RICHARD J CARON FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD J CARON FOUNDATION (EIN 23-6050680)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201531359349301138
- Schema version
- 2013v4.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T08:03:53-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD PO BOX 7008 | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 196106008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236050680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD J CARON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6106782332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150 | AddressLine1 |
| City | WERNERSVILLE | City |
| State | PA | State |
| ZIP Code | 195650150 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA SHAAK | PersonNm |
| Person Title | TREASURER/VP OF FINANCE | PersonTitleTxt |
| Phone | 6106782332 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARA E STEWART | PreparerPersonNm |
| PTIN | P01584346 | PTIN |
| Phone | 6103761595 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARON CARON TREATMENT CENTERS CARON NEW YORK CARON PHILADELPHIA | BusinessNameLine1 |
| Business Name Line2 | BREAKTHROUGH AT CARON CARON BOSTON CARON DC CARON BERMUDA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS TIEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150 | AddressLine1 |
| City | WERNERSVILLE | City |
| State | PA | State |
| ZIP Code | 195650150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $98,313,201 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CARON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AN ENLIGHTENED, CARING TREATMENT COMMUNITY IN WHICH ALL THOSE AFFECTED BY ALCOHOLISM OR OTHER DRUG ADDICTION MAY BEGIN A NEW LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 706 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | -$3,622 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,622 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,259,554 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,133,391 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,825,377 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $73,619,599 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,098,363 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,487,543 | CYInvestmentIncomeAmt |
| PY Other Revenue | $838,914 | PYOtherRevenueAmt |
| CY Other Revenue | $604,110 | CYOtherRevenueAmt |
| PY Total Revenue | $81,022,208 | PYTotalRevenueAmt |
| CY Total Revenue | $90,844,643 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,971,753 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,991,989 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,327,733 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,045,164 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $222,218 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $198,257 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,453,248 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,922,365 | PYOtherExpensesAmt |
| CY Other Expenses | $28,547,125 | CYOtherExpensesAmt |
| PY Total Expenses | $75,444,069 | PYTotalExpensesAmt |
| CY Total Expenses | $77,782,535 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,578,139 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,062,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,185,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,976,116 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,939,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,019,096 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,246,725 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,957,020 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE AN ENLIGHTENED, CARING TREATMENT COMMUNITY IN WHICH ALL THOSE AFFECTED BY ALCOHOLISM OR OTHER DRUG ADDICTION MAY BEGIN A NEW LIFE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,644,447 | ExpenseAmt |
| Grant | $5,669,576 | GrantAmt |
| Revenue | $38,859,696 | RevenueAmt |
| Desc | RICHARD J CARON FOUNDATION PROVIDED INPATIENT SUBSTANCE ABUSE TREATMENT TO APPROXIMATELY 990 ADULTS IN 2013-2014. CARON PROVIDED 40,526 DAYS OF CARE TO THESE PATIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,752,638 | ExpenseAmt |
| Grant | $3,889,378 | GrantAmt |
| Revenue | $24,930,238 | RevenueAmt |
| Desc | RICHARD J CARON FOUNDATION PROVIDED INPATIENT SUBSTANCE ABUSE TREATMENT TO APPROXIMATELY 891 ADOLESCENTS AND YOUNG ADULTS IN 2013-2014. CARON PROVIDED APPROXIMATELY 24,055 DAYS OF CARE TO THESE PATIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,271,359 | ExpenseAmt |
| Grant | $116,743 | GrantAmt |
| Revenue | $696,308 | RevenueAmt |
