CLEVELAND SOCIETY FOR THE BLIND: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CLEVELAND SOCIETY FOR THE BLIND (EIN 34-0714652)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-11-04
- IRS object ID
- 201113089349300501
- Schema version
- 2009v1.7
- Note
- A later return for the same period supersedes this one.
- 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 | 2011-11-04T06:34:52-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Wendling CPAs Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 Superior Ave Suite 400 | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 441143289 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714652 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND SOCIETY FOR THE BLIND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLEV | NameControl |
| Phone | 2167918118 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 EAST 101st STREET | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin Krencisz | Name |
| Title | Chief FInancial Officer | Title |
| Phone | 2167918118 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2165669000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | Kevin R Krencisz | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 EAST 101ST STREET | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54636535 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | CLEVELANDSIGHTCENTER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1906 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | Services for the blind and visually impaired | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 86 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 85 | NbrIndependentVotingMembers |
| Total Nbr Employees | 259 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4722125 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6075309 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1461028 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 873902 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -615786 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4147573 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 857866 | OtherRevenuePriorYear |
| Other Revenue Current Year | 839707 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6425233 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11936491 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6562837 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6610553 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 87150 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 517462 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2777137 | OtherExpensePriorYear |
| Other Expenses Current Year | 3608401 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9427124 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10218954 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3001891 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1717537 | RevenuesLessExpensesCY |
| Total Assets BOY | 71291123 | TotalAssetsBOY |
| Total Assets EOY | 73454413 | TotalAssetsEOY |
| Total Liabilities BOY | 1954327 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1863657 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69336796 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 71590756 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO EMPOWER PEOPLE WITH VISION LOSS TO REALIZE THEIR FULL POTENTIAL, AND TO SHAPE THE COMMUNITY"S VISION OF THAT POTENTIAL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 945995 | Expense |
| Revenue | 904701 | Revenue |
| Description | BUSINESS ENTERPRISE DIVISION OPERATION OF CONCESSION STANDS AND FACILITIES: MANAGEMENT OF CAFETERIAS AND SNACK BARS IN NORTHEAST OHIO; EACH FACILITY IS OPERATED BY A LEGALLY BLIND OPERATOR. ESTABLISHED UNDER THE RANDOLPH-SHEPPARD ACT (11 Locations) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1664384 | Expense |
| Revenue | 585723 | Revenue |
| Description | CHILDRENS SERVICES PROGRAMMING: INFANTS TO PRESCHOOLERS LEARN COMPENSATORY TECHNIQUES TO DEVELOP SKILLS IN COMMUNICATION, INDEPENDENCE, AND MOVEMENT. SCHOOL-AGE CHILDREN ARE SERVED BY OUR CASE MANAGEMENT PROGRAM, HELPING FAMILIES ACCESS NEEDED RESOURCES AND LEARN ADVOCACY SKILLS. YOUNG ADULTS UP TO AGE 23 ACCESS PRE-EMPLOYMENT SKILLS TRAINING (12,259 hours) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1023401 | Expense |
| Revenue | 78823 | Revenue |
| Description | CASEWORK & SOCIAL SERVICES: PROVIDES ASSESSMENT, INTERVENTION, ADVOCACY, AND REFERRAL SERVICES TO ALL CLIENTS. ASSISTS CLIENTS IN NAVIGATING NETWORKS TO MEET INDIVIDUAL NEEDS. (7,009 hours) | Description |
Activity Other ActivityOther (16 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 467611 | 214616 | COMMUNITY REHABILITATION: TRAINING AND TECHNIQUES TO IMPROVE DAILY LIVING SKILLS AND MOBILITY TO INCREASE INDEPENDENCE FOR CLIENTS OF ALL AGES. (2,507 Hours) |
| 614488 | 26395 | HIGHBROOK LODGE CAMP: ADA ACCESSIBLE RESIDENCE CAMP LOCATED IN CHARDON, OHIO. ESTABLISHED IN 1928 HIGHBROOK IS THE LONGEST CONTINUOUSLY OPERATING CAMP FOR PEOPLE WITH BLINDNESS OR VISION-IMPAIRMENTS. ACCREDITED BY THE AMERICAN CAMP ASSOCIATION SINCE THE 1950S. (34,488 service hours) |
| 67497 | 146972 | BUSINESS ENTERPRISE TRAINING: PREPARES PEOPLE WHO ARE LEGALLY BLIND TO BECOME ENTREPRENEURS IN THE FOOD SERVICE INDUSTRY. WE ARE THE ONLY PROVIDER OF THIS SERVICE IN THE STATE OF OHIO AND THE FIRST IN THE NATION TO PROVIDE THIS PROGRAM ON THE INTERNET. (114 hours) |
| 252229 | 29144 | STORER COMPUTER ACCESS CENTER: PROVIDES ASSISTIVE TECHNOLOGY SKILLS TRAINING ON HIGH- AND LOW-TECH HARDWARE, SOFTWARE, AND INTERNET TOOLS. (4,476 hours) |
| 45665 | 34021 | BRAILLE SERVICES: TRANSCRIPTION SERVICES FOR BRAILLE AND LARGE PRINT TO ACCESS INFORMATION NEEDED FOR SCHOOL, BUSINESS, AND PERSONAL READING. STAFFED IN PART BY VOLUNTEERS TRAINED BY THE LIBRARY OF CONGRESS. (20,723 pages brailled) |
| 392372 | 60258 | RADIO READING SERVICE: CSCN BROADCASTS AS A SUBCARRIER OF WCPN 90.3, ON WVIZ-TV CHANNEL 25.9, AND ON CLEVELANDSIGHTCENTER.ORG. TWENTY-FOUR HOUR PROGRAMMING MONDAY-FRIDAY; 10 AM - 8 PM SATURDAY AND SUNDAY. ALSO PROVIDES CUSTOMIZED AUDIO FOR CLIENT NEEDS AT HOME, SCHOOL, AND WORK. (6,816 broadcasting hours) |
| 566110 | 183239 | LOW VISION CLINIC: EVALUATES AND EDUCATES EACH CLIENT ABOUT THE OPTICAL AIDS NECESSARY TO USE REMAINING VISION MORE EFFECTIVELY. STAFFED BY LICENSED OPTOMETRISTS. (1,115 hours) |
| 271629 | 117492 | PERSONAL REHABILITATION EMPLOYMENT TRAINING: INSTRUCTION IN THE SKILLS OF DAILY LIVING (COOKING, CLEANING, PERSONAL FINANCES) AND PRE-EMPLOYMENT SKILLS (NAVIGATION, TIME MANAGEMENT, MOBILITY, COMMUNICATIONS). TAUGHT BY INSTRUCTORS WHO ARE LEGALLY BLIND. (6,656 hrs) |
| 96205 | PREVENTION AND EDUCATION: PROVIDES VISION SCREENINGS TO CHILDREN AND SENIORS IN THE COMMUNITY TO IDENTIFY CONDITIONS WHICH COULD LEAD TO PERMANENT VISION LOSS. INFORMATIONAL SEMINARS AVAILABLE UPON REQUEST FOR COMMUNITY GROUPS, SCHOOLS, AND OTHER ORGANIZATIONS IN THE COMMUNITY. (9,034 clients served) | |
| 56976 | TALKING BOOKS: PROVIDES BOOKS TO CLIENTS WHO ARE BLIND OR VISUALLY IMPAIRED IN AN ACCESSIBLE AUDIO FORMAT. (554 Service Hours) | |
| 239944 | 22730 | RESIDENCE CENTER: AVAILABLE TO CLIENTS WHO HAVE NOT YET MASTERED TRAVELING SKILLS, ARE OUT-OF-STATE RESIDENTS, OR ARE PARTICIPATING IN OUR SUMMER YOUTH PROGRAM. (1,038 OCCUPANCY DAYS) |
| 166138 | 101237 | RETAIL SALES OF AIDS AND APPLIANCES: THE EYE-DEA SHOP RETAIL STORE OFFERS USEFUL PRODUCTS TO HELP PEOPLE WITH VISION LOSS LIVE MORE SAFELY AND ACCOMPLISH DAILY TASKS WITH GREATER EASE. OPEN TO THE PUBLIC AND ONLINE. (52 weeks open) |
| 170145 | 10927 | RECREATION SERVICES: ACTIVITIES INCLUDE SAILING, GOLF, TANDEM BIKING, CRAFTS, LINE DANCING, SOCIAL CLUBS, BOOK DISCUSSION GROUPS, SCULPTURE CLASSES, AUDIO-DESCRIBED THEATER, AND MUSIC STUDY GROUPS FOR PERSONS WHO ARE BLIND OR VISUALLY IMPAIRED. (11,960 Service Hours) |
| 96404 | VOLUNTEER SERVICES: MANAGEMENT AND COORDINATION OF NEARLY 500 ACTIVE VOLUNTEERS WHO ASSIST OUR CLIENTS IN A VARIETY OF WAYS. (21,100 service hours) | |
| 816509 | 174789 | EMPLOYMENT SERVICES: ASSISTANCE IN JOB READINESS, JOB SEARCH, AND EMPLOYMENT SKILLS. PROGRAM OFFERINGS INCLUDE SUPPORTED EMPLOYMENT, CUSTOMER SERVICE TRAINING, AND THE BUSINESS ENTERPRISE PROGRAM FOR EMPLOYMENT IN THE FOOD SERVICE INDUSTRY.(3,622 HOURS) |
| 126584 | 290089 | CUSTOMER SERVICE TRAINING: CLASSROOM AND ONLINE TRAINING FOR THE CUSTOMER SERVICE INDUSTRY THAT INCLUDES COMMUNITY-BASED WORK EXPERIENCE. THIS PROGRAM IS DESIGNED TO TRAIN PEOPLE WHO ARE BLIND OR VISUALLY-IMPAIRED FOR A SOURCE OF SUSTAINABLE EMPLOYMENT. (2,618 HOURS) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4446506 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1411909 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 8080286 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 25 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 259 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 86 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 85 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | 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 | Kevin R Krencisz | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2167918118 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 EAST 101ST STREET | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (89 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| Stanley E Wertheim | |||||||
| chair | 2.00 | X | 0 | 0 | 0 | ||
| Andrew L Sikorovsky | |||||||
| FIRst Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Jane Grebenc | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| William L Spring | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Frances R Zverina | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| John P Wolf | |||||||
| Treasurer | 2.00 | X | 0 | 0 | 0 | ||
| Gary W Poth | |||||||
| Assistant Treasurer | 2.00 | X | 0 | 0 | 0 | ||
| Fred D Kidder | |||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | ||
| Sheryl Benford King | |||||||
| Assistant Secretary | 2.00 | X | 0 | 0 | 0 | ||
| Wally Anders | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| William L Annable MD | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Karen Assink | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Anthony Aveni | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Robert L Englander | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Thomas P Furnas | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Thomas E Galvin | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Christine Gibbons | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Thomas J Gibbons | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Robert L Hartford III | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Pricilla Hoag | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Charles K Koster MD | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| John M Kundtz | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Victor F Leanza PHD | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Howard A Lichtig | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Nathan S Lipsyc | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Michael D Lundin | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Delos T Nelson | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Caroline G Oberndorf | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Marilyn Tsivite | |||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | ||
| Joan U Allgood | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Jack D Bennett | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Irv Berliner | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Mary H Bookman | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| John F Boyle Jr | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Lois G Brucken | |||||||
| Life Trustee | 2.00 | X | 0 | 0 | 0 | ||
| David E Cook | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Sondra Cristal | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Thomas W Cristal | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Edwin H Eigner MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Carol Fountain | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Gary Gardiner | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Bradley G Gorman | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Michael H Greenberg OD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Sally K Griswold | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Charles Gustafson | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Susan Harnden | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Elizabeth Hellmuth | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Bruce Higley | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Mary Kay Howard PhD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Frederick Jones | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Newton S Kimberly Jr | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Kenny Koblitz | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Kristie Kohl | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Andrew J Kunditz | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Marvin Lader | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Jonathan H Lass MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Kathy Leiden | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| James P Lennon | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Teri Levine | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Frederick J Lisy PHD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Jack N Mandel | |||||||
| Life Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Dave A Maraldo | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Rhea Meltzer | |||||||
| Ex-Officio Member | 2.00 | X | 0 | 0 | 0 | ||
| Scott Mueller | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Michael J O'Brien | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| William J Ockington | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Alec M O'Neill | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Douglas A Piper | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Steven R Prengler | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Beverly J Roach | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| John M Saada Sr | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| James P Sacher | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Gordon H Safran | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Andrew P Schachat MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Michael P Sherban | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Thomas L Steinemann MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| James P Storer | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Alexander S Taylor III | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Theodore G Thoburn | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Mary E Tookman | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Elias I Traboulsi MD | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Steven Willensky | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Clyde E Williams JR | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| William C Witt | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| James M Wood | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Steven M Friedman | |||||||
| President/Executive Director | 40.00 | 176707 | 0 | 23710 | X | ||
| Kevin R Krencisz CPA | |||||||
| Chief Financial Officer | 40.00 | 65605 | 0 | 9332 | X | ||
| Jonathan Ivec | |||||||
| Former Chief Financial Officer | 40.00 | 57549 | 0 | 4275 | X | ||
| Michael Grady | |||||||
| Former Executive Director | 40.00 | 102222 | 0 | 12376 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 344534 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 45418 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 208671 | FederatedCampaigns |
| Fundraising Events | 289767 | FundraisingEvents |
| Government Grants | 1250338 | GovernmentGrants |
| All Other Contributions | 4326533 | AllOtherContributions |
| Total Contributions | 6075309 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Fees from Government | 624310 | 506490 | 506490 |
| Fees from Individuals | 624310 | 334917 | 334917 |
| Other Revenue | 624310 | 32495 | 32495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 873902 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1010014 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1010014 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 40412 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 40412 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40412 | TotalRevenueColumn |
| Exclusion | $40,412 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44754146 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41616587 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3137559 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3137559 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3137559 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 289767 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 90116 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -90116 | TotalRevenueColumn |
| Exclusion | -$90,116 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1882752 | GrossSalesOfInventory |
| Cost Of Goods Sold | 993341 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 889411 | TotalRevenueColumn |
| Related Or Exempt Function Income | 889411 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11936491 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5910886 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$49,704 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5187994 | Total |
| Program Services | 3995594 | ProgramServices |
| Management And General | 871369 | ManagementAndGeneral |
| Fundraising | 321031 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 929652 | Total |
| Program Services | 702189 | ProgramServices |
| Management And General | 166223 | ManagementAndGeneral |
| Fundraising | 61240 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492907 | Total |
| Program Services | 382005 | ProgramServices |
| Management And General | 81044 | ManagementAndGeneral |
| Fundraising | 29858 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37849 | Total |
| Program Services | 33307 | ProgramServices |
| Management And General | 3335 | ManagementAndGeneral |
| Fundraising | 1207 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79475 | Total |
| Program Services | 69938 | ProgramServices |
| Management And General | 7003 | ManagementAndGeneral |
| Fundraising | 2534 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 887888 | Total |
| Program Services | 781342 | ProgramServices |
| Management And General | 78237 | ManagementAndGeneral |
| Fundraising | 28309 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262430 | Total |
| Program Services | 230939 | ProgramServices |
| Management And General | 21133 | ManagementAndGeneral |
| Fundraising | 10358 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575704 | Total |
| Program Services | 506620 | ProgramServices |
| Management And General | 46670 | ManagementAndGeneral |
| Fundraising | 22414 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100459 | Total |
| Program Services | 88403 | ProgramServices |
| Management And General | 8248 | ManagementAndGeneral |
| Fundraising | 3808 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354498 | Total |
| Program Services | 276508 | ProgramServices |
| Management And General | 63810 | ManagementAndGeneral |
| Fundraising | 14180 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87095 | Total |
| Program Services | 76644 | ProgramServices |
| Management And General | 7293 | ManagementAndGeneral |
| Fundraising | 3158 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Write off of impaired a | 554627 | 554627 | ||
| Equipment Repair and re | 204989 | 180390 | 17227 | 7372 |
| Uncollectible Receivabl | 146523 | 146523 | ||
| Miscellaneous | 105386 | 81097 | 17530 | 6759 |
| Uncollectible Pledges | 74338 | 74338 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137140 | Total |
| Program Services | 120683 | ProgramServices |
| Management And General | 11223 | ManagementAndGeneral |
| Fundraising | 5234 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10218954 | Total |
| Program Services | 8080286 | ProgramServices |
| Management And General | 1621206 | ManagementAndGeneral |
| Fundraising | 517462 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1231804 | BOY |
| EOY | 1852795 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 733853 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1247760 | BOY |
| EOY | 1053189 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 543797 | BOY |
| EOY | 472923 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244906 | BOY |
| EOY | 177123 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390967 | BOY |
| EOY | 420973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9577881 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6390225 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3967653 | BOY |
| EOY | 3187656 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63300434 | BOY |
| EOY | 65192099 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363802 | BOY |
| EOY | 363802 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71291123 | BOY |
| EOY | 73454413 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372773 | BOY |
| EOY | 387557 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1581554 | BOY |
| EOY | 1476100 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1954327 | BOY |
| EOY | 1863657 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31235617 | BOY |
| EOY | 31661790 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12608331 | BOY |
| EOY | 13858380 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25492848 | BOY |
| EOY | 26070586 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69336796 | BOY |
| EOY | 71590756 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71291123 | BOY |
| EOY | 73454413 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5542218 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4854102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4103172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4448770 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4535204 | CurrentTaxYear |
| Total | 23483466 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5542218 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4854102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4103172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4448770 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4535204 | CurrentTaxYear |
| Total | 23483466 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 23483466 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1072002 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1327393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1686742 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1361370 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1050426 | CurrentTaxYear |
| Total | 6497933 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11950 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7626 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4826 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35202 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32495 | CurrentTaxYear |
| Total | 92099 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 30073498 | TotalSupport |
| Gross Receipts From Admissions Etc | 10807932 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.78090 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77810 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63213427 | BeginningOfYearBalance |
| Contributions | 41315 | Contributions |
| Investment Earnings Or Losses | 6002719 | InvestmentEarningsOrLosses |
| Other Expenditures | 4038925 | OtherExpenditures |
| End Of Year Balance | 65218536 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65752878 | BeginningOfYearBalance |
| Contributions | 786035 | Contributions |
| Investment Earnings Or Losses | 1379239 | InvestmentEarningsOrLosses |
| Other Expenditures | 4704725 | OtherExpenditures |
| End Of Year Balance | 63213427 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.43500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.56500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | 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 | 995722 | InvestmentCostOrOtherBasis |
| Book Value | 995722 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4646683 | InvestmentCostOrOtherBasis |
| Depreciation | 3520273 | Depreciation |
| Book Value | 1126410 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 624006 | InvestmentCostOrOtherBasis |
| Depreciation | 471982 | Depreciation |
| Book Value | 152024 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3165267 | InvestmentCostOrOtherBasis |
| Depreciation | 2397970 | Depreciation |
| Book Value | 767297 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 146203 | InvestmentCostOrOtherBasis |
| Book Value | 146203 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3187656 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Long Term Investments | Description |
| Book Value | 65192099 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 65192099 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Liability for Pension Benefits | $842,757 |
| Custodial Accounts | $55,521 |
| Deferred Income | $7,666 |
| Obligations under annuity agreements | $570,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1476100 | TotalOfAmounts |
| Total Revenue | 11936491 | TotalRevenue |
| Total Expenses | 10218954 | TotalExpenses |
| Excess Or Deficit For Year | 1717537 | ExcessOrDeficitForYear |
| Other | $536,423 | OtherAmount |
| Total Adjustments | 536423 | TotalAdjustments |
| Excess Or Deficit Per FS | 2253960 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10216178 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1710188 | OtherRevenues |
| Revenue Not Rptd F990 | 1710188 | RevenueNotRptdF990 |
| Revenue Subtotal | 8505990 | RevenueSubtotal |
| Other Revenues Not Included | 3430501 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3430501 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11936491 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10218954 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10218954 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10218954 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | To appropriate for distribution each year 5% of the endowment"s average fair value of the prior 36 months ending June 30th preceding the fiscal year in which the distribution is planned. The 5% distribution will be used to support the operating activities of the Agency. |
| Part XI, Line 8: Change in value of beneficial trusts $536,423 Effect of accounting for retirement benefits $25,645 Part XII, Line 2d: Spending Policy Transfer $1,710,188 Part XII, Line 4b: Contributions to the fund for the future $277,265 Change in value of annuity agreements $15,677 Realized and unrealzied gains on investments $3,137,559 Part XIII, Line 2d: Contributions to the future ($277,265) Spending policy transfer $1,710,188 Change in value of annuity agreement ($15,677) Change in value of beneficial trusts ($536,423) Effect of accounting for retirement benefits ($25,645) Net realized and unrealized gains(losses) on investment transactions ($3,137,559) |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | White Cane Walk | NameOfEvent1 |
| Gross Receipts Event1 | 51011 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 51011 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 8625 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Envision | NameOfEvent2 |
| Gross Receipts Event2 | 179221 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 179221 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 54544 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 59535 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 59535 | CharitableContribOtherEvents |
| Other Direct Expenses Other Events | 26947 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 289767 | GrossReceiptsTotal |
| Charitable Contributions Total | 289767 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 90116 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90116 | DirectExpenseSummaryEvents |
| Net Income Summary | -90116 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven M Friedman | |||||||||||||
| 176707 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23710 | 0 | 200417 | 0 | 0 | 0 |
| Michael Grady | |||||||||||||
| 102222 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12376 | 0 | 114598 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | John Kundtz is the son of Andy Kundtz Sondra Cristal is the spouse of Thomas Cristal. | |
| Form 990, Part VI, Section B, line 11 | The Executive Director, CFO, and key members of the budget and Finance and governance committees of the board of directors have the chance to review prior to the filing of the Form 990. | |
| Form 990, Part VI, Section B, line 12c | The Agency requires all of its employees, volunteers, and board members to sign a code of ethical practice when they are new to the organization and annually thereafter. Additionally, the Corporate Compliance Committee monitors conflicts of interest among other matters surrounding fraud, waste and abuse. | |
| Form 990, Part VI, Section B, line 15 | The Human Resources Director and/or a committee within the board of directors, performs a compensation study using available market data and based on the type of position, needs of the organization and level of experience of the candidate/employee. | |
| Form 990, Part VI, Section C, line 19 | Certain governing documents, the conflict of interest policy and financial statements are available upon request. | |
| Form 990 - Part XI - Item 2c | The Executive Director, CFO, and the audit and budget & finance committees of the board of trustees assume responsibility for the oversight of the audit of its financial statements and the selection of an independent accountant. | |
| Form 990 - Page 1 - Part B | Amended return due to corrections in responses on the Financial Statement and Reporting Checklist (Form 990 Part XI)and updates Schedule O pertaining to the corrections in the Financial Statement and Reporting Checklist. Items amended on Part XI of Form 990: 2b, 2c, 2d, 3a, 3b | Reason for Amending Form 990 |