BOYS & GIRLS AID SOCIETY OF OREGON: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOYS & GIRLS AID SOCIETY OF OREGON (EIN 93-0386791)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-13
- IRS object ID
- 201402259349300930
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-13T09:18:31-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930743240 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN STEWART & SCHMIDT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 MEADOWS ROAD STE 200 | AddressLine1 |
| City | LAKE OSWEGO | City |
| State | OR | State |
| ZIP Code | 970353295 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386791 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BOYS & GIRLS AID SOCIETY OF OREGON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOYS | NameControl |
| Phone | 5032229961 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 018 SW BOUNDARY CT | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972393939 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL BALTER | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 5032229961 | Phone |
| Date Signed | 2014-08-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT M PRILL | Name |
| PTIN | P00236613 | PTIN |
| Phone | 5032205900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL BALTER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 018 SW BOUNDARY CT | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972393939 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6771165 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BOYSANDGIRLSAID.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1885 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | TO IMPACT THE WELL BEING OF CHILDREN IN NEED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 154 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2623008 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1149961 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3267043 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3089883 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 37708 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1120737 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -137522 | OtherRevenuePriorYear |
| Other Revenue Current Year | -59298 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5790237 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5301283 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 585310 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 512035 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3841858 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3992000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 549094 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1385493 | OtherExpensePriorYear |
| Other Expenses Current Year | 1399750 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5812661 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5903785 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -22424 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -602502 | RevenuesLessExpensesCY |
| Total Assets BOY | 12605083 | TotalAssetsBOY |
| Total Assets EOY | 11614315 | TotalAssetsEOY |
| Total Liabilities BOY | 1516838 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 574894 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11088245 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11039421 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPACT THE WELL BEING OF CHILDREN IN NEED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1154215 | Expense |
| Grants | 75040 | Grants |
| Revenue | 953339 | Revenue |
| Description | PERMANENT FAMILIES PROGRAMS INCLUDE BIRTH PARENT COUNSELING, FAMILY HOME STUDIES, SPECIALIZED TRAINING FOR PROSPECTIVE ADOPTIVE FAMILIES, INFANT AND SPECIAL NEEDS PLACEMENTS, POST ADOPTION SERVICES, AND RECRUITMENT OF PERMANENT FAMILIES FOR CHILDREN WAITING IN FOSTER CARE. THE CORE SERVICES CONSIST OF PROVIDING COMPREHENSIVE COUNSELING SERVICES TO BIRTH PARENTS AND THEIR FAMILIES REGARDING THE EMOTIONAL AND LEGAL IMPLICATIONS OF ADOPTION. THE AGENCY IS ALSO A LEADING MEMBER OF THE SPECIAL NEEDS ADOPTION COALITION (SNAC), WHICH IS A COALITION OF STATE AND PRIVATE ORGANIZATIONS DESIGNED TO FIND PERMANENT PLACEMENTS FOR SPECIAL NEEDS CHILDREN. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3520033 | Expense |
| Grants | 436995 | Grants |
| Revenue | 2136544 | Revenue |
| Description | SAFE HOUSING PROGRAMS PROVIDE COMPREHENSIVE SUPPORT SERVICES TO YOUTH IN NEED AND ACCESS TO SHELTER SERVICES IS AVAILABLE 24/7, IN FOSTER HOMES AND FACILITY BASED CARE. THE TIME A YOUTH MAY BE IN SHELTER CARE RANGES FROM OVERNIGHT TO 9 MONTHS. STABILIZATION AND EVALUATION SERVICES ARE PROVIDED FOR YOUTH WHO HAVE EXPERIENCED DISRUPTED ATTACHMENTS WITH PRIMARY CAREGIVERS, BEEN ABUSED AND NEGLECTED, AND ARE EXPERIENCING GRIEF AND LOSS. IN ADDITION, WE HAVE PROGRAMS THAT PROVIDE TRANSITIONAL LIVING SERVICES UP TO TWENTY-FOUR MONTHS. ALL SERVICES PROVIDE SAFE LIVING ENVIRONMENTS AND FOCUS ON BUILDING SELF-ESTEEM, PROCESSING GRIEF AND LOSS, COMMUNICATION AND INTERACTION SKILLS, ADDRESSING INDIVIDUAL TREATMENT ISSUES, AND DEVELOPMENT OF LIFE SKILLS FOR FUTURE SUCCESS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4674248 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 56 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 154 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAN GERRONE | NamePerson |
| Telephone Number | 5032229661 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 018 SW BOUNDARY COURT | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972393939 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KRIS GORRIARAN | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| GABE NACHAND | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JIM HARBOLT | ||||||
| VP OF BOARD DEVELOPMENT | 1.00 | X | X | 0 | 0 | 0 |
| DAWN MCMASTER | ||||||
| VP OF PHILANTHROPY | 1.00 | X | X | 0 | 0 | 0 |
| TOM SZAMBELAN | ||||||
| VP OF ADVOCACY | 1.00 | X | X | 0 | 0 | 0 |
| GAYLYN SHER-JAN | ||||||
| VP OF STRATEGIC GROWTH | 1.00 | X | X | 0 | 0 | 0 |
| LIBBY HARTUNG | ||||||
| MEMBER AT LARGE | 1.00 | X | 0 | 0 | 0 | |
| RON FARNSWORTH | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DEANA FRERES | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JENNIFER KINKADE | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DON KLOTTER | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ORLANDO MEDINA | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MIKE BALTER | ||||||
| PRESIDENT & CEO | 40.00 | X | X | 122518 | 0 | 17548 |
| DAN GERRONE | ||||||
| CFO | 40.00 | X | 39966 | 0 | 427 | |
| STACEY HENRIQUEZ | ||||||
| PAST CFO | 40.00 | X | 25975 | 0 | 3245 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 188459 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 21220 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 234069 | FundraisingEvents |
| All Other Contributions | 915892 | AllOtherContributions |
| Noncash Contributions | 58278 | NoncashContributions |
| Total Contributions | 1149961 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PERMANENT FAMILIES | 624100 | 2445409 | 2445409 |
| SAFE HOUSING | 624100 | 644474 | 644474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3089883 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89858 | TotalRevenueColumn |
| Exclusion | $89,858 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1359996 | Securities |
| Other | 962500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1185226 | Securities |
| Other | 106391 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 174770 | Securities |
| Other | 856109 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1030879 | TotalRevenueColumn |
| Exclusion | $1,030,879 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 118967 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 234069 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 178265 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -59298 | TotalRevenueColumn |
| Exclusion | -$59,298 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5301283 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3089883 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,061,439 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512035 | Total |
| Program Services | 512035 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240657 | Total |
| Management And General | 218523 | ManagementAndGeneral |
| Fundraising | 22134 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3041517 | Total |
| Program Services | 2508823 | ProgramServices |
| Management And General | 216994 | ManagementAndGeneral |
| Fundraising | 315700 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40471 | Total |
| Program Services | 37617 | ProgramServices |
| Fundraising | 2854 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 337329 | Total |
| Program Services | 275160 | ProgramServices |
| Management And General | 33092 | ManagementAndGeneral |
| Fundraising | 29077 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332026 | Total |
| Program Services | 263750 | ProgramServices |
| Management And General | 35367 | ManagementAndGeneral |
| Fundraising | 32909 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186248 | Total |
| Program Services | 74796 | ProgramServices |
| Management And General | 84970 | ManagementAndGeneral |
| Fundraising | 26482 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100303 | Total |
| Program Services | 66670 | ProgramServices |
| Management And General | 342 | ManagementAndGeneral |
| Fundraising | 33291 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147885 | Total |
| Program Services | 70811 | ProgramServices |
| Management And General | 33216 | ManagementAndGeneral |
| Fundraising | 43858 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292854 | Total |
| Program Services | 271641 | ProgramServices |
| Management And General | 10174 | ManagementAndGeneral |
| Fundraising | 11039 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51675 | Total |
| Program Services | 45207 | ProgramServices |
| Management And General | 3236 | ManagementAndGeneral |
| Fundraising | 3232 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61008 | Total |
| Program Services | 46783 | ProgramServices |
| Management And General | 14225 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187404 | Total |
| Program Services | 173081 | ProgramServices |
| Management And General | 7100 | ManagementAndGeneral |
| Fundraising | 7223 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86613 | Total |
| Program Services | 79094 | ProgramServices |
| Management And General | 4300 | ManagementAndGeneral |
| Fundraising | 3219 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COMMUNICATIONS & TECH | 113210 | 100712 | 6570 | 5928 |
| OTHER EXPENSES | 90835 | 70182 | 11378 | 9275 |
| VEHICLE EXPENSE | 77415 | 73586 | 956 | 2873 |
| BAD DEBT EXPENSE | 4300 | 4300 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5903785 | Total |
| Program Services | 4674248 | ProgramServices |
| Management And General | 680443 | ManagementAndGeneral |
| Fundraising | 549094 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394800 | BOY |
| EOY | 184648 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 908727 | BOY |
