NEIGHBORHOOD PROGRESS INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NEIGHBORHOOD PROGRESS INC (EIN 34-1611055)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349302264
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T11:26:58-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LAKESIDE AVE SUITE 1400 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441141152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341611055 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIGHBORHOOD PROGRESS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEIG | NameControl |
| Phone | 2168302770 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1956 WEST 25TH STREET NO 200 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44113 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J BRIAN GEHMAN | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2168302770 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2165231900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | J BRIAN GEHMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1956 WEST 25TH STREET NO 200 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2023911 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NEIGHBORHOODPROGRESS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | NEIGHBORHOOD PROGRESS, INC. (NPI) IS A LOCAL FUNDING INTERMEDIARY WITH OVER TWENTY YEARS OF EXPERIENCE INVESTING IN COMMUNITY REVITALIZATION WORK IN THE CITY OF CLEVELAND. IN ITS 22 YEARS SERVING CLEVELAND AND ITS NEIGHBORHOODS, NPI HAS ALLOCATED NEARLY $25 MILLION IN SUPPORT TO 501(C)(3)COMMUNITY DEVELOPMENT CORPORATIONS (CDC'S), HELPING TO BUILD OR REHAB OVER 6,500 HOMES AND 2.5 MILLION SQUARE FEET OF COMMERCIAL SPACE. DURING FY2010, NPI SUPPORTED THE WORK OF 14 501(C)(3)COMMUNITY DEVELOPMENT CORPORATIONS THROUGH ITS STRATEGIC INVESTMENT INITIATIVE AND CLEVELAND NEIGHBORHOOD PARTNERSHIP PROGRAM, HELPING TO CREATE OVER 326,000 SQUARE FEET OF NEW RETAIL/COMMERCIAL SPACE, 425,000 SQUARE FEET OF NEW INSTITUTIONAL SPACE, 300 REHABBED HOUSING UNITS, 162 NEW CONSTRUCTION RESIDENTIAL UNITS, AND 292 UNITS OF AFFORDABLE HOUSING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 20 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10440934 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1753293 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10743 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 27791 | InvestmentIncomePriorYear |
| Investment Income Current Year | 34559 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 490272 | OtherRevenuePriorYear |
| Other Revenue Current Year | 225316 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10973997 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2023911 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5130269 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3063269 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 881508 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1554738 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 140646 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1280951 | OtherExpensePriorYear |
| Other Expenses Current Year | 1140775 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7292728 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5758782 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3681269 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3734871 | RevenuesLessExpensesCY |
| Total Assets BOY | 30917266 | TotalAssetsBOY |
| Total Assets EOY | 26318870 | TotalAssetsEOY |
| Total Liabilities BOY | 17399171 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16534561 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13518095 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9784309 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | NEIGHBORHOOD PROGRESS, INC'S MISSION IS TO RESTORE AND MAINTAIN THE HEALTH AND VITALITY OF CLEVELAND'S NEIGHBORHOODS AND BE A CATALYST FOR CHANGE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3562268 | Expense |
