THE SCANDINAVIAN CHARITABLE SOCIETY OF GREATER BOSTON INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE SCANDINAVIAN CHARITABLE SOCIETY OF GREATER BOSTON INC (EIN 04-2105955)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349302389
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T09:06:19-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043077056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOODY FAMIGLIETTI & ANDRONICO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGHWOOD DRIVE | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | 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 | 042105955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCANDINAVIAN CHARITABLE SOCIETY OF | BusinessNameLine1Txt |
| Business Name Line2 | GREATER BOSTON INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCAN | BusinessNameControlTxt |
| Phone | 6175276566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 WALTHAM STREET | AddressLine1Txt |
| City | W NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH CARELLA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6179646203 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 9785575300 | 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 | JOSEPH CARELLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 WALTHAM STREET | AddressLine1Txt |
| City | W NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,054,881 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.SLCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1912 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE SCANDINAVIAN CHARITABLE SOCIETY OF GREATER BOSTON IS COMMITTED TO PROVIDING AFFORDABLE HOUSING AND ASSISTANCE TO ELDERS AND TO SUPPORT CULTURAL ENRICHMENT AND COMMUNITY CONNECTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $101,508 | PYContributionsGrantsAmt |
| CY Contributions Grants | $327,286 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,314,570 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,330,888 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,948 | PYInvestmentIncomeAmt |
| CY Investment Income | $203,452 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,787 | PYOtherRevenueAmt |
| CY Other Revenue | $16,964 | CYOtherRevenueAmt |
| PY Total Revenue | $2,541,813 | PYTotalRevenueAmt |
| CY Total Revenue | $2,878,590 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,036,669 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,037,650 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $117,063 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,599,627 | PYOtherExpensesAmt |
| CY Other Expenses | $1,626,323 | CYOtherExpensesAmt |
| PY Total Expenses | $2,636,296 | PYTotalExpensesAmt |
| CY Total Expenses | $2,663,973 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$94,483 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $214,617 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,764,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,632,548 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,692,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,624,094 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,072,437 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,008,454 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE SCANDINAVIAN CHARITABLE SOCIETY OF GREATER BOSTON IS COMMITTED TO PROVIDING AFFORDABLE HOUSING AND ASSISTANCE TO ELDERS AND TO SUPPORT CULTURAL ENRICHMENT AND COMMUNITY CONNECTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,985,943 | ExpenseAmt |
| Revenue | $2,303,600 | RevenueAmt |
| Desc | SCANDINAVIAN LIVING CENTER- DURING THE YEAR THE ORGANIZATION HAD 39 ELDERLY RESIDENTS, WHICH CONSISTED OF 11 MALES AND 28 FEMALES WITH AN AVERAGE AGE OF 88. OF THE 39 RESIDENTS, 6 WERE LOW INCOME, 23 MODERATE INCOME AND 10 WERE AT MARKET RATE INCOME LEVELS BASED ON HUD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $221,569 | ExpenseAmt |
| Revenue | $27,288 | RevenueAmt |
| Desc | THE SCANDINAVIAN CHARITABLE SOCIETY BELIEVES THAT THE LIVING CENTER AND THE CULTURAL CENTER COMPLEMENT EACH OTHER THROUGH MUTUALLY SUPPORTIVE ACTIVITIES WHILE SHARING SPACE. THE SOCIETY, THROUGH THE CULTURAL CENTER, IS COMMITTED TO POSITIONING ITSELF AS THE PREMIERE HUB FOR NORDIC CULTURAL ACTIVITIES IN NEW ENGLAND BY SHARING IMPORTANT ELEMENTS OF SCANDINAVIAN CULTURE WITH THE WIDER COMMUNITY.THE SECOND GOAL OF THE SCANDINAVIAN CULTURAL CENTER IS TO BE A LOCATION FOR AND SOURCE OF ENRICHING AND THOUGHT-PROVOKING EVENTS FOR RESIDENTS OF NEWTON AND GREATER BOSTON. THESE GOALS ARE ACHIEVED THROUGH COLLABORATIONS WITH OTHER ORGANIZATIONS, AND THROUGH THE CULTURAL CENTER'S OWN PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,207,512 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH CARELLA EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175276566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 WALTHAM STREET | AddressLine1Txt |
| City | W NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| TERJE KORSNES | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETER VATNE | ||||||
| VICE PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARIANNE HESSNER | ||||||
| CORRESP. SEC. | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GARDI HAUCK | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HANS CHRISTENSEN | ||||||
| ASSISTANT TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN GREGG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE PETERSON | ||||||
| PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STANLEY NYBERG | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA CHRISTIANSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| THOR HELGASON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CARSTEN KOWALCZYK | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LUANA JOSVOLD | ||||||