| Desc | CARON'S STUDENT ASSISTANCE PROGRAM (SAP) HAS PROVIDED PREVENTION, INTERVENTION AND REFERRAL SERVICES IN 15 STATES AND THE DISTRICT OF COLUMBIA OVER THE PAST YEAR. MORE THAN 96,000 STUDENTS IN 638 SCHOOLS HAVE PARTICIPATED IN PROGRAMS DIRECTLY PROVIDED BY OUR SAP TEAM. NEARLY 4,000 TEACHERS AND 5,000 PARENTS BENEFITED FROM SERVICES FOCUSED ON THE PREVENTION OF SUBSTANCE USE FOR STUDENTS IN THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $972,226 | $303,191 | $1,535,126 | BREAKTHROUGH AT CARON IS A 5-1/2 DAY PROGRAM SPECIFICALLY DESIGNED FOR INDIVIDUALS IMPACTED BY FAMILY OR RELATIONSHIP DYSFUNCTION IN CHILDHOOD OR ADULT LIFE. |
| $2,558 | RICHARD J CARON FOUNDATION PROVIDED PHILADELPHIA AND NEW YORK SUPPORT GROUP PROGRAMS FOR PARENTS AND ADOLESCENTS AFFECTED BY THE DISEASE OF ADDICTION. | ||
| $5,205,529 | MANAGEMENT SERVICES PROVIDED TO HANLEY CENTER, INC., CARON FOUNDATION OF TEXAS, AND CARON FOUNDATION OF BERMUDA. | ||
| $1,914,112 | $1,851 | $1,887,559 | OUTPATIENT SUBSTANCE ABUSE TREATMENTS TO ADULTS AND ADOLESCENTS. |
| $551,101 | $11,250 | $502,585 | MY FIRST YEAR RECOVERY IS A MONITORING PROGRAM FOLLOWING TREATMENT FOR ONE FULL YEAR. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,437,439 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $316,292 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $9,133,357 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $55,105,883 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 169 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 706 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS TIEMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106782332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 150 | AddressLine1 |
| City | WERNERSVILLE | City |
| State | PA | State |
| ZIP Code | 195650150 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN J ZINTAK III | ||||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CASEY DUFFY | ||||||||
| VICE CHAIRMAN/CHAIRMAN OF TREATMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHARON MCGINLEY | ||||||||
| CHAIRMAN OF DEVELOPMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETH FITZSIMONS | ||||||||
| CHAIRMAN OF HUMAN RESOURCES | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER MAGUIRE | ||||||||
| CHAIRMAN OF FINANCE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALLEN H ARROW | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT D CRITTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN M DEALY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA CARON DENBY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE EANET | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN J ESSER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN P FITZSIMONS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY GIGLIO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HANLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL B HUYETT ESQ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN J KANE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| G MICHAEL KEENAN ESQ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETRA LEVIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J MCGLINN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES MYERS JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFF PENSKE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY RUSH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK SKIBBIE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN R WALL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM A WULFSOHN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS TIEMAN | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $495,068 | $0 | $94,468 | |||
| MICHAEL S EARLY | ||||||||
| EXECUTIVE VP, SECRETARY | 40.00 | Yes (X) | $247,258 | $0 | $12,363 | |||
| ANDREW J ROTHERMEL | ||||||||
| COO/TREASURER | 40.00 | Yes (X) | $422,209 | $0 | $46,110 | |||
| KRISTINE M BASHORE | ||||||||
| EXECUTIVE VP | 40.00 | $192,224 | $0 | $9,611 | Yes (X) | |||
| JOHN HENRY | ||||||||
| EXECUTIVE VP | 40.00 | $169,338 | $0 | $8,467 | Yes (X) | |||
| MYLENE KRZANOWSKI | ||||||||
| EXECUTIVE VP | 40.00 | $169,299 | $0 | $8,465 | Yes (X) | |||
| JOSEPH K LAUGINIGER JR | ||||||||
| EXECUTIVE VP | 40.00 | $214,690 | $0 | $10,735 | Yes (X) | |||
| CHARLES WHITMER | ||||||||
| REGIONAL VP | 40.00 | $222,985 | $0 | $11,149 | Yes (X) | |||
| KENNETH W THOMPSON | ||||||||
| MEDICAL DIRECTOR | 40.00 | $299,982 | $0 | $14,999 | Yes (X) | |||
| WILLIAM D TEUTEBERG III | ||||||||
| EXECUTIVE VP | 40.00 | $255,459 | $0 | $12,773 | Yes (X) | |||
| JOSEPH M GARBELY | ||||||||
| MD | 40.00 | $213,067 | $0 | $10,653 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,901,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,793 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARCHITECTURAL CONCEPTS PC | |||||
| 626 W LINCOLN HIGHWAY | EXTON | PA | 19341 | ARCHITECTS | $489,600 |
| NSM INSURANCE GROUP | |||||
| 555 NORTH LANE SUITE 6060 | CONSHOHOCKEN | PA | 19428 | INSURANCE BROKERS | $186,526 |
| DIVISION 09 CONTRACT FLOORING | |||||
