CLEVELAND SOCIETY FOR THE BLIND: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CLEVELAND SOCIETY FOR THE BLIND (EIN 34-0714652)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-04-04
- IRS object ID
- 201640959349300004
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-04T08:54:03-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND SOCIETY FOR THE BLIND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEV | BusinessNameControlTxt |
| Phone | 2167918118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 EAST 101ST STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN R KRENCISZ CPA MBA | PersonNm |
| Person Title | CFO/DIRECTOR OF ADMINISTRATION | PersonTitleTxt |
| Phone | 2167918118 | PhoneNum |
| Signature | 2016-04-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND SIGHT CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN R KRENCISZ CPA M | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 EAST 101ST STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,834,436 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CLEVELANDSIGHTCENTER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE AGENCY PROVIDES SERVICES FOR PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 59 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 59 | VotingMembersIndependentCnt |
| Total Employee | 233 | TotalEmployeeCnt |
| Total Volunteers | 557 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,789,261 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,851,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,854,628 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,014,009 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,919,099 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,346,193 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,229 | PYOtherRevenueAmt |
| CY Other Revenue | $54,189 | CYOtherRevenueAmt |
| PY Total Revenue | $11,601,217 | PYTotalRevenueAmt |
| CY Total Revenue | $6,265,849 | 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 | $6,227,922 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,337,046 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $554,691 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,127,700 | PYOtherExpensesAmt |
| CY Other Expenses | $2,952,873 | CYOtherExpensesAmt |
| PY Total Expenses | $8,355,622 | PYTotalExpensesAmt |
| CY Total Expenses | $9,289,919 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,245,595 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,024,070 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,210,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,750,606 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,660,669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $983,003 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,549,877 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,767,603 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EMPOWER PEOPLE WITH VISION LOSS TO REALIZE THEIR FULL POTENTIAL, AND TO SHAPE THE COMMUNITY'S VISION OF THAT POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,078,228 | ExpenseAmt |
| Revenue | $296,656 | RevenueAmt |
| Desc | EARLY INTERVENTION, PRESCHOOL, AND OTHER SCHOOL SERVICES: WHERE PARENTS OF 0-3 YEAR OLDS LEARN COMPENSATORY TECHNIQUES TO DEVELOP SKILLS IN COMMUNICATION, INDEPENDENCE AND MOVEMENT, CHILDREN AGED 3-5 ATTEND BRIGHT FUTURES PRESCHOOL, AND SCHOOL-AGED CHILDREN ARE SERVED BY OUR CASE MANAGEMENT PROGRAM, HELPING FAMILIES ACCESS NEEDED RESOURCES AND LEARN ADVOCACY SKILLS. TEACHERS OF SCHOOL-AGED CHILDREN ARE TAUGHT BY OUR TEACHERS OF THE VISUALLY IMPAIRED ABOUT HOW TO ADAPT THEIR CLASSROOM FOR A CHILD WITH A VISION DISABILITY. YOUNG ADULTS UP TO AGE 23 ARE ENGAGED IN PRE-EMPLOYMENT SKILLS TRAINING (428 CLIENTS SERVED). VISION SCREENINGS ARE PROVIDED TO CHILDREN IN GREATER CLEVELAND AND BEYOND TO IDENTIFY CONDITIONS WHICH COULD LEAD TO PERMANENT VISION LOSS (7,802 CHILDREN SCREENED). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,511,012 | ExpenseAmt |
| Revenue | $514,645 | RevenueAmt |
| Desc | ADULT CLINICAL, TRAINING, AND SOCIAL WORK SERVICES, INCLUDING: CASEWORK & SOCIAL SERVICES ASSISTING CLIENTS IN NAVIGATING NETWORKS TO MEET INDIVIDUAL NEEDS (1,884 CLIENTS SERVED); TRAINING AND TECHNIQUES TO IMPROVE DAILY LIVING SKILLS AND MOBILITY TO INCREASE INDEPENDENCE (550 CLIENTS SERVED); PERSONAL REHABILITATION EMPLOYMENT TRAINING PROVIDING INSTRUCTION IN THE SKILLS OF DAILY LIVING AND PRE-EMPLOYMENT SKILLS, TAUGHT BY INSTRUCTORS WHO ARE LEGALLY BLIND (8 CLIENTS SERVED); STORER COMPUTER ACCESS CENTER PROVIDING ASSISTIVE TECHNOLOGY SKILLS TRAINING (142 CLIENTS SERVED); LOW VISION CLINIC EVALUATING AND EDUCATING CLIENTS ABOUT THE OPTICAL AIDS NECESSARY TO UTILIZE REMAINING VISION MORE EFFECTIVELY, STAFFED BY LICENSED OPTOMETRISTS WITH SPECIAL FOCUS ON LOW VISION EXAMS (1,069 CLIENTS SERVED). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,859,561 | ExpenseAmt |