| RECORDING SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | |
| STEFAN AHLBLAD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARTIN LEHMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| REBECCA SULLIVAN | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID WILSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JUDY NELSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TRYGGVE FOSSUM | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOAN HOLST | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| VICTORIA DANBERG | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN ELANDER | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RUTH ELANDER | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELIN PROPPE | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOYCE HAGLUND | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANNE-REET ANNUZIATA | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BOB ELLERTSEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH CARELLA | ||||||
| EXECUTIVE DIRECTOR | 45.00 | $119,114 | $0 | $10,187 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,114 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,187 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLENDALE SENIOR DINING | |||||
| 749 E INDUSTRIAL PARK DR MANCHEST | WALTHAM | NH | 03109 | FOOD SERVICE | $491,591 |
| HERITAGE HEALTH SYSTEMS INC | |||||
| 25 WESTERN INDUSTRIAL DRIVE | CRANSTON | RI | 02921 | HOUSEKEEPING & MAINTENANCE | $165,251 |
| ELANDER JOHN R & SON INC | |||||
| 27 GALEN STREET | WALTHAM | MA | 02451 | CONSTRUCTION | $153,615 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $327,286 | AllOtherContributionsAmt |
| Total Contributions | $327,286 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTS'FEES | 623000 | $2,251,335 | $2,251,335 |
| COMMUNITY FEES | 623000 | $52,265 | $52,265 |
| FOOD FEST EVENT | 623000 | $16,603 | $16,603 |
| CULTURAL CENTER TICKET SALES | 623000 | $10,685 | $10,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,330,888 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,173 | TotalRevenueColumnAmt |
| Exclusion | $31,173 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,612 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,648 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,964 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,964 | TotalRevenueColumnAmt |
| Exclusion | $16,964 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,331,922 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,159,643 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $172,279 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,279 | TotalRevenueColumnAmt |
| Exclusion | $172,279 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,878,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,330,888 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $220,416 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,301 | TotalAmt |
| Program Services | $45,255 | ProgramServicesAmt |
| Management And General | $71,116 | ManagementAndGeneralAmt |
| Fundraising | $12,930 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762,370 | TotalAmt |
| Program Services | $572,441 | ProgramServicesAmt |
| Management And General | $112,432 | ManagementAndGeneralAmt |
| Fundraising | $77,497 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,157 | TotalAmt |
| Program Services | $52,411 | ProgramServicesAmt |
| Management And General | $10,616 | ManagementAndGeneralAmt |
| Fundraising | $7,130 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,822 | TotalAmt |
| Program Services | $52,825 | ProgramServicesAmt |
| Management And General | $15,306 | ManagementAndGeneralAmt |
| Fundraising | $7,691 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,278 | TotalAmt |
| Program Services | $2,278 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,441 | TotalAmt |
| Management And General | $38,441 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,288 | TotalAmt |
| Management And General | $17,288 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,560 | TotalAmt |
| Program Services | $513 | ProgramServicesAmt |
| Management And General | $1,047 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,457 | TotalAmt |
| Program Services | $13,313 | ProgramServicesAmt |
| Management And General | $3,329 | ManagementAndGeneralAmt |
| Fundraising | $11,815 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,571 | TotalAmt |
| Program Services | $26,824 | ProgramServicesAmt |
| Management And General | $14,747 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,663 | TotalAmt |
| Program Services | $374,725 | ProgramServicesAmt |
| Management And General | $9,938 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633 | TotalAmt |
| Management And General | $633 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,953 | TotalAmt |
| Program Services | $102,077 | ProgramServicesAmt |
| Management And General | $2,876 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,222 | TotalAmt |
| Program Services | $251,000 | ProgramServicesAmt |
| Management And General | $7,222 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,208 | TotalAmt |
| Program Services | $53,840 | ProgramServicesAmt |
| Management And General | $9,368 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD SERVICE | $472,919 | $472,919 |
| HOUSEKEEPING EXPENSES | $103,711 | $103,711 |
| ACTIVITIES PROGRAM SUPP | $41,681 | $41,681 |
| CULTURAL CENTER ACTIVIT | $38,380 | $38,380 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,358 | TotalAmt |
| Program Services | $3,319 | ProgramServicesAmt |
| Management And General | $25,039 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,663,973 | TotalAmt |
| Program Services | $2,207,512 | ProgramServicesAmt |
| Management And General | $339,398 | ManagementAndGeneralAmt |
| Fundraising | $117,063 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,844 | BOYAmt |
| EOY | $63,749 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,089 | BOYAmt |
| EOY | $458,453 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,800 | BOYAmt |
| EOY | $12,925 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,338 | BOYAmt |
| EOY | $11,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,670 | BOYAmt |
| EOY | $31,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,265,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,956,166 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,299,271 | BOYAmt |
| EOY | $5,309,374 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015,482 | BOYAmt |
| EOY | $1,745,306 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,764,494 | BOYAmt |
| EOY | $7,632,548 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,889 | BOYAmt |
| EOY | $234,769 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,200 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,286,914 | BOYAmt |
| EOY | $2,230,571 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,054 | BOYAmt |
| EOY | $158,754 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,692,057 | BOYAmt |
| EOY | $2,624,094 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,410,869 | BOYAmt |
| EOY | $4,420,607 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,835 | BOYAmt |
| EOY | $301,778 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,733 | BOYAmt |
| EOY | $286,069 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,072,437 | BOYAmt |
| EOY | $5,008,454 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,764,494 | BOYAmt |
| EOY | $7,632,548 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $214,617 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$277,506 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,094 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $183,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $294,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,373 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,286 | CurrentTaxYearAmt |
| Total | $1,065,536 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,171,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,190,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,264,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,314,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,330,888 | CurrentTaxYearAmt |
| Total | $11,271,059 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,354,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,484,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,422,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,416,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,658,174 | CurrentTaxYearAmt |
| Total | $12,336,595 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,710 | CurrentTaxYearMinus1YearAmt |
| Total | $155,090 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $937,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,078,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,187,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,233,683 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $922,124 | CurrentTaxYearAmt |
| Total | $5,359,207 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,004,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,114,772 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,221,119 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,251,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $922,124 | CurrentTaxYearAmt |
| Total | $5,514,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,822,298 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $203,452 | CurrentTaxYearAmt |
| Total | $498,831 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,786 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $203,452 | CurrentTaxYearAmt |
| Total | $498,831 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,409,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,553,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,485,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,525,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,861,626 | CurrentTaxYearAmt |
| Total | $12,835,426 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.53150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.51910 | PublicSupportPY509Pct |
| Investment Income CY | 0.03890 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02620 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $307,968 | BeginningYearBalanceAmt |
| Contributions | $6,025 | ContributionsAmt |
| Investment Earnings Or Losses | $1,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,000 | OtherExpendituresAmt |
| End Year Balance | $295,651 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $299,816 | BeginningYearBalanceAmt |
| Contributions | $2,425 | ContributionsAmt |
| Investment Earnings Or Losses | $5,727 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $307,968 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,445 | BeginningYearBalanceAmt |
| Contributions | $18,485 | ContributionsAmt |
| Investment Earnings Or Losses | $25,586 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,700 | AdministrativeExpensesAmt |
| End Year Balance | $299,816 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $221,439 | BeginningYearBalanceAmt |
