UNITED SOUTH END SETTLEMENTS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED SOUTH END SETTLEMENTS (EIN 04-2104280)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202641339349304684
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T12:12:17-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED SOUTH END SETTLEMENTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEVIN D FONTANA | InCareOfNm |
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6173758150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 RUTLAND STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRELL COX | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFI | PersonTitleTxt |
| Phone | 6175368610 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISRAEL TANNENBAUM | PreparerPersonNm |
| PTIN | P01589203 | PTIN |
| Phone | 6172273333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JERRELL COX | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 RUTLAND STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,927,512 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO HARNESS THE POWER OF OUR DIVERSE COMMUNITY TO DISRUPT THE CYCLE OF POVERTY FOR CHILDREN AND THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 143 | TotalEmployeeCnt |
| Total Volunteers | 101 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,778,901 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,407,183 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $924,460 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $986,682 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$176,151 | PYInvestmentIncomeAmt |
| CY Investment Income | $358,155 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$101,737 | PYOtherRevenueAmt |
| CY Other Revenue | $2,088,934 | CYOtherRevenueAmt |
| PY Total Revenue | $5,425,473 | PYTotalRevenueAmt |
| CY Total Revenue | $8,840,954 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $96,349 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $150,219 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,771,026 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,980,584 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $549,460 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,005,780 | PYOtherExpensesAmt |
| CY Other Expenses | $1,996,523 | CYOtherExpensesAmt |
| PY Total Expenses | $4,873,155 | PYTotalExpensesAmt |
| CY Total Expenses | $5,127,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $552,318 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,713,628 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,293,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,873,597 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $495,552 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $525,928 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,797,453 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,347,669 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF UNITED SOUTH END SETTLEMENTS IS TO HARNESS THE POWER OF OUR DIVERSE COMMUNITY TO DISRUPT THE CYCLE OF POVERTY FOR CHILDREN AND THEIR FAMILIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,603,085 | ExpenseAmt |
| Revenue | $986,682 | RevenueAmt |
| Desc | USES provides families with a caring community where children grow up with access to quality education, individual and family advocacy, income supports, art, activity, and the outdoors. This intentional investment coupled with our breadth of resources sets them up to be lifelong learners, confident leaders, and active participants in their communities. Our programs serve children ages 0 to 13. Over the past year, we served 75 children in our Early Childhood Education classrooms, 86 children in our club48 after-school program, and 175 children at Camp Hale. Children participating in our programs showed growth in Social Emotional Learning, exceeded age-appropriate milestones in cognitive and physical development, showed growth in STEAM based skill areas, demonstrated kindergarten readiness, and improved literacy and numeracy through standard assessments. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $315,015 | ExpenseAmt |
| Grant | $150,219 | GrantAmt |
| Desc | In FY25, USES served 16 families in its STEP Guaranteed Income program, which provides $850 monthly payments over a period of 18 months. These families all have children enrolled in one of USES's three youth programs. The additional financial stability allows families to withstand financial shocks, alleviates financial stress, and supports a home environment that allows both parents and their children to thrive. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,918,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 143 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN D FONTANA | PersonNm |
| Phone | 7813568050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SHARP ST UNIT B | AddressLine1Txt |
| City | HINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02043 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Jerrell Cox | ||||||||
| CEO | 50.0 | 0.0 | Yes (X) | $235,830 | $0 | $8,684 | ||
| Melody Valdes | ||||||||
| CPO(thru.9/24);CDO(eff.10/24) | 40.0 | 0.0 | $126,181 | $0 | $16,888 | Yes (X) | ||
| Tyler Seever | ||||||||
| COO | 40.0 | 0.0 | Yes (X) | $136,643 | $0 | $0 | ||
| Christine Stellar | ||||||||
| CDO (thru 9/2024) | 40.0 | 0.0 | $106,367 | $0 | $18,546 | Yes (X) | ||
| Carmen Duarte | ||||||||