| Revenue | $2,169,943 | RevenueAmt |
| Desc | EMPLOYMENT OPERATIONS AND PLACEMENT, INCLUDING: ASSISTANCE IN JOB READINESS, JOB SEARCH, AND EMPLOYMENT SKILLS. PROGRAM OFFERINGS INCLUDE SUPPORTED EMPLOYMENT, CUSTOMER SERVICE TRAINING, AND THE BUSINESS ENTERPRISE PROGRAM FOR EMPLOYMENT IN THE FOOD SERVICE INDUSTRY (351 CLIENTS SERVED). CALL CENTER PRODUCTION SERVICES INCLUDING MANAGEMENT OF A FULLY-FUNCTIONING CALL CENTER WHICH PROVIDES TRAINING AND COMPETITIVE EMPLOYMENT TO PEOPLE WHO ARE BLIND OR VISUALLY IMPAIRED OR HAVE OTHER WORK-LIMITING DISABILITIES (EMPLOYMENT OF OVER 50 INDIVIDUALS). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $663,225 | $46,239 | HIGHBROOK LODGE CAMP AND OTHER RECREATIONAL SERVICES, INCLUDING: OPERATING AN AMERICANS WITH DISABILITIES (ADA) ACCESSIBLE RESIDENCE CAMP LOCATED IN CHARDON, OHIO. ESTABLISHED IN 1928 HIGHBROOK IS THE LONGEST CONTINUOUSLY OPERATING CAMP FOR PEOPLE WITH BLINDNESS OR VISION-IMPAIRMENTS. ACCREDITED BY THE AMERICAN CAMP ASSOCIATION SINCE THE 1950S (160 CLIENTS SERVED). RECREATION SERVICES INCLUDE ACTIVITIES SUCH AS SAILING, GOLF, TANDEM BIKING, CRAFTS, LINE DANCING, SOCIAL CLUBS, BOOK DISCUSSION GROUPS, SCULPTURE CLASSES, AUDIO-DESCRIBED THEATER, AND MUSIC STUDY GROUPS FOR PERSONS WHO ARE BLIND OR VISUALLY IMPAIRED (323 CLIENTS SERVED). |
| $379,765 | $121,399 | ASSISTIVE TECHNOLOGY AND OTHER SERVICES, INCLUDING: RETAIL SALES OF AIDS SUCH AS MAGNIFIERS, "TALKING" ITEMS, AND LARGE PRINT ACCESSORIES. THE "EYE-DEA SHOP" RETAIL STORE OFFERS USEFUL PRODUCTS TO HELP PEOPLE WITH VISION LOSS LIVE MORE SAFELY AND ACCOMPLISH DAILY TASKS WITH GREATER EASE. OPEN TO THE PUBLIC AND ONLINE. (52 WEEKS OPEN AND 3,000 CLIENTS SERVED); BRAILLE TRANSCRIPTION SERVICES FOR BRAILLE AND LARGE PRINT PROVIDED FOR INDIVIDUALS TO READ INFORMATION NEEDED FOR SCHOOL, BUSINESS, AND LEISURE. STAFFED IN PART BY VOLUNTEERS TRAINED BY THE LIBRARY OF CONGRESS; A RADIO READING SERVICE IS PROVIDED THROUGH CLEVELAND SIGHT CENTER'S NETWORK ("CSCN") BROADCASTING AS A SUBCARRIER OF WCPN 90.3, ON WVIZ-TV CHANNEL 25.9, AND ON CLEVELANDSIGHTCENTER.ORG. TWENTY-FOUR HOUR PROGRAMMING MONDAY-FRIDAY; 10 AM - 8 PM SATURDAY AND SUNDAY. ALSO PROVIDES CUSTOMIZED AUDIO FOR CLIENT NEEDS AT HOME, SCHOOL, AND WORK; APARTMENTS ARE AVAILABLE TO CLIENTS WHO HAVE NOT YET MASTERED TRAVELING SKILLS, ARE OUT-OF-STATE RESIDENTS, OR ARE PARTICIPATING IN OUR SUMMER YOUTH PROGRAM. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,042,990 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $167,638 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,491,791 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 233 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 59 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 59 | 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 | OH | 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 | KEVIN R KRENCISZ CPA MBA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2167918118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 EAST 101ST STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| THOMAS P FURNAS | |||||||
| CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L ENGLANDER | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J GIBBONS | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JILL MARCOTTE | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANN R ZVERINA | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY W POTH | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERYL KING BENFORD | |||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN P ASSINK | |||||||
| ASSISTANT SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN U ALLGOOD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WALLY ANDERS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID E COOK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL E FIELDS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L HARTFORD III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERICK KUPER JONES | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES K KOSTER MD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD A LICHTIG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLINE G OBERNDORF | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA W PARISH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS A PIPER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN TIVITSE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHOURESH AMIR-TAHMASSEB | |||||||
