MARTHA AND MARY LUTHERAN SERVICES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA AND MARY LUTHERAN SERVICES (EIN 91-0567265)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-30
- IRS object ID
- 201203049349300230
- Schema version
- 2011v1.2
- 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 O
- Schedule R
- Affiliated Group Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-30T12:22:54-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911194016 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clark Nuber PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4th Street Suite 1700 | AddressLine1 |
| City | Bellevue | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910567265 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martha and Mary Lutheran Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MART | NameControl |
| Phone | 3607797500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 127 | AddressLine1 |
| City | Poulsbo | City |
| State | WA | State |
| ZIP Code | 983700127 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Chad Solvie | Name |
| Title | CEO | Title |
| Phone | 3607797500 | Phone |
| Date Signed | 2012-10-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jane M Searing | Name |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Chad Solvie | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 127 | AddressLine1 |
| City | Poulsbo | City |
| State | WA | State |
| ZIP Code | 983700127 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 891387 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 4103 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.marthaandmary.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1893 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | Martha and Mary Lutheran Services is a local not-for-profit organization that provides executive management, fundraising services, and administrative support to its subsidiary not-for-profit corporations: Martha and Mary Health Services, Martha and Mary Children's Services, Ebenezer Services and Martha and Mary Home and Community Services. The subsidiary corporations provide critical services for seniors, children and each of their respective families in Western Washington. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 99 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 175574 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 107852 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 687853 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 765661 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 26415 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14601 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12094 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2420 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 901936 | TotalRevenuePriorYear |
| Total Revenue Current Year | 890534 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 394377 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 338632 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 109515 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 214021 | OtherExpensePriorYear |
| Other Expenses Current Year | 178613 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 608398 | TotalExpensesPriorYear |
| Total Expenses Current Year | 517245 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 293538 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 373289 | RevenuesLessExpensesCY |
| Total Assets BOY | 1858218 | TotalAssetsBOY |
| Total Assets EOY | 2172147 | TotalAssetsEOY |
| Total Liabilities BOY | 47681 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 50197 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1810537 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2121950 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Martha and Mary provides quality, compassionate care and intergenerational experiences for children, adults, and seniors regardless of faith, ethnicity or economic status. We do this in a Christian manner by offering those we serve caring rehabilitation, a safe place to grow and learn, and an opportunity to live with dignity, honor and individuality. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 200424 | Expense |
| Revenue | 765661 | Revenue |
| Description | The executive management, fundraising and administrative support functions provided by Martha and Mary Lutheran Services to its subsidiary corporations is critical to the success of the operation of their programs, to the customers of the Martha and Mary corporations and to the greater community. The provision of these functions allows the subsidiary corporations the freedom to focus their resources on the success of their individual missions while at the same time ensuring that these efforts are coordinated to maximize the impact on their customers and the community. As a consolidated company (all subsidiaries combined), Martha and Mary is currently one of the largest private employers in the Kitsap region with over 600 employees serving over 2,300 local citizens each year. In total, we offer a wide array of programs for children, families, and seniors. These programs are distinguished because of the size of our programs, because of the quality of our programs and because our programs are offered not just to those with financial means, but also those whose financial situation may have otherwise excluded them from utilizing services essential to their wellbeing. Effective executive management, fundraising and administrative support has helped our programs achieve the following: We are the largest childcare program in the country associated with long-term care. Bridging generations and enriching lives is part of our local brand. We have received nation acclaim for our unique intergenerational programs where we bring children and seniors together in a meaningful and at times inspiring way. We are one of the select few childcare providers in the State of Washington