CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC (EIN 23-7212022)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-21
- IRS object ID
- 202510529349300601
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-21T03:58:50-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237212022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILD & FAMILY AGENCY OF SE CT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 8604374550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 VAUXHALL STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA BAXTER | PersonNm |
| Person Title | CHIEF FINANCIAL & ADMIN OFFICER | PersonTitleTxt |
| Phone | 8604374550 | PhoneNum |
| Signature | 2025-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2025-02-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA BAXTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 VAUXHALL STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,980,301 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHILDANDFAMILYAGENCY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | ADVANCING INDIVIDUAL AND COMMUNITY HEALTH | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 304 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,589,073 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,135,612 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,276,035 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,450,174 | CYProgramServiceRevenueAmt |
| PY Investment Income | $314,507 | PYInvestmentIncomeAmt |
| CY Investment Income | $386,953 | CYInvestmentIncomeAmt |
| PY Other Revenue | $30,179 | PYOtherRevenueAmt |
| CY Other Revenue | $114,060 | CYOtherRevenueAmt |
| PY Total Revenue | $17,209,794 | PYTotalRevenueAmt |
| CY Total Revenue | $21,086,799 | 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 | $15,455,194 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,341,244 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $306,525 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,526,209 | PYOtherExpensesAmt |
| CY Other Expenses | $4,498,323 | CYOtherExpensesAmt |
| PY Total Expenses | $19,981,403 | PYTotalExpensesAmt |
| CY Total Expenses | $21,839,567 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,771,609 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$752,768 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,743,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,143,072 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,803,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,873,661 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,940,476 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,269,411 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ADVANCING INDIVIDUAL AND COMMUNITY HEALTH | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,307,376 | ExpenseAmt |
| Revenue | $2,521,520 | RevenueAmt |
| Desc | COUNSELING: OFFICE BASED - 1,479 CHILDREN, ADULTS & FAMILY MEMBERS. IN-HOME SERVICES - 563 CHILDREN & FAMILY MEMBERS. HEALTHY FUTURES IS A MIDDLESEX COUNTY BASED, IN-HOME PROGRAM IN PARTNERSHIP WITH MIDDLESEX HEALTH AND THE CONNECTICUT COMMUNITY DOULAS LLC: 76 FAMILIES SERVED IN THE YEAR. A NEW DCF-FUNDED PROGRAM, THE URGENT CRISIS CENTER (UCC), LAUNCHED IN AUGUST 2023. IT IS ONE OF ONLY FOUR SUCH CENTERS IN THE STATE, OFFERING IMMEDIATE, NO-APPOINTMENT-NEEDED CARE TO CHILDREN AND TEENS FACING MENTAL HEALTH OR BEHAVIORAL HEALTH CRISIS. TOTAL CHILDREN/ADOLESCENTS SERVED WAS 273 IN FY24. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,427,769 | ExpenseAmt |
| Revenue | $1,400,639 | RevenueAmt |
| Desc | SCHOOL BASED & SCHOOL LINKED HEALTH CENTERS - 18,763 VISITS TO CENTERS (11,485 MENTAL HEALTH AND 7,278 MEDICAL). OUR SCHOOL-BASED HEALTH CENTERS OFFER COMPREHENSIVE OUTPATIENT MEDICAL AND MENTAL HEALTH SERVICES WITHIN THE SCHOOL ENVIRONMENT. CFA CURRENTLY OPERATES 20 LICENSED SBHCS ACROSS NEW LONDON COUNTY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,760,193 | ExpenseAmt |
| Revenue | $545,739 | RevenueAmt |
| Desc | CHILDHOOD SERVICES: COMPREHENSIVE DEVELOPMENT SERVICES - MEDICAL, MENTAL HEALTH, CHILD CARE, AND SOCIAL SERVICES ARE AVAILABLE TO CHILDREN BIRTH TO SIX YEARS. FAMILY RESOURCE CENTERS AND CHILD CARE SERVICES. CHILD CARE PROVIDED TO 132 CHILDREN. 169 FAMILIES SERVED THROUGH OUR NEW LONDON AND GROTON FAMILY RESOURCE CENTERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,024 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $16,024 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $17,511,362 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 304 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA BAXTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604374550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 VAUXHALL STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BETH LEAMON | |||||||
| BOARD DIRECTOR | 0.15 | Yes (X) | $0 | $0 | $0 | ||
| CAROL MARZETTA | |||||||
| BOARD SECRETARY | 1.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTINE HAMMOND | |||||||