| 3731 PRICETOWN ROAD | FLEETWOOD | PA | 19522 | FLOORING | $180,482 |
| SIGMUND SOFTWARE LLC | |||||
| 2505 CARMEL AVE SUITE 210 | BREWSTER | NY | 10509 | SOFTWARE CONSULTANTS | $175,689 |
| EDWARD CHASTKA MD | |||||
| 1500 PENN AVE 1 | WYOMISSING | PA | 19610 | PSYCHIATRIST | $172,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $973,520 | FundraisingAmt |
| Related Organizations | $6,475,198 | RelatedOrganizationsAmt |
| All Other Contributions | $7,684,673 | AllOtherContributionsAmt |
| Noncash Contributions | $1,214,894 | NoncashContributionsAmt |
| Total Contributions | $15,133,391 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADULT PATIENT SERVICES | 624100 | $20,745,108 | $20,745,108 |
| ADOLESCENT CENTER | 624100 | $18,568,396 | $18,568,396 |
| CHARITY CARE | 624100 | $9,877,249 | $9,877,249 |
| ADULT EXTENDED CARE | 624100 | $7,239,197 | $7,239,197 |
| CONTRACTUAL ALLOWANCE | 624100 | $5,956,564 | $5,956,564 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,233,085 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,233,085 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $73,619,599 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $442,599 | TotalRevenueColumnAmt |
| Exclusion | $442,599 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,555 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $171,946 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$124,391 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$124,391 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,622 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$120,769 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,433,079 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,388,135 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,044,944 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,044,944 | TotalRevenueColumnAmt |
| Exclusion | $1,044,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,271,429 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $973,520 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $727,457 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,972 | TotalRevenueColumnAmt |
| Exclusion | $543,972 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $29,666 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $11,019 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,647 | TotalRevenueColumnAmt |
| Exclusion | $18,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $253,168 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $170,001 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,167 | TotalRevenueColumnAmt |
| Exclusion | $83,167 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| RECOVERY ON UNCOLLECTIBLE | 900099 | $35,886 | $35,886 |
| SUNDRY INCOME | 900099 | $32,740 | $32,740 |
| MEALS SOLD | 900099 | $14,000 | $14,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89 | TotalRevenueColumnAmt |
| Exclusion | $89 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,715 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,844,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,619,599 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,622 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,095,275 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,740 | TotalAmt |
| Program Services | $114,740 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,877,249 | TotalAmt |
| Program Services | $9,877,249 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,937,592 | TotalAmt |
| Management And General | $1,937,592 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,234,638 | TotalAmt |
| Program Services | $17,223,414 | ProgramServicesAmt |
| Management And General | $7,683,736 | ManagementAndGeneralAmt |
| Fundraising | $2,327,488 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,751 | TotalAmt |
| Program Services | $628,076 | ProgramServicesAmt |
| Management And General | $135,800 | ManagementAndGeneralAmt |
| Fundraising | $84,875 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,787,343 | TotalAmt |
| Program Services | $5,022,634 | ProgramServicesAmt |
| Management And General | $1,085,975 | ManagementAndGeneralAmt |
| Fundraising | $678,734 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,236,840 | TotalAmt |
| Program Services | $1,655,262 | ProgramServicesAmt |
| Management And General | $357,894 | ManagementAndGeneralAmt |
| Fundraising | $223,684 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,074 | TotalAmt |
| Management And General | $182,074 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,000 | TotalAmt |
| Management And General | $82,000 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,257 | TotalAmt |
| Fundraising | $198,257 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,263,938 | TotalAmt |
| Program Services | $2,520,208 | ProgramServicesAmt |
| Management And General | $457,678 | ManagementAndGeneralAmt |
| Fundraising | $286,052 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,787,075 | TotalAmt |
| Program Services | $1,322,435 | ProgramServicesAmt |
| Management And General | $285,932 | ManagementAndGeneralAmt |
| Fundraising | $178,708 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,397,597 | TotalAmt |
| Program Services | $1,034,222 | ProgramServicesAmt |
| Management And General | $223,615 | ManagementAndGeneralAmt |
| Fundraising | $139,760 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,390,656 | TotalAmt |
| Program Services | $1,029,085 | ProgramServicesAmt |
| Management And General | $222,505 | ManagementAndGeneralAmt |
| Fundraising | $139,066 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,111 | TotalAmt |
| Program Services | $119,962 | ProgramServicesAmt |
| Management And General | $25,938 | ManagementAndGeneralAmt |
| Fundraising | $16,211 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,088 | TotalAmt |
| Management And General | $315,088 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,544 | TotalAmt |
| Management And General | $506,544 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,576,665 | TotalAmt |
| Management And General | $3,576,665 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,953 | TotalAmt |
| Management And General | $705,953 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTUAL ALLOWANCE | $5,956,564 | $5,956,564 | $0 | $0 |
| DEVELOPMENT AND PUBLIC | $3,633,699 | $3,633,699 | $0 | $0 |
| DIETARY EXPENSE | $2,872,188 | $2,872,188 | $0 | $0 |
| OTHER EXPENSES | $982,713 | $727,207 | $157,234 | $98,272 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,732,260 | TotalAmt |
| Program Services | $1,368,938 | ProgramServicesAmt |
| Management And General | $281,181 | ManagementAndGeneralAmt |
| Fundraising | $82,141 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,782,535 | TotalAmt |
| Program Services | $55,105,883 | ProgramServicesAmt |
| Management And General | $18,223,404 | ManagementAndGeneralAmt |
| Fundraising | $4,453,248 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,786,524 | BOYAmt |
| EOY | $11,741,903 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,165,386 | BOYAmt |
| EOY | $5,609,781 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,786 | BOYAmt |
| EOY | $1,376,385 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700,000 | BOYAmt |
| EOY | $1,700,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,382 | BOYAmt |
| EOY | $1,322,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,117,750 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,104,581 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,974,958 | BOYAmt |
| EOY | $45,013,169 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,348,142 | BOYAmt |
| EOY | $32,259,872 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,470,704 | BOYAmt |
| EOY | $17,952,029 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,185,882 | BOYAmt |
| EOY | $116,976,116 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,260,464 | BOYAmt |
| EOY | $5,381,604 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,113,705 | BOYAmt |
| EOY | $1,741,790 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,955,000 | BOYAmt |
| EOY | $9,810,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,555 | BOYAmt |
| EOY | $2,084,075 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,433 | BOYAmt |
| EOY | $1,001,627 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,939,157 | BOYAmt |
| EOY | $20,019,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,081,047 | BOYAmt |
| EOY | $73,559,245 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,364,273 | BOYAmt |
| EOY | $12,767,546 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,801,405 | BOYAmt |
| EOY | $10,630,229 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,246,725 | BOYAmt |
| EOY | $96,957,020 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,185,882 | BOYAmt |
| EOY | $116,976,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $13,062,108 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,648,187 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,526,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,030,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,523,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,405,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,133,391 | CurrentTaxYearAmt |
| Total | $58,619,628 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,579,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,313,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,928,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,825,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,619,599 | CurrentTaxYearAmt |
| Total | $334,266,048 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,729,511 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,636,978 | CurrentTaxYearAmt |
| Total | $3,366,489 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,105,367 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,344,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,452,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,960,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,389,968 | CurrentTaxYearAmt |
| Total | $396,252,165 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $671,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $547,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $490,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $841,878 | CurrentTaxYearAmt |
| Total | $2,866,645 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $314,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $671,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $547,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $490,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $841,878 | CurrentTaxYearAmt |
| Total | $2,866,645 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $393,385,520 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $499,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $436,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $479,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $490,154 | CurrentTaxYearAmt |
| Total | $2,342,730 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $499,005 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $436,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $437,727 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $479,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $490,154 | CurrentTaxYearAmt |
| Total | $2,342,730 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $414,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,929 | CurrentTaxYearMinus2YearsAmt |
| Total | $947,482 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,018,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,174,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,029,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,440,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,880,122 | CurrentTaxYearAmt |
| Total | $399,542,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98370 | PublicSupportPY509Pct |
| Investment Income CY | 0.00590 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00660 | 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 | $11,930,309 | BeginningYearBalanceAmt |
| End Year Balance | $11,930,309 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,807,084 | BeginningYearBalanceAmt |
| Contributions | $3,123,225 | ContributionsAmt |
| End Year Balance | $11,930,309 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,362,635 | BeginningYearBalanceAmt |
| Contributions | $1,444,449 | ContributionsAmt |
| End Year Balance | $8,807,084 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,180,672 | BeginningYearBalanceAmt |
| Contributions | $181,963 | ContributionsAmt |
| End Year Balance | $7,362,635 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,888,665 | BeginningYearBalanceAmt |
| Contributions | $292,007 | ContributionsAmt |
| End Year Balance | $7,180,672 | 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) |
|---|---|---|
| Other Cost Or Other Basis | $1,492,111 | OtherCostOrOtherBasisAmt |
| Book Value | $1,492,111 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,941,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,480,832 | DepreciationAmt |
| Book Value | $36,460,679 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,145,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,279,515 | DepreciationAmt |
| Book Value | $4,866,044 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,538,569 | OtherCostOrOtherBasisAmt |
| Depreciation | $344,234 | DepreciationAmt |
| Book Value | $2,194,335 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,013,169 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED FINANCING COSTS | $472,047 |
| CONSTRUCTION IN PROGRESS | $2,090,484 |
| DUE FROM RELATED ENTITY | $15,216,963 |
| WORKS OF ART AND TREASURE | $168,000 |
| DEPOSITS | $4,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,952,029 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY OBLIGATION | $70,798 |
| INTEREST RATE SWAP | $930,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,001,627 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $111,943,072 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,648,187 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $13,915 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $41,101,331 | OtherRevenueAmt |
| Revenue Not Reported | $42,763,433 | RevenueNotReportedAmt |
| Revenue Subtotal | $69,179,639 | RevenueSubtotalAmt |