| FORMER TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK D BENNETT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTY H BOOKMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E BRUNER II MD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE A CREER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS W CRISTAL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL H GREENBERG OD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES GUSTAFSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HARNDEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTIE KOHL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN P O'BRIEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY J ROACH | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN M SAADA SR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P SACHER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON H SAFRAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW L SIKOROVSKY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA CORNELL SMYTHE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE ANN SOMOSI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM L SPRING | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER S TAYLOR III | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE G THOBURN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY E TOOKMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD F TRACANNA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MYRON MIKE WEISSMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY E WERTHEIM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN WILLENSKY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN P WOLF | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES M WOOD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY BENDERS | |||||||
| PRESIDENT (APR '15-SEP '15) | 40.00 | $138,772 | $0 | $1,491 | Yes (X) | ||
| KEVIN R KRENCISZ CPA MBA | |||||||
| CFO/DIRECTOR OF ADMINISTRATION | 40.00 | $136,372 | $0 | $11,878 | Yes (X) | ||
| STEVEN M FRIEDMAN | |||||||
| FORMER PRESIDENT (OCT '14-APR '15) | 40.00 | $90,400 | $0 | $6,766 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $365,544 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,135 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $48,170 | FederatedCampaignsAmt |
| Fundraising | $426,602 | FundraisingAmt |
| All Other Contributions | $1,376,686 | AllOtherContributionsAmt |
| Total Contributions | $1,851,458 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEES FROM GOVERNMENT | 624310 | $2,903,696 | $2,903,696 |
| FEES FROM INDIVIDUALS | 624310 | $89,267 | $89,267 |
| OTHER REVENUE | 624310 | $21,046 | $21,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,014,009 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,521,598 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,521,598 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,834,619 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,010,024 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,175,405 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,175,405 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,175,405 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $426,602 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $109,249 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$109,249 | TotalRevenueColumnAmt |
| Exclusion | -$109,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $612,752 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $449,314 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,438 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $163,438 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,265,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,523,640 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$109,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,679 | TotalAmt |
| Program Services | $178,072 | ProgramServicesAmt |
| Management And General | $183,864 | ManagementAndGeneralAmt |
| Fundraising | $23,743 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,914,290 | TotalAmt |
| Program Services | $3,964,849 | ProgramServicesAmt |
| Management And General | $675,261 | ManagementAndGeneralAmt |
| Fundraising | $274,180 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,419 | TotalAmt |
| Program Services | $42,539 | ProgramServicesAmt |
| Management And General | $8,821 | ManagementAndGeneralAmt |
| Fundraising | $3,059 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,703 | TotalAmt |
| Program Services | $445,330 | ProgramServicesAmt |
| Management And General | $92,349 | ManagementAndGeneralAmt |
| Fundraising | $32,024 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,955 | TotalAmt |
| Program Services | $322,802 | ProgramServicesAmt |
| Management And General | $66,940 | ManagementAndGeneralAmt |
| Fundraising | $23,213 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,995 | TotalAmt |
| Program Services | $39,056 | ProgramServicesAmt |
| Management And General | $3,327 | ManagementAndGeneralAmt |
| Fundraising | $4,612 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,000 | TotalAmt |
| Program Services | $28,257 | ProgramServicesAmt |
| Management And General | $2,407 | ManagementAndGeneralAmt |
| Fundraising | $3,336 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $6,233 | ProgramServicesAmt |