| BOARD DIRECTOR | 0.55 | Yes (X) | $0 | $0 | $0 | ||
| DEREK PIRRUCCELLO | |||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN BROWN | |||||||
| BOARD DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| FRED BOATENG | |||||||
| BOARD DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| HARWOOD COMSTOCK | |||||||
| BOARD DIRECTOR | 3.75 | Yes (X) | $0 | $0 | $0 | ||
| MATT WILLIAMS | |||||||
| BOARD TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MATTHEW SPRING | |||||||
| BOARD VICE-CHAIR | 2.89 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHELLE MARRA | |||||||
| BOARD DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| NEIL BALLOTTE | |||||||
| BOARD DIRECTOR | 0.38 | Yes (X) | $0 | $0 | $0 | ||
| PAT VARHOLY | |||||||
| BOARD DIRECTOR | 2.35 | Yes (X) | $0 | $0 | $0 | ||
| TERESA BURBANK | |||||||
| BOARD CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LISA BAXTER | |||||||
| CHIEF FINANCIAL & ADMINISTRATIVE OFFICER | 40.00 | $143,417 | $0 | $22,507 | Yes (X) | ||
| LISA OTTO | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $162,750 | $0 | $36,382 | Yes (X) | ||
| ANNA GODDARD | |||||||
| MANAGING DIRECTOR | 40.00 | $170,671 | $0 | $3,413 | Yes (X) | ||
| DR ALLANA LEE | |||||||
| MEDICAL DIRECTOR | 40.00 | $377,986 | $0 | $39,435 | Yes (X) | ||
| JASON LAWRENCE | |||||||
| CHIEF INFORMATION OFFICER | 40.00 | $151,442 | $0 | $0 | Yes (X) | ||
| ERIN SAYLOR | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $150,190 | $0 | $2,998 | Yes (X) | ||
| SARA LAMBERT | |||||||
| PEDIATRIC NURSE PRACTITIONER | 40.00 | $144,844 | $0 | $22,372 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,301,300 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $127,107 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED COMMUNITY & FAMILY SERVICES INC | |||||
| 34 EAST TOWN STREET | NORWICH | CT | 06360 | COMMUNITY SERVICES | $1,009,137 |
| FRANK ZAINO& ASSOCIATES INC | |||||
| PO BOX 57 | NORTH STONINGTON | CT | 06359 | CONSTRUCTION CONTRACTOR | $630,743 |
| ECLINICAL WORKS LLC | |||||
| PO BOX 847950 | BOSTON | MA | 01581 | TECHNOLOGY SERVICES | $312,162 |
| MIDDLESEX HOSPITAL | |||||
| 28 CRESENT STREET | MIDDLETOWN | CT | 06457 | COMMUNITY SERVICES | $184,602 |
| INDEED | |||||
| PO BOX 660367 | DALLAS | TX | 752660367 | RECRUITMENT SERVICES | $152,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $207,027 | FederatedCampaignsAmt |
| Fundraising | $43,694 | FundraisingAmt |
| Government Grants | $15,529,056 | GovernmentGrantsAmt |
| All Other Contributions | $355,835 | AllOtherContributionsAmt |
| Noncash Contributions | $170,445 | NoncashContributionsAmt |
| Total Contributions | $16,135,612 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COUNSELING, SCHOOL BASED, CHILDCA | 624100 | $4,192,066 | $4,192,066 |
| WORKSHOPS & CONTRACTS | 624100 | $258,108 | $258,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,450,174 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $173,062 | TotalRevenueColumnAmt |
| Exclusion | $173,062 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,909,856 | SecuritiesAmt |
| Other | $150,653 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,713,385 | SecuritiesAmt |
| Other | $133,233 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $196,471 | SecuritiesAmt |
| Other | $17,420 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,891 | TotalRevenueColumnAmt |
| Exclusion | $213,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $143,220 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,694 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,884 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,336 | TotalRevenueColumnAmt |
| Exclusion | $96,336 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,724 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,724 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,086,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,467,898 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $483,289 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,330 | TotalAmt |
| Program Services | $345,921 | ProgramServicesAmt |
| Management And General | $77,877 | ManagementAndGeneralAmt |
| Fundraising | $5,532 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,996,285 | TotalAmt |
| Program Services | $11,391,758 | ProgramServicesAmt |
| Management And General | $2,424,127 | ManagementAndGeneralAmt |
| Fundraising | $180,400 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,886 | TotalAmt |
| Program Services | $289,431 | ProgramServicesAmt |
| Management And General | $80,631 | ManagementAndGeneralAmt |
| Fundraising | $4,824 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,455,205 | TotalAmt |
| Program Services | $1,123,493 | ProgramServicesAmt |
| Management And General | $312,986 | ManagementAndGeneralAmt |
| Fundraising | $18,726 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,538 | TotalAmt |
| Program Services | $885,125 | ProgramServicesAmt |
| Management And General | $184,192 | ManagementAndGeneralAmt |