| Other Revenues Not Included | $21,665,004 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $21,665,004 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $90,844,643 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $104,597,206 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $13,915 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $48,465,760 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $48,479,675 | ExpensesNotReportedAmt |
| Expenses Subtotal | $56,117,531 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $21,665,004 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,665,004 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $77,782,535 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO PROVIDE SUPPORT TO CHARITY CARE AND PROGRAM SERVICES. |
| PART X, LINE 2: | AS A NOT-FOR-PROFIT ORGANIZATION, THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION (BENEFIT) FOR INCOME TAXES IN ITS STATEMENTS OF PENALTIES AND INTEREST. FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, THERE WERE NO ACCRUALS FOR THE PAYMENT OF PENALTIES AND INTEREST. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD BE ULTIMATELY SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE ORGANIZATION FILES TAX RETURNS IN THE U. S. FEDERAL JURISDICTION. THE ORGANIZATION'S INCOME TAX RETURNS ARE NOT SUBJECT TO EXAMINATION THROUGH THE YEAR ENDED JUNE 30, 2009. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CARON FOUNDATION OF FLORIDA REVENUE PER AUDITED FINANCIAL STATEMENT 19,054,468. CARON FOUNDATION OF TEXAS REVENUE PER AUDITED FINANCIAL STATEMENT 6,030,362. RENTAL EXPENSES, REPORTED ON PART VIII, LINE 6B 171,946. CARON FOUNDATION OF BERMUDA REVENUE (FOREIGN-SOURCE) PER AUDITED FINANCIALS 444,139. STORE EXPENSES, REPORTED ON PART VIII, LINE 10B 170,001. HANLEY CENTER, INC. REVENUE PER AUDITED FINANCIALS 15,230,415. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CONTRACTUAL ALLOWANCE 5,956,564. CHARITY CARE 9,877,249. COLLECTION AGENCY FEES 23,854. PAYMENTS TO AFFILIATE, REPORTED ON PART IX, LINE 21 506,544. INTERCOMPANY ELIMINATIONS 5,205,529. FAIR VALUE ADJUSTMENT ON INTEREST RATE SWAPS 95,264. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CARON FOUNDATION OF FLORIDA EXPENSES PER AUDITED FINANCIAL STATEMENT 21,212,403. CARON FOUNDATION OF TEXAS EXPENSES PER AUDITED FINANCIAL STATEMENT 7,469,403. RENTAL EXPENSES, REPORTED ON PART VIII, LINE 6B 171,946. CARON FOUNDATION OF BERMUDA EXPENSES (FOREIGN-SOURCE) PER AUDITED FINANCIALS 615,742. STORE EXPENSES, REPORTED ON PART VIII, LINE 10B 170,001. HANLEY CENTER, INC. EXPENSES PER AUDITED FINANCIALS 18,826,265. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRACTUAL ALLOWANCES 5,956,564. CHARITY CARE 9,877,249. INTERCOMPANY ELIMINATIONS 5,205,529. COLLECTION AGENCY FEES 23,854. PAYMENTS TO AFFILIATE, REPORTED ON PART IX, LINE 21 506,544. FAIR VALUE ADJUSTMENT ON INTEREST RATE SWAPS 95,264. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| BUCKLEY HALL EVENTS | ||||||||
| 17-19 MARBLE AVENUE | PLEASANTVILLE | NJ | 10570 | COORDINATE NEW YORK GALA | 0 | $871,155 | $71,118 | $800,038 |
| JANE BARR PINO & ASSOCIATES | ||||||||
| 1231 HIGHLAND AVENUE | FORT WASHINGTON | PA | 19034 | COORDINATE PHILADELPHIA DINNER | 0 | $459,735 | $34,034 | $425,701 |
| CORE MESSAGE INC | ||||||||
| 334 VALLEYBROOK DRIVE | LANCASTER | PA | 17601 | DIRECT MAIL PROGRAM | 0 | $261,461 | $36,500 | $224,961 |
| DATOC WITTEN | ||||||||
| 13145 APPLEGROVE LANE | HERNDON | VA | 20171 | COORDINATE DC GALA | 0 | $223,313 | $35,905 | $187,408 |
| ADVANTAGE | ||||||||
| 208 PASSAIC AVENUE 2ND FLOOR | FAIRFIELD | NJ | 07004 | CONDUCT TELEPHONE & MAIL OUTREACH | 0 | $40,248 | $20,700 | $19,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,855,912 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $198,257 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,657,656 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NEW YORK DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $871,155 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $395,691 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $475,464 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,003 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $30,025 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $132,201 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,782 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $161,855 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | BERKS DINNER | NameOfEvent2Amt |