that have received support from the Career and Wage Ladder Program. We recognize the importance of work/life balance for our employees. We offer a 35% discount for on-site childcare programs to those employed with Martha and Mary. Within the Martha and Mary family of services, over $1.9 million of under-funded care has been provided to those we serve. This makes Martha and Mary continually stand out as a leader, not only in the region, but also in the state of Washington because of our commitment to ensuring low income seniors and children continue to have significant access to our quality programs. Our combined volunteer hours again exceeded 19,000 hours. Each volunteer providing their unique gifts to all we serve. We provide opportunities for educational assistance for entry-level workers to increase their skills and become recognized professionals like CNAs, LPNs, and physical therapy assistants. We have Rehab programs and other clinical offerings for seniors that have been recognized and deemed appropriate for preferred provider status from important healthcare agencies. We are the primary long-term care provider in this region participating in an exciting resident care model. This model is demonstrating best practices where it is possible to achieve clinical outcomes that are more effective, while providing reductions in costs. Our presence in the Home Care arena continues to grow. In 2011, we added Geriatric Care Management to our suite of services. Home Care has proven to be a natural extension of the service and support to seniors and their families in the communities that Martha and Mary serves. We received Best of Home Care status in 2011 for the high ratings associated with our customer satisfaction scores. It is our goal to have available those serves necessary to meet those needs.Martha and Mary has been providing affordable apartments for seniors for many years, and we have expanded our mission this year by entering into a Joint Venture agreement with another agency to develop and manage an affordable housing project for seniors. With this project we will again be expanding our ability to serve seniors at their point of need.We have the largest workforce training program in the region when it comes to citizen's training and testing to become Certified Nursing Assistants. The workforce demographics are staggering as more healthcare professionals will be required at a time when fewer are available. Our training program for front-line caregivers is currently a substantial part of the safety net in this region. We anticipate this program will continue to be critical in providing healthcare providers in the region with a reliable and sustainable workforce. Our ability to continue to hire quality employees will be a growing challenge. We have a proven track record of adapting to changing needs and being able to partner with other agencies in the community to ensure success for our customers, their families and the greater community. Efforts from many Lutheran Services stakeholders, including our executive management, fundraising, events planning and grant-writing staff have helped Martha and Mary achieve many significant milestones in our existing operations. However, the real fruit of our effort today is in preparing for future community needs. We are engaged in planning and community coordination efforts to define and offer programs that will be necessary to meet the needs of tomorrow. | Description |
| Total Program Service Expense | 200424 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Chad Solvie CEO | NamePerson |
| Telephone Number | 3603944010 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 127 | AddressLine1 |
| City | Poulsbo | City |
| State | WA | State |
| ZIP Code | 98370 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Rodney Bauch | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Ben Borson | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Bill Bruggemann | ||||||
| Trustee/President | 0.70 | X | 0 | 0 | 0 | X |
| Matthew Clucas | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Martha Droge | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Kathy Gallington | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Sunny Gill | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Sue Gitch | ||||||
| Trustee-Term Ended 04/11 | 0.70 | X | 0 | 0 | 0 | |
| Dave Gitch | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Tina Lemmon | ||||||
| Trustee-Term Ended 04/11 | 0.70 | X | 0 | 0 | 0 | |
| Julie Lightfoot | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Steve Maxim | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Pat McFadden | ||||||
| Trustee-Term Ended 04/11 | 0.70 | X | 0 | 0 | 0 | |
| Mary Polensky | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Jim Rowson | ||||||
| Trustee/Sec-Treas | 0.70 | X | 0 | 0 | 0 | X |
| Gail Whitley | ||||||
| Trustee/Vice President | 0.70 | X | 0 | 0 | 0 | X |
| Roger Wood | ||||||
| Trustee | 0.70 | X | 0 | 0 | 0 | |
| Chad Solvie | ||||||
| CEO | 40.00 | 115244 | 0 | 12256 | X | |
| Weigee Seaton | ||||||
| CFO | 40.00 | 99139 | 0 | 11430 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 214383 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23686 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 190 | FundraisingEvents |
| All Other Contributions | 107662 | AllOtherContributions |
| Total Contributions | 107852 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Management Fees | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 765661 | TotalRevenueColumn |
| Related Or Exempt Function Income | 765661 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 765661 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14601 | TotalRevenueColumn |
| Exclusion | $14,601 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 936 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 190 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 853 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83 | TotalRevenueColumn |