| Grants | 2459982 | Grants |
| Revenue | 0 | Revenue |
| Description | STRATEGIC INVESTMENT INITIATIVE: FOR THE PAST SIX YEARS, NPI HAS CAREFULLY TARGETED RESOURCES TO AREAS WITHIN THE CITY THAT HAVE STRONG LOCATIONAL ASSETS, AN ENGAGED COMMUNITY, AND EFFECTIVE CDC'S. THROUGH A COMPETITIVE GRANT PROCESS, THE STRATEGIC INVESTMENT INITIATIVE (SII) SUPPORTED THE WORK OF NINE 501(C)(3)COMMUNITY DEVELOPMENT CORPORATIONS DURING FY 2011. NPI'S GOAL IS FOR EACH NEIGHBORHOOD TO BUILD ON ASSETS, SUPPORT RESIDENTS IN HEALTHY LIVING AND POSITIVE OPTIONS FOR HOUSING AND EMPLOYMENT, AND BECOME NEIGHBORHOODS OF CHOICE. IN FY2011, THE SII CDC'S BUILT OR REHABBED 332 HOUSING UNITS, INCLUDING 170 REHABS AND 162 NEW CONSTRUCTION UNITS WITH 166 FOR LOW TO MODERATE INCOME FAMILIES, AND BUILT OR RENOVATED OVER 400,000 SQUARE FEET OF RETAIL, COMMERCIAL, OR INSTITUTIONAL SPACE, INCLUDING THE NEW HARVEY RICE LEARNING CAMPUS IN BUCKEYE, THE CAPITAL THEATRE IN DETROIT SHOREWAY, AND THE GLOBAL CARDIAC INNOVATION CENTER IN FAIRFAX.A KEY COMPONENT OF ITS SII, NPI IMPLEMENTS A VERY SUCCESSFUL "MODEL BLOCK" PROGRAM THAT PROVIDES SMALL GRANTS AND MATCHES HOMEOWNERS IN DESIGNATED MODEL BLOCKS WITH OTHER RESOURCES FOR THE PURPOSES OF EXTERIOR REPAIRS AND LANDSCAPING AIMED AT CREATING A SENSE OF COMMUNITY PRIDE. IN THE PAST YEAR, 48 HOMES WERE REPAIRED, 27 LANDSCAPED, AND 10 LOTS WERE GREENED. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 50000 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | OPPORTUNITY HOUSING: NPI PARTNERS WITH THE CLEVELAND HOUSING NETWORK (A 501(C)(3) ORGANIZATION), CDC STAFF, THE CITY OF CLEVELAND AND FORECLOSURE PREVENTION AGENCIES IN SIX NEIGHBORHOODS ON THIS COMPREHENSIVE APPROACH TO ELIMINATE BLIGHT AND RESTORE MARKET CONFIDENCE. OPPORTUNITY HOUSING IS A THREE-TIERED PROGRAM CONSISTING OF THE RENOVATION OF HOMES THAT HAVE BECOME VACANT THROUGH FORECLOSURE, DEMOLITION OF VACANT AND ABANDONED HOMES NOT SUITABLE FOR RENOVATION, AND-THROUGH COUNSELING, ORGANIZING AND ADVOCATING FOR FAMILIES IN DISTRESS-PREVENTING FAMILIES FROM LOSING THEIR HOMES THROUGH FORECLOSURE. THIS INITIATIVE BUILDS UPON A NETWORK OF STRONG COMMUNITY DEVELOPMENT ORGANIZATIONS: THE 27-YEAR TRACK RECORD OF THE CLEVELAND HOUSING NETWORK, THE FINANCIAL AND DEVELOPMENT CAPACITY OF NPI, THE CDC'S TIES TO THE NEIGHBORHOOD AND RESIDENTS, ESOP'S PROVEN TRACK RECORD IN FACILITATING LOAN MODIFICATIONS AND WORKOUTS, AND A COMMITMENT OF THE CITY OF CLEVELAND TO TARGET RESOURCES AND PROGRAMMING TO THESE SIX NEIGHBORHOODS THAT WILL SUPPORT THEM NOW AND IN THE FUTURE AS GREAT PLACES TO LIVE. SINCE ITS INCEPTION IN 2008 THROUGH THE END OF FY2011, THE OPPORTUNITY HOUSING INITIATIVE SUPPORTED THE ACQUISITION AND REHAB OF 46 HOMES, THE DEMOLITION OF 128 BLIGHTED STRUCTURES, AND 56 FORECLOSURES AVERTED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 255725 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | NEIGHBORHOOD STABILIZATION TEAM: WITH NEW MORTGAGE FORECLOSURE FILINGS IN THE CITY OF CLEVELAND PEAKING AT OVER 6,000 IN 2007 AND AVERAGING AT APPROXIMATELY 4,400 ANNUALLY SINCE, THE NPI TEAM HAS REMAINED STEADFAST AND DEDICATED TO STEMMING THE DAMAGING WAKE OF VACANCIES AND BLIGHT LEFT BEHIND AND PROTECTING THE ASSETS OF CLEVELAND'S RICH NEIGHBORHOOD FABRIC THROUGH INNOVATION, INVESTIGATION AND POLICY REFORM. NPI'S NEIGHBORHOOD STABILIZATION TEAM ("NST") PROVIDED TECHNICAL AND TACTICAL ASSISTANCE TO COMMUNITY DEVELOPMENT CORPORATIONS IN 14 NEIGHBORHOODS IN FY2011, UTILIZING A WEB-BASED DATA APPLICATION HOSTED BY CASE WESTERN RESERVE UNIVERSITY'S NEO CANDO DATA SYSTEM. IN ORDER TO HAVE THE MOST IMPACT POSSIBLE, FINITE RESOURCES AND TIME REQUIRE THIS STRATEGIC TARGETING OF STABILIZATION EFFORTS WITH A THOUGHTFUL FOCUS ON THE RELATIONSHIP BETWEEN COMMUNITY ASSETS AND DESTABILIZING FACTORS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1264344 | Expense |