| Management And General | $531 | ManagementAndGeneralAmt |
| Fundraising | $736 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,176 | TotalAmt |
| Program Services | $1,163,658 | ProgramServicesAmt |
| Management And General | $99,119 | ManagementAndGeneralAmt |
| Fundraising | $137,399 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,658 | TotalAmt |
| Program Services | $215,899 | ProgramServicesAmt |
| Management And General | $18,390 | ManagementAndGeneralAmt |
| Fundraising | $7,369 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,947 | TotalAmt |
| Program Services | $366,249 | ProgramServicesAmt |
| Management And General | $31,197 | ManagementAndGeneralAmt |
| Fundraising | $12,501 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,451 | TotalAmt |
| Program Services | $106,719 | ProgramServicesAmt |
| Management And General | $9,090 | ManagementAndGeneralAmt |
| Fundraising | $3,642 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,256 | TotalAmt |
| Program Services | $2,909 | ProgramServicesAmt |
| Management And General | $248 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,518 | TotalAmt |
| Program Services | $426,619 | ProgramServicesAmt |
| Management And General | $36,339 | ManagementAndGeneralAmt |
| Fundraising | $14,560 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,472 | TotalAmt |
| Program Services | $95,136 | ProgramServicesAmt |
| Management And General | $8,103 | ManagementAndGeneralAmt |
| Fundraising | $11,233 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHONES, RECOG, SVC FEES | Desc |
| Total | $97,900 | TotalAmt |
| Program Services | $87,464 | ProgramServicesAmt |
| Management And General | $7,451 | ManagementAndGeneralAmt |
| Fundraising | $2,985 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,289,919 | TotalAmt |
| Program Services | $7,491,791 | ProgramServicesAmt |
| Management And General | $1,243,437 | ManagementAndGeneralAmt |
| Fundraising | $554,691 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,809 | BOYAmt |
| EOY | $52,937 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,188 | BOYAmt |
| EOY | $570,373 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,407 | BOYAmt |
| EOY | $266,050 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,278 | BOYAmt |
| EOY | $74,379 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,380 | BOYAmt |
| EOY | $104,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,363,592 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,871,377 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,774,622 | BOYAmt |
| EOY | $11,492,215 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,112,862 | BOYAmt |
| EOY | $78,190,142 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,210,546 | BOYAmt |
| EOY | $90,750,606 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,572 | BOYAmt |
| EOY | $551,395 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,097 | BOYAmt |
| EOY | $431,608 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,660,669 | BOYAmt |
| EOY | $983,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,278,739 | BOYAmt |
| EOY | $43,853,792 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,264,417 | BOYAmt |
| EOY | $15,837,663 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,006,721 | BOYAmt |
| EOY | $30,076,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,549,877 | BOYAmt |
| EOY | $89,767,603 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,210,546 | BOYAmt |
| EOY | $90,750,606 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,024,070 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$758,204 | 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 | $6,566,521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,439,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,239,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,618,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,316,532 | CurrentTaxYearAmt |
| Total | $24,180,277 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,566,521 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,439,472 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,239,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,618,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,316,532 | CurrentTaxYearAmt |
| Total | $24,180,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $24,180,277 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,017,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,410,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,857,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,497,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,521,598 | CurrentTaxYearAmt |
| Total | $19,304,353 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,046 | CurrentTaxYearAmt |
