LIFE BALANCE FOR OUR EMPLOYEES. WE OFFER A 35% DISCOUNT FOR ON-SITE CHILDCARE PROGRAMS TO THOSE EMPLOYED WITH MARTHA AND MARY.- WITHIN MARTHA AND MARY'S FAMILY OF SERVICES, OVER $2.1 MILLION OF UNDER-FUNDED CARE HAS BEEN PROVIDED TO THOSE WE SERVE. THIS MAKES MARTHA AND MARY CONTINUALLY STAND OUT AS A LEADER, NOT ONLY IN THE REGION, BUT ALSO IN THE STATE OF WASHINGTON BECAUSE OF OUR COMMITMENT TO ENSURING LOW INCOME SENIORS AND CHILDREN CONTINUE TO HAVE SIGNIFICANT ACCESS TO OUR QUALITY PROGRAMS. OUR COMBINED VOLUNTEER HOURS AGAIN EXCEEDED 18,000 HOURS. EACH VOLUNTEER PROVIDING THEIR UNIQUE GIFTS TO ALL WE SERVE. WE PROVIDE OPPORTUNITIES FOR EDUCATIONAL ASSISTANCE FOR ENTRY-LEVEL WORKERS TO INCREASE THEIR SKILLS AND BECOME ASSISTANTS.- WE HAVE REHAB PROGRAMS AND OTHER CLINICAL OFFERINGS FOR SENIORS THAT HAVE BEN RECOGNIZED AND DEEMED APPROPRIATE FOR PREFERRED PROVIDER STATUS FROM IMPORTANT HEALTHCARE AGENCIES. WE ARE THE PRIMARY LONG TERM CARE PROVIDER IN THIS REGION PARTICIPATING IN AN EXCITING RESIDENT CARE MODEL. THIS MODEL IS DEMONSTRATING BEST PRACTICES WHERE IT IS POSSIBLE TO ACHIEVE CLINICAL OUTCOMES THAT ARE MORE EFFECTIVE, WHILE PROVIDING REDUCTIONS IN COSTS.- WE HAVE THE LARGEST WORKFORCE TRAINING PROGRAM IN THE REGION WHEN IT COMES TO CITIZEN'S TRAINING AND TESTING TO BECOME CERTIFIED NURSING ASSISTANTS. THE WORKFORCE DEMOGRAPHICS ARE STAGGERING AS MORE HEALTHCARE PROFESSIONALS WILL BE REQUIRED AT A TIME WHEN FEWER ARE AVAILABLE. OUR TRAINING PROGRAM FOR FRONT-LINE CAREGIVERS IS CURRENTLY A SUBSTANTIAL PART OF THE SAFETY NET IN THIS REGION. WE ANTICIPATE THIS PROGRAM WILL CONTINUE TO BE CRITICAL IN PROVIDING HEALTHCARE PROVIDERS IN THE REGION WITH A RELIABLE AND SUSTAINABLE WORKFORCE. OUR ABILITY TO CONTINUE TO HIRE QUALITY EMPLOYEES WILL BE A GROWING CHALLENGE.- WE HAVE A PROVEN TRACK RECORD OF ADAPTING TO CHANGING NEEDS AND BEING ABLE TO PARTNER WITH OTHER AGENCIES IN THE COMMUNITY TO ENSURE SUCCESS FOR OUR CLIENTS, THEIR FAMILIES AND THE GREATER COMMUNITY. EFFORTS FROM MANY LUTHERAN SERVICES STAKEHOLDERS, INCLUDING OUT EXECUTIVE MANGAEMENT, FUNDRAISING, EVENTS PLANNING AND GRANT WRITING STAFF HAVE HELPED MARTHA AND MARY ACHIEVE MANY SIGNIFICANT MILESTONES IN OUR EXISTING OPERATIONS. HOWEVER, THE REAL FRUIT OF OUR EFFORT TODAY IS IN PREPARING FOR FUTURE COMUNITY NEEDS. WE ARE ENGAGED IN PLANNING AND COMMUNITY COORDINATION EFFORTS TO DEFINE AND OFFER PROGRAMS THAT WILL BE NECESSARY TO MEET THE NEEDS OF TOMORROW. | Desc |
| Total Program Service Expenses | $1,425,307 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 59 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD FIELDS | PersonNm |
| Phone | 3607797500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 127 | AddressLine1Txt |
| City | POULSBO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98370 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEVE MAXIM | ||||||||
| PRESIDENT | 0.30 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUG LOVE | ||||||||
| VICE PRESIDENT | 0.30 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DONALD LACHATA | ||||||||
| SECRETARY | 0.30 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHY GALLINGTON | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| LISA HECKER | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| CAROL HOFFMAN | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| MARLENE LEMIRE | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| JAMIE MITTET | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| BOBBIE MOORE | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT NICHOLS | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| MARY POLENSKY | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| SANDY ROBINSON | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| JIM ROWSON | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| AARON SCHIELKE | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| KENT SHANE | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| HELEN STOLL | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| GAIL WHITLEY | ||||||||
| TRUSTEE | 0.30 | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| CHAD SOLVIE | ||||||||