| Grants | 603287 | Grants |
| Revenue | 0 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1264344 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 603287 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 5132337 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 20 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 0 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BRIAN GEHMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2168302770 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1956 WEST 25TH STREETSUITE 200 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44113 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| MARK NASCA | |||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| PEGGY ZONE FISHER | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN A SHIELDS | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| ANTHONY BRANCATELLI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BETH E MOONEY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| COLLEEN GILSON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DARYL RUSH ESQ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH D ROMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEE CHILCOTE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK MCDERMOTT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL SCHOOP PHD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT KAYE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS J COYNE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| TIMOTHY Y TRAMBLE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DAVID GOLDBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL TAYLOR | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | |
| BRIAN GEHMAN | |||||||
| CFO | 40.00 | X | 102835 | 0 | 29794 | ||
| LINDA WARREN | |||||||
| PRESIDENT | 50.00 | X | 122824 | 0 | 10055 | ||
| ERIC HODDERSEN | |||||||
| FORMER PRESIDENT | 0.00 | 154525 | 0 | 17099 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 380184 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 56948 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASE WESTERN RESERVE UNIVERSITY | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 EUCLID AVENUE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING/NEOCANDO DATABASE | DescriptionOfServices |
| Compensation | 115000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 295367 | RelatedOrganizations |
| Government Grants | 462496 | GovernmentGrants |
| All Other Contributions | 995430 | AllOtherContributions |
| Total Contributions | 1753293 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE REVENU | Description |
| Business Code | 531390 | BusinessCode |
| Total Revenue Column | 10743 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10743 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10743 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34559 | TotalRevenueColumn |
| Exclusion | $34,559 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 198970 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 198970 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 198970 | TotalRevenueColumn |
| Related Or Exempt Function Income | 198970 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUBSIDIARY REIMBURSEME | Description |
| Business Code | 531390 | BusinessCode |
| Total Revenue Column | 26346 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26346 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 26346 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2023911 | TotalRevenueColumn |
| Related Or Exempt Function Income | 236059 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $34,559 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3063269 | Total |
| Program Services | 3063269 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1554738 | Total |