| Total | $118,964 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $43,603,594 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,689,543 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59960 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $7,500 | PoliticalExpendituresAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $7,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $7,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MCDONALD HOPKINS WAS ENGAGED FOR THE PURPOSE OF LEARNING ABOUT POSSIBLE LEGISLATION CHANGES FOR THE BENEFIT OF CLEVELAND SOCIETY FOR THE BLIND CLIENTS AND TO SEEK FUNDING FOR CAPITAL PROJECTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,243,570 | BeginningYearBalanceAmt |
| Contributions | $93,797 | ContributionsAmt |
| Investment Earnings Or Losses | $317,347 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,334,122 | OtherExpendituresAmt |
| End Year Balance | $78,320,592 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,869,420 | BeginningYearBalanceAmt |
| Contributions | $18,869 | ContributionsAmt |
| Investment Earnings Or Losses | $7,640,195 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,284,914 | OtherExpendituresAmt |
| End Year Balance | $82,243,570 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,831,978 | BeginningYearBalanceAmt |
| Contributions | $2,016,235 | ContributionsAmt |
| Investment Earnings Or Losses | $10,887,143 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,865,936 | OtherExpendituresAmt |
| End Year Balance | $78,869,420 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,235,961 | BeginningYearBalanceAmt |
| Contributions | $113,080 | ContributionsAmt |
| Investment Earnings Or Losses | $11,238,047 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,755,110 | OtherExpendituresAmt |
| End Year Balance | $69,831,978 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,218,536 | BeginningYearBalanceAmt |
| Contributions | $127,642 | ContributionsAmt |
| Investment Earnings Or Losses | $761,249 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,871,466 | OtherExpendituresAmt |
| End Year Balance | $62,235,961 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $995,722 | InvestmentCostOrOtherBasisAmt |
| Book Value | $995,722 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,506,827 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $5,346,095 | DepreciationAmt |
| Book Value | $8,160,732 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,913,562 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,153,208 | DepreciationAmt |
| Book Value | $1,760,354 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $947,481 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $372,074 | DepreciationAmt |
| Book Value | $575,407 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,492,215 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LONG TERM INVESTMENTS | Desc |
| Book Value | $78,190,142 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $78,190,142 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CUSTODIAL ACCOUNTS | $91,461 |
| OBLIGATIONS UNDER ANNUITY AGREEMENTS | $290,147 |
| LINE OF CREDIT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $431,608 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,441,254 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,441,254 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2,175,405 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,175,405 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,265,849 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,902,401 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,902,401 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $387,518 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $387,518 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,289,919 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO APPROPRIATE FOR DISTRIBUTION EACH YEAR 5% OF THE ENDOWMENT"S AVERAGE FAIR VALUE OF THE PRIOR 36 MONTHS ENDING JUNE 30TH PRECEDING THE FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THE 5% DISTRIBUTION WILL BE USED TO SUPPORT THE OPERATING ACTIVITIES OF THE AGENCY. |
| PART X, LINE 2: | THE SOCIETY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501C3 OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES, AND IS NOT A PRIVATE FOUNDATION UNDER SECTION 509A2. IN ADDITION, THE SOCIETY QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170B1A. THE SOCIETY IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE 2008 BY TAXING AUTHORITIES IN JURISDICTIONS WHERE THE SOCIETY HAS FILED RETURNS. THE SOCIETY DID NOT IDENTIFY ANY MATERIAL UNRECOGNIZED TAX BENEFITS UPON EVALUATION OF TAX PROVISIONS TAKEN AND THEREFORE, THERE WAS NO MATERIAL EFFECT ON THE SOCIETY'S FINANCIAL CONDITION OR RESULTS OF OPERATIONS. THE SOCIETY EVALUATES AT EACH BALANCE SHEET DATE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, TO DETERMINE THE NEED TO RECORD LIABILITIES FOR TAXES, PENALTIES, AND INTEREST. THE SOCIETY'S POLICY IS TO RECORD INTEREST AND PENALTIES ON UNCERTAIN TAX PROVISIONS AS INCOME TAX EXPENSE. AS OF SEPTEMBER 30, 2012 AND 2011, THE SOCIETY HAD NO ACCRUED TAXES, INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX PROVISIONS. THE SOCIETY ESTIMATES THE UNRECOGNIZED TAX BENEFIT WILL NOT CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INVESTMENTS |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DEPRECIATION EXPENSE |
