PREACHERS AID SOCIETY OF NEW ENGLAND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PREACHERS AID SOCIETY OF NEW ENGLAND (EIN 04-6037997)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201103149349302175
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-10T11:44:55-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1 |
| City | WOBURN | City |
| State | MA | State |
| ZIP Code | 01801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046037997 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREACHERS' AID SOCIETY OF NEW ENGLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PREA | NameControl |
| Phone | 7814448161 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3386 4 COURT STREET NO 212 | AddressLine1 |
| City | PLYMOUTH | City |
| State | MA | State |
| ZIP Code | 026313386 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS J GALLEN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7814448161 | Phone |
| Date Signed | 2011-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD J TROY CPA PC | Name |
| Phone | 7819375300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS J GALLEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3386 4 COURT STREET SUITE | AddressLine1 |
| Address Line2 | 212 | AddressLine2 |
| City | PLYMOUTH | City |
| State | MA | State |
| ZIP Code | 023613386 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14217564 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PREACHERSAID.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1832 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SUPPORT AND NURTURE FOR THE PURPOSE OF ENRICHING THE QUALITY OF LIFE FOR MINISTERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 38427 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 255240 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 460060 | InvestmentIncomePriorYear |
| Investment Income Current Year | 898892 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 203433 | OtherRevenuePriorYear |
| Other Revenue Current Year | 100029 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 701920 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1254161 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 218087 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 450089 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 12716 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 12173 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 357347 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 389834 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 81457 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 238302 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 365351 | OtherExpensePriorYear |
| Other Expenses Current Year | 601346 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1034958 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1453442 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -333038 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -199281 | RevenuesLessExpensesCY |
| Total Assets BOY | 30987189 | TotalAssetsBOY |
| Total Assets EOY | 33726333 | TotalAssetsEOY |
| Total Liabilities BOY | 2776117 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3023886 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28211072 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30702447 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SUPPORT AND NURTURE FOR THE PURPOSE OF ENRICHING THE QUALITY OF LIFE FOR MINISTERS IN THE NEW ENGLAND ANNUAL CONFERENCE OF THE UNITED METHODIST CHURCH WITH SPECIAL EMPHASIS ON THE NEEDS OF THE AGED AND INFIRM, THEIR SURVIVING SPOUSES AND DEPENDENT CHILDREN. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 902169 | Expense |
| Description | IN-HOME VISITATION PROGRAMS, FINANCIAL PLANNING PROGRAMS, HOUSING ASSISTANCE, SPIRITUAL/EMOTIONAL LIFE ENRICHMENT AND WELL-BEING PROGRAMS, FELLOWSHIP PROGRAMS, AND SUBSTANTIAL EMERGENCY FINANCIAL ASSISTANCE PROGRAMS FOR INDIVIDUALS AND FAMILIES, ESPECIALLY IN AREAS RELATED TO HEALTH CARE. | Description |
| Total Program Service Expense | 902169 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 0 | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| 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 | KAREN E WETMORE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7814448161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 DEDHAM AVENUE | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 024923061 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| C ARTHUR HUGHES | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CLINTON H BLOOD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID MACMAHON | ||||||
| DIRECTOR/PRESIDENT | 6.00 | X | 0 | 0 | 0 | X |
| KIRK E BIRRELL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TOMMYE L REEDE | ||||||
| DIRECTOR/TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| THOMAS S HEMMENDINGER ESQ | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BARBARA HUSCHER COHEN | ||||||
| DIRECTOR/SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| WILLIAM EMMONS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ELIZABETH FRANKLIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR ALLAN M KUZIRIAN | ||||||
| DIRECTOR/FIRST VP | 2.00 | X | 0 | 0 | 0 | X |
| MARSHA HOFFMAN | ||||||
| DIRECTOR/SECOND VP | 2.00 | X | 0 | 0 | 0 | X |
| FREDERICK T MILLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MILDRED BEANE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| EVELYN JOHNSON-MOORE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| OSCAR W HARRELL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR STEPHEN L VINCENT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOSEPH MOSER ESQ | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DR THOMAS J GALLEN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 91095 | 0 | 26217 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 91095 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26217 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| YORK COUNTY BUILDERS | |||||