| Program Services | 1058144 | ProgramServices |
| Management And General | 383239 | ManagementAndGeneral |
| Fundraising | 113355 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2571 | Total |
| Program Services | 1805 | ProgramServices |
| Management And General | 591 | ManagementAndGeneral |
| Fundraising | 175 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31300 | Total |
| Program Services | 21303 | ProgramServices |
| Management And General | 7715 | ManagementAndGeneral |
| Fundraising | 2282 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58043 | Total |
| Program Services | 42479 | ProgramServices |
| Management And General | 12011 | ManagementAndGeneral |
| Fundraising | 3553 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36095 | Total |
| Program Services | 24566 | ProgramServices |
| Management And General | 8897 | ManagementAndGeneral |
| Fundraising | 2632 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61341 | Total |
| Program Services | 42989 | ProgramServices |
| Management And General | 14163 | ManagementAndGeneral |
| Fundraising | 4189 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107666 | Total |
| Program Services | 73277 | ProgramServices |
| Management And General | 26539 | ManagementAndGeneral |
| Fundraising | 7850 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24121 | Total |
| Program Services | 21099 | ProgramServices |
| Management And General | 2332 | ManagementAndGeneral |
| Fundraising | 690 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304578 | Total |
| Program Services | 295367 | ProgramServices |
| Management And General | 9211 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123321 | Total |
| Program Services | 119589 | ProgramServices |
| Management And General | 3127 | ManagementAndGeneral |
| Fundraising | 605 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10911 | Total |
| Program Services | 7425 | ProgramServices |
| Management And General | 2690 | ManagementAndGeneral |
| Fundraising | 796 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ORGANIZATIONAL DEVELOPM | 208438 | 208438 | ||
| VACANT PROPERTY REFORM | 65000 | 65000 | ||
| TECHNICAL SERVICES PROG | 41429 | 41429 | ||
| JOB SEARCHES | 21305 | 14500 | 5252 | 1553 |
| MISCELLANEOUS | 16104 | 10961 | 3970 | 1173 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28552 | Total |
| Program Services | 20697 | ProgramServices |
| Management And General | 6062 | ManagementAndGeneral |
| Fundraising | 1793 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5758782 | Total |
| Program Services | 5132337 | ProgramServices |
| Management And General | 485799 | ManagementAndGeneral |
| Fundraising | 140646 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3122803 | BOY |
| EOY | 2400027 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229449 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3670500 | BOY |
| EOY | 4062064 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1077454 | BOY |
| EOY | 971084 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13535000 | BOY |
| EOY | 12435000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11002 | BOY |
| EOY | 17926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4660357 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1750066 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3025086 | BOY |
| EOY | 2910291 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1990849 | BOY |
| EOY | 1918961 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4255123 | BOY |
| EOY | 1603517 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30917266 | BOY |
| EOY | 26318870 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1945769 | BOY |
| EOY | 3287849 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15127899 | BOY |
| EOY | 12921751 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319768 | BOY |
