CLC FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: CLC FOUNDATION INC (EIN 13-3676239)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-15
IRS object ID: 201231369349306248
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 C
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-15T16:35:05-04:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Kerry Molloy Bertoldi	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	95 Croton Ave	AddressLine1
City	Ossining	City
State	NY	State
ZIP Code	10562	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	133676239	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CLC Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CLCF	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	600 Bedford Road	AddressLine1
City	Mount Kisco	City
State	NY	State
ZIP Code	10549	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	John Signorelli	Name
Title	Executive Direc	Title
Phone	9142412076	Phone
Date Signed	2012-05-10	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Kerry Molloy Bertoldi	Name
Phone	9149440415	Phone
Date Prepared	2012-05-15	DatePrepared
Self Employed	X	SelfEmployed

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	George Moskowitz	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	40 Lake Marial Lane	AddressLine1
City	Bedford Hills	City
State	NY	State
ZIP Code	10507	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	423357	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	communityliving.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1990	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	To provide financial services and other forms of assistance to people with disabilities	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	5	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	14393	ContributionsGrantsPriorYear
Contributions Grants Current Year	13428	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	353993	ProgramServiceRevenuePriorYear
Program Service Revenue CY	406514	ProgramServiceRevenueCY
Investment Income Prior Year	760	InvestmentIncomePriorYear
Investment Income Current Year	3415	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	369146	TotalRevenuePriorYear
Total Revenue Current Year	423357	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	5836	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	7920	BenefitsPaidToMembersCY
Salaries Etc Prior Year	102290	SalariesEtcPriorYear
Salaries Etc Current Year	130200	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	49517	TotalFundrsngExpCurrentYear
Other Expense Prior Year	286127	OtherExpensePriorYear
Other Expenses Current Year	260967	OtherExpensesCurrentYear
Total Expenses Prior Year	394253	TotalExpensesPriorYear
Total Expenses Current Year	399087	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-25107	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	24270	RevenuesLessExpensesCY
Total Assets BOY	190101	TotalAssetsBOY
Total Assets EOY	206523	TotalAssetsEOY
Total Liabilities BOY	16030	TotalLiabilitiesBOY
Total Liabilities EOY	8182	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	174071	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	198341	NetAssetsOrFundBalancesEOY
Mission Description	To provide financial services and other forms of assistance to people with disabilities	MissionDescription
Expense	265364	Expense
Revenue	409929	Revenue
Description	To provide financial services and other forms of assistance to people with disabilities	Description
Total Program Service Expense	265364	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	5	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	John Signorelli	NamePerson
Telephone Number	9142412076	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	600 Bedford Road	AddressLine1
City	Mount Kisco	City
State	NY	State
ZIP Code	10549	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA

Field	Value	IRS element (for citing)
Name Person	George Moskowitz	NamePerson
Title	Treasurer	Title
Average Hours Per Week	10.00	AverageHoursPerWeek
Officer	X	Officer
Reportable Comp From Organization	0	ReportableCompFromOrganization
Reportable Comp From Related Orgs	0	ReportableCompFromRelatedOrgs
Other Compensation	0	OtherCompensation

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	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Government Grants	13428	GovernmentGrants
Total Contributions	13428	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Fund Raising	900099	39578	39578
Trust Admin Fees	525920	284316	284316
Tuition	611600	40861	40861
Reimbursement	900099	41759	41759

Field	Value	IRS element (for citing)
Total Program Service Revenue	406514	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	3415	TotalRevenueColumn
Related Or Exempt Function Income	3415	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	423357	TotalRevenueColumn
Related Or Exempt Function Income	409929	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	7920	Total
Program Services	7920	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	91994	Total
Program Services	36798	ProgramServices
Management And General	36798	ManagementAndGeneral
Fundraising	18398	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	17060	Total
Program Services	6824	ProgramServices
Management And General	6824	ManagementAndGeneral
Fundraising	3412	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	21146	Total
Program Services	8458	ProgramServices
Management And General	8458	ManagementAndGeneral
Fundraising	4230	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	7500	Total
Management And General	7500	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	23252	Total
Fundraising	23252	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	21983	Total
Program Services	2645	ProgramServices
Management And General	19338	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	662	Total
Management And General	662	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	5040	Total
Program Services	5040	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	1179	Total
Management And General	1179	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	808	Total
Management And General	808	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Trust Administration Expense	151540	151540
Telephone	2259	1581	453	225
Choral Group Expense	5202	5202
Outside Services	37460	37460

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	4082	Total
Program Services	1896	ProgramServices
Management And General	2186	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	399087	Total
Program Services	265364	ProgramServices
Management And General	84206	ManagementAndGeneral
Fundraising	49517	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	54785	BOY
EOY	98373	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	86671	BOY
EOY	49160	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
EOY	11152	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	66283	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	18445	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	48645	BOY
EOY	47838	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	190101	BOY
EOY	206523	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	16030	BOY
EOY	8182	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	16030	BOY
EOY	8182	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	174071	BOY
EOY	198341	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	174071	BOY
EOY	198341	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	190101	BOY
EOY	206523	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	24270	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	false	AuditCommittee

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	31180	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	29793	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	20002	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14393	CurrentTaxYearMinus1Year
Current Tax Year	13428	CurrentTaxYear
Total	108796	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	31180	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	29793	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	20002	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	14393	CurrentTaxYearMinus1Year
Current Tax Year	13428	CurrentTaxYear
Total	108796	Total

Field	Value	IRS element (for citing)
Public Support Total509	108796	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1705	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1942	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1075	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	760	CurrentTaxYearMinus1Year
Current Tax Year	3415	CurrentTaxYear
Total	8897	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1705	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1942	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1075	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	760	CurrentTaxYearMinus1Year
Current Tax Year	3415	CurrentTaxYear
Total	8897	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	32885	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	31735	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	21077	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15153	CurrentTaxYearMinus1Year
Current Tax Year	16843	CurrentTaxYear
Total	117693	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.92440	PublicSupportPercentage509
Prior Year Support Percentage	0.94880	PriorYearSupportPercentage
Investment Income Percentage	0.07560	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.05120	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule C IRS990ScheduleC

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	48000	InvestmentCostOrOtherBasis
Book Value	48000	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	13854	InvestmentCostOrOtherBasis
Depreciation	15633	Depreciation
Book Value	-1779	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	4429	InvestmentCostOrOtherBasis
Depreciation	2812	Depreciation
Book Value	1617	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	47838	TotalOfBookValueLandBuildings
Total Revenue	423357	TotalRevenue
Total Expenses	399087	TotalExpenses
Excess Or Deficit For Year	24270	ExcessOrDeficitForYear
Excess Or Deficit Per FS	24270	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	423357	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	423357	RevenueSubtotal
Total Revenue Per Form990	423357	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	399087	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	399087	ExpensesSubtotal
Total Expenses Per Form990	399087	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	ExplanationExplanation
01. Governing body meeting documentation (Part VI, line 8a)	Available upon request
02. Committee meeting documentation (Part VI, line 8b)	Available upon request
03. Form 990 governing body review (Part VI, line 11)	Governing body review is regularly performed
04. CEO, executive director, top management comp (Part VI, line 15a)	Compensation is determined based upon review and approval by independent persons
05. Other officer or key employee compensation (Part VI, line 15b	Compensation for key employees is based on review and approval by independent persons
06. Governing documents, etc, available to public (Part VI, line 19)	Available upon request
07. Explanation of other changes in net assets or fund balances (Part XI, line 5)	Unrealized loss on investments