| 159 HARVEST LANE | WELLS | ME | 04090 | BUILDING CONTRACTOR | 795832 |
| COMMUNITY COUNSELLING SERVICE CO LLC | |||||
| 10 HIGH STREET 503 | BOSTON | MA | 021101667 | DEVELOPMENT CONSULTANT | 144500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 255240 | AllOtherContributions |
| Total Contributions | 255240 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 623803 | TotalRevenueColumn |
| Exclusion | $623,803 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13238492 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12963403 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 275089 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 275089 | TotalRevenueColumn |
| Related Or Exempt Function Income | 275089 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| RENT | 531110 | 62264 | 62264 | |
| INCOME RECEIVED UNDER | 900099 | 25262 | $25,262 | |
| SERVICE FEE REVENUE | 900099 | 12503 | $12,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 100029 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1254161 | TotalRevenueColumn |
| Related Or Exempt Function Income | 337353 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $661,568 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325000 | Total |
| Program Services | 325000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125089 | Total |
| Program Services | 125089 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12173 | Total |
| Program Services | 12173 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91095 | Total |
| Program Services | 77520 | ProgramServices |
| Fundraising | 13575 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191106 | Total |
| Program Services | 132092 | ProgramServices |
| Management And General | 36097 | ManagementAndGeneral |
| Fundraising | 22917 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68721 | Total |
| Program Services | 59205 | ProgramServices |
| Management And General | 5175 | ManagementAndGeneral |
| Fundraising | 4341 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21898 | Total |
| Program Services | 21898 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17014 | Total |
| Program Services | 11808 | ProgramServices |
| Management And General | 3001 | ManagementAndGeneral |
| Fundraising | 2205 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4852 | Total |
| Management And General | 4852 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33723 | Total |
| Management And General | 33723 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157935 | Total |
| Fundraising | 157935 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58701 | Total |
| Program Services | 21031 | ProgramServices |
| Management And General | 37670 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26942 | Total |
| Management And General | 26942 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43599 | Total |
| Program Services | 16852 | ProgramServices |
| Management And General | 1036 | ManagementAndGeneral |
| Fundraising | 25711 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32575 | Total |
| Program Services | 10653 | ProgramServices |
| Management And General | 21922 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8377 | Total |
| Program Services | 8377 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| INVESTMENT FEES | 131786 | 131786 | ||
| PRINTING AND PUBLICATIO | 11618 | 11618 | ||
| HOUSING PROGRAM EXPENSE | 124 | 124 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91114 | Total |
| Program Services | 80347 | ProgramServices |
| Management And General | 10767 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1453442 | Total |
| Program Services | 902169 | ProgramServices |
| Management And General | 312971 | ManagementAndGeneral |
| Fundraising | 238302 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96924 | BOY |
| EOY | 300202 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31079 | BOY |
| EOY | 44651 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 107790 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 12278 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86114 | BOY |
| EOY | 87514 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134540 | BOY |
| EOY | 132488 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3337072 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8377 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2442006 | BOY |
| EOY | 3328695 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25245562 | BOY |
| EOY | 26660484 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971227 | BOY |
| EOY | 1066605 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1979737 | BOY |
| EOY | 1985626 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30987189 | BOY |
| EOY | 33726333 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71433 | BOY |
| EOY | 99728 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 968184 | BOY |
| EOY | 1483153 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1736500 | BOY |
| EOY | 1441005 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2776117 | BOY |
| EOY | 3023886 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24068654 | BOY |
| EOY | 26080486 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290067 | BOY |
| EOY | 411548 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3852351 | BOY |
| EOY | 4210413 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28211072 | BOY |
| EOY | 30702447 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30987189 | BOY |
| EOY | 33726333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -199281 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2690656 | 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 | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church170b1 Ai | X | Church170b1Ai |
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 | 23490782 | BeginningOfYearBalance |
| Contributions | 75 | Contributions |
| Investment Earnings Or Losses | 3195408 | InvestmentEarningsOrLosses |