| Gross Receipts Event2 | $486,790 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $160,510 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $326,280 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $1,542 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,723 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $37,537 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $9,595 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $39,976 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $887,004 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $417,319 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $469,685 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $5,149 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $41,605 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $69,754 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $13,443 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $179,267 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,244,949 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $973,520 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,271,429 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,694 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $73,353 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $239,492 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,820 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $381,098 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $727,457 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $543,972 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $29,666 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $828 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $10,191 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $29,666 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $828 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $10,191 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $11,019 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $18,647 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 0 | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| EASY DOES IT INC | |||||||
| 1300 HILLTOP ROAD | LEESPORT | PA | 19533 | 232550089 | 501(C)(3) | $15,000 | PUBLIC SERVICES |
| ADDICTION TREATMENT PROVIDERS ASSOCIATION OF NEW YORK INC | |||||||
| 137 5TH AVENUE 10TH FLOOR | NEW YORK | NY | 10010 | 202181363 | 501(C)(6) | $12,000 | PUBLIC SERVICES |
| WESTERN BERKS FIRE DEPARTMENT | |||||||
| 111 STITZER AVENUE | WERNERSVILLE | PA | 19565 | 264662398 | 501(C)(3) | $7,500 | PUBLIC SERVICES |
| UNIVERSITY OF TEXAS | |||||||
| PO BOX 7458 | AUSTIN | TX | 78712 | 746000203 | 501(C)(3) | $10,000 | PUBLIC SERVICES |
| COUNCIL ON SUBSTANCE ABUSE-NCADD | |||||||
| 828 FOREST AVENUE | MONTGOMERY | AL | 36106 | 630656140 | 501(C)(3) | $7,500 | PUBLIC SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CHARITY CARE FOR TREATMENT AT CARON FOUNDATION | GrantTypeTxt |
| Recipient | 1074 | RecipientCnt |
| Cash Grant | $9,877,249 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES DISCOUNTED CARE AND CARE PROVIDED AT NO CHARGE TO PATIENTS ON A FINANCIAL NEED BASIS. THE CRITERIA FOR CHARITY CARE CONSIDER OBJECTIVE CRITERIA SUCH AS FAMILY INCOME AND NET WORTH, AS WELL AS, SUBJECTIVE CRITERIA SUCH AS AN INDIVIDUAL'S MOTIVATION FOR RECOVERY AND THE REFERRAL SOURCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS TIEMAN | ||||||||||||||
| PRESIDENT/CEO | $455,693 | $0 | $39,375 | $0 | $0 | $0 | $79,616 | $0 | $14,852 | $0 | $589,536 | $0 | $0 | $0 |
| MICHAEL S EARLY | ||||||||||||||
| EXECUTIVE VP, SECRETARY | $228,961 | $0 | $18,297 | $0 | $0 | $0 | $4,945 | $0 | $7,418 | $0 | $259,621 | $0 | $0 | $0 |
| ANDREW J ROTHERMEL | ||||||||||||||
| COO/TREASURER | $400,264 | $0 | $21,945 | $0 | $0 | $0 | $33,444 | $0 | $12,666 | $0 | $468,319 | $0 | $0 | $0 |
| KRISTINE M BASHORE | ||||||||||||||
| EXECUTIVE VP | $178,340 | $0 | $13,884 | $0 | $0 | $0 | $3,844 | $0 | $5,767 | $0 | $201,835 | $0 | $0 | $0 |
| JOHN HENRY | ||||||||||||||
| EXECUTIVE VP | $164,413 | $0 | $4,925 | $0 | $0 | $0 | $3,387 | $0 | $5,080 | $0 | $177,805 | $0 | $0 | $0 |
| MYLENE KRZANOWSKI | ||||||||||||||
| EXECUTIVE VP | $158,251 | $0 | $11,048 | $0 | $0 | $0 | $3,386 | $0 | $5,079 | $0 | $177,764 | $0 | $0 | $0 |
| JOSEPH K LAUGINIGER JR | ||||||||||||||
| EXECUTIVE VP | $198,591 | $0 | $16,099 | $0 | $0 | $0 | $4,294 | $0 | $6,441 | $0 | $225,425 | $0 | $0 | $0 |
| CHARLES WHITMER | ||||||||||||||
| REGIONAL VP | $212,575 | $0 | $10,410 | $0 | $0 | $0 | $4,460 | $0 | $6,689 | $0 | $234,134 | $0 | $0 | $0 |
| KENNETH W THOMPSON | ||||||||||||||
| MEDICAL DIRECTOR | $286,958 | $0 | $13,024 | $0 | $0 | $0 | $6,000 | $0 | $8,999 | $0 | $314,981 | $0 | $0 | $0 |
| WILLIAM D TEUTEBERG III | ||||||||||||||
| EXECUTIVE VP | $237,179 | $0 | $18,280 | $0 | $0 | $0 | $5,109 | $0 | $7,664 | $0 | $268,232 | $0 | $0 | $0 |
| JOSEPH M GARBELY | ||||||||||||||
| MD | $207,958 | $0 | $5,109 | $0 | $0 | $0 | $4,261 | $0 | $6,392 | $0 | $223,720 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1B | ALL ITEM WERE APPROVED BY THE COMPENSATION COMMITTEE AND WERE TREATED APPROPRIATELY FOR TAX PURPOSES. |
| PART I, LINES 4A-B | SEVERANCE PAYMENTS TO ANDREW ROTHERMEL $30,288 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (457B) TO DOUGLAS TIEMAN $26,157 AND ANDREW ROTHERMEL $19,189 |
