ALZHEIMER'S DISEASE & RELATED DISORDERS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMER'S DISEASE & RELATED DISORDERS (EIN 86-0402582)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-07
- IRS object ID
- 201643129349302174
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-07T15:00:08-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860271207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMIDT WESTERGARD & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 WEST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860402582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMER'S DISEASE & RELATED DISORDERS | BusinessNameLine1Txt |
| Business Name Line2 | ASSOC INC DESERT SOUTHWEST CHAPTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALZH | BusinessNameControlTxt |
| Phone | 6025280545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1028 E MCDOWELL RD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN LAWLER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6025280545 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY M WHITE | PreparerPersonNm |
| PTIN | P00622256 | PTIN |
| Phone | 4808346030 | 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 | DAN LAWLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1028 E MCDOWELL RD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,723,718 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9334 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALZ.ORG/DSW | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1418 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,538,416 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,432,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $95,192 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $126,939 | CYProgramServiceRevenueAmt |
| PY Investment Income | $132,001 | PYInvestmentIncomeAmt |
| CY Investment Income | $110,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,341 | PYOtherRevenueAmt |
| CY Other Revenue | $8,480 | CYOtherRevenueAmt |
| PY Total Revenue | $2,771,950 | PYTotalRevenueAmt |
| CY Total Revenue | $3,678,326 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $131,085 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $164,184 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,111,678 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,301,918 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $396,366 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $837,191 | PYOtherExpensesAmt |
| CY Other Expenses | $939,096 | CYOtherExpensesAmt |
| PY Total Expenses | $3,079,954 | PYTotalExpensesAmt |
| CY Total Expenses | $3,405,198 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$308,004 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $273,128 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,463,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,489,066 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $314,620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $163,856 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,149,196 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,325,210 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,849,896 | ExpenseAmt |
| Grant | $164,184 | GrantAmt |
| Revenue | $135,419 | RevenueAmt |
| Desc | DURING THE PERIOD OF JULY 1, 2015 THROUGH JUNE 30, 2016, THE ALZHEIMER'S ASSOCIATION DESERT SOUTHWEST CHAPTER SERVED OVER 20,000 FAMILIES IN ARIZONA AND SOUTHERN NEVADA DIRECTLY THROUGH ITS CORE PROGRAMS. IT IS CONSERVATIVELY ESTIMATED THAT AN ADDITIONAL 10,000 - 20,000 INDIVIDUALS WERE INDIRECTLY ASSISTED THROUGH INFORMATION AND EDUCATIONAL MATERIALS PROVIDED TO PROFESSIONALS AND OTHERS IN THE COMMUNITY. THE HELPLINE PROGRAM SERVED 3,613 UNDUPLICATED CALLERS THROUGH 4,802 CONTACTS. A TOTAL OF 1,729 CASES WERE SERVED BY THE FAMILY CARE CONSULTATION PROGRAM, THROUGH 6,329 CONTACTS AND 3,774 CASE MANAGEMENT STAFF HOURS. NINETY SUPPORT GROUPS WERE OPERATED BY THE CHAPTER, WITH 1,420 GROUP SESSIONS, 8,570 CONTACTS FOR 1,698 UNDUPLICATED INDIVIDUALS. 821 EDUCATION PROGRAM SESSIONS WERE CONDUCTED REACHING 12,696 PEOPLE, THROUGH SESSIONS FOCUSED ON THE BUILDING AWARENESS IN THE COMMUNITY-AT-LARGE, EDUCATION ON DISEASE PROGRESSION AND CAREGIVING FOR PERSONS WITH DEMENTIA AND THEIR CARE PARTNERS AND FAMILIES, AND TRAINING FOR PROFESSIONALS. THE EDUCATION PROGRAM INCLUDES CAREPRO, AN EVIDENCE-BASED INTENSIVE 10-WEEK INTERVENTION FOR CAREGIVERS. THE MEDICALERT + SAFE RETURN PROGRAM REGISTERED 261 NEW PERSONS WITH ALZHEIMER'S DISEASE. 493 FIRST RESPONDERS WERE TRAINED ABOUT ALZHEIMER'S. THE EARLY STAGE PROGRAM PROVIDED 2,897 CONTACTS FOR PEOPLE LIVING WITH ALZHEIMER'S AND THEIR CARE PARTNERS. | Desc |
| Total Program Service Expenses | $2,849,896 | 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 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 | 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 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATIE MARCHAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6025280545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1028 E MCDOWELL ROAD | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850062622 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SARA ALEMAN PHD MSW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MANNY CHAVEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY CLAWSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHAD CORBETT MPA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATT HUENTELMAN PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC MACDONALD JD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| M JANE MOHLER PHD MPH NP-C | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MOORE MBA CPA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA OWENS PHD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY SWENSK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ZACH ZARAGOZA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY GENTRY | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL BEATTY | ||||||
| FIRST VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SAM LIEBERMAN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DONNA NICHOLS BLACKMAN CPA | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVEN ANDREWS JD | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT DOWD | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEBORAH SCHAUS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $172,575 | $0 | $20,362 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $172,575 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,362 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSPERITY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19001 CRESCENT SPRINGS DRIVE | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 773393802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EMPLOYEE LEASING | ServicesDesc |
| Compensation | $2,267,625 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,255,673 | FundraisingAmt |
| Government Grants | $664,145 | GovernmentGrantsAmt |
| All Other Contributions | $1,512,182 | AllOtherContributionsAmt |
| Noncash Contributions | $109,708 | NoncashContributionsAmt |
| Total Contributions | $3,432,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $126,939 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $126,939 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $126,939 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,900 | TotalRevenueColumnAmt |
| Exclusion | $110,900 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,799 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,792 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7 | TotalRevenueColumnAmt |
| Exclusion | $7 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $33,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,255,673 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,600 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,605 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,605 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,875 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,875 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,678,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $135,419 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $110,907 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,184 | TotalAmt |
| Program Services | $164,184 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,575 | TotalAmt |
| Program Services | $138,060 | ProgramServicesAmt |
| Management And General | $17,257 | ManagementAndGeneralAmt |
| Fundraising | $17,258 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,574,606 | TotalAmt |
| Program Services | $1,415,328 | ProgramServicesAmt |
| Management And General | $51,234 | ManagementAndGeneralAmt |
| Fundraising | $108,044 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,155 | TotalAmt |
| Program Services | $34,155 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,582 | TotalAmt |
| Program Services | $471,420 | ProgramServicesAmt |
| Management And General | $17,140 | ManagementAndGeneralAmt |
| Fundraising | $32,022 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,784 | TotalAmt |
| Program Services | $850 | ProgramServicesAmt |
| Management And General | $30,934 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,577 | TotalAmt |
| Program Services | $40,802 | ProgramServicesAmt |
| Management And General | $604 | ManagementAndGeneralAmt |
| Fundraising | $1,171 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,359 | TotalAmt |
| Program Services | $35,539 | ProgramServicesAmt |
| Management And General | $3,568 | ManagementAndGeneralAmt |
| Fundraising | $24,252 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,717 | TotalAmt |
| Program Services | $104,761 | ProgramServicesAmt |
| Fundraising | $64,956 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,477 | TotalAmt |
| Program Services | $124,305 | ProgramServicesAmt |
| Management And General | $29,985 | ManagementAndGeneralAmt |
| Fundraising | $30,187 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,951 | TotalAmt |
| Program Services | $14,993 | ProgramServicesAmt |
| Management And General | $1,105 | ManagementAndGeneralAmt |
| Fundraising | $853 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,769 | TotalAmt |
| Program Services | $114,062 | ProgramServicesAmt |
| Management And General | $5,445 | ManagementAndGeneralAmt |
| Fundraising | $5,262 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,709 | TotalAmt |
| Program Services | $50,865 | ProgramServicesAmt |
| Management And General | $616 | ManagementAndGeneralAmt |
| Fundraising | $17,228 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,559 | TotalAmt |
| Program Services | $37,309 | ProgramServicesAmt |
| Fundraising | $250 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,015 | TotalAmt |
| Program Services | $65,015 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,734 | TotalAmt |
| Program Services | $14,650 | ProgramServicesAmt |
| Management And General | $375 | ManagementAndGeneralAmt |
| Fundraising | $709 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,996 | TotalAmt |
| Program Services | $17,184 | ProgramServicesAmt |
| Management And General | $530 | ManagementAndGeneralAmt |
| Fundraising | $1,282 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SPECIAL EVENT COSTS | $92,282 | $92,282 | ||
| TRAINING & VOLUNTEER | $7,167 | $610 | $6,414 | $143 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,405,198 | TotalAmt |