| CEO | 36.00 | 4.00 | Yes (X) | $134,638 | $0 | $18,053 | ||
| MARTIN R BLEVINS CPA | ||||||||
| DIRECTOR OF FINANCE | 36.00 | 4.00 | Yes (X) | $103,532 | $0 | $4,209 | ||
| CHRIS VERNON-COLE | ||||||||
| DIRECTOR OF MAINTENANCE | 40.00 | 0.00 | $102,849 | $0 | $343 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $341,019 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,605 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $45,155 | FundraisingAmt |
| All Other Contributions | $357,570 | AllOtherContributionsAmt |
| Noncash Contributions | $193,623 | NoncashContributionsAmt |
| Total Contributions | $402,725 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BVC REIMBURSEMENTS | 900099 | $1,138,350 | $1,138,350 |
| MARTHA & MARY MGMT FEE | 561000 | $1,008,425 | $1,008,425 |
| BVC MANAGEMENT FEES | 561000 | $145,365 | $145,365 |
| VILLAGE GREEN DEV FEE | 561700 | $11,392 | $11,392 |
| PHYSICIAN SERVICES REV | 621110 | -$1,231 | -$1,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,302,301 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,759 | TotalRevenueColumnAmt |
| Exclusion | $33,759 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,643 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,357 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,357 | TotalRevenueColumnAmt |
| Exclusion | -$3,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,138 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,155 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,696 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,558 | TotalRevenueColumnAmt |
| Exclusion | -$6,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $1,269 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,000 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $269 | TotalRevenueColumnAmt |
| Exclusion | $269 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROUP RETRO REBATE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,061 | TotalRevenueColumnAmt |
| Exclusion | $13,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,061 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,742,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,302,301 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,174 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,736 | TotalAmt |
| Program Services | $15,736 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,432 | TotalAmt |
| Management And General | $260,432 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,097,353 | TotalAmt |
| Program Services | $917,494 | ProgramServicesAmt |
| Management And General | $43,229 | ManagementAndGeneralAmt |
| Fundraising | $136,630 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,723 | TotalAmt |
| Program Services | $118,737 | ProgramServicesAmt |
| Management And General | $51,454 | ManagementAndGeneralAmt |
| Fundraising | $25,532 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,591 | TotalAmt |
| Program Services | $103,920 | ProgramServicesAmt |
| Management And General | $23,559 | ManagementAndGeneralAmt |
| Fundraising | $11,112 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,062 | TotalAmt |
| Program Services | $38,062 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,575 | TotalAmt |
| Management And General | $6,575 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,074 | TotalAmt |
| Program Services | $57,750 | ProgramServicesAmt |
| Management And General | $22,851 | ManagementAndGeneralAmt |
| Fundraising | $23,473 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,921 | TotalAmt |
| Management And General | $37,218 | ManagementAndGeneralAmt |
| Fundraising | $703 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,982 | TotalAmt |
| Program Services | $67,500 | ProgramServicesAmt |
| Management And General | $4,319 | ManagementAndGeneralAmt |
| Fundraising | $11,163 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,099 | TotalAmt |
| Program Services | $3,558 | ProgramServicesAmt |
| Management And General | $6,670 | ManagementAndGeneralAmt |
| Fundraising | $124,871 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,579 | TotalAmt |
| Program Services | $11,566 | ProgramServicesAmt |
| Management And General | $1,478 | ManagementAndGeneralAmt |
| Fundraising | $1,535 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74 | TotalAmt |
| Program Services | $74 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,789 | TotalAmt |
| Program Services | $6,789 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,004 | TotalAmt |
| Program Services | $21,004 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| CONTINUING EDUCATION | $37,324 | $36,445 | $879 | |
| TAXES AND LICENSES | $17,532 | $17,532 | ||
| MISCELLANEOUS | $8,902 | $8,490 | $406 | $6 |
| SUPPLIES | $2,595 | $650 | $1,945 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,221,347 | TotalAmt |
| Program Services | $1,425,307 | ProgramServicesAmt |
| Management And General | $457,791 | ManagementAndGeneralAmt |
| Fundraising | $338,249 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,168 | BOYAmt |
| EOY | $97,859 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,218,682 | BOYAmt |
| EOY | $802,696 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,928 | BOYAmt |
| EOY | $47,481 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $48,826 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,396 | BOYAmt |
| EOY | $34,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $97,149 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,121 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,398 | BOYAmt |
| EOY | $65,028 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,346 | BOYAmt |
| EOY | $555,101 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,266,852 | BOYAmt |
| EOY | $2,194,826 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,348,770 | BOYAmt |
| EOY | $3,846,535 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,895 | BOYAmt |
| EOY | $128,387 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,895 | BOYAmt |
| EOY | $128,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,178,598 | BOYAmt |
| EOY | $3,668,148 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,277 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,232,875 | BOYAmt |
| EOY | $3,718,148 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,348,770 | BOYAmt |
| EOY | $3,846,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $520,853 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$35,580 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $107,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $235,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $402,725 | CurrentTaxYearAmt |
| Total | $987,493 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $160,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $235,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $402,725 | CurrentTaxYearAmt |
| Total | $987,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $987,493 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,759 | CurrentTaxYearAmt |
| Total | $81,198 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $53 | CurrentTaxYearMinus2YearsAmt |
| Total | $136 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,468 | CurrentTaxYearAmt |
| Total | $144,801 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,213,628 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,004,985 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | DENTAL BENEFIT REIMBURSEMENTS PHYS SVCS - BELMONT MMHS REIMBURSEMENT GROUP RETRO REBATE FUNDRAISING EVENT REVENUES CHARITABLE GAMING REVENUES | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $262 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,050 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $262 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,050 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,887,830 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $24,270,648 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,888,092 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $24,271,698 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $244,405 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $61,101 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
