AVIVO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AVIVO (EIN 41-0828779)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-29
- IRS object ID
- 201231509349300113
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-29T09:37:21-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | 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 | 410828779 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESOURCE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RESO | NameControl |
| Phone | 6127528000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 CHICAGO AVENUE SOUTH | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55404 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH J ATTERBERRY | Name |
| Title | PRESIDENT | Title |
| Phone | 6127528000 | Phone |
| Date Signed | 2012-05-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | XIAOYAN LUO | Name |
| PTIN | P01305207 | PTIN |
| Phone | 6123764500 | 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 | DEBORAH J ATTERBERRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 CHICAGO AVENUE SOUTH | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24769527 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RESOURCE-MN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | RESOURCE EMPOWERS PEOPLE TO ACHIEVE GREATER PERSONAL, SOCIAL AND ECONOMIC SUCCESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 929 | TotalNbrEmployees |
| Total Nbr Volunteers | 565 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22835951 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19101576 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5232783 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5529714 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16727 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14561 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 83263 | OtherRevenuePriorYear |
| Other Revenue Current Year | 90888 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 28168724 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24736739 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5165938 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3775470 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17508816 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15903517 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 83274 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5475671 | OtherExpensePriorYear |
| Other Expenses Current Year | 4974837 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 28150425 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24653824 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18299 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 82915 | RevenuesLessExpensesCY |
| Total Assets BOY | 10168087 | TotalAssetsBOY |
| Total Assets EOY | 9860399 | TotalAssetsEOY |
| Total Liabilities BOY | 6100318 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5709715 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4067769 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4150684 | NetAssetsOrFundBalancesEOY |
| Mission Description | RESOURCE, INC. EMPOWERS PEOPLE TO ACHIEVE GREATER PERSONAL, SOCIAL AND ECONOMIC SUCCESS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12455250 | Expense |
| Grants | 2483319 | Grants |
| Revenue | 877711 | Revenue |
| Description | EMPLOYMENT AND TRAINING SERVICES:EMPLOYMENT ACTION CENTER (EAC) PROVIDED COMPREHENSIVE EMPLOYMENT, EDUCATION, AND FAMILY-SUPPORT SERVICES TO 14,713 LOW-INCOME ADULTS, LAID-OFF WORKERS, VETERANS, AT-RISK YOUTH, TEEN PARENTS, WELFARE RECIPIENTS, NEW AMERICANS AND THEIR FAMILIES. MINNESOTA RESOURCE CENTER (MRC) PROVIDED CAREER SKILLS TRAINING, JOB PLACEMENT AND DISABILITY SERVICES FOR 862 PEOPLE WITH DISABILITIES OR OTHER BARRIERS TO EMPLOYMENT. THE 17,511 CHILDREN OF THOSE SERVED ALSO BENEFITED INDIRECTLY FROM THEIR PARENTS' EMPLOYMENT SUCCESS. FOR MORE INFORMATION, SEE: WWW.EAC-MN.ORG AND WWW.MRC-MN.ORG | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6292250 | Expense |
| Grants | 1071039 | Grants |
| Revenue | 2200229 | Revenue |
| Description | MENTAL HEALTH SERVICES:SPECTRUM COMMUNITY MENTAL HEALTH HELPED 2,517 ADULTS WITH A SERIOUS MENTAL ILLNESS TO LIVE SUCCESSFULLY IN THE COMMUNITY. SPECTRUM PROVIDED SUPPORTIVE HOUSING SERVICES TO 848 INDIVIDUALS, MANY OF WHOM WERE FORMERLY HOMELESS. 95% PERCENT MAINTAINED THEIR HOUSING FOR OVER ONE YEAR. BECAUSE PEOPLE WITH A SERIOUS MENTAL ILLNESS DIE ON AVERAGE 25 YEARS YOUNGER THAN THE GENERAL POPULATION, SPECTRUM INCREASED ITS EMPHASIS ON HEALTH AND WELLNESS SERVICES. 97% OF THE 1,164 INDIVIDUALS WHO RECEIVED CASE MANAGEMENT SERVICES NOW HAVE A PRIMARY HEALTH CARE PROVIDER. FOR MORE INFORMATION, SEE: WWW.RESOURCE-MN.ORG | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3833139 | Expense |
| Grants | 221122 | Grants |
| Revenue | 2451774 | Revenue |
| Description | CHEMICAL DEPENDENCY SERVICES: RECOVERY RESOURCE CENTER (RRC) ASSISTED 1,096 INDIVIDUALS WITH CHEMICAL-DEPENDENCY PROBLEMS-MOST OF WHOM HAD A HISTORY OF RELAPSE. 63% OF ALL RRC CLIENTS ACHIEVED SOBRIETY AND WERE SUCCESSFULLY DISCHARGED FROM SERVICES-AN IMPRESSIVE RESULT FOR A PROGRAM SERVING PEOPLE WITH AN AVERAGE OF SIX PRIOR TREATMENTS BEFORE COMING TO RRC. RRC BEGAN PROVIDING WALK-IN RULE 25 ASSESSMENTS AND MEDICATION ASSESSMENT AND MANAGEMENT. RRC COMPLETED THE PLANNING FOR A FAMILY RESIDENTIAL TREATMENT FACILITY TO MEET THE NEEDS OF CHEMICALLY DEPENDENT PREGNANT AND PARENTING WOMEN WITH CHILDREN AGED 0-17. FOR MORE INFORMATION, SEE: WWW.RESOURCE-MN.ORG | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 22580639 | 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 | 1 | 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 | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 |
| Number Of Employees | 929 | 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 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 | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON R ENGSTROM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6127528000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 CHICAGO AVENUE SOUTH | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55404 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JULIA VAN ETTEN | ||||||
| CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM F TELLEEN | ||||||
| FIRST VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| TIM BEERS | ||||||
| SECOND VICE CHAIRPERSON | 1.00 | X | X | 0 | 0 | 0 |
| TUCKER PLUMSTEAD | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| FRED EASTER | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| NANCY CARLSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TYRIZE COX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRIAN DAVIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOUG EVINK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT HOLDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HENRY LEE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHELLE LEGROS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRISTINE LIU | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEAN SANDBERG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL WAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBRA WEISS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBORAH J ATTERBERRY | ||||||
| PRESIDENT | 40.00 | X | 208556 | 0 | 27207 | |
| GORDON R ENGSTROM | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 115675 | 0 | 20308 | |
| KAREN HOVLAND | ||||||
| VP & SPECTRUM DIRECTOR | 40.00 | X | 113046 | 0 | 13111 | |
| GARY STEVENS | ||||||
| VP & RRC CENTER DIRECTOR | 40.00 | X | 120395 | 0 | 20626 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 557672 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 81252 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 996037 | FederatedCampaigns |
| Fundraising Events | 49128 | FundraisingEvents |
| Government Grants | 17383998 | GovernmentGrants |
| All Other Contributions | 672413 | AllOtherContributions |
| Noncash Contributions | 110000 | NoncashContributions |
| Total Contributions | 19101576 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE FEES | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 5529714 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5529714 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5529714 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14561 | TotalRevenueColumn |
| Exclusion | $14,561 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12319 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12319 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12319 | TotalRevenueColumn |
| Exclusion | $12,319 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 49128 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 32788 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -32788 | TotalRevenueColumn |
| Exclusion | -$32,788 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 111357 | TotalRevenueColumn |
| Exclusion | $111,357 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 111357 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24736739 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5529714 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $105,449 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3775470 | Total |
| Program Services | 3775470 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 638924 | Total |
| Program Services | 154963 | ProgramServices |
| Management And General | 476888 | ManagementAndGeneral |
| Fundraising | 7073 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11538738 | Total |
| Program Services | 10832185 | ProgramServices |
| Management And General | 667760 | ManagementAndGeneral |
| Fundraising | 38793 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392199 | Total |
| Program Services | 355537 | ProgramServices |
| Management And General | 35194 | ManagementAndGeneral |
| Fundraising | 1468 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2192884 | Total |
| Program Services | 1980301 | ProgramServices |
| Management And General | 204143 | ManagementAndGeneral |
| Fundraising | 8440 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1140772 | Total |
| Program Services | 1028492 | ProgramServices |
| Management And General | 107982 | ManagementAndGeneral |
| Fundraising | 4298 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17246 | Total |
| Program Services | 3869 | ProgramServices |
| Management And General | 13377 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37859 | Total |
| Program Services | 2801 | ProgramServices |
