HALE CENTER SENIOR CITIZENS ASSOCIATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: HALE CENTER SENIOR CITIZENS ASSOCIATION INC (EIN 75-1865523)
Tax period: 2013-10-01 to 2014-09-30
Filed: 2015-07-06
IRS object ID: 201531879349300918
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 C
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-07-06T11:10:55-05:00	ReturnTs
Tax Period End	2014-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	752193320	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CHARLES MASSIE CPA	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3109 OLTON ROAD	AddressLine1
City	Plainview	City
State	TX	State
ZIP Code	79072	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	751865523	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HALE CENTER SENIOR CITIZENS ASSOC	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	HALE	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 205	AddressLine1
City	HALE CENTER	City
State	TX	State
ZIP Code	79041	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	VICKIE ROSALES RUIZ	PersonNm
Person Title	MANAGER	PersonTitleTxt
Phone	8068392428	PhoneNum
Signature	2014-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHARLES MASSIE CPA	PreparerPersonNm
PTIN	P00398400	PTIN
Phone	8062935180	PhoneNum
Preparation	2015-07-06	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	VICKIE RUIZ	BusinessNameLine1

Field	Value	IRS element (for citing)
Principal Officer	CARL MARSHALL	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 205	AddressLine1
City	HALE CENTER	City
State	TX	State
ZIP Code	79041	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$165,456	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Assoc	Yes (X)	TypeOfOrganizationAssocInd
Formation	1975	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	SENIOR CITIZENS ACTIVITIES	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$33,320	PYContributionsGrantsAmt
CY Contributions Grants	$32,914	CYContributionsGrantsAmt
PY Program Service Revenue	$103,714	PYProgramServiceRevenueAmt
CY Program Service Revenue	$127,158	CYProgramServiceRevenueAmt
PY Investment Income	$6	PYInvestmentIncomeAmt
CY Investment Income	$10	CYInvestmentIncomeAmt
PY Other Revenue	$4,954	PYOtherRevenueAmt
CY Other Revenue	$5,374	CYOtherRevenueAmt
PY Total Revenue	$141,994	PYTotalRevenueAmt
CY Total Revenue	$165,456	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$54,019	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$60,028	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$2,843	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$87,385	PYOtherExpensesAmt
CY Other Expenses	$100,434	CYOtherExpensesAmt
PY Total Expenses	$144,247	PYTotalExpensesAmt
CY Total Expenses	$160,462	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,253	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,994	CYRevenuesLessExpensesAmt
Total Assets BOY	$33,165	TotalAssetsBOYAmt
Total Assets EOY	$38,159	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$33,165	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$38,159	NetAssetsOrFundBalancesEOYAmt
Mission	SENIOR CITIZENS ACTIVITIES	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$150,212	ExpenseAmt
Desc	PROVIDE NUTRITIONAL MEALS, HEALTH AND SOCIALACTIVITIES FOR SENIOR CITIZENS	Desc
Total Program Service Expenses	$150,212	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	EDNA CARGILL	PersonNm
Phone	8068392428	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 205	AddressLine1
City	HALE CENTER	City
State	TX	State
ZIP Code	79041	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
CARL MARSHALL
PRESIDENT	5.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
EDNA CARGILL
SECRETARY	5.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
BILL GARY
VICE PRESIDENT	5.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
PEGGY SHAVER
DIRECTOR	5.00	0.00	Yes (X)		$0	$0	$0
PAT HERNANDEZ
DIRECTOR	5.00	0.00	Yes (X)		$0	$0	$0
JOHNNY BOYCE
DIRECTOR	5.00	0.00	Yes (X)		$0	$0	$0
SPECK COX
DIRECTOR	5.00	0.00	Yes (X)		$0	$0	$0
DIANA CASTILLO
DIRECTOR	5.00	0.00	Yes (X)		$0	$0	$0
JUDY LOGAN
DIRECTOR	5.00	0.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Fundraising	$11,733	FundraisingAmt
Government Grants	$21,181	GovernmentGrantsAmt
Total Contributions	$32,914	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
C-1 MEALS	624200	$12,387	$12,387
C-2 HOME DELIVERY MEALS	624200	$175	$175
STAR PLUS	624200	$15,294	$15,294
TITLE XX	624200	$40,877	$40,877
TITLE III	624200	$58,425	$58,425

Field	Value	IRS element (for citing)
Total Program Service Revenue	$127,158	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Contri Rpt Fundraising Event	$11,733	ContriRptFundraisingEventAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
DONATIONS	624200	$4,760	$4,760
MEMORIALS	624200	$614	$614

Field	Value	IRS element (for citing)
Other Revenue Total	$5,374	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$165,456	TotalRevenueColumnAmt
Related Or Exempt Func Income	$132,542	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$60,028	TotalAmt
Program Services	$50,028	ProgramServicesAmt
Management And General	$10,000	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$250	TotalAmt
Management And General	$250	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,915	TotalAmt
Program Services	$4,915	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,347	TotalAmt
Program Services	$1,347	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$8,358	TotalAmt
Program Services	$8,358	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$3,378	TotalAmt
Program Services	$3,378	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$349	TotalAmt
Program Services	$349	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,169	TotalAmt
Program Services	$6,169	ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
FOOD	$53,840	$53,840
MATERIALS SUPPLIES	$11,123	$11,123

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,705	TotalAmt
Program Services	$10,705	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$160,462	TotalAmt
Program Services	$150,212	ProgramServicesAmt
Management And General	$10,250	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$384	BOYAmt
EOY	$5,378	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$32,781	LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$32,781	BOYAmt
EOY	$32,781	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$33,165	BOYAmt
EOY	$38,159	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$33,165	BOYAmt
EOY	$38,159	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$33,165	BOYAmt
EOY	$38,159	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$33,165	BOYAmt
EOY	$38,159	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$4,994	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	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 Minus3 Years	$184,165	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$181,174	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$142,372	CurrentTaxYearMinus1YearAmt
Current Tax Year	$165,446	CurrentTaxYearAmt
Total	$673,157	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$184,165	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$181,174	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$142,372	CurrentTaxYearMinus1YearAmt
Current Tax Year	$165,446	CurrentTaxYearAmt
Total	$673,157	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$673,157	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$7	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$10	CurrentTaxYearAmt
Total	$22	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$673,179	TotalSupportAmt
Public Support CY170	1.00000	PublicSupportCY170Pct
Public Support PY170	1.00000	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule C IRS990ScheduleC

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$32,781	InvestmentCostOrOtherBasisAmt
Book Value	$32,781	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$32,781	TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Governing body decisions Part VI line 7b	ALL BOARD ACTION IS COMMUNICATED TO THE MEMBESHIP
Form 990 governing body review Part VI line 11	COMPLETED FORM 990'S WERE PROVIDED BEFORE THE RETURN WAS E-FILED
CEO executive director top management comp Part VI line 15a	SALARY FOR THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD
Other officer or key employee compensation Part VI line 15b	THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS APPROVE ALL SALARIES AND WAGES
Governing documents etc available to public Part VI line 19	ALL FINANCIAL STATEMENTS AND FORM 990 ARE MADE AVAILABLE TO THE GENERAL MEMBERSHIP UPON REQUEST.