| Chair | 10.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Laura Nielsen | ||||||||
| Vice Chair | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Aaron Dushku | ||||||||
| Treasurer | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Bandita Joarder | ||||||||
| Clerk | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Gary Bailey | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Kathy Bello | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Silvia Buonamici | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Robyn Carter | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Gabriela Cruzado | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Nadine Ezzie | ||||||||
| Board Member (thru 10/2024) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Christopher Lowell | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Josh Krumholz | ||||||||
| Board Member (eff. 5/2025) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Zena Lum | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Elizabeth March | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Michael Mazzello | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Hem Patel | ||||||||
| Board Member (eff. 5/2025) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Kellyn Riccitelli | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Anabelle Skalleberg | ||||||||
| Board Member | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Chimdi Uchendu | ||||||||
| Board Member (eff. 2/2025) | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $605,021 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,118 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ECRATCHIT INC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SHARP STREET UNIT B | AddressLine1Txt |
| City | HINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING/CFO Servi | ServicesDesc |
| Compensation | $196,161 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $51,000 | FederatedCampaignsAmt |
| Fundraising | $908,388 | FundraisingAmt |
| Government Grants | $1,776,487 | GovernmentGrantsAmt |
| All Other Contributions | $2,671,308 | AllOtherContributionsAmt |
| Noncash Contributions | $51,434 | NoncashContributionsAmt |
| Total Contributions | $5,407,183 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Total Revenue Column | $986,682 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $986,682 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $986,682 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $369,032 | TotalRevenueColumnAmt |
| Exclusion | $369,032 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,580 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,580 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,580 | TotalRevenueColumnAmt |
| Exclusion | $68,580 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,866,367 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,872,953 | SecuritiesAmt |
| Other | $4,291 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,586 | SecuritiesAmt |
| Other | -$4,291 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,877 | TotalRevenueColumnAmt |
| Exclusion | -$10,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,125 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $908,388 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $209,314 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$138,189 | TotalRevenueColumnAmt |
| Exclusion | -$138,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADDL PROCEEDS FROM 2020 SALE OF R.E. | 230000 | $2,157,500 | $2,157,500 |
| OTHER INCOME | 900099 | $1,043 | $1,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,158,543 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,840,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,145,225 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $288,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,219 | TotalAmt |
| Program Services | $150,219 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,240 | TotalAmt |
| Program Services | $273,711 | ProgramServicesAmt |
| Management And General | $50,455 | ManagementAndGeneralAmt |
| Fundraising | $89,074 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,194,952 | TotalAmt |
| Program Services | $1,752,570 | ProgramServicesAmt |
| Management And General | $184,099 | ManagementAndGeneralAmt |
| Fundraising | $258,283 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,018 | TotalAmt |
| Program Services | $132,329 | ProgramServicesAmt |
| Management And General | $18,729 | ManagementAndGeneralAmt |
| Fundraising | $22,960 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,374 | TotalAmt |
| Program Services | $154,745 | ProgramServicesAmt |
| Management And General | $17,689 | ManagementAndGeneralAmt |
| Fundraising | $25,940 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,930 | TotalAmt |
| Management And General | $15,930 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,317 | TotalAmt |
| Management And General | $225,317 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,300 | TotalAmt |
| Program Services | $228,807 | ProgramServicesAmt |
| Management And General | $54,646 | ManagementAndGeneralAmt |
| Fundraising | $91,847 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,919 | TotalAmt |
| Program Services | $1,122 | ProgramServicesAmt |
| Management And General | $96 | ManagementAndGeneralAmt |
| Fundraising | $701 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,515 | TotalAmt |
| Program Services | $61,667 | ProgramServicesAmt |
| Management And General | $28,575 | ManagementAndGeneralAmt |
| Fundraising | $26,273 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,590 | TotalAmt |
| Program Services | $124,505 | ProgramServicesAmt |
| Management And General | $11,560 | ManagementAndGeneralAmt |
| Fundraising | $17,525 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,476 | TotalAmt |
| Program Services | $139,974 | ProgramServicesAmt |
| Management And General | $11,279 | ManagementAndGeneralAmt |
| Fundraising | $4,223 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,726 | TotalAmt |
| Program Services | $98,325 | ProgramServicesAmt |
| Management And General | $1,209 | ManagementAndGeneralAmt |
| Fundraising | $2,192 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,153 | TotalAmt |
| Program Services | $436,775 | ProgramServicesAmt |
| Management And General | $13,121 | ManagementAndGeneralAmt |
| Fundraising | $4,257 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,183 | TotalAmt |
| Program Services | $111,648 | ProgramServicesAmt |
| Management And General | $12,657 | ManagementAndGeneralAmt |
| Fundraising | $4,878 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS | $193,156 | $179,823 | $12,630 | $703 |
| PROGRAM SUPPLIES | $65,519 | $65,519 | ||
| TRAINING | $8,739 | $6,361 | $1,774 | $604 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,127,326 | TotalAmt |
| Program Services | $3,918,100 | ProgramServicesAmt |
| Management And General | $659,766 | ManagementAndGeneralAmt |
| Fundraising | $549,460 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,306 | BOYAmt |
| EOY | $1,018,601 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301,396 | BOYAmt |
| EOY | $3,784,741 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,587 | BOYAmt |
| EOY | $1,214,835 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,347 | BOYAmt |
| EOY | $132,029 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,295 | BOYAmt |
| EOY | $158,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,284,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,473,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,104,706 | BOYAmt |
| EOY | $6,810,806 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,364,368 | BOYAmt |
| EOY | $11,754,125 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,293,005 | BOYAmt |
| EOY | $24,873,597 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,839 | BOYAmt |
| EOY | $422,250 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,713 | BOYAmt |
| EOY | $103,678 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $495,552 | BOYAmt |
| EOY | $525,928 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,340,597 | BOYAmt |
| EOY | $21,803,268 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,456,856 | BOYAmt |
| EOY | $2,544,401 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,797,453 | BOYAmt |
| EOY | $24,347,669 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,293,005 | BOYAmt |
| EOY | $24,873,597 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,713,628 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $836,588 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,064,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,069,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,805,684 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,778,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,407,183 | CurrentTaxYearAmt |
| Total | $23,125,246 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $457,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $942,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,012,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $924,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $986,682 | CurrentTaxYearAmt |
| Total | $4,323,976 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,522,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,012,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,817,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,703,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,393,865 | CurrentTaxYearAmt |
| Total | $27,449,222 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $316,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $579,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,916 | CurrentTaxYearAmt |
| Total | $1,419,712 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $316,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $579,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $125,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,916 | CurrentTaxYearAmt |
| Total | $1,419,712 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $26,029,510 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $236,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $321,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $437,612 | CurrentTaxYearAmt |
| Total | $1,239,153 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $236,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $321,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $437,612 | CurrentTaxYearAmt |
| Total | $1,239,153 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,158,543 | CurrentTaxYearAmt |
| Total | $2,213,023 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,572,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,244,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,064,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,030,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,990,020 | CurrentTaxYearAmt |
| Total | $30,901,398 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84234 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90470 | PublicSupportPY509Pct |
| Investment Income CY | 0.04010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02960 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $7,500 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $7,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1B and 1G: | FormAndLineReferenceDesc |
| Explanation | During Fiscal Year 2025, USES contracted lobbying firm Kearney, Donovan, & McGee (KDM) to support public relations and deepen engagement with elected officials. During this period, KDM directly lobbied State legislators to sponsor an amendment to the Fair Share Supplemental Budget 2025 to include an earmark for a capital funding project at USES. This amendment was passed and the funding was approved. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,683,354 | BeginningYearBalanceAmt |
| Contributions | $604,917 | ContributionsAmt |
| Investment Earnings Or Losses | $1,046,674 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $173,000 | OtherExpendituresAmt |
| End Year Balance | $12,161,945 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,189,037 | BeginningYearBalanceAmt |
| Contributions | $747,339 | ContributionsAmt |
| Investment Earnings Or Losses | $918,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $172,000 | OtherExpendituresAmt |
| End Year Balance | $10,683,354 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,521,686 | BeginningYearBalanceAmt |
| Contributions | $230,000 | ContributionsAmt |
| Investment Earnings Or Losses | $617,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $180,000 | OtherExpendituresAmt |
| End Year Balance | $9,189,037 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,229,228 | BeginningYearBalanceAmt |
| Contributions | -$302,410 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,219,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $186,000 | OtherExpendituresAmt |
| End Year Balance | $8,521,686 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $775,296 | BeginningYearBalanceAmt |
| Contributions | $9,400,000 | ContributionsAmt |
| Investment Earnings Or Losses | $53,932 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,229,228 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,937 | OtherCostOrOtherBasisAmt |
| Book Value | $85,937 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,304,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $588,278 | DepreciationAmt |
| Book Value | $2,716,417 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,740,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,298,230 | DepreciationAmt |
| Book Value | $3,442,123 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $805,713 | OtherCostOrOtherBasisAmt |
| Depreciation | $411,165 | DepreciationAmt |
| Book Value | $394,548 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $347,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,902 | DepreciationAmt |
| Book Value | $171,781 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,810,806 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,703,419 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $836,588 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,877 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $862,465 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,840,954 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,840,954 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,153,203 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,877 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $25,877 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,127,326 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,127,326 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | Endowment Funds include permanently restricted funds as well as board designated funds. There are 2 funds that are restricted by donors to be held in perpetuity as a permanent source of income - one is for the Children's Art Center and the other is for Camp Hale. In addition, there is a board designated endowment that was established to support and promote the growth, progress and general welfare of USES. The board has approved an annual distribution policy from this board designated endowment that is 2.5% of the trailing 12 quarter average principal balance, which is to be used to support the annual operations of USES. |
| PART X, LINE 2: | USES has been notified by the Internal Revenue Service that it meets the qualifications to be classified as a tax-exempt entity under section 501(c)(3) of the Internal Revenue Code. USES has also been classified as an entity that is not a private foundation within the meaning of 509(a) and qualifies for deductible contributions as provided in Section 170 (b)(1)(A)(vi). Accounting principles generally accepted in the United States require an entity to assess the probability that a tax position has a more likely than not ("MLTN") sustainability after review by tax authorities. If a tax position is deemed not to meet this threshold, any unrecognized tax benefits and costs are estimated and recognized. Tax returns are routinely open for review by the tax authorities for three years from their due date. In certain circumstances the statute of limitations may remain open indefinitely. As a not-for-profit entity exempt from income taxes, USES may, however, be subject to tax on unrelated business income. USES had no unrelated business tax for the years ending June 30, 2025 and 2024. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Gala | Event1Nm |