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 | $930 | CurrentYearMinus3Amt |
| Current Year Minus2 | $240 | CurrentYearMinus2Amt |
| Current Year Minus1 | $483 | CurrentYearMinus1Amt |
| Current Year | $1,050 | CurrentYearAmt |
| Total | $2,703 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,169 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $143,169 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,169 | BeginningYearBalanceAmt |
| End Year Balance | $193,169 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $192,151 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,018 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $193,169 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,177 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,974 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $192,151 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,295 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,882 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $187,177 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,121 | DepreciationAmt |
| Book Value | $65,028 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $65,028 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| Book Value | $2,194,826 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,194,826 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,740,740 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$35,581 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $35,696 | OtherRevenueAmt |
| Revenue Not Reported | $5,115 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,735,625 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,575 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $6,575 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,742,200 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,255,468 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $35,696 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $40,696 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,214,772 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,575 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $6,575 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,221,347 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PRINCIPAL OF THE BOARD DESIGNATED ENDOWMENT IS TO REMAIN INTACT INTO PERPETUITY AND BE INVESTED TO PRODUCE EARNINGS. THE EARNINGS ARE TO BE USED AS DIRECTED BY THE BOARD TO FURTHER THE MARTHA AND MARY PROGRAMS AND SUPPORT SPECIAL PROJECTS. |
| PART X, LINE 2: | THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION, INCLUDING MMLS, MMHS, MMCS, EBENEZER AND MMHCS, IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3); ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FILES INCOME TAX RETURNS WITH THE U.S. AND VARIOUS STATE AND LOCAL GOVERNMENTS. THE ORGANIZATION IS SUBJECT TO INCOME TAX EXAMINATIONS BY THE TAX AUTHORITIES OF THESE GOVERNMENTS FOR THE CURRENT YEAR AND CERTAIN PRIOR YEARS BASED ON THE APPLICABLE LAWS AND REGULATIONS OF EACH JURISDICTION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 35,696. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 35,696. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GENERATIONS OF CARE LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $73,293 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $45,155 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $28,138 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,980 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,011 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,095 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,611 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $73,293 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,155 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $28,138 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,980 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,011 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,095 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,611 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,697 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,559 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA & MARY CHILDREN'S SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 127 | AddressLine1Txt |
| City | POULSBO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 911916806 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $13,357 | CashGrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MARTHA AND MARY LUTHERAN SERVICES ONLY MAKES DISTRIBUTIONS TO RELATED ORGANIZATIONS THAT ARE UNDER COMMON CONTROL AND MANAGEMENT. THE ORGANIZATIONS ENSURE THAT FUNDS ARE USED FOR APPROPRIATE PURPOSES THROUGH THIS COMMON CONTROL AND MANAGEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD SOLVIE | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $134,616 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $22 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,846 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,207 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $152,691 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 6 | FormAndLineReferenceDesc |
| Explanation | IF THE NET MARGIN BEFORE MANAGEMENT FEE IS 2.5% OR GREATER, BONUSES ARE ISSUED TO ALL EMPLOYEES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,419 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SOFTWARE | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $123,204 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF DONATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THERE SHALL BE AN EXECUTIVE COMMITTEE COMPOSED OF THE PRESIDENT, VICE PRESIDENT, AND SECRETARY. (A) THE EXECUTIVE COMMITTEE SHALL MEET UPON CALL FOR THE PURPOSE OF PERFORMING BUSINESS THAT CANNOT WAIT FOR THE ACTION OF THE BOARD, AND TO CONSULT WITH OR ASSIST THE PRESIDENT AND/OR CHIEF EXECUTIVE OFFICER IN THE PERFORMANCE OF THEIR RESPECTIVE DUTIES. (B) ANY ACTION OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED FOR RATIFICATION AT THE NEXT MEETING OF TRUSTEES AND, IF INDICATED, MAY BE REPORTED SOONER BY MAIL. (C) TWO MEMBERS OF THIS COMMITTEE SHALL CONSTITUTE A QUORUM. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZAITON HAS ONE CLASS OF MEMBERS. THESE MEMBERS CONSIST OF THOSE MEMBER CONGREGATIONS THAT ARE AFFILIATED WITH THE ORGANIZATION. EACH MEMBER CONGREGATION CAN DESIGNATE THREE INDIVIDUAL PERSONS TO SERVE AS DELEGATES TO THE ORGANIZATION. THE DELEGATES ELECT THE CORPORATION'S BOARD OF TRUSTEES AND APPROVE SUBSTANTIAL ISSUES. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER CONGREGATION CAN DESIGNATE THREE INDIVIDUAL PERSONS TO SERVE AS DELEGATES TO THE ORGANIZATION. THE DELEGATES ELECT THE ORGANIZATION'S BOARD OF TRUSTEES AND APPROVE SUBSTANTIAL ISSUES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THERE ARE DEFINED "SUBSTANTIAL ISSUES" THAT MUST BE APPROVED BY A VOTE OF THE DELEGATES: 1) ACQUISITION OR SALE OF REAL PROPERTY; 2) APPROVE THE APPLICATION OF A CHURCH CONGREGATION TO BECOME A MEMBER; 3) ESTABLISH OR DISSOLVE A SUBSIDIARY ORGANIZATION; 4) DISSOLVE MARTHA AND MARY LUTHERAN SERVICES; 5) SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION OR A SUBSIDIARY; 6) TERMINATION OF A MEMBER CONGREGATION; 7) CORPORATE BORROWING BY THE ORGANIZATION OR SUBSIDIARY WHICH WILL BE SECURED BY AN ENCUMBRANCE ON CORPORATE REAL PROPERTY; AND 8) AMEND THE ARTICLES OF INCORPORATION. APPROVED SUBSTANTIAL ISSUES OF THE SUBSIDIARY MARTHA AND MARY HEALTH SERVICES DO NOT HAVE ANY FORCE OR EFFECT WITHOUT THE CONSENT OF HUD. |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT REVIEWED THE FORM 990 PRIOR TO THE COMPLETED FORM BEING SUBMITTED TO THE BOARD. A COPY OF THE COMPLETED 990 WAS PROVIDED TO EACH BOARD MEMBER FOR THEIR REVIEW AND COMMENTS. A SUBCOMMITTEE OF THE BOARD UNDERTOOK A SPECIFIC REVIEW OF THE 990 AND PROVIDED ITS RECOMMENDATION FOR APPROVAL TO THE ENTIRE BOARD. THE 990 WAS APPROVED BY THE BOARD PRIOR TO SUBMISSION TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR AND UPON SELECTION TO THE BOARD, ALL BOARD TRUSTEES AND EMPLOYEE OFFICERS ARE REQUIRED TO COMPLETE A FORM STATING THAT THEY UNDERSTAND THE POLICY AND THAT THERE HAS BEEN NO CONTRAVENTION OF THE POLICY BY THEMSELVES OR FAMILY