| Contributions | $21,536 | ContributionsAmt |
| Investment Earnings Or Losses | $25,470 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $268,445 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $190,031 | BeginningYearBalanceAmt |
| Contributions | $37,028 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,620 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $221,439 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.97000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,855 | OtherCostOrOtherBasisAmt |
| Book Value | $10,855 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,855,080 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,070,935 | DepreciationAmt |
| Book Value | $4,784,145 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,037,985 | OtherCostOrOtherBasisAmt |
| Depreciation | $788,994 | DepreciationAmt |
| Book Value | $248,991 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $361,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,237 | DepreciationAmt |
| Book Value | $265,383 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,309,374 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYABLE | $8,855 |
| RESIDENT SECURITY DEPOSITS | $149,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $158,754 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,599,350 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$277,506 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,094 | OtherRevenueAmt |
| Revenue Not Reported | -$278,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,877,950 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,288 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$16,648 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $640 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,878,590 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,663,333 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $16,648 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $16,648 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,646,685 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,288 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,288 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,663,973 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS WILL BE EXPENDED IN ACCORDANCE WITH DONOR RESTICTIONS. THE PERMANENTLY RESTRICTED ENDOWMENT FUNDS WILL BE HELD IN PERPETUITY. |
| PART X, LINE 2: | THE SOCIETY IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. AS A RESULT, NO PROVISION FOR INCOME TAXES IS PRESENTED IN THESE FINANCIAL STATEMENTS. HOWEVER, IN CERTAIN CIRCUMSTANCES, THE SOCIETY MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM UNRELATED TRADE OR BUSINESS INCOME. AS DECEMBER 31, 2015 AND 2014, MANAGEMENT HAS DETERMINED THAT THE SOCIETY DOES NOT HAVE ANY LIABILITIES ASSOCIATED WITH UNRELATED TRADE OR BUSINESS INCOME. THE SOCIETY ASSESSES THE RECORDING OF UNCERTAIN TAX POSITIONS BY EVALUATING THE MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT REQUIREMENTS A TAX POSITION MUST MEET BEFORE BEING RECOGNIZED AS A BENEFIT IN THE FINANCIAL STATEMENTS. THE SOCIETY'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, IF ANY, IN ITS STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. THE SOCIETY HAS NOT RECOGNIZED ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED BENEFITS AS DECEMBER 31, 2015 AND 2014. THE SOCIETY DOES NOT EXPECT ANY MATERIAL CHANGE IN UNCERTAIN TAX BENEFITS WITHIN THE NEXT TWELVE MONTHS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DECREASE IN ANNUITY PAYABLE -1,094. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES SHOWN NET OF REVENUE -16,648. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES SHOWN NET OF REVENUE 16,648. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2009-05-14 | BondIssuedDt |
| Issue Price | $2,673,000 | IssuePriceAmt |
| Purpose | $2,550,258 REFUND PRIOR ISSUANCE;$40,249 BOND ISSUANCE COSTS; $82,493 FEES | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $2,673,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $40,249 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $2,632,751 | OtherSpentProceedsAmt |
| Substantial Completion | 2001 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN ELANDER AND RUTH ELANDER ARE A MARRIED COUPLE. |
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING FORM 990 THE COMPLETED FORM IS DISTRIBUTED, REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. ONCE COMMITTEE APPROVAL IS OBTAINED A COPY OF THE FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY BY REQUIRING ALL NEW BOARD MEMBERS TO SIGN THE POLICY TO IDENTIFY ANY CONFLICTS THAT EXIST AT THE TIME OF SIGNING. DURING BOARD MEETINGS, MEMBERS ARE ASKED TO IDENTIFY ANY CONFLICTS AS THEY ARISE AND RECUSE THEMSELVES FROM TAKING PART IN A VOTE THAT INVOLVES A MATTER OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE YEARLY PERFORMANCE EVALUATION AND SALARY REVIEW OF THE EXECUTIVE DIRECTOR AND ANY OTHER EMPLOYEES EARNING $50,000 AND OVER. THEY USE A SALARY SURVEY AS A BENCHMARK FOR EACH POSITION, UTILIZING COMPARABLES FROM OTHER SIMILAR ORGANIZATIONS AND OTHER AVAILABLE DATA. THE BOARD WILL REVIEW AND APPROVE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION WAS INCORPORATED IN 1912 AND THEREFORE DID NOT FILE A FORM 1023 WITH THE IRS FOR TAX EXEMPT STATUS. THE ORGANIZATION RECIEVED A DETERMINATION LETTER IN 1939 FROM THE IRS. THIS DOCUMENT AND THE 990 WILL BE AVAILABLE FOR INSPECTION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DECREASE IN ANNUITY PAYABLE -1,094. |
| FORM 990; PART XII; LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUTANTS. THIS PROCESS HAS NOT CHANGED DURING THE YEAR. |