| Gross Receipts Event1 | $956,549 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $885,424 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $71,125 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $42,225 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $62,586 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $39,100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $62,331 | OtherDirectExpensesEvent1Amt |
| Event2 | Camp Hale Plung | Event2Nm |
| Gross Receipts Event2 | $22,965 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $22,965 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $3,072 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $979,514 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $908,389 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,125 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $42,225 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $62,586 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $39,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $65,403 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $209,314 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$138,189 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Guaranteed Income - Cash Grants | GrantTypeTxt |
| Recipient | 16 | RecipientCnt |
| Cash Grant | $150,219 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Description of Procedure for Monitoring Use of Funds | FormAndLineReferenceDesc |
| Explanation | DURING FY25, USES CONTINUED WITH THE SECOND COHORT IN ITS GUARANTEED INCOME PROGRAM, CALLED STRIVING TOWARD ECONOMIC PROSPERITY (STEP). THIS COHORT INCLUDED 16 FAMILIES RECEIVING $850 MONTHLY PAYMENTS FOR A PERIOD OF 18 MONTHS (BEGINNING IN DEC 2023). THROUGHOUT THE TERM OF THE PROGRAM, PARTICIPANTS COMPLETED SURVEYS TO SHOW HOW THE FUNDS WERE USED TO SUPPORT THEIR FAMILIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jerrell Cox | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $220,830 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $15,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,684 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $244,514 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II: | FormAndLineReferenceDesc |
| Explanation | THE CEO WAS AWARDED A $15,000 BONUS IN JUNE 2024, AS PART OF THE ANNUAL PERFORMANCE REVIEW BY THE BOARD. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,211 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EVENT SUPPLIES | 6 | $2,023 | DONOR'S COST BASIS |
| Yes (X) | Misc. Classroom Supplies | 1 | $200 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1, COLUMN B: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN PART I, COLUMN B REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B: | THE FORM 990 IS REVIEWED BY THE PRESIDENT/CEO, COO, OUTSOURCED ACCOUNTING FIRM, FINANCE/AUDIT COMMITTEE, AND THE BOARD CHAIR BEFORE IT IS FILED. IN ADDITION, A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE BOARD OF DIRECTORS HAS A WRITTEN CONFLICT OF INTEREST POLICY. PURSUANT TO THE POLICY, DIRECTORS WHO BELIEVE A POTENTIAL TRANSACTION WITH USES MAY INVOLVE A CONFLICT MUST REPORT THAT TRANSACTION AND ALL MATERIAL FACTS IN WRITING TO THE EXECUTIVE COMMITTEE. NO INVOLVED DIRECTOR MAY BE PRESENT FOR THE DISCUSSION OR VOTE, NOR MAY SUCH DIRECTOR INFLUENCE OR MAKE RECOMMENDATIONS WITH RESPECT TO SUCH VOTE. A DISINTERESTED MAJORITY OF THE EXECUTIVE COMMITTEE (OR A DISINTERESTED MAJORITY OF THE BOARD, IF A MAJORITY OF THE EXECUTIVE COMMITTEE IS DISQUALIFIED FROM ACTING) WILL VOTE ON THE TRANSACTION. APPROVAL SHALL BE BASED ON A FINDING THAT THE TRANSACTION IS FAIR TO USES AND IN THE BEST INTERESTS OF THE ORGANIZATION, THAT IT APPEARS THAT USES CANNOT OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT AND THAT THE TRANSACTION WILL NOT CONSTITUTE AN EXCESS BENEFIT UNDER SECTION 4958 TO THE INTERNAL REVENUE CODE. ANNUALLY, EACH BOARD MEMBER WILL SIGN A STATEMENT PROVIDED BY USES TO THE EFFECT THAT HE/SHE HAS READ AND UNDERSTANDS THIS POLICY AND AGREES TO COMPLY WITH IT. THE DIRECTOR WILL ALSO DISCLOSE ON THAT STATEMENT INFORMATION RELATING TO POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, THE ORGANIZATION HAS A SEPARATE CONFLICT OF INTEREST POLICY THAT IS APPLICABLE TO ALL EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES) WHICH REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS TO IMMEDIATE MANAGERS AND/OR HR. |
| FORM 990, PART VI, SECTION B, LINE 15A: | IN JUNE 2025, THE EXECUTIVE COMMITTEE OF THE BOARD CONDUCTED A PERFORMANCE REVIEW (WHICH INCLUDED INPUT FROM THE ENTIRE BOARD) AND ADJUSTED THE CEO'S COMPENSATION IN ACCORDANCE WITH A MARKET REVIEW. THIS COMPENSATION ADJUSTMENT WAS APPROVED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15B: | In October of 2024, the COO's position was expanded to oversee programs. As part of this change, the CEO and Director of HR performed a compensation analysis to determine the COO's new salary. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | PROCESS DID NOT CHANGE FROM PRIOR YEAR. |
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