| Program Services | $2,849,896 | ProgramServicesAmt |
| Management And General | $158,936 | ManagementAndGeneralAmt |
| Fundraising | $396,366 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,489 | BOYAmt |
| EOY | $437,566 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,912 | BOYAmt |
| EOY | $152,306 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,912 | BOYAmt |
| EOY | $204,199 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,757 | BOYAmt |
| EOY | $5,424 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,839 | BOYAmt |
| EOY | $75,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $140,658 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,292 | BOYAmt |
| EOY | $24,282 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,495,615 | BOYAmt |
| EOY | $3,589,616 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,463,816 | BOYAmt |
| EOY | $4,489,066 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,839 | BOYAmt |
| EOY | $140,651 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,781 | BOYAmt |
| EOY | $23,205 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,620 | BOYAmt |
| EOY | $163,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,841,276 | BOYAmt |
| EOY | $2,550,562 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,920 | BOYAmt |
| EOY | $1,709,648 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,000 | BOYAmt |
| EOY | $65,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,149,196 | BOYAmt |
| EOY | $4,325,210 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,463,816 | BOYAmt |
| EOY | $4,489,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $273,128 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$97,114 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 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 | $3,921,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,422,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,960,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,538,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,432,000 | CurrentTaxYearAmt |
| Total | $14,274,916 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,921,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,422,473 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,960,960 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,538,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,432,000 | CurrentTaxYearAmt |
| Total | $14,274,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,501,947 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,772,969 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,070 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,201 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,149 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,900 | CurrentTaxYearAmt |
| Total | $491,321 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,766,237 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $524,606 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79400 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,008 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,008 | OtherExpendituresAmt |
| End Year Balance | $65,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,455 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,455 | OtherExpendituresAmt |
| End Year Balance | $65,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,971 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,971 | OtherExpendituresAmt |
| End Year Balance | $65,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,701 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,701 | OtherExpendituresAmt |
| End Year Balance | $65,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,318 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,318 | OtherExpendituresAmt |
| End Year Balance | $65,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,221 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,221 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,719 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,437 | DepreciationAmt |
| Book Value | $24,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,282 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,610,636 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$97,114 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $94,439 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$2,675 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,613,311 | RevenueSubtotalAmt |
| Other Revenues Not Included | $65,015 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $65,015 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,678,326 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,434,622 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $94,439 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $94,439 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,340,183 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $65,015 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $65,015 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,405,198 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE CHAPTER IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND SIMILAR STATE PROVISIONS. IN ADDITION, THE CHAPTER QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CHAPTER'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. DURING THE YEAR ENDED JUNE 30, 2016, THE CHAPTER DID NOT EARN ANY UNRELATED BUSINESS TAXABLE INCOME; THEREFORE, THE ACCOMPANYING FINANCIAL STATEMENTS CONTAIN NO PROVISION FOR INCOME TAXES. THE CHAPTER FOLLOWS THE GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") RELATED TO ACCOUNTING FOR INCOME TAX UNCERTAINTIES. UNDER THIS GUIDANCE, THE CHAPTER ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON WHETHER IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL BE SUSTAINED BY THE TAXING AUTHORITY UPON EXAMINATION. THE CHAPTER ROUTINELY EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS. THE CHAPTER HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE CHAPTER HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION. THE CHAPTER FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN CERTAIN STATE AND LOCAL JURISDICTIONS. AS OF JUNE 30, 2016, U.S. FEDERAL INFORMATIONAL RETURNS FOR YEARS ENDED PRIOR TO JUNE 30, 2013 AND STATE RETURNS FOR YEARS ENDED PRIOR TO JUNE 30, 2012 WERE CLOSED TO ASSESSMENT. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF ADMINISTRATIVE EXPENSES WHEN ASSESSED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET SHARED FUNDRAISING EXPENSE 65,015. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET SHARED FUNDRAISING EXPENSE 65,015. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE RESTRICTED BY THE DONOR IN PERPETUITY TO PROVIDE EARNINGS FOR PROFESSIONAL HOME ASSESSMENTS AND CARE CONSULTATION FOR FAMILIES WITH A MEMBER DIAGNOSED AS HAVING ALZHEIMER'S DISEASE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WALK TO END ALZHEIMER'S | Event1Nm |
| Gross Receipts Event1 | $944,265 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $944,265 | CharitableContriEvent1Amt |
| Event2 | GALA EVENT | Event2Nm |
| Gross Receipts Event2 | $127,977 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $94,377 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $33,600 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $30,100 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,500 | EntertainmentEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $217,031 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $217,031 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $1,289,273 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,255,673 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,600 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $30,100 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,500 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $33,600 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESPITE AND SAFE RETURN | GrantTypeTxt |
| Recipient | 359 | RecipientCnt |
| Cash Grant | $164,184 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLICATIONS FOR RESPITE AND SAFE RETURN PROGRAMS ARE COMPLETED BY STAFF ON BEHALF OF THE FAMILY IN NEED. THE STAFF WILL NOTIFY BOTH THE APPLICANT AND THEIR FAMILY WHEN AWARDS HAVE BEEN GRANTED AND WHEN THEY HAVE BEEN PAID OUT. ANY DISBURSEMENT OF RESPITE FUNDS WILL BE TO THE HOME HEALTH AGENCY OR FACILITY PROVIDING THE CARE BASED UPON AN INVOICE DETAILING THE SERVICES PROVIDED. FUNDS ARE NOT TO BE GIVEN DIRECTLY TO THE FAMILY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH SCHAUS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $157,575 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $15,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,080 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,282 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $192,937 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISC AUCTION ITEMS | 4 | $97,944 | FMV |
| Yes (X) | FOOD & BEVERAGES | 8 | $7,789 | CASH VALUE |
| Yes (X) | MISCELLANEOUS DONATED MATERIALS | 7 | $3,975 | CASH VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A FULL COPY OF THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AT LEAST 48 HOURS IN ADVANCE OF FILING. A COPY WILL BE POSTED FOR PUBLIC REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S BOARD AND EMPLOYEES REVIEW AND SIGN ANNUALLY THE CONFLICT OF INTEREST POLICY. THE CHAPTER REQUIRES DISCLOSURE OF ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST BY EACH STAFF MEMBER, CONSULTANT, AND VOLUNTEER AS A CONDITION FOR SERVICE TO THE CHAPTER. A DISCLOSED CONFLICT OF INTEREST SHALL NOT NECESSARILY BAR A STAFF MEMBER, CONSULTANT, OR VOLUNTEER FROM SERVING THE CHAPTER. ANY DISCLOSURE WILL BE EVALUATED BASED UPON THE PERSON'S POSITION WITH RESPECT TO DECISION-MAKING AUTHORITY AND THE POTENTIAL IMPACT TO THE CHAPTER. AS AN EXAMPLE, A BOARD OR REGIONAL LEADERSHIP COUNCIL MEMBER MAY NEED TO REFRAIN FROM VOTING IN MATTERS REFLECTING THEIR INTEREST DISCLOSURES. |
| FORM 990, PART VI, SECTION B, LINE 15 | BOARD POLICY ESTABLISHED A COMPENSATION COMMITTEE THAT GATHERS COMPENSATION SURVEYS FOR KEY EMPLOYEES ANNUALLY. INFORMATION IS USED AS A BASIS TO DETERMINE COMPENSATION LEVEL FOR KEY EMPLOYEES, APPROVED BY COMPENSATION COMMITTEE AND REPORTED TO BOARD FOR THEIR APPROVAL. THE FULL BOARD APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND WITH THE APPROVAL OF THE ANNUAL PLAN APPROVES PAY INCREASES FOR ALL STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS ARE ALSO AVAILABLE ON ITS WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE OVERSIGHT PROCESS AND SELECTION PROCESS HAVE NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VIII, LINE 1D | BEGINNING JULY 1, 2008, ACCORDING TO NATIONAL POLICY, THE CHAPTER AND NATIONAL BEGAN PARTICIPATING IN A SHARED REVENUE PROGRAM WHICH STIPULATES THAT THE CHAPTER RECEIVES 60% AND NATIONAL RECEIVES 40% OF UNRESTRICTED CONTRIBUTED REVENUES RAISED BY EITHER PARTY WITHIN THE CHAPTER'S TERRITORY. THE CHAPTER'S NET SHARED FUNDRAISING REVENUE (EXPENSE) RELATED TO THIS PROGRAM WAS AS FOLLOWS DURING THE YEAR ENDED JUNE 30, 2016: SHARED FUNDRAISING REVENUE FROM NATIONAL $670,158 LESS SHARED FUNDRAISING REVENUE DUE TO NATIONAL $(735,173) EQUALLING NET SHARED FUNDRAISING REVENUE OF $(65,015). |
| FORM 990, PART I SUMMARY, LINE 5 | EXPLANATION: THE ORGANIZATION FILES NO W-2S OR W-3S AS ALL EMPLOYEES ARE LEASED AND ALL PAYROLL FILINGS ARE DONE BY INSPERITY. |