| EOY | 319768 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5735 | BOY |
| EOY | 5193 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17399171 | BOY |
| EOY | 16534561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3481721 | BOY |
| EOY | 3479210 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10036374 | BOY |
| EOY | 6305099 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13518095 | BOY |
| EOY | 9784309 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30917266 | BOY |
| EOY | 26318870 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3734871 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1085 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11123728 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2544952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3893069 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10440934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1753293 | CurrentTaxYear |
| Total | 29755976 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11123728 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2544952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3893069 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10440934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1753293 | CurrentTaxYear |
| Total | 29755976 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13957787 | AmountsSubstContributorsTotal |
| Public Support Total170 | 15798189 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 384251 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 729335 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 590203 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 555352 | CurrentTaxYearMinus1Year |
| Current Tax Year | 233529 | CurrentTaxYear |
| Total | 2492670 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 839794 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45582 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -80576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -4645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26346 | CurrentTaxYear |
| Total | 826501 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 33075147 | TotalSupport |
| Gross Receipts From Admissions Etc | 207647 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.47760 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77240 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 470849 | CurrentYearMinus3 |
| Current Year Minus2 | 508450 | CurrentYearMinus2 |
| Total | 979299 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,468,949 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 15000 | CurrentYearMinus3 |
| Current Year Minus2 | 10000 | CurrentYearMinus2 |
| Total | 25000 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 117712 | CurrentYearMinus3 |
| Current Year Minus2 | 127113 | CurrentYearMinus2 |
| Total | 244825 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $367,238 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4394564 | OtherCostOrOtherBasis |
| Depreciation | 1492838 | Depreciation |
| Book Value | 2901726 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 265793 | OtherCostOrOtherBasis |
| Depreciation | 257228 | Depreciation |
| Book Value | 8565 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2910291 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVEST IN FRIES & SCHULE, LTD PTSHP | Description |
| Book Value | 1918961 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1918961 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| FRIES AND SCHUELE LLC - PROJECTS IN DEVELOPMENT | 214223 |
| ORGANIZATIONAL COSTS, NET | 47125 |
| CONTRIBUTIONS RECEIVABLE | 1342169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1603517 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MINORITY INTEREST IN PARTNERSHIPS | Description |
| Amount | $5,193 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5193 | TotalOfAmounts |
