THE IMMOKALEE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE IMMOKALEE FOUNDATION INC (EIN 65-0315664)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-12-20
- IRS object ID
- 201213559349300856
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-20T12:47:16-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL N STE 300 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650315664 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IMMOKALEE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IMMO | NameControl |
| Phone | 2394309122 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 RADIO ROAD NO 207 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES CAMPBELL | Name |
| Title | TREASURER | Title |
| Phone | 2394309122 | Phone |
| Date Signed | 2012-12-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMELIA COOPER CPA | Name |
| PTIN | P00437898 | PTIN |
| Phone | 2392628686 | Phone |
| Date Prepared | 2012-12-06 | DatePrepared |
| 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 | MAE ELIZABETH ALLBRITTEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 RADIO ROAD NO 207 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6958076 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | IMMOKALEEFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO RAISE AWARENESS OF AND FUNDS FOR THE VITAL NEEDS OF THE PEOPLE OF IMMOKALEE FLORIDA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 76 | TotalNbrEmployees |
| Total Nbr Volunteers | 125 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1812854 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2684374 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 237921 | InvestmentIncomePriorYear |
| Investment Income Current Year | 225702 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3517 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2054292 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2910076 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 100723 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 187240 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 705218 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 932189 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 326757 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 901111 | OtherExpensePriorYear |
| Other Expenses Current Year | 671872 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1707052 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1791301 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 347240 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1118775 | RevenuesLessExpensesCY |
| Total Assets BOY | 7380960 | TotalAssetsBOY |
| Total Assets EOY | 9151340 | TotalAssetsEOY |
| Total Liabilities BOY | 129521 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 922442 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7251439 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8228898 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SINCE 1991, THE IMMOKALEE FOUNDATION HAS BEEN BUILDING PATHWAYS TO SUCCESS FOR THE CHILDREN OF IMMOKALEE. WE EMPOWER THESE STUDENTS THROUGH PROGRAMS FOCUSED ON EDUCATION, VOCATION, AND LIFE SKILLS, OFFERING THEM THE TOOLS, OPPORTUNITIES, AND ENCOURAGEMENT THAT LEAD TO SUCCESS AT EACH LEVEL OF THEIR EDUCATION AND CAREERS. GUIDED BY THIS MISSION, WE TOUCH THE LIVES OF THOUSANDS OF CHILDREN EACH YEAR. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 159290 | Expense |
| Description | TAKE STOCK IN CHILDREN: SCHOLARSHIPS ARE AWARDED TO QUALIFIED SEVENTH-GRADE STUDENTS WHO SUCCESSFULLY FULFILL THEIR PLEDGE TO EARN GOOD GRADES, EXHIBIT GOOD BEHAVIOR, AND MEET WEEKLY WITH A MENTOR. STUDENTS ARE AWARDED A FULL COLLEGE SCHOLARSHIP UPON HIGH SCHOOL GRADUATION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 100937 | Expense |
| Description | COLLEGE SUCCESS: COLLEGE SUCCESS PROGRAM PROVIDES ONGOING MENTORSHIP FOR STUDENTS, HELPING THEM TO SET UP INDIVIDUAL ACADEMIC PLANS THAT ALLOW THEM TO GRADUATE FROM COLLEGE. THE PROGRAM ASSISTS STUDENTS AS THEY NAVIGATE THE COMPLEX WORLD OF FINANCIAL AID AND HELPS THEM TO MANAGE THEIR COLLEGE EXPERIENCE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 219695 | Expense |
| Description | IMMOKALEE READERS: THE IMMOKALEE READERS PROGRAM IS DESIGNED TO COMPLEMENT THE READING INSTRUCTION STUDENTS RECEIVE DURING THEIR REGULAR SCHOOL DAY, THE IMMOKALEE READERS AFTERSCHOOL PROGRAM MATCHES HIGH SCHOOL AGED TUTORS WITH CHILDREN FROM KINDERGARTEN THROUGH SECOND GRADE TO PROVIDE INTENSIVE AND ENJOYABLE READING LESSONS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 669439 | Expense |
| Description | CAREER DEVELOPMENT AND MISCELLANEOUS ACTIVITIES: STUDENTS PARTICIPATE IN VOCATIONAL AND ON-THE-JOB TRAINING, AS WELL AS SUMMER INTERNSHIPS WITH AREA BUSINESSES - EXPERIENCES THAT EMPHASIZE LEADERSHIP, SKILLS DEVELOPMENT, AND COMMUNITY SERVICE.THE IMMOKALEEFOUNDATION ALSO PROVIDES SUPPORT FOR EXPERIENCES INCLUDING SUMMER CAMPS AND SPORTSMAN PROGRAMS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 669439 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1149361 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 76 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2394309122 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3960 RADIO ROAD NO 207 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JOHN COSTIGAN | ||||||
| CHAIRMAN | 20.00 | X | X | 0 | 0 | 0 |
| JOHN HENRY | ||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 |
| ALISON DOUGLAS | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| JOE ZEDNIK | ||||||
| DIRECTOR | 20.00 | X | 0 | 0 | 0 | |
