ALEXANDER MILNE DEVELOPMENTAL SERVICES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER MILNE DEVELOPMENTAL SERVICES (EIN 72-0261790)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-27
- IRS object ID
- 201411479349300146
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-27T17:07:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720136870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOURGEOIS BENNETT LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS BLVD 17TH FLOOR | AddressLine1 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 70005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720261790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER MILNE DEVELOPMENTAL SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 6013990700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 EAST 19TH STREET | AddressLine1 |
| City | LAUREL | City |
| State | MS | State |
| ZIP Code | 39440 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANNY LAMIER | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6013990700 | PhoneNum |
| Signature | 2014-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL PECHON | PreparerPersonNm |
| PTIN | P01073556 | PTIN |
| Phone | 5048314949 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANNY LAMIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 EAST 19TH STREET | AddressLine1 |
| City | LAUREL | City |
| State | MS | State |
| ZIP Code | 39440 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,445,967 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1905 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SHELTER AND CARE FOR MENTALLY CHALLENGED INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 121 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $163,259 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,431,455 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,558,367 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,187,860 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,268,666 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,493,858 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,594 | PYOtherRevenueAmt |
| CY Other Revenue | $19,346 | CYOtherRevenueAmt |
| PY Total Revenue | $11,009,886 | PYTotalRevenueAmt |
| CY Total Revenue | $16,132,519 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,809,447 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,936,417 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,489,744 | PYOtherExpensesAmt |
| CY Other Expenses | $2,441,171 | CYOtherExpensesAmt |
| PY Total Expenses | $5,299,191 | PYTotalExpensesAmt |
| CY Total Expenses | $5,377,588 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,710,695 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,754,931 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,688,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,679,764 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $431,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $989,602 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $51,256,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $69,690,162 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ALEXANDER MILNE HOME FOR WOMEN WAS ESTABLISHED IN 1905 AND IS A LICENSED ADULT BOARDING CARE FACILITY FOR THE DEVELOPMENTALLY CHALLENGED. THE ORGANIZATION PROVIDES THE FORTY-THREE (43) RESIDENTS A HOME WITH DAILY ACTIVITIES DESIGNED TO ENHANCE THEIR LIVES. IN ADDITION, MEDICAL AND DENTAL TREATMENT IS PROVIDED FOR THE RESIDENTS TO MEET THEIR INDIVIDUAL NEEDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,252,735 | ExpenseAmt |
| Revenue | $5,207,206 | RevenueAmt |
| Desc | PROVIDED FORTY-THREE (43) DEVELOPMENTALLY CHALLENGED RESIDENTS WITH THE ESSENTIAL BASICS OF LIFE, SUCH AS HOUSING AND CLOTHING, AND ALSO PROVIDED AN ATMOSPHERE IN WHICH THE RESIDENTS CAN GET AN EDUCATION AND PARTICIPATE IN SOCIAL ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $770,883 | ExpenseAmt |
| Desc | PROVIDE BREAKFAST, LUNCH, AND DINNER FOR FORTY-THREE (43) RESIDENTS, 365 DAYS PER YEAR. THE MEALS THAT ARE PROVIDED ARE PREPARED ON-SITE, AND INDIVIDUALLY MEET THE DIETARY PLAN OF EACH RESIDENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,763 | ExpenseAmt |
| Desc | GENERAL HEALTH, MEDICAL AND DENTAL CARE IS PROVIDED TO THE RESIDENTS OF THE ORGANIZATION. THE ORGANIZATION MEETS THE NEEDS OF EACH RESIDENT BY SUPPLYING THEIR PERSONAL REQUIREMENT OF MEDICINE AND MEDICAL TREATMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,052,381 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 121 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6013990700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 616 EAST 19TH STREET | AddressLine1 |
| City | LAUREL | City |
| State | MS | State |
| ZIP Code | 39440 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LINDA FERINGA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MEG CHARBONNET | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| CONLEE WHITELEY | ||||||
| SECOND VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHANNA AVERILL | ||||||