| Total Revenue | 2023911 | TotalRevenue |
| Total Expenses | 5758782 | TotalExpenses |
| Excess Or Deficit For Year | -3734871 | ExcessOrDeficitForYear |
| Other | $1,085 | OtherAmount |
| Total Adjustments | 1085 | TotalAdjustments |
| Excess Or Deficit Per FS | -3733786 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2383603 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 359692 | OtherRevenues |
| Revenue Not Rptd F990 | 359692 | RevenueNotRptdF990 |
| Revenue Subtotal | 2023911 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2023911 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6118474 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 359692 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 359692 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5758782 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5758782 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | IMPUTED INTEREST 359,692. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | IMPUTED INTEREST 359,692. |
| PART X, LINE 2; THE ORGANIZATION ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION, THE CONTINUED TAX-EXEMPT STATUS AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURE(D) BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES, DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. AT JUNE 30, 2011, THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| DETROIT SHOREWAY COMMUNITY DEVELOPMENT | |||||||
| 6516 DETROIT AVENUE | CLEVELAND | OH | 44102 | 237376130 | 501(C)(3) | 272500 | OPERATING AND PROGRAM SUPPORT |
| TREMONT WEST DEVELOPMENT CORP | |||||||
| 2406 PROFESSOR STREET | CLEVELAND | OH | 44113 | 237029247 | 501(C)(3) | 219800 | OPERATING AND PROGRAM SUPPORT |
| SLAVIC VILLAGE DEVELOPMENT | |||||||
| 5620 BROADWAY | CLEVELAND | OH | 44127 | 341344279 | 501(C)(3) | 226995 | OPERATING AND PROGRAM SUPPORT |
| OHIO CITY NEAR WEST DEVELOPMENT | |||||||
| 2525 MARKET AVE SUITE A | CLEVELAND | OH | 44113 | 341372076 | 501(C)(3) | 215000 | OPERATING AND PROGRAM SUPPORT |
| UNION MILES DEVELOPMENT CORP | |||||||
| 9250 MILES PARK AVENUE | CLEVELAND | OH | 441055151 | 341336972 | 501(C)(3) | 25000 | OPERATING AND PROGRAM SUPPORT |
| PARKWORKS INC | |||||||
| 1422 EUCLID AVENUE SUITE 733 | CLEVELAND | OH | 44115 | 341212421 | 501(C)(3) | 13500 | OPERATING AND PROGRAM SUPPORT |
| BUCKEYE AREA DEVELOPMENT CORP | |||||||
| 11802 BUCKEYE ROAD | CLEVELAND | OH | 441202621 | 341097181 | 501(C)(3) | 702007 | OPERATING AND PROGRAM SUPPORT |
| FAMICOS FOUNDATION | |||||||
| 1325 ANSEL ROAD | CLEVELAND | OH | 44106 | 341053534 | 501(C)(3) | 190000 | OPERATING AND PROGRAM SUPPORT |
| SHAKER SQUARE AREA DEVELOPMENT CORP | |||||||
| 11811 SHAKER BOULEVARD SUITE 206 | CLEVELAND | OH | 441201927 | 341184478 | 501(C)(3) | 183896 | OPERATING AND PROGRAM SUPPORT |
| FAIRFAX RENAISSANCE DEVELOPMENT CORP | |||||||
| 8111 QUINCY AVENUE SUITE 100 | CLEVELAND | OH | 44104 | 341706856 | 501(C)(3) | 190000 | OPERATING AND PROGRAM SUPPORT |
| NORTHEAST SHORES DEVELOPMENT CORPORATION | |||||||
| 317 E 156TH ST | CLEVELAND | OH | 44110 | 341361219 | 501(C)(3) | 190000 | OPERATING AND PROGRAM SUPPORT |
| BURTON BELL CARR DEVELOPMENT CORPORATION | |||||||
| 3226 E 93RD ST | CLEVELAND | OH | 44104 | 341657533 | 501(C)(3) | 190000 | OPERATING AND PROGRAM SUPPORT |
| ST CLAIR SUPERIOR DEVELOPMENT | |||||||
| 4205 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | 341238020 | 501(C)(3) | 5000 | OPERATING AND PROGRAM SUPPORT |
| ENTERPRISE COMMUNITY PARTNERS (ECP) | |||||||
| 3 CAMERON STREET | WELLESLEY | MA | 02482 | 521231931 | 501(C)(3) | 10000 | CONTRIBUTION TOWARD ROSE ARCHITECTURAL FELLOW |
| KENT STATE UNIVERSITY | |||||||
| PO BOX 5190 | KENT | OH | 44242 | 316402079 | 501(C)(3) | 7000 | TAP PLANS |
| OHIO STATE UNIVERSITY | |||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 432101063 | 316401599 | 501(C)(3) | 25000 | VACANT LOT RE-USE PROGRAM |
| CLEVELAND PUBLIC LIBRARY | |||||||
| 325 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | 346000711 | 501(C)(3) | 42022 | TUTORS AND PROJECT COORDINATORS, AMERICA READS PROGRAM |
| GREATER CLEVELAND REGIONAL TRANSIT | |||||||
| 1240 W 6TH STREET | CLEVELAND | OH | 44113 | 341170830 | 501(C)(3) | 10000 | VISIONING PLAN, NEIGHBORHOOD SURROUNDING BUCKEYE-WOODHILL RAPID TRANSIT STATION |
| ENTERPRISE COMMUNITY PARTNERS (ECP) | |||||||
| 3500 LORAIN AVENUE STE 300 | CLEVELAND | OH | 44113 | 521231931 | 501(C)(3) | 80000 | OPERATING AND PROGRAM SUPPORT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 19 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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: A CONTRACT IS EXECUTED BETWEEN NPI AND EACH OF THE CDCS CONTAINING STIPULATIONS AND CONDITIONS THE CDC MUST MEET. NPI STAFF MEET PERIODICALLY WITH CDC STAFF, TYPICALLY QUARTERLY. TWO TIMES A YEAR, WRITTEN REPORTS ARE REQUIRED FROM THE CDCS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 | ERIC HODDERSEN | NamePerson |
| Base Compensation Filing Org | 154525 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 8367 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8732 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 171624 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (6 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues | Amount Of TransactionAmountOfTransaction |
|---|---|---|---|
| DAVID GOLDBERG | |||
| CHAIRMAN OF AMTRUST BANK | AMTRUST BANK WAS A CO-LENDER TO NPI'S AFFILIATE VCC. | 0 | |
| BETH MOONEY | |||
| VICE CHAIR OF KEY BANK | NPI AND ITS AFFILIATED ORGANIZATIONS HAVE DEPOSIT ACCOUNTS AND LOANS FROM KEY BANK. THEY ALSO REGULARLY DO BUSINESS WITH KEY BANK AND ITS AFFILIATED ORGANIZATIONS. | 0 | |
| MARK MCDERMOTT | |||
| EMPLOYEE AND OFFICER OF ENTERPRISE COMMUNITY PARTNERS (ECP) | ECP GRANTS AND LOANS FUNDS TO NPI AND ITS AFFILIATE VCC. IN ADDITION, NPI GRANTS FUNDS TO ECP. | 0 | |
| MICHAEL TAYLOR | |||
| EMPLOYEE AND BANKING OFFICER OF PNC BANK AND/OR ITS AFFILIATES | NPI'S AFFILIATED ORGANIZATIONS HAVE DEPOSIT ACCOUNTS AND LOANS FROM AND REGULARLY DO BUSINESS WITH PNC BANK. PNC BANK IS A 99% EQUITY PARTNER IN NPI'S AFFILIATED ARBOR PARK PLACE LLC PROJECT. IN ADDITION, PNC BANK PROVIDES GRANTS TO NPI. | 0 | |
| ROBERTA REICHTELL | |||
| MARRIED TO TRUSTEE MARK MCDERMOTT, EMPLOYEE OF NPI | REPORTABLE COMPENSATION | 0 | 119673 |
| THOMAS COYNE | |||
| BROTHER OF TERRY COYNE, UNPAID TRUSTEE OF NPI'S AFFILIATE VCC. | 0 | ||
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | IMPUTED INTEREST ON BELOW-MARKET-RATE LOANS | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 359692 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SEE SCHEDULE L, PART IV FOR DESCRIPTION OF BUSINESS AND FAMILY RELATIONSHIPS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE VOTING MEMBERS ARE THE MEMBERS OF THE BOARD OF TRUSTEES THEN SERVING. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING MEMBERS ELECT ALL OF THE MEMBERS OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE VOTING MEMBERS APPROVE CHANGES IN THE GOVERNING DOCUMENTS, MERGERS, SALES OF SUBSTANTIALLY ALL ASSETS, AND DISSOLUTION. | |
| FORM 990, PART VI, SECTION B, LINE 10B | THE ORGANIZATION'S BOARD OF DIRECTORS APPROVES ALL CHANGES TO GOVERNING DOCUMENTS OF THE AFFILIATES IT CONTROLS. THE BOARD OF DIRECTORS IS REGULARLY UPDATED ON THE ACTIVITIES OF ITS AFFILIATES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY A PROFESSIONAL TAX FIRM, IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND REVIEWED AND SIGNED BY THE PRESIDENT OF NPI. A DRAFT OF FORM 990 IS DISTRIBUTED TO THE NPI AUDIT COMMITTEE PRIOR TO FILING. | |
| ANNUALLY EACH TRUSTEE AS WELL AS SENIOR STAFF MEMBERS MUST COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE DISCLOSING IN WRITING ANY POTENTIAL CONFLICTS OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE SALARIES FOR THE OFFICERS AND ALL FULL-TIME EMPLOYEES ARE REVIEWED AND DETERMINED ANNUALLY BY THE COMPENSATION COMMITTEE OF NEIGHBORHOOD PROGRESS, INC. THE COMPENSATION COMMITTEE IS APPOINTED ANNUALLY BY THE CHAIR OF NEIGHBORHOOD PROGRESS, INC. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | MINORITY INTEREST IN PARTNERSHIPS 1,085. TOTAL TO FORM 990, PART XI, LINE 5: 1,085. | FORM 990, PART XI, LINE 5: |
| AUDIT OVERSIGHT | NPI'S AUDIT COMMITTEE ASSUMES OVERSIGHT OF THE AUDIT AND RECOMMENDS TO THE FULL NPI BOARD APPROVAL OF THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND ALSO RECOMMENDS TO THE FULL NPI BOARD APPROVAL OF THE FINAL AUDIT REPORTS. THIS PROCESS DID NOT CHANGE FROM PRIOR YEAR. | FORM 990, PART XI, LINE 2C |
| THE ORGANIZATION HAS TRUSTEES LISTED AT PART VII. | ||
| ORGANIZATION INVESTED IN PARTNERSHIPS | THE ORGANIZATION INVESTED IN SEVERAL PARTNERSHIPS. THE ORGANIZATION ALSO CONTRIBUTED FUNDING TO STL HOUSING LLC, A PARTNERSHIP BETWEEN AFFILIATE NEW VILLAGE CORPORATION AND BUCKEYE AREA DEVELOPMENT CORPORATION (BOTH TAX-EXEMPT, 501(C)(3) ORGANIZATIONS) IN ORDER TO FURTHER THE ORGANIZATION'S MISSION. | FORM 990, PART VI, SECTION B, LINE 16A |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPIFS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1956 W 25TH ST SUITE 200 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271243843 | EIN |
| Primary Activities | REAL ESTATE RENTAL & SALES TO COMBAT BLIGHT | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Total Income | -108426 | TotalIncome |
| EOY Assets | 1033399 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIGHBORHOOD PROGRESS INC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| NEW VILLAGE CORPORATION | ||||||||||
| 1956 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | 341653986 | REAL ESTATE DEVELOPMENT TO COMBAT BLIGHT | OH | 501(C)(3) | LINE 7 | NEIGHBORHOOD PROGRESS INC | 0 |
| CLEVELAND HOUSING RENEWAL PROJECT | ||||||||||
| 1956 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | 999999999 | REAL ESTATE ACTIVITIES TO COMBAT BLIGHT | OH | 501(C)(3) | NOT APPLIED FOR | LAND ASSEMBLY FOR NEIGHBORHOOD DEVELOPMENT LTD | 0 |
| VILLAGE CAPITAL CORPORATION | ||||||||||
| 1956 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | 341704488 | LENDING FOR COMMUNITY DEVELOPMENT | OH | 501(C)(3) | LINE 11A, I | NEIGHBORHOOD PROGRESS INC | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| FRIES & SCHUELE LTD | ||||||||||
| 1956 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | 341947105 | RESIDENTIAL REAL ESTATE TO COMBAT BLIGHT | OH | NEIGHBORHOOD PROGRESS | EXCLUDED | 0 | 1 |
| ARBOR PARK PLACE LLC | ||||||||||
| 1956 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | 841628498 | RETAIL REAL ESTATE TO COMBAT BLIGHT | OH | NEW VILLAGE CORPORATION | N/A | 0 | 0 |
| STL HOUSING LLC | ||||||||||
| 1956 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | 571151167 | RESIDENTIAL REAL ESTATE TO COMBAT BLIGHT | OH | NEW VILLAGE CORPORATION | N/A | 0 | 0 |
| OPPORTUNITY HOUSING CLEVELAND LLC | ||||||||||
| 2999 PAYNE AVE | CLEVELAND | OH | 44114 | RESIDENTIAL REAL ESTATE TO COMBAT BLIGHT | OH | NEW VILLAGE CORPORATION | EXCLUDED | 0 | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|
| ST LUKE'S POINTE HOMEOWNERS' ASSOCIATION INC | |||||||||
| 1956 W 25TH STREET SUITE 200 | CLEVELAND | OH | 44113 | 208546912 | HOMEOWNERS' ASSOCIATION | OH | STL HOUSING LLC | C | 0.87000 |
| FRIES & SCHUELE CONDOMINIUM ASSOCIATION | |||||||||
| 1956 W 25TH STREET SUITE 200 | CLEVELAND | OH | 44113 | 261561986 | CONDOMINIUM ASSOCIATION | OH | FRIES & SCHUELE LTD | C | 0.51000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| FRIES & SCHUELE LTD | |
| A | 15000 |
| STL HOUSING LLC | |
| B | 85000 |
| FRIES & SCHUELE LTD | |
| D | 250000 |
| FRIES & SCHUELE LTD | |
| D | 143200 |
| FRIES & SCHUELE LTD | |
| D | 53507 |
| STL HOUSING LLC | |
| E | 105000 |