| Exclusion | $83 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Dental benefit reimb. | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2337 | TotalRevenueColumn |
| Exclusion | $2,337 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2337 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 890534 | TotalRevenueColumn |
| Related Or Exempt Function Income | 765661 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $17,021 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254498 | Total |
| Program Services | 104627 | ProgramServices |
| Management And General | 141827 | ManagementAndGeneral |
| Fundraising | 8044 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60291 | Total |
| Program Services | 6093 | ProgramServices |
| Management And General | 614 | ManagementAndGeneral |
| Fundraising | 53584 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17268 | Total |
| Program Services | 2682 | ProgramServices |
| Management And General | 74 | ManagementAndGeneral |
| Fundraising | 14512 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6575 | Total |
| Program Services | 838 | ProgramServices |
| Management And General | 83 | ManagementAndGeneral |
| Fundraising | 5654 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3217 | Total |
| Program Services | 2895 | ProgramServices |
| Management And General | 322 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49492 | Total |
| Management And General | 49492 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43159 | Total |
| Program Services | 24084 | ProgramServices |
| Management And General | 522 | ManagementAndGeneral |
| Fundraising | 18553 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24012 | Total |
| Program Services | 23883 | ProgramServices |
| Management And General | 27 | ManagementAndGeneral |
| Fundraising | 102 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18328 | Total |
| Program Services | 13304 | ProgramServices |
| Management And General | 2526 | ManagementAndGeneral |
| Fundraising | 2498 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1570 | Total |
| Fundraising | 1570 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5596 | Total |
| Program Services | 3391 | ProgramServices |
| Management And General | 377 | ManagementAndGeneral |
| Fundraising | 1828 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3450 | Total |
| Program Services | 3105 | ProgramServices |
| Management And General | 345 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5072 | Total |
| Management And General | 3512 | ManagementAndGeneral |
| Fundraising | 1560 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Business Taxes | 13900 | 12510 | 1390 | |
| Meetings | 6195 | 6195 | ||
| Supplies | 443 | 2 | 441 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4179 | Total |
| Program Services | 3010 | ProgramServices |
| Fundraising | 1169 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517245 | Total |
| Program Services | 200424 | ProgramServices |
| Management And General | 207306 | ManagementAndGeneral |
| Fundraising | 109515 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287422 | BOY |
| EOY | 435738 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1157225 | BOY |
| EOY | 1168971 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4781 | BOY |
| EOY | 3825 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26730 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23193 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5738 | BOY |
| EOY | 3537 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175238 | BOY |
| EOY | 172969 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227814 | BOY |
| EOY | 387107 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1858218 | BOY |
| EOY | 2172147 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42336 | BOY |
| EOY | 42186 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5185 | BOY |
| EOY | 8011 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47681 | BOY |
| EOY | 50197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1716571 | BOY |
| EOY | 2051223 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43966 | BOY |
| EOY | 20727 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1810537 | BOY |
| EOY | 2121950 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1858218 | BOY |
| EOY | 2172147 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 373289 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -61876 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 197945 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 155213 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 155922 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107852 | CurrentTaxYear |
| Total | 792506 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 495838 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 463119 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 784279 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 687853 | CurrentTaxYearMinus1Year |
| Current Tax Year | 765661 | CurrentTaxYear |
| Total | 3196750 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 693783 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 618332 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 940201 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 863427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 873513 | CurrentTaxYear |
| Total | 3989256 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38041 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28905 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20535 | CurrentTaxYear |
| Total | 150014 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2540 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 12195 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1166 | CurrentTaxYear |
| Total | 18922 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40581 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31926 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21701 | CurrentTaxYear |