| Other Expenditures | 1860139 | OtherExpenditures |
| End Of Year Balance | 24826126 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19728657 | BeginningOfYearBalance |
| Contributions | 54505 | Contributions |
| Investment Earnings Or Losses | 5111160 | InvestmentEarningsOrLosses |
| Other Expenditures | 1403540 | OtherExpenditures |
| End Of Year Balance | 23490782 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31259759 | BeginningOfYearBalance |
| Contributions | 7250 | Contributions |
| Investment Earnings Or Losses | -8580024 | InvestmentEarningsOrLosses |
| Other Expenditures | 2958328 | OtherExpenditures |
| End Of Year Balance | 19728657 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.81830 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.16960 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01660 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1828993 | InvestmentCostOrOtherBasis |
| Book Value | 1828993 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 691076 | InvestmentCostOrOtherBasis |
| Depreciation | 8377 | Depreciation |
| Book Value | 682699 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 817003 | InvestmentCostOrOtherBasis |
| Book Value | 817003 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3328695 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 1507175 |
| EDUCATION LOANS RECEIVABLE | 478451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1985626 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSITS | $7,005 |
| PROMISE TO GIVE | $1,434,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1441005 | TotalOfAmounts |
| Total Revenue | 1254161 | TotalRevenue |
| Total Expenses | 1453442 | TotalExpenses |
| Excess Or Deficit For Year | -199281 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2390656 | NetUnrealizedGLOnInvestments |
| Other | $300,000 | OtherAmount |
| Total Adjustments | 2690656 | TotalAdjustments |
| Excess Or Deficit Per FS | 2491375 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3644817 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2390656 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2390656 | RevenueNotRptdF990 |
| Revenue Subtotal | 1254161 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1254161 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1153442 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1153442 | ExpensesSubtotal |
| Other Expenses Not Included | 300000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 300000 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1453442 | 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 SOCIETY'S ENDOWMENT CONSISTS OF 6 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | PAYMENT ON PROMISE TO GIVE 300,000. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | PAYMENT ON PROMISE TO GIVE 300,000. | |
| FIN 48 (ASC 740) FOOTNOTE - GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBE THE THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE TAX-EXEMPT STATUS OF AN ENTITY IS CONSIDERED A TAX POSITION. AN ADDITIONAL LIABILITY FOR UNCERTAIN TAX POSITIONS ("UTPS") IS RECOGNIZED AND RECORDED AS A COMPONENT OF CURRENT INCOME TAX EXPENSE FOR DIFFERENCES BETWEEN FINANCIAL AND INCOME TAX REPORTING POSITIONS, WHICH DO NOT MEET THIS THRESHOLD. ANY INTEREST AND PENALTIES RELATED TO THE UTPS ARE RECORDED AS A COMPONENT OF INCOME TAX EXPENSE. THE SOCIETY HAS REVIEWED ITS INCOME TAX FILINGS THAT REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND HAS NOT IDENTIFIED ANY MATERIAL UTPS AND THUS HAS NOT RECORDED ANY ADDITIONAL LIABILITY AT DECEMBER 31, 2010 OR 2009. THE SOCIETY FILES TAX RETURNS IN FEDERAL AND STATE JURISDICTIONS. THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2007. CURRENTLY, THERE ARE NO TAX AUDITS IN PROCESS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| NEW ENGLAND CONFERENCE OF THE UNITED METHODIST CHURCH | ||||||||
| 276 ESSEX STREET | LAWRENCE | MA | 01840 | 042234128 | 501(C)(3) | 300000 | 0 | THE COMMITTMENT IS FOR THE "TOGETHER FOR TOMORROW" CAMPAIGN ON THE BASIS OF 0.50 CENTS FOR EACH DOLLAR FOR A MAXIMUM OF $2.5 MILLION. THE FUNDS RECEIVED FROM THE SOCIETY WILL GO DIRECTLY TO THE RETIREE HEALTH CARE ENDOWMENT, WITH NO CAMPAIGN ADMISITRATIVE EXPENSES OR OPERATING COSTS BEING ALLOCATED TO THE FUNDS DONATED. |
| FLORIDA CONFERENCE OF THE UNITED METHOD OF CHURCH | ||||||||
| 450 MARTIN LUTHER KING JR AVENUE | LAKELAND | FL | 33815 | 590904361 | 501(C)(3) | 15000 | 0 | HAITI EMERGENCY RELIEF |
| UNITED METHODIST COMMITTEE OF RELIEF | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | 135562279 | 501(C)(3) | 10000 | 0 | HURRICANE KATRINA EMERGENCY RELIEF |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | EMERGENCY MEDICAL ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 202 | NumberOfRecipients |
| Amount Of Cash Grant | 120089 | AmountOfCashGrant |
| Description Of Non Cash Assistance | GRANTS ARE MADE BY STAFF FOLLOWING GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS. | DescriptionOfNonCashAssistance |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| DR THOMAS J GALLEN | ||||||
| PURCHASE OF PROPERTY | X | $77,949 | 77949 | 0 | 1 | 1 |
| DR THOMAS J GALLEN | ||||||
| PURCHASE OF VEHICLE | X | $13,459 | 4565 | 0 | 1 | 1 |
| DR THOMAS J GALLEN | ||||||
| HOME IMPROVEMENTS TO LOWER ENERGY COSTS | X | $5,000 | 5000 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 87514 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEWS THE 990 TAX RETURN. | |
| THE EXECUTIVE DIRECTOR MONITORS THE CONFLICT OF INTEREST POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE REVIEW OF THE EXECUTIVE DIRECTOR IS PERFORMED BY THE EXECUTIVE COMMITTEE. THE SALARY IS VOTED UPON BY THE FULL BOARD OF DIRECTORS AFTER REVIEW OF OTHER SALARIES OF EXECUTIVE DIRECTORS OF THE 52 OTHER UNITED METHODIST RELATED FOUNDATIONS IN THE UNITED STATES. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 2,390,656. PAYMENT ON PROMISE TO GIVE 300,000. TOTAL TO FORM 990, PART XI, LINE 5: 2,690,656. | FORM 990, PART XI, LINE 5: |