| PART XI, LINE 8: | CHANGE IN VALUE OF BENEFICIAL TRUSTS -$1,024,370 |
| PART XII, LINE 4B: | CHANGE IN VALUE OF ANNUITY AGREEMENTS $27,226 REALIZED AND UNREALZIED GAINS ON INVESTMENTS $3,521,598 |
| PART XIII, LINE 2D: | CHANGE IN VALUE OF ANNUITY AGREEMENT $27,226 CHANGE IN VALUE OF BENEFICIAL TRUSTS -$1,024,370 NET REALIZED AND UNREALIZED GAINS(LOSSES) ON INVESTMENT TRANSACTIONS $3,521,598 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WALK/RUN | Event1Nm |
| Gross Receipts Event1 | $76,379 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $76,379 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $18,771 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $336,453 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $336,453 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $85,152 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $13,770 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $13,770 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,326 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $426,602 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $426,602 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $109,249 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $109,249 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$109,249 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY BENDERS | ||||||||||||||
| PRESIDENT (APR '15-SEP '15) | $138,772 | $0 | $0 | $0 | $0 | $0 | $1,491 | $0 | $0 | $0 | $140,263 | $0 | $0 | $0 |
| KEVIN R KRENCISZ CPA MBA | ||||||||||||||
| CFO/DIRECTOR OF ADMINISTRATION | $136,372 | $0 | $0 | $0 | $0 | $0 | $5,007 | $0 | $6,871 | $0 | $148,250 | $0 | $0 | $0 |
| STEVEN M FRIEDMAN | ||||||||||||||
| FORMER PRESIDENT (OCT '14-APR '15) | $89,200 | $0 | $0 | $0 | $1,200 | $0 | $3,903 | $0 | $2,863 | $0 | $97,166 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA W PARISH | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $35,035 | TransactionAmt |
| Transaction | PURCHASE TSHIRTS AND OTHER PROMOTIONAL MATERIALS FOR BUSINESS USE AT FUNDRAISING EVENTS | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT/EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, AND MEMBERS OF THE BUDGET AND FINANCE COMMITTEE OF THE BOARD AS WELL AS THE FULL BOARD OF TRUSTEES HAVE THE OPPORTUNITY TO REVIEW PRIOR TO THE FILING OF THE FORM 990. THE APPROVAL IS FORMALLY DOCUMENTED IN THE MINUTES OF THE BUDGET AND FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE AGENCY REQUIRES ALL OF ITS EMPLOYEES AND BOARD MEMBERS TO SIGN A CODE OF ETHICAL PRACTICE WHEN THEY ARE NEW TO THE ORGANIZATION AND ANNUALLY THEREAFTER. VOLUNTEERS SIGN A CODE OF ETHICS UPON THEIR START AS A VOLUNTEER. ADDITIONALLY, THE CORPORATE COMPLIANCE COMMITTEE MONITORS CONFLICTS OF INTEREST AMONG OTHER MATTERS SURROUNDING FRAUD, WASTE AND ABUSE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT/EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, HUMAN RESOURCES DIRECTOR AND/OR A COMMITTEE WITHIN THE BOARD OF DIRECTORS, PERFORMS COMPENSATION ANALYSIS USING AVAILABLE MARKET DATA AND BASED ON THE TYPE OF POSITION, NEEDS OF THE ORGANIZATION AND LEVEL OF EXPERIENCE OF THE CANDIDATE/EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | CERTAIN GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII | EXPLANATION: THE FOLLOWING INDIVIDUALS SERVED AS NON-VOTING ASSOCIATE ADVISORY TRUSTEES OF THE ORGANIZATION: ANTHONY AVENI, THOMAS GALVIN, GARY GARDINER, ELIZABETH HELLMUTH, PRISCILLA HOAG, NATHAN LIPSYC, SCOTT MUELLER, WILLIAM OCKINGTON, THOMAS STEINEMAN, MD, AND ELIAS TRABOUSLI, MD. THE FOLLOWING INDIVIDUALS ARE RECOGNIZED AS LIFE TRUSTEES OF THE ORGANIZATION: MARY KAY HOWARD, PHD AND VICTOR LEANZA, PHD. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,163,658. MANAGEMENT AND GENERAL EXPENSES 99,119. FUNDRAISING EXPENSES 137,399. TOTAL EXPENSES 1,400,176. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL TRUSTS -1,024,370. CHANGE IN VALUE OF ANNUITY AGREEMENTS 27,222. GAIN ON SALE OF LAND 238,944. |
| SECTION G, PAGE 1 OF FORM 990 | TOTAL REVENUE IN ITEM G ON PAGE 1 OF FORM 990 REFLECTS $22,834,436 IN GROSS RECEIPTS. THIS IS COMPRISED OF THE FOLLOWING, USING FIGURES FROM PAGE 9, PART VIII: $6,265,849 TOTAL REVENUE (LINE 12, COLUMN A) $2,175,405 NET LOSS ON ENDOWMENT INVESTMENTS (LINE 7D) $13,834,619 PROCEEDS ON ENDOWMENT INVESTMENT TRADES (LINE 7A) $109,249 FUNDRAISING EXPENSES (LINE 8C) $449,314 COST OF INVENTORY SOLD (LINE 10B) ----------- $22,834,436 =========== |