| Total | 168936 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 3820320 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 85904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35124 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27878 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14601 | CurrentTaxYear |
| Total | 189922 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 85904 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35124 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27878 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14601 | CurrentTaxYear |
| Total | 189922 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 21103 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 12094 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2420 | CurrentTaxYear |
| Total | 35617 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 779687 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 674559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 968079 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 901936 | CurrentTaxYearMinus1Year |
| Current Tax Year | 890534 | CurrentTaxYear |
| Total | 4214795 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.90640 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87490 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04510 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05850 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 291 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1815 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 291 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1815 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 517807 | FilingOrganizationsTotals |
| Affiliated Group Totals | 22144938 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 518098 | FilingOrganizationsTotals |
| Affiliated Group Totals | 22146753 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 102715 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 25679 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 3196 | CurrentYearMinus3 |
| Current Year Minus2 | 2014 | CurrentYearMinus2 |
| Current Year Minus1 | 4279 | CurrentYearMinus1 |
| Current Year | 1815 | CurrentYear |
| Total | 11304 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 182295 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4882 | InvestmentEarningsOrLosses |
| End Of Year Balance | 187177 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 163384 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 18911 | InvestmentEarningsOrLosses |
| End Of Year Balance | 182295 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 155020 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 8364 | InvestmentEarningsOrLosses |
| End Of Year Balance | 163384 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 153222 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1798 | InvestmentEarningsOrLosses |
| End Of Year Balance | 155020 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.73000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26730 | OtherCostOrOtherBasis |
| Depreciation | 23193 | Depreciation |
| Book Value | 3537 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3537 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Intercompany receivable | 384667 |
| Cash surrender value - life insurance | 2440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 387107 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Business Taxes Payable | Description |
| Amount | $8,011 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 8011 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Intended Use of Endowment Funds: | Identifier |
| Return Reference | Part V, Line 4: | ReturnReference |
| Explanation | The principal of the permanently restricted endowment and the Board designated endowment is to remain intact into perpetuity and be invested to produce earnings. The earnings are to be used as directed by the Board to further the Martha and Mary programs and support special projects. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part I, Line 6: | Our volunteers are involved in all areas of our fundraising events, from planning and marketing, to event set up and check out. Our member congregations faithfully provide delegates at membership meetings. And last, but not least, the Trustees on our Board are integral to the success of the governance and oversight of Martha and Mary. In addition to the thousands of hours in our subsidiaries, there were approximately 1060 hours of volunteer service during the year. Volunteer hours were determined through a combination of tracking where possible and estimates. | |
| Form 990, Part VI, Section A, line 2 | Sue Gitch and Dave Gitch are related and served on the board during 2011. The term of service for Sue Gitch was completed prior to the commencement of the term of service for Dave Gitch. Therefore, they did not serve contemporaneously on the board. | |
| Form 990, Part VI, Section A, line 6 | The organization has one class of members. These members consist of those member congregations that are affiliated with the corporation. Each member congregation can designate three individual persons to serve as delegates to the corporation. The delegates elect the corporation's Board of Trustees and approve substantial issues. | |
| Form 990, Part VI, Section A, line 7a | Each member congregation can designate three individual persons to serve as delegates to the corporation. The delegates elect the corporation's Board of Trustees and approve substantial issues. | |
| Form 990, Part VI, Section A, line 7b | There are defined "substantial issues" that must be approved by a vote of the delegates: 1) acquisition or sale of real property; 2) approve the application of a church congregation to become a member; 3) establish or dissolve a subsidiary corporation; 4) sale of all or substantially all of the assets of the corporation or a subsidiary; 5) termination of a member congregation; 6) corporate borrowing by the corporation or subsidiary which will be secured by an encumbrance on corporate real property; and 7) amend the articles of incorporation. Approved substantial issues of the subsidiary Martha and Mary Health Services do not have any force or effect without the consent of HUD. | |
| Form 990, Part VI, Section B, line 11 | Management reviews the Form 990 prior to the completed form being submitted to the Board. A copy of the completed 990 is provided to each Board member for their review and comments. A subcommittee of the Board undertakes a specific review of the 990 and provides its recommendation for approval to the entire Board. The 990 is approved by the Board prior to submission to the IRS. | |
| Form 990, Part VI, Section B, line 12c | Each year and upon selection to the Board, all Board Trustees and Employee Officers are required to complete a form stating that they understand the policy and that there has been no contravention of the policy by themselves or family during the year, or if there was a conflict it was fully disclosed at the time. In the case of a conflict, the Board member will recuse themselves. Board Trustees and all employees, including Employee Officers, are required to report any potential conflict of interests whenever they arise. Also, each year prior to the preparation of the Form 990, all Board of Trustee Members and Employee Officers who served during the year are provided with a questionnaire specifically tailored to the requirements of Form 990. | |
| Form 990, Part VI, Section B, line 15 | The Board Personnel Committee sets the compensation package for the CEO utilizing compensation surveys and within the constraints of Board approved budget guidelines. The Personnel Committee must approve the compensation recommendations by the CEO for the CFO and Administrators. The last compensation process was completed in 2011. | |
| Form 990, Part VI, Section C, line 19 | Our financial information is published in our annual report and is distributed to our supporters and the greater community. Audited financial statements, governing documents and conflict of interest policy are not generally available to the public. | |
| Form 990, Part VI, Section A, Line 8b: | A committee may recommend a course of action to the Board, but would not independently act on behalf of the Board. Committee reports to the Board are integrated into the Board Minutes. | |
| Form 990, Part VII: | The Board trustees spend an additional 1.9 hours devoted to other related organizations. | Additional Reporting Hours Information |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -4,938. Intercompany Transfers -56,938. Total to Form 990, Part XI, Line 5: -61,876. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Martha and Mary Children's Services | ||||||||||
| PO BOX 127 | Poulsbo | WA | 98370 | 911916806 | Childcare and education for children | WA | 501(C)(3) | 9 - 509(A)(2) | Martha and Mary Lutheran Services | 1 |
| Martha and Mary Health Services | ||||||||||
| PO BOX 127 | Poulsbo | WA | 98370 | 943229627 | Services to the elderly - rehab and skilled nursing services | WA | 501(C)(3) | 9 - 509(A)(2) | Martha and Mary Lutheran Services | 1 |
| Ebenezer Services | ||||||||||
| PO BOX 127 | Poulsbo | WA | 98370 | 911249343 | Senior independent housing | WA | 501(C)(3) | 9 - 509(A)(2) | Martha and Mary Lutheran Services | 1 |
| Martha and Mary Home and Community Services | ||||||||||
| PO BOX 127 | Poulsbo | WA | 98370 | 911293400 | Community based services for seniors and families | WA | 501(C)(3) | 9 - 509(A)(2) | Martha and Mary Lutheran Services | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Village Green Kingston Associates LLLP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 127 | AddressLine1 |
| City | Poulsbo | City |
| State | WA | State |
| ZIP Code | 98370 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263242661 | EIN |
| Primary Activity | Development of low income senior housing | PrimaryActivity |
| Legal Domicile State | WA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martha and Mary Lutheran Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeType |
| Share Of EOY Assets | 828 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 1 | GeneralOrManagingPartner |
| Percentage Ownership | 0.00010 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Martha and Mary Health Services | ||
| B | 51533 | Cash |
| Martha and Mary Children's Services | ||
| D | 1207203 | Loan Balance |
| Ebenezer Services | ||
| D | 151513 | Loan Balance |
| Martha and Mary Health Services | ||
| K | 678061 | Cost |
| Martha and Mary Health Services | ||
| O | 303627 | Cost |
| Martha and Mary Health Services | ||
| Q | 761430 | Cash |
| Martha and Mary Children's Services | ||
| Q | 819966 | Cash |
| Martha and Mary Home and Community Services | ||
| Q | 208003 | Cash |
Affiliated Group Attachment AffiliatedGroupAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Organizations with 501(h) election:Martha & Mary Health Services EIN 94-3229627PO Box 127Poulsbo, WA 98370-0127Total lobbying expenses to influence a legislative body: $942Other exempt purpose expenditures: $16,821,575Martha & Mary Children's Services EIN 91-1916806PO Box 127Poulsbo, WA 98370-0127Total lobbying expenses to influence a legislative body: $291Other exempt purpose expenditures: $2,819,843Martha & Mary Lutheran Services DBA Ebenezer Services EIN 91-1249343PO Box 127Poulsbo, WA 98370-0127Total lobbying expenses to influence a legislative body: $0Other exempt purpose expenditures: $135,568Organizations without 501(h) election:Martha and Mary Home & Community Services EIN 91-1293400PO Box 127Poulsbo, WA 98370-0127Total lobbying expenses to influence a legislative body: $291Other exempt purpose expenditures: $1,850,145The affiliated group does not have excess lobbying expenditures in 2011. | Explanation |