| EOY | 656470 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493607 | BOY |
| EOY | 436536 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68344 | BOY |
| EOY | 67602 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6821942 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2184471 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4506838 | BOY |
| EOY | 4637471 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5129281 | BOY |
| EOY | 4564098 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1103486 | BOY |
| EOY | 1067490 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12605083 | BOY |
| EOY | 11614315 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 487780 | BOY |
| EOY | 381314 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13850 | BOY |
| EOY | 14503 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 974397 | BOY |
| EOY | 50115 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40811 | BOY |
| EOY | 128962 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1516838 | BOY |
| EOY | 574894 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5341389 | BOY |
| EOY | 6663562 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1750571 | BOY |
| EOY | 1612574 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3996285 | BOY |
| EOY | 2763285 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11088245 | BOY |
| EOY | 11039421 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12605083 | BOY |
| EOY | 11614315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -602502 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 532939 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 20739 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1337104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1455770 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3111087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2623008 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1149961 | CurrentTaxYear |
| Total | 9676930 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1337104 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1455770 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3111087 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2623008 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1149961 | CurrentTaxYear |
| Total | 9676930 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1990647 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7686283 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 157834 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 101664 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 107013 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 93755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89858 | CurrentTaxYear |
| Total | 550124 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10750 | CurrentTaxYearMinus4Years |
| Total | 10750 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10237804 | TotalSupport |
| Gross Receipts From Admissions Etc | 17118686 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.75080 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74940 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5903785 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 5903785 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 445189 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 111297 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 468534 | CurrentYearMinus3 |
| Current Year Minus2 | 429835 | CurrentYearMinus2 |
| Current Year Minus1 | 440633 | CurrentYearMinus1 |
| Current Year | 445189 | CurrentYear |
| Total | 1784191 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,676,287 | LobbyingCeilingAmount |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 117134 | CurrentYearMinus3 |
| Current Year Minus2 | 107459 | CurrentYearMinus2 |
| Current Year Minus1 | 110158 | CurrentYearMinus1 |
| Current Year | 111297 | CurrentYear |
| Total | 446048 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $669,072 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4317317 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 555913 | InvestmentEarningsOrLosses |
| Other Expenditures | 1727297 | OtherExpenditures |
| End Of Year Balance | 3145933 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3921285 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 346032 | InvestmentEarningsOrLosses |
| End Of Year Balance | 4317317 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4195294 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -60000 | InvestmentEarningsOrLosses |
| Other Expenditures | 214009 | OtherExpenditures |
| End Of Year Balance | 3921285 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4159058 | BeginningOfYearBalance |
| Contributions | 10736 | Contributions |
| Investment Earnings Or Losses | 246778 | InvestmentEarningsOrLosses |
| Other Expenditures | 221278 | OtherExpenditures |
| End Of Year Balance | 4195294 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4140853 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 114213 | InvestmentEarningsOrLosses |
| Other Expenditures | 96008 | OtherExpenditures |
| End Of Year Balance | 4159058 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.87800 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12200 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1177793 | OtherCostOrOtherBasis |
| Book Value | 1177793 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4625038 | OtherCostOrOtherBasis |
| Depreciation | 1375123 | Depreciation |
| Book Value | 3249915 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1019111 | OtherCostOrOtherBasis |
| Depreciation | 809348 | Depreciation |
| Book Value | 209763 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4637471 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST IN PERPETUAL TRUSTS | 959000 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 55163 |
| ASSETS HELD IN CHARITABLE GIFT ANNUITY | 53327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1067490 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY UNDER CHARITABLE GIFT ANNUITY | $28,962 |
| LINE OF CREDIT PAYABLE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 128962 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5854961 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 532939 | NetUnrealizedGainsInvestments |
| Other Revenues | 20739 | OtherRevenues |
| Revenue Not Rptd F990 | 553678 | RevenueNotRptdF990 |
| Revenue Subtotal | 5301283 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5301283 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5903785 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5903785 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5903785 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO FURTHER FUND THE ORGANIZATION'S MISSION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT DOES NOT BELEIVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN PERPETUAL TRUST 17,000. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 14,448. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 872. LOSS ON UNCOLLECTIBLE PLEDGE RECEIVABLE -11,581. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SULTRY SUMMARY NIGHTS | NameOfEvent1 |
| Gross Receipts Event1 | 182128 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 124847 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 57281 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 14908 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 34353 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 45955 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 7405 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GALA OF TREES | NameOfEvent2 |
| Gross Receipts Event2 | 103202 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 96647 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6555 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 16883 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 14485 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 17430 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 3286 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 67706 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 12575 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 55131 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 664 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 14218 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 4620 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 4058 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 353036 | GrossReceiptsTotal |
| Charitable Contributions Total | 234069 | CharitableContributionsTotal |
| Gross Revenue Total Events | 118967 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 32455 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 63056 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 68005 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 14749 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 178265 | DirectExpenseSummaryEvents |
| Net Income Summary | -59298 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| RESIDENTIAL CARE | 25 | 149729 | FAIR MARKET VALUE | BASIC NEEDS: FOOD, CLOTHING, SHELTER, BUS PASS, TUITION |
| SPECIFIC ASSISTANCE | 449 | 362306 | FAIR MARKET VALUE | BASIC NEEDS: FOOD, CLOTHING, SHELTER, BUS PASS, TUITION |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: BOYS AND GIRLS AID PROVIDES ASSISTANCE TO CLIENTS FOR BASIC NEEDS SUCH AS FOOD, CLOTHING AND SHELTER. ASSISTANCE IS PROVIDED BASED ON NEED, AVAILABILITY, AND PROGRAM QUALIFICATIONS. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 11294 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | CONTRIBUTED SMALL EQUIPMENT | 4 | 41984 | FAIR MARKET VALUE |
| X | SUPPLIES | 1 | 5000 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DAWN MCMASTER AND JIM HARBOLT BOTH WORK AT STANDARD INSURANCE CO. AND DAWN MCMASTER REPORTS TO JIM HARBOLT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT AND CEO AND CFO REVIEW THE DRAFT FORM 990. THE FINAL DRAFT IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING THE FORM 990 WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IT IS THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES AS DECRIBED IN THE CONFLICT OF INTEREST POLICY THAT THEY HAVE SIGNED. THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES ARE ALSO REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF IT IS INDICATED THAT THERE IS A CONFLICT, THE STEPS IN THE CONFLICT OF INTEREST POLICY WILL BE FOLLOWED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE PRESIDENT AND CEO IS SET BY THE PERFORMANCE ASSESSMENT COMMITTEE AND IS BASED ON PERFORMANCE AND COMPARABLE DATA OF OTHER ORGANIZATIONS. COMPENSATION IS THEN APPROVED BY THE BOARD OF DIRECTORS. ANNUALLY THE PRESIDENT AND CEO SETS THE COMPENSATION OF OTHER EMPLOYEES BASED ON COMPARABLE DATA, THE ANNUAL BUDGET, AND BOARD APPROVAL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 14,448. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 872. LOSS ON UNCOLLECTIBLE PLEDGE RECEIVABLE -11,581. CHANGE IN VALUE OF PERPETUAL TRUSTS 17,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR REGARDING THE OVERSIGHT OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANTS THAT AUDIT THE FINANCIAL STATEMENTS OF THE ORGANIZATION. |