| DON GUNTHER | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JEFF RANDALL | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| CHUCK CAMPBELL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BOB TARTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LOUISE PENTA | ||||||
| DIRECTOR | 20.00 | X | 0 | 0 | 0 | |
| KEVIN JOHNSON | ||||||
| DIRECTOR | 15.00 | X | 0 | 0 | 0 | |
| GEORGE FRANKS | ||||||
| DIRECTOR | 10.00 | X | 0 | 0 | 0 | |
| LISA MERRITT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BLAKE GABLE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CYNTHIA JANSSEN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PETER NEGRI | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SKIP HILDEBRAND | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PEGGY REDLINGER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID CALL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | 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 | 661318 | FundraisingEvents |
| Government Grants | 78161 | GovernmentGrants |
| All Other Contributions | 1944895 | AllOtherContributions |
| Noncash Contributions | 35375 | NoncashContributions |
| Total Contributions | 2684374 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 154880 | TotalRevenueColumn |
| Exclusion | $154,880 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3593889 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3523067 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70822 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70822 | TotalRevenueColumn |
| Exclusion | $70,822 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 524933 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 661318 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 524933 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2910076 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $225,702 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62000 | Total |
| Program Services | 62000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125240 | Total |
| Program Services | 125240 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675937 | Total |
| Program Services | 387052 | ProgramServices |
| Management And General | 99475 | ManagementAndGeneral |
| Fundraising | 189410 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185292 | Total |
| Program Services | 106101 | ProgramServices |
| Management And General | 27269 | ManagementAndGeneral |
| Fundraising | 51922 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70960 | Total |
| Program Services | 40633 | ProgramServices |
| Management And General | 10443 | ManagementAndGeneral |
| Fundraising | 19884 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51304 | Total |
| Management And General | 51304 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279419 | Total |
| Program Services | 202124 | ProgramServices |
| Management And General | 48901 | ManagementAndGeneral |
| Fundraising | 28394 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25451 | Total |
| Program Services | 25451 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88206 | Total |
| Program Services | 57500 | ProgramServices |
| Management And General | 18508 | ManagementAndGeneral |
| Fundraising | 12198 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3598 | Total |
| Program Services | 3598 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57738 | Total |
| Program Services | 24468 | ProgramServices |
| Management And General | 22407 | ManagementAndGeneral |
| Fundraising | 10863 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18994 | Total |
| Program Services | 2533 | ProgramServices |
| Management And General | 10130 | ManagementAndGeneral |
| Fundraising | 6331 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10283 | Total |
| Program Services | 3428 | ProgramServices |
| Management And General | 5712 | ManagementAndGeneral |
| Fundraising | 1143 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSES | Description |
| Total | 136879 | Total |
| Program Services | 109233 | ProgramServices |
| Management And General | 21034 | ManagementAndGeneral |
| Fundraising | 6612 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1791301 | Total |
| Program Services | 1149361 | ProgramServices |
| Management And General | 315183 | ManagementAndGeneral |
| Fundraising | 326757 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287931 | BOY |
| EOY | 471251 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212273 | BOY |
| EOY | 216979 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 931474 | BOY |
| EOY | 772337 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1183175 | BOY |
| EOY | 1449208 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1244790 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 94085 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 502876 | BOY |
| EOY | 1150705 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4244881 | BOY |
| EOY | 5072263 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18350 | BOY |
| EOY | 18597 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7380960 | BOY |
| EOY | 9151340 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49701 | BOY |
| EOY | 228943 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000 | BOY |
| EOY | 60350 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64820 | BOY |
| EOY | 633149 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129521 | BOY |
| EOY | 922442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2894294 | BOY |
| EOY | 3889778 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1823317 | BOY |
| EOY | 1805292 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2533828 | BOY |
| EOY | 2533828 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7251439 | BOY |
