THE PALLIATIVE CARE INSTITUTE INC: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE PALLIATIVE CARE INSTITUTE INC (EIN 16-1593163)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-24
- IRS object ID
- 201432979349200518
- 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 | 2014-10-24T16:03:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454051133 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREED MAXICK CPAS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 MAIN STREET SUITE 800 | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 142023508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161593163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PALLIATIVE CARE INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALL | BusinessNameControlTxt |
| Phone | 7166861900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 COMO PARK BLVD | AddressLine1 |
| City | CHEEKTOWAGA | City |
| State | NY | State |
| ZIP Code | 14227 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA AHERN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7166861900 | PhoneNum |
| Signature | 2014-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY MADONIA | PreparerPersonNm |
| PTIN | P00405803 | PTIN |
| Phone | 7168472651 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.PALLIATIVEINSTITUTE.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $40,309 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $40,109 | ContributionsGiftsGrantsEtcAmt |
| Other Revenue Total | $200 | OtherRevenueTotalAmt |
| Total Revenue | $40,309 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $245,183 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $341 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $16,430 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $779 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $66,960 | OtherExpensesTotalAmt |
| Total Expenses | $329,693 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$289,384 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | -$238,445 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | -$527,829 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,077 | BOYAmt |
| EOY | $4,597 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,077 | BOYAmt |
| EOY | $4,597 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,522 | BOYAmt |
| EOY | $532,426 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$238,445 | BOYAmt |
| EOY | -$527,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO INTERCONNECT COMMUNITY AND UNIVERSITY EFFORTS ACROSS DISCIPLINES WITH THE GOAL OF ESTABLISHING EXCELLENCE IN PALLIATIVE CARE CLINICAL PRACTICE, RESEARCH, AND EDUCATION. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | INTERCONNECTED COMMUNITY AND UNIVERSITY EFFORTS ACROSS DISCIPLINES AND ESTABLISHED EXCELLENCE IN PALLIATIVE CARE CLINICAL PRACTICE, RESEARCH, AND EDUCATION. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $22,116 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,116 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LOU IZZO | ||||
| VP 1/1/13-2/28/13 | 1.00 | $0 | $0 | $0 |
| JOHN D REINHOLD | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| FLINT BESECKER | ||||
| CEO 1/1/13-1/31/2013 | 1.00 | $0 | $0 | $0 |
| MAUREEN M LEHSTEN | ||||
| CFO | 1.00 | $0 | $0 | $0 |
| JOSEPH BACH | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| G RICHARD BRAEN MD | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| HURON O HILL II DDS | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL W LAIPPLE | ||||
| CHAIR | 1.00 | $0 | $0 | $0 |
| TIMOTHY G MCEVOY | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| DONNA MOSTILLER | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| W LAWRENCE BUCK | ||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 |
| E J BUTLER JR | ||||
| TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN LEHSTEN | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 COMO PARK BLVD | AddressLine1 |
| City | CHEEKTOWAGA | City |
| State | NY | State |
| ZIP Code | 14227 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7166861900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
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 Minus1 Year | $5,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,109 | CurrentTaxYearAmt |
| Total | $46,060 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,157 | CurrentTaxYearMinus1YearAmt |
| Total | $88,751 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $200 | CurrentTaxYearAmt |
| Total | $20,365 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,309 | CurrentTaxYearAmt |
| Total | $155,176 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $155,176 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Total | $11 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Total | $11 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,067 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,309 | CurrentTaxYearAmt |
| Total | $155,187 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99070 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00170 | 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 200. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ALLOCATED MAIN OFFICE DEPRECIATION. AMOUNT: 1,476. DESCRIPTION: CONFERENCES AND CONVENTIONS. AMOUNT: 3,551. DESCRIPTION: OTHER EXPENSES. AMOUNT: 57,436. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 246. DESCRIPTION: TRAVEL. AMOUNT: 3,901. DESCRIPTION: SUPPLIES. AMOUNT: 350. TOTAL TO FORM 990-EZ, LINE 16: 66,960. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 426. END OF YEAR AMOUNT: 13,591. DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,650. END OF YEAR AMOUNT: 2,249. DESCRIPTION: ACCOUNTS PAYABLE TO RELATED ENTITIES. BEG. OF YEAR AMOUNT: 247,446. END OF YEAR AMOUNT: 516,586. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |