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FAMILY TREE INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FAMILY TREE INC (EIN 23-7133742)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-01
IRS object ID
201241229349300129
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

FieldValueIRS element (for citing)
Timestamp2012-05-01T11:18:45-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN410746749EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1220 SOUTH SIXTH STREET SUITE 300AddressLine1
CityMINNEAPOLISCity
StateMNState
ZIP Code55402ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237133742EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FAMILY TREE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFAMINameControl
Phone6516450478Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11619 DAYTON AVENUEAddressLine1
CityST PAULCity
StateMNState
ZIP Code551046206ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameALISSA H LIGHTName
TitleEXECUTIVE DIRECTORTitle
Phone6515230171Phone
Date Signed2012-04-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameXIAOYAN LUOName
PTINP01305207PTIN
Phone6123764500Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1FAMILY TREE CLINICBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonALISSA H LIGHTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11619 DAYTON AVENUEAddressLine1
CityST PAULCity
StateMNState
ZIP Code551046206ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1976803GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FAMILYTREECLINIC.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1971YearFormation
State Legal DomicileMNStateLegalDomicile
Activity Or Mission DescriptionTO CULTIVATE A HEALTHY COMMUNITY THROUGH COMPREHENSIVE SEXUAL HEALTH CARE AND EDUCATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees39TotalNbrEmployees
Total Nbr Volunteers55TotalNbrVolunteers
Total Gross UBI101769TotalGrossUBI
Net Unrelated Business Txbl Income90865NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1063145ContributionsGrantsPriorYear
Contributions Grants Current Year678565ContributionsGrantsCurrentYear
Program Service Revenue Prior Year761728ProgramServiceRevenuePriorYear
Program Service Revenue CY819866ProgramServiceRevenueCY
Investment Income Prior Year-30895InvestmentIncomePriorYear
Investment Income Current Year1022InvestmentIncomeCurrentYear
Other Revenue Prior Year67776OtherRevenuePriorYear
Other Revenue Current Year77520OtherRevenueCurrentYear
Total Revenue Prior Year1861754TotalRevenuePriorYear
Total Revenue Current Year1576973TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year861685SalariesEtcPriorYear
Salaries Etc Current Year968531SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year9375TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY800TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year33193TotalFundrsngExpCurrentYear
Other Expense Prior Year593915OtherExpensePriorYear
Other Expenses Current Year605100OtherExpensesCurrentYear
Total Expenses Prior Year1464975TotalExpensesPriorYear
Total Expenses Current Year1574431TotalExpensesCurrentYear
Revenues Less Expenses Prior Year396779RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2542RevenuesLessExpensesCY
Total Assets BOY2190690TotalAssetsBOY
Total Assets EOY2193157TotalAssetsEOY
Total Liabilities BOY1426750TotalLiabilitiesBOY
Total Liabilities EOY1426675TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY763940NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY766482NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionFAMILY TREE CLINIC'S MISSION IS TO CULTIVATE A HEALTHY COMMUNITY THROUGH COMPREHENSIVE SEXUAL HEALTH CARE AND EDUCATION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1037220Expense
Grants0Grants
Revenue814026Revenue
DescriptionCLINIC SERVICES:SINCE THE CLINIC'S FOUNDING IN 1971, FAMILY TREE HAS WORKED TO BREAK DOWN BARRIERS TO CARE AND ELIMINATE HEALTH DISPARITIES IN OUR COMMUNITY BY OFFERING INNOVATIVE CLINICAL AND EDUCATION SERVICES THAT FOCUS ON RESPECT, CULTURAL COMPETENCE AND INDIVIDUALITY. AT A GRASSROOTS LEVEL, FAMILY TREE CLINIC IS A PART OF THE HEALTH CARE SOLUTION, DIRECTLY IMPACTING INCREASINGLY PERVASIVE HEALTH DISPARITIES THROUGH ACCESSIBLE, AFFORDABLE AND RESPECTFUL REPRODUCTIVE AND SEXUAL HEALTH SERVICES. IN 2011, 3,295 PATIENTS CAME TO THE CLINIC FOR OVER 6,500 MEDICAL REPRODUCTIVE AND SEXUAL HEALTH SERVICE VISITS, INCLUDING PELVIC EXAMS, PAP SMEARS, BREAST & CHEST EXAMS, TESTING AND TREATMENT FOR SEXUALLY TRANSMITTED INFECTIONS, RAPID HIV TESTING AND COUNSELING, COMPREHENSIVE BIRTH CONTROL EDUCATION AND SUPPLIES, PREGNANCY TESTING AND ALL-OPTIONS COUNSELING, COLPOSCOPY, MENOPAUSE CARE, UTI TESTING AND TREATMENT, AND CULTURALLY COMPETENT SERVICES TO THE LGBTQ COMMUNITY. EIGHTY-SIX PERCENT OF PATIENTS SERVED EARNED INCOMES THAT FELL BELOW 250% OF THE FEDERAL POVERTY GUIDELINE AND 52% WERE LIVING AT OR BELOW THE FEDERAL POVERTY LEVEL. SEVENTY-ONE PERCENT OF ALL PATIENTS SERVED WERE UNINSURED, ON TEMPORARY GRANT COVERAGE, OR ON A STATE MEDICAID OR MEDICARE PROGRAM. FAMILY TREE IS A CRUCIAL SAFETY NET FOR LOW-INCOME MINNESOTANS. FOR WOMEN ESPECIALLY, COMMUNITY-BASED REPRODUCTIVE HEALTH CARE CLINICS OFTEN SERVE AS THEIR PRIMARY CARE PROVIDER BECAUSE REPRODUCTIVE HEALTH CARE IS WOMEN'S HEALTH CARE.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense300714Expense
Grants0Grants
Revenue5840Revenue
DescriptionEDUCATION:FAMILY TREE IS DEDICATED TO EDUCATION AS A TOOL FOR PREVENTION AND PROVIDES COMPREHENSIVE COMMUNITY EDUCATION SERVICES IN THE TWIN CITIES METRO AND STATEWIDE. COMMUNITY EDUCATION SERVICES INCLUDE COMPREHENSIVE SEXUALITY EDUCATION IN THE SCHOOLS, COMMUNITY SETTINGS, CORRECTIONAL FACILITIES, COLLEGES AND TO PARENT GROUPS. COMMUNITY EDUCATORS TAUGHT 670 CLASSES TO OVER 11,000 INDIVIDUALS. FAMILY TREE ALSO OFFERS A HEALTH EDUCATION PROGRAM TO THE DEAF, DEAFBLIND AND HARD OF HEARING PROVIDING ONE TO ONE AND GROUP EDUCATION ON BIRTH CONTROL OPTIONS, SEXUALLY TRANSMITTED INFECTIONS, HIV/AIDS, PREGNANCY AND PARENTING, PUBERTY, WOMEN'S AND MEN'S HEALTH, ANATOMY, HEALTHY DECISION MAKING AND HEALTH ADVOCACY. THIS PROGRAM PROVIDED SERVICES TO OVER 1,300 DEAF, DEAFBLIND OR HARD OF HEARING INDIVIDUALS IN 2011. ADDITIONALLY, THE MINNESOTA FAMILY PLANNING & STD HOTLINE, OPERATED BY FAMILY TREE CLINIC, PROVIDED FAMILY PLANNING & STD INFORMATION AND CLINIC REFERRALS TO 1895 CALLERS, 353 WEB CHATS AND 350 TEXT EXCHANGES.Description
FieldValueIRS element (for citing)
Total Program Service Expense1337934TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling1CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10969NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees39NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ED SRHIRATSABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6515230171TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11619 DAYTON AVEAddressLine1
CityST PAULCity
StateMNState
ZIP Code55104ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ERICKA WEBB
PRESIDENT2.00XX000
KATHY LARKIN
VICE PRESIDENT2.00XX000
LYNELLE WOOD
TREASURER2.00XX000
JANET OGDEN BRACKETT
DIRECTOR1.00X000
EVA BENAVIDEZ CLAYTON
DIRECTOR1.00X000
CAROLYN SPARKS
DIRECTOR1.00X000
BRIDETTE HERNDON
DIRECTOR1.00X000
EMILY HAWES-VAN PELT
DIRECTOR1.00X000
JONATHAN OPPENHEIMER
DIRECTOR1.00X000
ANNE TATRO
DIRECTOR1.00X000
J MICHAEL WILKERSON
DIRECTOR1.00X000
TERRIE WHEELER
DIRECTOR1.00X000
MELISSA WONG CELLA
DIRECTOR1.00X000
ALISSA H LIGHT
EXECUTIVE DIRECTOR35.00X6330708137
FieldValueIRS element (for citing)
Total Reportable Comp From Org63307TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation8137TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Government Grants475231GovernmentGrants
All Other Contributions203334AllOtherContributions
Total Contributions678565TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CLINIC REVENUE621110814026814026
SPEAKER FEES90009958405840
FieldValueIRS element (for citing)
Total Program Service Revenue819866TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1022TotalRevenueColumn
Exclusion$1,022ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real467061Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real399830Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real67231Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column67231TotalRevenueColumn
Unrelated Business Revenue101769UnrelatedBusinessRevenue
Exclusion-$34,538ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column10289TotalRevenueColumn
Exclusion$10,289ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue10289TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1576973TotalRevenueColumn
Related Or Exempt Function Income819866RelatedOrExemptFunctionIncome
Unrelated Business Revenue101769UnrelatedBusinessRevenue
Exclusion-$23,227ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total71444Total
Program Services12782ProgramServices
Management And General46001ManagementAndGeneral
Fundraising12661Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total752742Total
Program Services709891ProgramServices
Management And General42851ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total60597Total
Program Services51525ProgramServices
Management And General9072ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total83748Total
Program Services70633ProgramServices
Management And General12260ManagementAndGeneral
Fundraising855Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total20920Total
Management And General20920ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total800Total
Fundraising800Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total41230Total
Program Services29322ProgramServices
Management And General11908ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total35459Total
Program Services24449ProgramServices
Management And General10970ManagementAndGeneral
Fundraising40Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total25581Total
Program Services14210ProgramServices
Management And General6875ManagementAndGeneral
Fundraising4496Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total17482Total
Program Services17482ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total9283Total
Program Services8542ProgramServices
Management And General741ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total9359Total
Program Services8142ProgramServices
Management And General1217ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total14165Total
Program Services13579ProgramServices
Management And General586ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MEDICAL & LAB SUPPLIES250206250206
LAB TEST FEES8426384263
MISCELLANEOUS35564119861013613442
PROVISION FOR BAD DEBT2259822598

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total38990Total
Program Services30922ProgramServices
Management And General7169ManagementAndGeneral
Fundraising899Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1574431Total
Program Services1337934ProgramServices
Management And General203304ManagementAndGeneral
Fundraising33193Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY167702BOY
EOY368419EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY321087BOY