| EOY | 8228898 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7380960 | BOY |
| EOY | 9151340 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1118775 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -141316 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 785790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1178357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2638739 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1812854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2684374 | CurrentTaxYear |
| Total | 9100114 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 785790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1178357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2638739 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1812854 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2684374 | CurrentTaxYear |
| Total | 9100114 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 894567 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8205547 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 161759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 115051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 89103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 88171 | CurrentTaxYearMinus1Year |
| Current Tax Year | 154880 | CurrentTaxYear |
| Total | 608964 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9709078 | TotalSupport |
| Gross Receipts From Admissions Etc | 13019 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84510 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84020 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 240791 | OtherCostOrOtherBasis |
| Book Value | 240791 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 892788 | OtherCostOrOtherBasis |
| Depreciation | 36896 | Depreciation |
| Book Value | 855892 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 111211 | OtherCostOrOtherBasis |
| Depreciation | 57189 | Depreciation |
| Book Value | 54022 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1150705 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SCHOLARSHIPS PAYABLE | $50,889 |
| LINE OF CREDIT | $582,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 633149 | TotalOfAmounts |
| Total Revenue | 2910076 | TotalRevenue |
| Total Expenses | 1791301 | TotalExpenses |
| Excess Or Deficit For Year | 1118775 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -141316 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -141316 | TotalAdjustments |
| Excess Or Deficit Per FS | 977459 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3428295 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -141316 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 185906 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 524933 | OtherRevenues |
| Revenue Not Rptd F990 | 569523 | RevenueNotRptdF990 |
| Revenue Subtotal | 2858772 | RevenueSubtotal |
| Investment Expenses Not Included | 51304 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 51304 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2910076 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2450836 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 185906 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 524933 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 710839 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1739997 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 51304 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 51304 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1791301 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATIONS'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS ENDING MARCH 31, 2008 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES 524,933. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED AGAINST REVENUES 524,933. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHARITY CLASSIC | NameOfEvent1 |
| Gross Receipts Event1 | 277090 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 154474 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 122616 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 122616 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PRO AM TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 740600 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 412874 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 327726 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 327726 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 168561 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 93970 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 74591 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 74591 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1186251 | GrossReceiptsTotal |
| Charitable Contributions Total | 661318 | CharitableContributionsTotal |
| Gross Revenue Total Events | 524933 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 524933 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 524933 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 60 | NumberOfRecipients |
| Amount Of Cash Grant | 87999 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTEES ARE REQUIRED TO SUBMIT PURPOSE AND USE OF FUNDS RECEIVED. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10406 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | COMPUTER, TOOLS, LANDSCAPING | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 24969 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEWED BY STAFF AND FINANCE COMMITTE AND RECOMMENDED FOR ENDORSEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | DETERMINED BY BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -141,316. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |