CLC FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: CLC FOUNDATION INC (EIN 13-3676239)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-10-31
IRS object ID: 201113049349301101
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 C
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-10-31T14:59:15-04:00	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	Kerry Molloy Bertoldi CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	95 Croton Avenue Suite NUM32	AddressLine1
City	Ossining	City
State	NY	State
ZIP Code	10562	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	133676239	EIN

Name Name

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

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

US Address USAddress

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

Officer Officer

Field	Value	IRS element (for citing)
Name	John Signorelli	Name
Title	Executive Direc	Title
Phone	9142412076	Phone
Date Signed	2011-05-12	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Kerry Molloy Bertoldi	Name
Phone	9149440415	Phone
Date Prepared	2011-10-25	DatePrepared
Self Employed	X	SelfEmployed

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	George Moskowitz	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

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

Field	Value	IRS element (for citing)
Gross Receipts	369146	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	communityliving.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1990	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	To provide financial services and other forms of assistance to people with disabilities	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	5	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	20002	ContributionsGrantsPriorYear
Contributions Grants Current Year	14393	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	327260	ProgramServiceRevenuePriorYear
Program Service Revenue CY	353993	ProgramServiceRevenueCY
Investment Income Prior Year	3762	InvestmentIncomePriorYear
Investment Income Current Year	760	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	351024	TotalRevenuePriorYear
Total Revenue Current Year	369146	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	3920	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	5836	BenefitsPaidToMembersCY
Salaries Etc Prior Year	105205	SalariesEtcPriorYear
Salaries Etc Current Year	102290	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	42117	TotalFundrsngExpCurrentYear
Other Expense Prior Year	244712	OtherExpensePriorYear
Other Expenses Current Year	286127	OtherExpensesCurrentYear
Total Expenses Prior Year	353837	TotalExpensesPriorYear
Total Expenses Current Year	394253	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-2813	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-25107	RevenuesLessExpensesCY
Total Assets BOY	220170	TotalAssetsBOY
Total Assets EOY	190100	TotalAssetsEOY
Total Liabilities BOY	20312	TotalLiabilitiesBOY
Total Liabilities EOY	16030	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	199858	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	174070	NetAssetsOrFundBalancesEOY
Mission Description	To provide financial services and other forms of assistance to people with disabilities	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	284514	Expense
Revenue	353993	Revenue
Description	To provide financial services and other forms of assistance to people with disabilities	Description
Total Program Service Expense	284514	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	5	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Written Policy Or Procedure	false	WrittenPolicyOrProcedure
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

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

Address US AddressUS

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

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

Form990 Part VII Section A Form990PartVIISectionA

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

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Government Grants	14393	GovernmentGrants
Total Contributions	14393	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Fund Raising	900099	43448	43448
Trust Admin Fees	525920	211112	211112
Tuition	611600	41613	41613
Reimbursement	900099	45070	45070
Residential Development	561700	12750	12750

Field	Value	IRS element (for citing)
Total Program Service Revenue	353993	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	760	TotalRevenueColumn
Related Or Exempt Function Income	760	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	369146	TotalRevenueColumn
Related Or Exempt Function Income	354753	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	5836	Total
Program Services	5836	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	72050	Total
Program Services	28820	ProgramServices
Management And General	28820	ManagementAndGeneral
Fundraising	14410	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	10800	Total
Program Services	4320	ProgramServices
Management And General	4320	ManagementAndGeneral
Fundraising	2160	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	19440	Total
Program Services	7776	ProgramServices
Management And General	7776	ManagementAndGeneral
Fundraising	3888	Fundraising

Fees For Services Accounting FeesForServicesAccounting

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

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	21418	Total
Fundraising	21418	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	9509	Total
Management And General	9509	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	3547	Total
Management And General	3547	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	4640	Total
Program Services	4640	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	3904	Total
Management And General	3904	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

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

Insurance Insurance

Field	Value	IRS element (for citing)
Total	162	Total
Program Services	162	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Trust Administration Expense	185178	185178
Telephone	2412	1689	482	241
Choral Group Expense	5088	5088
Outside Services	38897	38897
Equipment Rental	0

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	3064	Total
Program Services	2108	ProgramServices
Management And General	956	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	394253	Total
Program Services	284514	ProgramServices
Management And General	67622	ManagementAndGeneral
Fundraising	42117	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	75158	BOY
EOY	54784	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	95559	BOY
EOY	86671	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	61854	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	13209	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	49453	BOY
EOY	48645	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	220170	BOY
EOY	190100	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	20312	BOY
EOY	16030	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	20312	BOY
EOY	16030	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	199858	BOY
EOY	174070	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	199858	BOY
EOY	174070	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	220170	BOY
EOY	190100	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-25107	ReconcilationRevenueExpenses
Reconcilation Other Changes	-681	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	false	AuditCommittee

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	50143	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	31180	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	29793	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	20002	CurrentTaxYearMinus1Year
Current Tax Year	14393	CurrentTaxYear
Total	145511	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	50143	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	31180	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	29793	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	20002	CurrentTaxYearMinus1Year
Current Tax Year	14393	CurrentTaxYear
Total	145511	Total

Field	Value	IRS element (for citing)
Public Support Total509	145511	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2365	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1705	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1942	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1075	CurrentTaxYearMinus1Year
Current Tax Year	760	CurrentTaxYear
Total	7847	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2365	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1705	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1942	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1075	CurrentTaxYearMinus1Year
Current Tax Year	760	CurrentTaxYear
Total	7847	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	52508	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	32885	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	31735	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	21077	CurrentTaxYearMinus1Year
Current Tax Year	15153	CurrentTaxYear
Total	153358	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.94880	PublicSupportPercentage509
Prior Year Support Percentage	0.96730	PriorYearSupportPercentage
Investment Income Percentage	0.05120	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.03270	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule C IRS990ScheduleC

Schedule D IRS990ScheduleD

Land Land

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

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	13854	InvestmentCostOrOtherBasis
Depreciation	13209	Depreciation
Book Value	645	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	48645	TotalOfBookValueLandBuildings
Total Revenue	369146	TotalRevenue
Total Expenses	394253	TotalExpenses
Excess Or Deficit For Year	-25107	ExcessOrDeficitForYear
Excess Or Deficit Per FS	-25107	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	369146	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	369146	RevenueSubtotal
Total Revenue Per Form990	369146	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	394253	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	394253	ExpensesSubtotal
Total Expenses Per Form990	394253	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

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