EOY341636EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY415046BOY
EOY208084EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY69484BOY
EOY84593EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY46853BOY
EOY39116EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY11294BOY
EOY13914EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2641580LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1522464LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1140536BOY
EOY1119116EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY18688BOY
EOY18279EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2190690BOY
EOY2193157EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY133775BOY
EOY162243EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY7982BOY
EOY7982EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY1284993BOY
EOY1256450EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1426750BOY
EOY1426675EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY342827BOY
EOY431866EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY421113BOY
EOY334616EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY763940BOY
EOY766482EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2190690BOY
EOY2193157EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2542ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years894039CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years703507CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1311457CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1063145CurrentTaxYearMinus1Year
Current Tax Year678565CurrentTaxYear
Total4650713Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years894039CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years703507CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1311457CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1063145CurrentTaxYearMinus1Year
Current Tax Year678565CurrentTaxYear
Total4650713Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total350576AmountsSubstContributorsTotal
Public Support Total1704300137PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4432CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5359CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1933CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1554CurrentTaxYearMinus1Year
Current Tax Year1022CurrentTaxYear
Total14300Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years37102CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6279CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years83462CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year91206CurrentTaxYearMinus1Year
Current Tax Year90775CurrentTaxYear
Total308824Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5112CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years28859CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33315CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year15268CurrentTaxYearMinus1Year
Current Tax Year10289CurrentTaxYear
Total92843Total
FieldValueIRS element (for citing)
Total Support5066680TotalSupport
Gross Receipts From Admissions Etc3582370GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.84870PublicSupportPertcentage170
Public Support Pertcent Prior Year0.85610PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
General ExplanationSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME SPECIAL FUNDRAISING EVENTSGeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtc
Included On FS1IncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance30546BeginningOfYearBalance
Contributions331Contributions
End Of Year Balance30877EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance30191BeginningOfYearBalance
Contributions355Contributions
End Of Year Balance30546EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance29877BeginningOfYearBalance
Contributions314Contributions
End Of Year Balance30191EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance27316BeginningOfYearBalance
Contributions2561Contributions
End Of Year Balance29877EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance1.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis227347OtherCostOrOtherBasis
Book Value227347BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1867683OtherCostOrOtherBasis
Depreciation1169337Depreciation
Book Value698346BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis195230OtherCostOrOtherBasis
Depreciation78590Depreciation
Book Value116640BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis351320OtherCostOrOtherBasis
Depreciation274537Depreciation
Book Value76783BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1119116TotalOfBookValueLandBuildings
Total Revenue1576973TotalRevenue
Total Expenses1574431TotalExpenses
Excess Or Deficit For Year2542ExcessOrDeficitForYear
Excess Or Deficit Per FS2542ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1976803TotRevenueEtcAuditedFinclStmt
Other Revenues399830OtherRevenues
Revenue Not Rptd F990399830RevenueNotRptdF990
Revenue Subtotal1576973RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901576973TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1974261TotExpensesEtcAuditedFinclStmt
Other Expenses Included399830OtherExpensesIncluded
Expenses Not Rptd F990399830ExpensesNotRptdF990
Expenses Subtotal1574431ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901574431TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART IV, LINE 2B:THE ORGANIZATION ASKS TENANTS TO PAY THEIR LAST MONTH OF RENT WHEN THEY BEGIN THEIR LEASE AS A SECURITY DEPOSIT. WHEN THE LEASE IS TERMINATED, THE DEPOSIT, PLUS INTEREST AND LESS DAMAGE REPAIR COSTS, IS RETURNED TO THE TENANT.
PART V, LINE 4:THE ENDOWMENT FUNDS ARE TO BE USED FOR THE SUPPORT OF FAMILY TREE CLINIC'S GENERAL OPERATIONS.DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X:THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS, ALTHOUGH THE ORGANIZATION IS AWARE OF THE ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. THE TAX RETURNS FOR THE YEARS 2008 TO 2010 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES.DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
BUILDING EXPENSES 399,830.PART XII, LINE 2D - OTHER ADJUSTMENTS:
BUILDING EXPENSES 399,830.PART XIII, LINE 2D - OTHER ADJUSTMENTS:

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 1THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE FAMILY TREE. THE EXECUTIVE COMMITTEE CONDUCTS THE BUSINESS OF THE FAMILY TREE BETWEEN THE REGULAR MEETINGS OF THE BOARD, SUBJECT TO THE CONTROL AND GUIDANCE OF THE BOARD, AND PERFORMS SUCH OTHER DUTIES AS THE BOARD MAY ASSIGN TO IT. IN THE ABSENCE OF A SPECIAL OR STANDING COMMITTEE TO ADDRESS PERSONAL ISSUES. THE EXECUTIVE COMMITTEE WILL ALSO ACT AS THE PERSONNEL COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 3THE OPERATION OF THE BUILDING IS PROVIDED BY A PROPERTY MANAGEMENT COMPANY.
FORM 990, PART VI, SECTION A, LINE 4THE FOLLOWING CHANGES WERE MADE TO BY-LAWS IN 2011: TO TRANSACT EXECUTIVE COMMITTEE BUSINESS, A MAJORITY VOTE (51%) OF THOSE PRESENT AT ANY MEETING WHERE A QUORUM IS PRESENT IS NEEDED. THE PRESENCE OF A MAJORITY (51%) OF THE EXECUTIVE COMMITTEE MEMBERS CONSTITUTES A QUORUM. IF A QUORUM IS PRESENT AT THE BEGINNING OF AN EXECUTIVE COMMITTEE MEETING, AND ANY EXECUTIVE COMMITTEE MEMBER THEN LEAVES THE MEETING, THE REMAINING EXECUTIVE COMMITTEE MEMBERS MAY CONTINUE TO TRANSACT BUSINESS UNTIL THE MEETING IS ADJOURNED. ALL OTHER COMMITTEES MAY TRANSACT BUSINESS WITH OR WITHOUT A QUORUM.
FORM 990, PART VI, SECTION B, LINE 11MANAGMENT REVIEWED THE FORM 990 AND THEN PRESENTED IT TO THE FINANCE COMMITTEE FOR APPROVAL. THE FULL BOARD RECEIVED A COPY OF THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS OF INTEREST UPON NOMINATION TO THE BOARD UNDER THE STANDARDS OF CONDUCT POLICY. BOARD MEMBERS ARE REQUIRED TO UPDATE THEIR DISCLOSURES WHEN AND IF THERE ARE ANY CHANGES AND ANNUALLY. STAFF ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY IN THE EMPLOYEE HANDBOOK. MEMBERS WITH A CONFLICT OF INTEREST ARE PROHIBITED FROM VOTING ON THE ISSUE. ACTUAL AND POTENTIAL CONFLICTS ARE MONITORED AT THE BOARD/MANAGEMENT LEVEL.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD OF DIRECTORS EVALUATES THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. THE EXECUTIVE COMMITTEE SETS THE REVIEW CALENDER AND PROCESS. USING SALARY GUIDELINES FOR EXECUTIVE DIRECTOR POSITIONS PUBLISHED BY THE COUNCIL OF NONPROFITS, THE SALARY IS ESTABLISHED BASED ON THIS DATA AND PERFORMANCE. THE PROCESS WAS LAST REVIEWED AND APPROVED IN 2010. THE CURRENT EXECUTIVE DIRECTOR WAS HIRED ON 8/1/10 AT WHICH TIME COMPENSATION WAS SET FOR 2011. THE EXECUTIVE DIRECTOR, WITH COUNSEL FROM OUTSIDE HUMAN RESOURCE AND FINANCE CONSULTANTS, DETERMINES ANNUAL COMPENSATION FOR TOP MANAGEMENT AND KEY STAFF POSITIONS. COMPARABILITY AND MARKET RATE STUDIES FOR MANAGER & DIRECTOR LEVEL POSITIONS WERE CONDUCTED AT THE END OF 2010 TO COINCIDE WITH PAY INCREASES FOR CALENDAR YEAR 2011.
FORM 990, PART VI, SECTION C, LINE 19FAMILY TREE CLINIC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. IN ADDITION, THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE ORGANIZATION'S ANNUAL REPORT.