DURING THE YEAR, OR IF THERE WAS A CONFLICT IT WAS FULLY DISCLOSED AT A TIME. IN THE CASE OF A CONFLICT, TRUSTEE WILL RECUSE THEMSELVES. BOARD TRUSTEES AND ALL EMPLOYEES, INCLUDING EMPLOYEE-OFFICERS, ARE REQUIRED TO REPORT ANY POTENTIAL CONFLICT OF INTERESTS WHENEVER THEY ARISE. THE GOVERNANCE COMMITTEE DETERMINES WHETHER CONFLICTS EXIST, AND REVIEWS ACTUAL CONFLICTS OF INTEREST TO DETERMINE APPROPRIATE ACTION. ALSO, EACH YEAR PRIOR TO THE PREPARATION OF THE FORM 990, ALL TRUSTEES AND EMPLOYEE-OFFICERS WHO SERVED DURING THE YEAR ARE PROVIDED WITH A QUESTIONNAIRE SPECIFICALLY TAILORED TO THE REQUIREMENTS OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD PERSONNEL COMMITTEE SETS THE COMPENSATION PACKAGE FOR THE CEO UTILIZING COMPENSATION BENCHMARKS AND ADDITIONAL PARAMETERS RELATED TO THE CONSTRAINTS OF BOARD-APPROVED BUDGET GUIDELINES. THE CEO AND HR DIRECTOR USE BENCHMARKS FROM LEADING AGE WASHINGTON TO ESTABLISH A STARTING WAGE AND DETERMINE A FAIR AND EQUITABLE WAGE RANGE FOR THE DIRECTOR OF FINANCE POSITION WITHIN MARTHA AND MARY. THE BOARD PRESIDENT REVIEWS AND SIGNS OFF ON ANY ADDITIONAL WAGE INCREASES FOR THE DIRECTOR OF FINANCE POSITION BEYOND THE STARTING WAGE. THIS PAST YEAR, THE ENTIRE BOARD ALSO REVIEWED THE WAGES OF COMPENSATION AND A ROUGH DRAFT OF PERFORMANCE MANAGEMENT METHODOLOGY FOR ALL KEY POSITIONS INCLUDING THE DIRECTOR OF FINANCE. THE LAST COMPENSATION REVIEW WAS COMPLETED IN MARCH 2014. |
| FORM 990, PART VI, SECTION C, LINE 19 | OUR FINANCIAL INFORMATION IS PUBLISHED IN OUR ANNUAL REPORT AND IS DISTRIBUTED TO OUR SUPPORTERS AND THE GREATER COMMUNITY. AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA AND MARY CHILDREN'S SERVICES | ||||||||||
| PO BOX 127 | POULSBO | WA | 98370 | 911916806 | CHILDCARE AND EDUCATION FOR CHILDREN | WA | 501(C)(3) | LINE 9 | MARTHA AND MARY LUTHERAN SERVICES | Yes (1) |
| MARTHA AND MARY HEALTH SERVICES | ||||||||||
| PO BOX 127 | POULSBO | WA | 98370 | 943229627 | SERVICES TO THE ELDERLY - REHAB AND SKILLED NURSING | WA | 501(C)(3) | LINE 9 | MARTHA AND MARY LUTHERAN SERVICES | Yes (1) |
| MARTHA AND MARY EBENEZER SERVICES | ||||||||||
| PO BOX 127 | POULSBO | WA | 98370 | 911249343 | SENIOR INDEPENDENT HOUSING | WA | 501(C)(3) | LINE 9 | MARTHA AND MARY LUTHERAN SERVICES | Yes (1) |
| MARTHA AND MARY HOME AND COMMUNITY SERVICES | ||||||||||
| PO BOX 127 | POULSBO | WA | 98370 | 911293400 | COMMUNITY BASED SERVICES FOR SENIORS AND FAMILIES | WA | 501(C)(3) | LINE 9 | MARTHA AND MARY LUTHERAN SERVICES | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLAGE GREEN KINGSTON ASSOCIATES LLLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19160 FRONT ST NE | AddressLine1Txt |
| City | POULSBO | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263242661 | EIN |
| Primary Activities | DEVELOPMENT OF LOW INCOME SENIOR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA AND MARY LUTHERAN SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $14,965 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $151,008 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.00010 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MARTHA AND MARY HEALTH SERVICES | ||
| L | $742,437 | COST |
| MARTHA AND MARY CHILDREN'S SERVICES | ||
| L | $144,005 | COST |
| MARTHA AND MARY HOME AND COMMUNITY SERVICES | ||
| L | $112,484 | COST |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTHA AND MARY CHILDREN'S SERVICES | |||||||||||||||
| PO BOX 127 | POULSBO | WA | 98370 | 911916806 | Yes (X) | $0 | $0 | $0 | $3,145,386 | $3,145,386 | $307,269 | $76,817 | $0 | $0 | $0 |
| MARTHA AND MARY HEALTH SERVICES | |||||||||||||||
| PO BOX 127 | POULSBO | WA | 98370 | 943229627 | Yes (X) | $0 | $526 | $526 | $16,674,398 | $16,674,924 | $983,746 | $245,937 | $0 | $0 | $0 |
| MARTHA AND MARY EBENEZER SERVICES | |||||||||||||||
| PO BOX 127 | POULSBO | WA | 98370 | 911249343 | Yes (X) | $0 | $0 | $0 | $140,934 | $140,934 | $28,187 | $7,047 | $0 | $0 | $0 |
| MARTHA AND MARY HOME AND COMMUNITY SERVICES | |||||||||||||||
| PO BOX 127 | POULSBO | WA | 98370 | 911293400 | $0 | $262 | $262 | $2,422,100 | $2,422,362 | $271,118 | $67,780 | $0 | $0 | $0 | |