| Management And General | 35058 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 839303 | Total |
| Program Services | 696381 | ProgramServices |
| Management And General | 142922 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 610281 | Total |
| Program Services | 535516 | ProgramServices |
| Management And General | 70767 | ManagementAndGeneral |
| Fundraising | 3998 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1825704 | Total |
| Program Services | 1785005 | ProgramServices |
| Management And General | 39797 | ManagementAndGeneral |
| Fundraising | 902 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259445 | Total |
| Program Services | 255943 | ProgramServices |
| Management And General | 3365 | ManagementAndGeneral |
| Fundraising | 137 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129740 | Total |
| Program Services | 80733 | ProgramServices |
| Management And General | 49007 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125767 | Total |
| Program Services | 114202 | ProgramServices |
| Management And General | 5736 | ManagementAndGeneral |
| Fundraising | 5829 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 545907 | Total |
| Program Services | 511074 | ProgramServices |
| Management And General | 30772 | ManagementAndGeneral |
| Fundraising | 4061 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109994 | Total |
| Program Services | 44255 | ProgramServices |
| Management And General | 65645 | ManagementAndGeneral |
| Fundraising | 94 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL/MAINT | 217711 | 189230 | 24016 | 4465 |
| MISCELLANEOUS | 103482 | 85382 | 17164 | 936 |
| BAD DEBT EXPENSE | 62062 | 68769 | -9107 | 2400 |
| EQUIPMENT PURCHASES | 49595 | 46634 | 2581 | 380 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40741 | Total |
| Program Services | 33897 | ProgramServices |
| Management And General | 6844 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24653824 | Total |
| Program Services | 22580639 | ProgramServices |
| Management And General | 1989911 | ManagementAndGeneral |
| Fundraising | 83274 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2449974 | BOY |
| EOY | 2776817 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2776272 | BOY |
| EOY | 2055339 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 559449 | BOY |
| EOY | 766533 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257573 | BOY |
| EOY | 301139 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7995236 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4115368 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4124819 | BOY |
| EOY | 3879868 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 80703 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10168087 | BOY |
| EOY | 9860399 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1983804 | BOY |
| EOY | 1747737 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304500 | BOY |
| EOY | 395184 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2968151 | BOY |
| EOY | 2869486 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 168693 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 793863 | BOY |
| EOY | 528615 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6100318 | BOY |
| EOY | 5709715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3581197 | BOY |
| EOY | 3586782 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 483322 | BOY |
| EOY | 560652 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3250 | BOY |
| EOY | 3250 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4067769 | BOY |
| EOY | 4150684 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10168087 | BOY |
| EOY | 9860399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 82915 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 19489439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20871737 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24864413 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22835951 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19101576 | CurrentTaxYear |
| Total | 107163116 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19489439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20871737 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24864413 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22835951 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19101576 | CurrentTaxYear |
| Total | 107163116 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 107163116 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74851 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17788 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21731 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26880 | CurrentTaxYear |
| Total | 179431 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 70278 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 120621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62963 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 93901 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111357 | CurrentTaxYear |
| Total | 459120 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 107801667 | TotalSupport |