| FIRST VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CONNIE FLY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH LITTLE | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA BARTLETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GAYNELL CUNNINGHAM | ||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROGER CLAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CREEVY CLAY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA M PEARCE | ||||||
| RECORDING SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARDI ALLEN | ||||||
| CORRESPONDING SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOANN BECNEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA FOX | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN HORRIDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH LANDIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON FOLEY LANDRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK D LAMIER | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $154,063 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $154,063 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
|---|---|---|---|---|---|
| VOELKEL MCWILLIAMS CONSTRUCTION LLC | |||||
| 4 ST ANN DRIVE | MANDEVILLE | LA | 70471 | CONTRACTOR | $1,933,173 |
| SULZER GROUP | |||||
| 650 POYDRAS ST STE 2828 | NEW ORLEANS | LA | 70130 | PROJECT MANAGER | $285,538 |
| BROADMOOR DESIGN GROUP | |||||
| 8 ST ANN DRIVE | MANDEVILLE | LA | 70471 | ARCHITECT | $209,203 |
| DINI PARTNERS INC | |||||
| 2727 ALLEN PARKWAY STE 1650 | HOUSTON | TX | 77019 | MARKETING CONSULTANT | $133,697 |
| US FOODS INC | |||||
| PO BOX 846079 | DALLAS | TX | 751846079 | FOOD PROVIDER | $103,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,385,544 | GovernmentGrantsAmt |
| All Other Contributions | $45,911 | AllOtherContributionsAmt |
| Total Contributions | $4,431,455 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE INCOME | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $5,187,860 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,187,860 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,187,860 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $668,365 | TotalRevenueColumnAmt |
| Exclusion | $668,365 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,138,941 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,313,448 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,825,493 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,825,493 | TotalRevenueColumnAmt |
| Exclusion | $5,825,493 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $19,346 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,346 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,346 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,132,519 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,207,206 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,493,858 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,063 | TotalAmt |
| Program Services | $154,063 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,197,811 | TotalAmt |
| Program Services | $1,532,376 | ProgramServicesAmt |
| Management And General | $665,435 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,561 | TotalAmt |
| Program Services | $354,582 | ProgramServicesAmt |
| Management And General | $45,979 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,982 | TotalAmt |
| Program Services | $133,750 | ProgramServicesAmt |
| Management And General | $50,232 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,530 | TotalAmt |
| Program Services | $11,500 | ProgramServicesAmt |
| Management And General | $30 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,656 | TotalAmt |
| Program Services | $31,636 | ProgramServicesAmt |
| Management And General | $2,020 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,777 | TotalAmt |
| Management And General | $151,777 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50 | TotalAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,327 | TotalAmt |
| Management And General | $4,327 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,264 | TotalAmt |
| Program Services | $110,229 | ProgramServicesAmt |
| Management And General | $7,035 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,627 | TotalAmt |
| Program Services | $1,869 | ProgramServicesAmt |
| Management And General | $26,758 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,343 | TotalAmt |
| Program Services | $84,921 | ProgramServicesAmt |
| Management And General | $5,422 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,784 | TotalAmt |
| Program Services | $47,737 | ProgramServicesAmt |
| Management And General | $3,047 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LICENSING FEES AND PERM | $1,093,389 | $1,027,785 | $65,604 |
| CONSULTING FEES | $295,017 | $67,962 | $227,055 |
| CONTRACTUAL SERVICES | $194,888 | $165,317 | $29,571 |
| FOOD | $164,053 | $164,053 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,466 | TotalAmt |
| Program Services | $164,601 | ProgramServicesAmt |
| Management And General | $40,865 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,377,588 | TotalAmt |
| Program Services | $4,052,381 | ProgramServicesAmt |