| PART I, LINE 6 | A VARIABLE COMPENSATION PLAN EXISTS WHERE A SMALL PORTION OF COMPENSATION IS CONTINGENT UPON COMPLETION OF GOALS THAT ARE SET AT THE BEGINNING OF THE FISCAL YEAR THAT ARE RELATED TO THE EMPLOYEES POSITION AND JOB DESCRIPTION. THE AMOUNT OF THAT COMPENSATION IS VARIABLE BASED ON BOTH THE COMPLETION OF THOSE GOALS AND THE NET EARNINGS OF THE ORGANIZATION AND RELATED ORGANIZATIONS. NET EARNINGS ARE ONLY A PART OF THE PLAN. |
| PART I, LINE 7 | THERE ARE TWO DEFERRED COMPENSATION PLAN IN PLACE THAT ARE BASED ON A PERCENTAGE OF SALARY AND IN WHICH THERE IS A VESTING SCHEDULE. THE FUNDS ARE NOT EARNED UNTIL SOME FUTURE DATE IF THE EMPLOYEE IS STILL EMPLOYED AT THAT TIME. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| BERKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 237418629 | 2011-09-01 | $6,285,000 | REFUND A PRIOR ISSUE | 0 | 0 | 0 |
| BERKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| B | 237418629 | 2013-08-14 | $6,000,000 | ACQUIRE, RENOVATE AND EQUIP FACILITY | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|
| A | $330,000 | $6,285,000 | $6,285,000 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $6,000,000 | 0 | 0 | Yes (1) | Yes (1) | $6,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | ||||
| WELLS FARGO BANK | |||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | NATIONAL | 20.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, BOND ISSUES: | FormAndLineReferenceDesc |
| Explanation | PROCEEDS OF THE BONDS WERE USED TO REFUND CERTAIN INDEBTEDNESS ORIGINALLY ISSUED ON SEPTEMBER 1, 2005. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DANIEL B HUYETT | |||
| DANIEL B. HUYETT, DIRECTOR, IS A PARTNER OF STEVENS & LEE | $100,254 | STEVENS & LEE PROVIDED LEGAL SERVICES TO CARON | 0 |
| GEOFF PENSKE | |||
| GEOFF PENSKE, DIRECTOR, IS PRESIDENT/OWNER OF PENSKE BUICK GMC | $38,519 | CARON PURCHASED VEHICLES FROM PENSKE BUICK GMC | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,207,169 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FLOWERS & CAN | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,725 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | MY FIRST YEAR OF RECOVERY IS A PRIVATE, ONLINE SOCIAL PLATFORM PERSONALIZED FOR FORMER PATIENTS AND THEIR FAMILIES. MY FIRST YEAR OF RECOVERY IS DESIGNED TO PROVIDE ALUMNI AND THEIR FAMILY MEMBERS WITH A STRUCTURED TOOL TO NAVIGATE THROUGH THE CHALLENGES OF EARLY RECOVERY. |
| FORM 990, PART V, LINE 1C | THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. |
| FORM 990, PART VI, SECTION A, LINE 2 | ANDREW ROTHERMEL AND MICHAEL HANLEY HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE FINANCE COMMITTEE COMBINED WITH THE AUDIT COMPLIANCE AND RISK MANAGEMENT COMMITTEE. A COPY IS SENT TO THE GOVERNING BODY BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND KEY EMPLOYEES SUBMIT A SIGNED STATEMENT ANNUALLY WHICH LISTS POTENTIAL CONFLICTS. THIS INFORMATION IS REVIEWED PERIODICALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION IS BASED ON RECOMMENDATIONS FROM OUTSIDE INDEPENDENT COUNSEL BASED ON COMPARABILITY DATA. COMPENSATION IS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 CAN BE OBTAINED UPON REQUEST FROM THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE TO DONORS UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARON OF BERMUDA | |||||||||||||||
| PO BOX 150 | WERNERSVILLE | BD | 19565-0501 | PROVIDE OUTPATIENT AND REFERRAL SERVICES FOR SUBSTANCE ABUSE TREATMENT | BD | RICHARD J CARON FOUNDATION | 0 | ||||||||
| CARON FOUNDATION OF TEXAS INC | |||||||||||||||
| TREATMENT OF ADDICTIVE DISEASES | RICHARD J CARON FOUNDATION | 0 | PO BOX 150 | WERNERSVILLE | PA | 195650501 | 270835888 | PA | 501(C)(3) | LINE 3 | |||||
| HANLEY CENTER INC | |||||||||||||||
| TREATMENT OF ADDICTIVE DISEASES | RICHARD J CARON FOUNDATION | 0 | 933 45TH STREET | WEST PALM BEACH | FL | 33407 | 592500657 | FL | 501(C)(3) | LINE 3 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HANLEY CENTER INC | ||
| C | $6,475,198 | CONTRIBUTION OF FUNDS RECORDED |
| CARON OF BERMUDA | ||
| L | $96,000 | |
| CARON FOUNDATION OF TEXAS | ||
| L | $579,857 | |
| HANLEY CENTER INC | ||
| L | $4,529,671 | |
| HANLEY CENTER INC | ||
| R | $304,150 | |
| CARON FOUNDATION OF TEXAS | ||
| R | $202,394 | |
| CARON FOUNDATION OF TEXAS | ||
| D | $11,130,873 | |
| HANLEY CENTER INC | ||
| D | $4,096,868 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II | FormAndLineReferenceDesc |
| Explanation | CARON FOUNDATION OF FLORIDA, INC. MERGED WITH HANLEY CENTER, INC. EFFECTIVE JULY 1, 2013. A FINAL RETURN WAS FILED FOR CARON FOUNDATION OF FLORIDA, INC. FOR THE PERIOD 7/1/2013 - 7/1/2013. THE PRESENTATION OF THE AUDITED FINANCIAL STATEMENTS FOR THE PERIOD 7/1/13 - 6/30/14 REPORTS CARON FOUNDATION OF FLORIDA, INC. AS A SEPARATE SUBSIDIARY OF RICHARD J CARON FOUNDATION. | ExplanationTxt |