| Gross Receipts From Admissions Etc | 24161067 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99410 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99400 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME | GeneralExplanation |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 945923 | BeginningOfYearBalance |
| Contributions | 675475 | Contributions |
| Other Expenditures | 663968 | OtherExpenditures |
| End Of Year Balance | 957430 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1098692 | BeginningOfYearBalance |
| Contributions | 611583 | Contributions |
| Other Expenditures | 764352 | OtherExpenditures |
| End Of Year Balance | 945923 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1469641 | BeginningOfYearBalance |
| Contributions | 398162 | Contributions |
| Other Expenditures | 769111 | OtherExpenditures |
| End Of Year Balance | 1098692 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1414467 | BeginningOfYearBalance |
| Contributions | 682518 | Contributions |
| Other Expenditures | 627344 | OtherExpenditures |
| End Of Year Balance | 1469641 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.41100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00340 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.58560 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 411408 | OtherCostOrOtherBasis |
| Book Value | 411408 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5062297 | OtherCostOrOtherBasis |
| Depreciation | 2412176 | Depreciation |
| Book Value | 2650121 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 640669 | OtherCostOrOtherBasis |
| Depreciation | 406791 | Depreciation |
| Book Value | 233878 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1880862 | OtherCostOrOtherBasis |
| Depreciation | 1296401 | Depreciation |
| Book Value | 584461 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3879868 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE OBLIGATION | $46,080 |
| FUNDS HELD FOR OTHERS | $5,451 |
| REFUNDABLE ADVANCES | $386,901 |
| ASSET RETIREMENT OBLIGATION | $90,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 528615 | TotalOfAmounts |
| Total Revenue | 24736739 | TotalRevenue |
| Total Expenses | 24653824 | TotalExpenses |
| Excess Or Deficit For Year | 82915 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 82915 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24845180 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 75653 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 32788 | OtherRevenues |
| Revenue Not Rptd F990 | 108441 | RevenueNotRptdF990 |
| Revenue Subtotal | 24736739 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24736739 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24762265 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 75653 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 32788 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 108441 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24653824 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24653824 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE HELD TO SUPPORT PROGRAMS AND FACILITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS AND FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). ITS 2008, 2009, AND 2010 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ACHIEVING DREAMS BREAKFAST | NameOfEvent1 |
| Gross Receipts Event1 | 49128 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 49128 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 5356 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 11377 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 16055 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 49128 | GrossReceiptsTotal |
| Charitable Contributions Total | 49128 | CharitableContributionsTotal |
| Rent Facility Costs Total Events | 5356 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11377 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 16055 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 32788 | DirectExpenseSummaryEvents |
| Net Income Summary | -32788 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (9 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| CLOTHING ASSISTANCE | 190 | 17391 | N/A | N/A |
| HOUSING ASSISTANCE | 797 | 1303149 | N/A | N/A |
| FOOD ASSISTANCE | 3739 | 195868 | N/A | N/A |
| PERSONAL NEEDS | 102 | 31353 | N/A | N/A |
| MEDICAL ASSISTANCE | 134 | 25173 | N/A | N/A |
| LEGAL ASSISTANCE | 104 | 10973 | N/A | N/A |
| TRANSPORTATION | 9092 | 692209 | N/A | N/A |
| WAGES AND PAYROLL TAXES | 441 | 674178 | N/A | N/A |
| EDUCATION ASSISTANCE | 1198 | 825176 | N/A | N/A |
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: ELIGIBILITY, SELECTION AND SUBSTANTIATION REQUIREMENTS ARE SPECIFIED BY THE GRANTING ENTITY. ALL SUCH REQUIREMENTS ARE DOCUMENTED ACCORDING TO THE GRANTOR'S SPECIFICATIONS. ALL REQUESTS FOR GRANT AND ASSISTANCE PAYMENTS ARE DOCUMENTED AND APPROVED PRIOR TO PAYMENT. PAYMENTS ARE MADE TO APPROPRIATE SERVICE OR PRODUCT VENDORS RATHER THAN DIRECTLY TO THE PROGRAM PARTICIPANT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEBORAH J ATTERBERRY | NamePerson |
| Base Compensation Filing Org | 191056 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 17500 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 12513 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14694 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 235763 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINNEAPOLIS COMMUNITY DEVELOPMENT AGENCY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 416009115 | IssuerEIN |
| Date Issued | 2010-08-17 | DateIssued |
| Issue Price | 3000000 | IssuePrice |
| Description Of Purpose | REFINANCE EXISTING BONDS AND MORTGAGE NOTES, AND PROPERTY IMPROVEMENTS | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 130513 | AmountRetired |
| Total Proceeds | 3000000 | TotalProceeds |
| Issuance Costs From Proceeds | 60000 | IssuanceCostsFromProceeds |
| Other Spent Proceeds | 2940000 | OtherSpentProceeds |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | SOFTWARE | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 110000 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | 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 | THE PRESIDENT, CHIEF FINANCIAL OFFICER, AND DIRECTOR OF ACCOUNTING WILL PERFORM A DETAILED REVIEW OF A DRAFT OF THE FORM 990 PRIOR TO FINALIZING. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS WILL REVIEW A DRAFT OF THE FORM 990 AND APPROVE IT PRIOR TO FILING. THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE FORM 990 AND A REPORT FROM THE FINANCE COMMITTEE PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS AND EMPLOYEES. ANNUALLY, ALL COVERED INDIVIDUALS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY, IN ORDER TO DECLARE ANY, THUS FAR, UNDECLARED CONFLICTS OF INTERESTS OR POTENTIAL CONFLICTS OF INTERESTS. THE BOARD CHAIRPERSON AND THE PRESIDENT REVIEW BOARD MEMBER CONFLICT OF INTEREST DISCLOSURES. THE CONFLICT OF INTEREST DISCLOSURE FORM INCLUDES INSTRUCTIONS TO THE BOARD MEMBER REGARDING THE MANNER IN WHICH THE BOARD MEMBER MUST HANDLE SITUATIONS THAT COULD OR DO PRESENT A CONFLICT OF INTEREST, SHOULD THESE SITUATIONS ARISE. THE BOARD CHAIRPERSON AND THE PRESIDENT ARE RESPONSIBLE FOR ONGOING MONITORING OF BOARD MEMBER ACTIONS THAT THAT ARE POTENTIAL OR ACTUAL CONFLICTS. THE EMPLOYEE'S SUPERVISOR AND THE PRESIDENT REVIEW EMPLOYEE CONFLICT OF INTEREST DISCLOSURES. THE CONFLICT OF INTEREST DISCLOSURE FORM INCLUDES INSTRUCTIONS TO THE EMPLOYEE REGARDING THE MANNER IN WHICH THE EMPLOYEE MUST HANDLE SITUATIONS THAT COULD OR DO PRESENT A CONFLICT OF INTEREST, SHOULD THESE SITUATIONS ARISE. EMPLOYEES' SUPERVISORS ARE RESPONSIBLE FOR ONGOING MONITORING OF EMPLOYEE ACTIONS THAT ARE POTENTIAL OR ACTUAL CONFLICTS. EXAMPLES OF RESTRICTIONS INCLUDE: 1. REQUIRING A BOARD MEMBER EMPLOYED BY ANOTHER ORGANIZATION THAT COULD COMPETE FOR SIMILAR CONTRACTS NOT TO OBTAIN UNAUTHORIZED INFORMATION, OR IF SHE IS IN POSSESSION OF INFORMATION IN THE COURSE OF PERFORMING HER BOARD DUTIES THAT IMPROVES THE COMPETITIVENESS OF HER EMPLOYER SHE MAY NOT USE THIS INFORMATION TO HER ADVANTAGE. 2. REQUIRING AN EMPLOYEE WHO VOLUNTEERS AT ANOTHER NONPROFIT ORGANIZATION SIMILAR TO RESOURCE NOT TO USE RESOURCE CURRICULA OR APPROACHES AS A VOLUNTEER INSTRUCTOR. IF A POTENTIAL CONFLICT ARISES DURING THE YEAR, THE CENTER DIRECTOR, THE PRESIDENT, OR THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND WHETHER THE PROPOSED TRANSACTION MAY BE APPROVED. THE CONFLICT OF INTEREST TRANSACTION MAY NOT BE APPROVED UNLESS SUCH PERSON(S) OR BODY DETERMINES, IN THE EXERCISE OF GOOD FAITH JUDGMENT, THAT THE PROPOSED TRANSACTION IS FAIR AND REASONABLE AND, IF UNDERTAKEN, DOES NOT UNDERMINE OR CONFLICT WITH THE ORGANIZATION'S MISSION. IN EVERY CASE, THE INDIVIDUAL INVOLVED IN THE CONFLICT OF INTEREST WILL BE EXCLUDED FROM THE DISCUSSION AND APPROVAL OF THE PROPOSED TRANSACTION. DISCLOSURES AND PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY THE BOARD EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT. THE HUMAN RESOURCE DIRECTOR PROVIDES THE BOARD EXECUTIVE COMMITTEE WITH NONPROFIT EXECUTIVE DIRECTOR COMPENSATION STUDIES. THESE STUDIES INCLUDE THE ANNUAL MINNEAPOLIS STARTRIBUNE COMPENSATION REPORT FOR SOCIAL SERVICE EXECUTIVES, WITH COMPENSATION INFORMATION PRESENTED ACCORDING TO THE BUDGET LEVEL OF THE ORGANIZATION. THE PROCESS WAS LAST CONDUCTED IN 2011 FOR THE PRESIDENT, D. ATTERBERRY. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED IN THREE WAYS. SALARY LEVELS ARE ESTABLISHED BASED ON A REVIEW OF THE MINNESOTA COUNCIL OF NON PROFITS ANNUAL MINNESOTA NONPROFIT SALARY AND BENEFITS SURVEY. ALSO, ALL SALARY LEVELS ARE REVIEWED ANNUALLY BY THE HUMAN RESOURCE DIRECTOR, ALONG WITH THE AGENCY'S POSITION CLASSIFICATION SYSTEM. PROPOSED ADJUSTMENTS TO THE SALARY SCHEDULE ARE PRESENTED TO THE BOARD EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. INDIVIDUAL COMPENSATION REVIEWS ARE THE RESPONSIBILITY OF THE KEY EMPLOYEE'S SUPERVISOR, UTILIZING THE CLASSIFICATION SYSTEM SALARY SCHEDULE AND ADJUSTING SALARIES FOR MERIT INCREASES BASED ON PERFORMANCE AS THE ANNUAL PERFORMANCE APPRAISALS ARE CONDUCTED. THIS PROCESS WAS LAST CONDUCTED IN 2011 FOR THE CHIEF FINANCIAL OFFICER, G. ENGSTROM. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS NOR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE ORGANIZATION DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. | |
| FORM 990, PART I, LINE 5 | OF THE 929 EMPLOYEES REPORTED ON FORM 990, PART I, LINE 5, 465 WERE REGULAR EMPLOYEES OF RESOURCE, INC. AND THE REMAINING 464 WERE EMPLOYED BY RESOURCE, INC. TO WORK AT OTHER COMPANIES IN THE COMMUNITY UNDER WORK EXPERIENCE PROGRAMS. | TOTAL NUMBER OF EMPLOYEES: |