| Management And General | $1,325,207 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,726,641 | BOYAmt |
| EOY | $5,518,282 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,922 | BOYAmt |
| EOY | $504,241 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,817 | BOYAmt |
| EOY | $625,893 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $222,888 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,303 | BOYAmt |
| EOY | $57,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,949,967 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $499,781 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,519,722 | BOYAmt |
| EOY | $2,450,186 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,940,585 | BOYAmt |
| EOY | $56,350,293 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,109 | BOYAmt |
| EOY | $2,109 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,828,962 | BOYAmt |
| EOY | $4,948,633 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,688,061 | BOYAmt |
| EOY | $70,679,764 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,489 | BOYAmt |
| EOY | $916,477 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,251 | BOYAmt |
| EOY | $73,125 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,740 | BOYAmt |
| EOY | $989,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,256,321 | BOYAmt |
| EOY | $69,661,212 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $28,950 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,256,321 | BOYAmt |
| EOY | $69,690,162 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,688,061 | BOYAmt |
| EOY | $70,679,764 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,754,931 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,678,910 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $163,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,431,455 | CurrentTaxYearAmt |
| Total | $4,604,634 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $588,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,724,631 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,473,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,558,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,187,860 | CurrentTaxYearAmt |
| Total | $18,532,948 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $592,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,724,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,478,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,721,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,619,315 | CurrentTaxYearAmt |
| Total | $23,137,582 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $667,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,728,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,770,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,099 | CurrentTaxYearAmt |
| Total | $6,248,947 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $667,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,728,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,770,837 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,099 | CurrentTaxYearAmt |
| Total | $6,248,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $16,888,635 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $609,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $616,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $741,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $668,365 | CurrentTaxYearAmt |
| Total | $3,200,610 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $609,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $616,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $741,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $668,365 | CurrentTaxYearAmt |
| Total | $3,200,610 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,207 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,346 | CurrentTaxYearAmt |
| Total | $110,587 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,210,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,350,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,098,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,482,627 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,307,026 | CurrentTaxYearAmt |
| Total | $26,448,779 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.63850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.45570 | PublicSupportPY509Pct |
| Investment Income CY | 0.12100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.17650 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $49,169 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $49,169 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ALEXANDER MILNE DEVELOPMENTAL SERVICES PARTICIPATED IN LOBBYING ACTIVITIES AT THE STATE LEVEL, WITHIN THE LIMITS SET BY IRS REGULATIONS, ON ISSUES IN ORDER TO GET APPROVAL FOR A LICENSURE TO PARTICIPATE IN THE MEDICAID PROGRAM AS AN INTERMEDIATE CARE FACILITY FOR THE MENTALLY RETARDED (ICF/MR) AS WELL AS TO ARGUE IN THE STATE OF LOUISIANA FOR MEDICAID REIMBURSEMENT. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $58,251 | BeginningBalanceAmt |
| Additions During Year | $734,348 | AdditionsDuringYearAmt |
| Distributions During Year | $719,474 | DistributionsDuringYearAmt |
| Ending Balance | $73,125 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,110,047 | OtherCostOrOtherBasisAmt |
| Book Value | $1,110,047 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,441,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $257,342 | DepreciationAmt |
| Book Value | $1,183,812 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,755 | DepreciationAmt |
| Book Value | $20,506 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $336,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $200,684 | DepreciationAmt |
| Book Value | $135,821 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,450,186 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSTRUCTION IN PROGRESS | $4,948,258 |
| OTHER ASSETS | $375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,948,633 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,659,652 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,678,910 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,678,910 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,980,742 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $151,777 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $151,777 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,132,519 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,225,811 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,225,811 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $151,777 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $151,777 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,377,588 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS FUNDS IN TRUST ON BEHALF OF THE RESIDENTS. AMOUNTS RECEIVED INTO THE TRUST ARE EITHER APPLIED AS TUITION OR RETAINED FOR THE BENEFIT OF THE INDIVIDUAL RESIDENTS. THE PORTION ATTRIBUTABLE TO THE RESIDENTS IS REFLECTED AS A LIABILITY, TRUSTS HELD FOR OTHERS, IN THE STATEMENT OF FINANCIAL POSITION. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND QUALIFIES AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A) OF THE CODE. ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURES OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. TAX YEARS ENDED DECEMBER 31, 2010 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. AS OF DECEMBER 31, 2013, MANAGEMENT OF THE ORGANIZATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK D LAMIER | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $146,563 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $7,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $154,063 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | PERFORMANCE BONUSES WERE PAID TO EMPLOYEES DURING 2013. THE BONUSES WERE BASED ON THE NUMBER OF HOURS WORKED DURING 2013. THE BONUSES WERE COMPUTED FOLLOWING THE COMPENSATION POLICY BY THE INDEPENDENT COMPENSATION COMMITTEE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE MANAGEMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | AN OFFICER OF CORPORATE MANAGEMENT IS A FAMILY MEMBER OF FRANK D. LAMIER | RelationshipDescriptionTxt |
| Transaction | CORPORATE MANAGEMENT INC. (CMI) PROVIDES CONSULTING SERVICES AND ASSISTS IN THE MONTHLY PREPARATION OF THE FINANCIALS FOR THE ORGANIZATION. STAR ANN LAMIER IS MARRIED TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION, FRANK D. LAMIER. STAR ANN LAMIER IS THE CHIEF OPERATIONS OFFICER FOR CMI. FRANK LAMIER RECOMMENDED THE SERVICES OF CMI TO THE BOARD OF DIRECTORS. MR. LAMIER IS NOT A MEMBER OF THE BOARD OF DIRECTORS, AND THEREFORE DOES NOT VOTE. MRS. LAMIER IS A SALARIED EMPLOYEE OF CMI AND DOES NOT HAVE AN OWNERSHIP INTEREST IN THE COMPANY. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MS. ROGER CLAY AND MS. CREEVEY CLAY ARE SISTERS. NEITHER SISTER IS COMPENSATED IN ANY WAY BY THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE ORGANIZATION'S FORM 990 WILL BE PRESENTED AT A MONTHLY BOARD OF DIRECTORS MEETING. DURING THIS MEETING THE TAX RETURN WILL BE REVIEWED AND DISCUSSED FOR ACCURACY AND COMPLETENESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A ZERO-TOLERANCE POLICY REGARDING CONFLICT OF INTEREST PERTAINING TO IT'S BOARD MEMBERS. CONFLICTS OF INTEREST ARE CONSIDERED BEFORE EACH VOTE BY THE BOARD OF DIRECTORS. THE ORGANIZATION REVIEWS ALL CONTRACTS FOR POSSIBLE CONFLICTS AND RELATIVES OF BOARD MEMBERS ARE NOT ELIGIBLE FOR EMPLOYMENT WITH THE ORGANIZATION. ADDITIONALLY, BOARD MEMBERS ARE REQUIRED TO REPORT ANY CONFLICTS AS THEY OCCUR. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMMITTEE MEETS ANNUALLY TO REVIEW CURRENT SALARIES AND EVALUATE JOB PERFORMANCE. THE COMMITTEE MAKES RECOMMENDATIONS FOR RAISES IN COMPENSATION BASED ON THOSE CRITERIA, WHILE ALSO TAKING INTO CONSIDERATION THE ORGANIZATION'S FINANCIAL SITUATION. DURING THIS ANNUAL MEETING THE COMMITTEE ALSO CONSIDERS BONUSES. THE ORGANIZATION RELIES ON COMPARABLE DATA TO DETERMINE THE AMOUNT OF COMPENSATION, AND DOCUMENTATION IS MAINTAINED REGARDING THE DETERMINATION OF THESE AMOUNTS. THOSE RESPONSIBLE FOR DETERMINING COMPENSATION ARE INDEPENDENT OF THOSE BEING COMPENSATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THESE DOCUMENTS ARE ALSO AVAILABLE FOR PUBLIC VIEWING AT THE HOME. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. |