| Fundraising | $16,221 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,432 | TotalAmt |
| Management And General | $12,432 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,340 | TotalAmt |
| Management And General | $94,340 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,700 | TotalAmt |
| Management And General | $25,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,240 | TotalAmt |
| Management And General | $55,240 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561,334 | TotalAmt |
| Program Services | $1,461,070 | ProgramServicesAmt |
| Management And General | $88,402 | ManagementAndGeneralAmt |
| Fundraising | $11,862 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,332 | TotalAmt |
| Program Services | $67,739 | ProgramServicesAmt |
| Management And General | $5,700 | ManagementAndGeneralAmt |
| Fundraising | $893 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,773 | TotalAmt |
| Program Services | $93,209 | ProgramServicesAmt |
| Management And General | $26,747 | ManagementAndGeneralAmt |
| Fundraising | $5,817 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,610 | TotalAmt |
| Program Services | $452,741 | ProgramServicesAmt |
| Management And General | $174,866 | ManagementAndGeneralAmt |
| Fundraising | $7,003 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,167 | TotalAmt |
| Program Services | $499,675 | ProgramServicesAmt |
| Management And General | $148,075 | ManagementAndGeneralAmt |
| Fundraising | $417 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,767 | TotalAmt |
| Program Services | $159,543 | ProgramServicesAmt |
| Management And General | $3,863 | ManagementAndGeneralAmt |
| Fundraising | $361 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,981 | TotalAmt |
| Program Services | $42,517 | ProgramServicesAmt |
| Management And General | $7,905 | ManagementAndGeneralAmt |
| Fundraising | $559 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,402 | TotalAmt |
| Program Services | $170,372 | ProgramServicesAmt |
| Management And General | $38,592 | ManagementAndGeneralAmt |
| Fundraising | $3,438 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,072 | TotalAmt |
| Program Services | $12,674 | ProgramServicesAmt |
| Management And General | $125,301 | ManagementAndGeneralAmt |
| Fundraising | $1,097 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $396,470 | $360,653 | $33,119 | $2,698 |
| SPECIAL EVENTS EXPENSES | $43,781 | $43,781 | ||
| ORGANIZATION DUES | $31,718 | $15,865 | $15,703 | $150 |
| DIRECT SERVICE COSTS | $18,843 | $17,218 | $1,598 | $27 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,361 | TotalAmt |
| Program Services | $122,358 | ProgramServicesAmt |
| Management And General | $84,284 | ManagementAndGeneralAmt |
| Fundraising | $2,719 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,839,567 | TotalAmt |
| Program Services | $17,511,362 | ProgramServicesAmt |
| Management And General | $4,021,680 | ManagementAndGeneralAmt |
| Fundraising | $306,525 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423 | BOYAmt |
| EOY | $373 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,237,835 | BOYAmt |
| EOY | $861,334 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $879,976 | BOYAmt |
| EOY | $1,150,824 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,381 | BOYAmt |
| EOY | $191,104 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,807 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,578 | BOYAmt |
| EOY | $188,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,706,856 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,035,054 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,350,418 | BOYAmt |
| EOY | $3,671,802 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,262,508 | BOYAmt |
| EOY | $4,827,934 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,662 | BOYAmt |
| EOY | $251,560 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,743,588 | BOYAmt |
| EOY | $11,143,072 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,381,104 | BOYAmt |
| EOY | $1,572,475 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,159 | BOYAmt |
| EOY | $78,573 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,284 | BOYAmt |
| EOY | $677,279 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $275,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,565 | BOYAmt |
| EOY | $270,334 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,803,112 | BOYAmt |
| EOY | $2,873,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,608,024 | BOYAmt |
| EOY | $7,026,338 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,452 | BOYAmt |
| EOY | $1,243,073 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,940,476 | BOYAmt |
| EOY | $8,269,411 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,743,588 | BOYAmt |
| EOY | $11,143,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$752,768 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $81,703 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,549,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,824,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,657,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,589,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,135,612 | CurrentTaxYearAmt |
| Total | $63,756,074 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,549,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,824,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,657,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,589,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,135,612 | CurrentTaxYearAmt |
| Total | $63,756,074 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $63,756,074 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,460 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $361,847 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $193,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,062 | CurrentTaxYearAmt |
| Total | $1,034,172 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $96,336 | CurrentTaxYearAmt |
| Total | $96,336 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,724 | CurrentTaxYearAmt |
| Total | $205,670 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,092,252 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $19,587,234 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER - 2019 AMOUNT: $ 8,380. 2020 AMOUNT: $ 90,566. 2021 AMOUNT: $ 56,736. 2022 AMOUNT: $ 32,264. 2023 AMOUNT: $ 17,724. | ExplanationTxt |
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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,700 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $25,700 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,813,867 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,839,567 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $928,915 | CurrentYearMinus3Amt |
| Current Year Minus2 | $965,841 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,894,756 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,842,134 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $24,950 | CurrentYearMinus3Amt |
| Current Year Minus2 | $24,450 | CurrentYearMinus2Amt |
| Current Year Minus1 | $24,450 | CurrentYearMinus1Amt |
| Current Year | $25,700 | CurrentYearAmt |
| Total | $99,550 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $232,229 | CurrentYearMinus3Amt |
| Current Year Minus2 | $241,460 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $973,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,460,534 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,749,266 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $114,130 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $874,876 | OtherExpendituresAmt |
| End Year Balance | $3,038,520 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,007,686 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $91,955 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $350,375 | OtherExpendituresAmt |
| End Year Balance | $3,749,266 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,578,865 | BeginningYearBalanceAmt |
| Contributions | $2,007 | ContributionsAmt |
| Investment Earnings Or Losses | -$123,447 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $449,739 | OtherExpendituresAmt |
| End Year Balance | $4,007,686 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,835,435 | BeginningYearBalanceAmt |
| Contributions | $80,295 | ContributionsAmt |
| Investment Earnings Or Losses | $415,635 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $752,500 | OtherExpendituresAmt |
| End Year Balance | $4,578,865 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,105,074 | BeginningYearBalanceAmt |
| Contributions | $692,337 | ContributionsAmt |
| Investment Earnings Or Losses | $38,024 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,835,435 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88681 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11319 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,095 | OtherCostOrOtherBasisAmt |
| Book Value | $397,095 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,593,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,404,604 | DepreciationAmt |
| Book Value | $3,188,810 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $596,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $573,943 | DepreciationAmt |
| Book Value | $22,595 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,507 | DepreciationAmt |
| Book Value | $63,302 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,671,802 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $270,334 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $270,334 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,160,146 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $81,703 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $46,884 | OtherRevenueAmt |
| Revenue Not Reported | $128,587 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,031,559 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,240 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $55,240 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,086,799 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $21,831,211 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $46,884 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $46,884 | ExpensesNotReportedAmt |
| Expenses Subtotal | $21,784,327 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55,240 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $55,240 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $21,839,567 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BOARD OF DIRECTORS AUTHORIZES THE USE OF ENDOWMENT FUNDS FOR THE PURPOSES THAT ARE INTENDED TO FURTHER THE AGENCY'S MISSION. USES OF ENDOWMENT FUNDS INCLUDE SUPPORT OF THE AGENCY'S PROGRAMS, SERVICES AND PHYSICAL PLANT INFRASTRUCTURE. |
| PART X, LINE 2: | THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND, THEREFORE, HAS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE AGENCY AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AGENCY'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE AGENCY HAD UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 46,884. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 46,884. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CFA GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $121,961 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,834 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $90,127 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $30,099 | OtherDirectExpensesEvent1Amt |
| Event2 | TOUCH A TRUCK | Event2Nm |
| Gross Receipts Event2 | $58,353 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $11,326 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $47,027 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $14,735 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,600 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $534 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,066 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,050 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $186,914 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,694 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $143,220 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,884 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,884 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $96,336 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ALLANA LEE | ||||||||||||||
| MEDICAL DIRECTOR | $377,986 | $0 | $0 | $0 | $0 | $0 | $6,100 | $0 | $33,335 | $0 | $417,421 | $0 | $0 | $0 |
| LISA OTTO | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $162,750 | $0 | $0 | $0 | $0 | $0 | $3,479 | $0 | $32,903 | $0 | $199,132 | $0 | $0 | $0 |
| ANNA GODDARD | ||||||||||||||
| MANAGING DIRECTOR | $170,671 | $0 | $0 | $0 | $0 | $0 | $3,413 | $0 | $0 | $0 | $174,084 | $0 | $0 | $0 |
| SARA LAMBERT | ||||||||||||||
| PEDIATRIC NURSE PRACTITIONER | $144,844 | $0 | $0 | $0 | $0 | $0 | $2,842 | $0 | $19,530 | $0 | $167,216 | $0 | $0 | $0 |
| LISA BAXTER | ||||||||||||||
| CHIEF FINANCIAL & ADMINISTRATIVE OFF | $143,417 | $0 | $0 | $0 | $0 | $0 | $2,987 | $0 | $19,520 | $0 | $165,924 | $0 | $0 | $0 |
| ERIN SAYLOR | ||||||||||||||
| CHIEF OPERATING OFFICER | $150,190 | $0 | $0 | $0 | $0 | $0 | $2,998 | $0 | $0 | $0 | $153,188 | $0 | $0 | $0 |
| JASON LAWRENCE | ||||||||||||||
| CHIEF INFORMATION OFFICER | $151,442 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $151,442 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,227 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $120,275 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 42 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,943 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S FORM 990 UNDERGOES A NUMBER OF INTERNAL AND EXTERNAL REVIEWS BEFORE IT IS FILED WITH THE IRS. THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CEO, CFAO AND FINANCE AND AUDIT COMMITTEE OF THE BOARD. LASTLY, IT IS SENT TO ALL BOARD MEMBERS FOR VOTING AND APPROVAL PROCESS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POTENTIAL BOARD MEMBERS ARE SCREENED/REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD AND THEN RECOMMENDED TO THE FULL BOARD FOR REVIEW AND VOTE. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST AGREEMENT AND A CONFIDENTIALITY AGREEMENT. EVERY EMPLOYEE SHOULD AVOID ANY INTEREST, INVESTMENT, OR ASSOCIATION, WHICH INTERFERES WITH CFA'S BEST INTEREST. A CRUCIAL PART OF THIS POLICY IS A CONTINUING REQUIREMENT THAT ALL EMPLOYEES WILL MAKE PROMPT DISCLOSURE OF ANY FACT OR CIRCUMSTANCE WHICH MAY INVOLVE A CONFLICT OF INTEREST. ALL EMPLOYEES ARE EXPECTED TO ACT IN CFA'S BEST INTEREST AT ALL TIMES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE REVIEW AND DECISION-MAKING IS WITH THE EXECUTIVE COMMITTEE OF THE BOARD. THE CEO DOES A SELF- ASSESSMENT THAT IS REVIEWED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTATION AVAILABLE UPON REQUEST. ORGANIZATION WILL BE MAKING AVAILABLE ON THEIR WEBSITE. |