GREENWICH ADULT DAY CARE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREENWICH ADULT DAY CARE INC (EIN 06-1066787)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-21
- IRS object ID
- 202501119349300820
- Schema version
- 2023v6.0
- 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) |
|---|---|---|
| Return | 2025-04-21T10:36:11-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 SUMMER STREET 5TH FLOOR EAST | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061066787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWICH ADULT DAY CARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2036220079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 RIVER ROAD EXT | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEE HERNANDEZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2036220079 | PhoneNum |
| Signature | 2025-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA MRUK | PreparerPersonNm |
| PTIN | P00543254 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Preparation | 2025-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVER HOUSE ADULT DAY CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEE HERNANDEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 RIVER ROAD EXT | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,548,946 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THERIVERHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO ADDRESS THE IMPACT OF AGING ON FAMILIES IN OUR COMMUNITY BY PROVIDING COMPREHENSIVE, SUPPORTIVE SERVICES IN A COMPASSIONATE, SAFE AND ENGAGING SETTING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 61 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,084,746 | PYContributionsGrantsAmt |
| CY Contributions Grants | $669,185 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $714,245 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $866,561 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$994 | PYOtherRevenueAmt |
| CY Other Revenue | $7,920 | CYOtherRevenueAmt |
| PY Total Revenue | $1,797,997 | PYTotalRevenueAmt |
| CY Total Revenue | $1,543,666 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $597,861 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $29,964 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,045,607 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,105,824 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $133,542 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $630,719 | PYOtherExpensesAmt |
| CY Other Expenses | $712,348 | CYOtherExpensesAmt |
| PY Total Expenses | $2,274,187 | PYTotalExpensesAmt |
| CY Total Expenses | $1,848,136 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$476,190 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$304,470 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,377,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,143,242 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $109,747 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $180,056 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,267,656 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,963,186 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RIVER HOUSE ADULT DAY CARE ADDRESSES THE IMPACT OF AGING ON FAMILIES IN OUR COMMUNITY BY PROVIDING COMPREHENSIVE, SUPPORTIVE SERVICES IN A COMPASSIONATE, SAFE AND ENGAGING SETTING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,339,403 | ExpenseAmt |
| Grant | $29,964 | GrantAmt |
| Revenue | $866,561 | RevenueAmt |
| Desc | FROM JULY 1, 2023 THROUGH JUNE 30, 2024, GREENWICH ADULT DAY CARE (DOING BUSINESS AS RIVER HOUSE ADULT DAY CENTER) WAS OPEN 251 DAYS AND PROVIDED THE FOLLOWING SERVICES ON 8,733 CLIENT DAYS.RIVER HOUSE'S HEALTH PROGRAM ADDRESSES THE IMPACT OF AGING ON FAMILIES IN THE GREENWICH AND STAMFORD COMMUNITY BY PROVIDING COMPREHENSIVE, SUPPORTIVE SERVICES IN A COMPASSIONATE, SAFE AND ENGAGING SETTING. AGING ADULTS ARE ADMITTED TO RIVER HOUSE BECAUSE THEY ARE STRUGGLING WITH SOCIAL ISOLATION, DEPRESSION, PHYSICAL IMPAIRMENTS, COGNITIVE CONFUSION AND STRUGGLE WITH THE ABILITY TO MANAGE ACTIVITIES OF DAILY LIVING SUCH AS PERSONAL HYGIENE, BATHING, DRESSING, TRANSFERRING, AMBULATION, TOILETING AND EATING. THE RIVER HOUSE HEALTH PROGRAM ADDRESSES THESE CHALLENGES AND MORE. HEALTH EVENTS CAN BE EVEN HARDER TO DIAGNOSE AND TREAT WITH AN AGING ADULT AS MANY ILLNESSES CAN PRESENT THEMSELVES AS CHANGES IN TEMPERAMENT AND BEHAVIOR INSTEAD OF MORE OBVIOUS PHYSICAL SYMPTOMS. CLIENTS WITH ALZHEIMER'S, DEMENTIA, PARKINSON'S AND OTHER AILMENTS THAT AFFECT COGNITIVE AWARENESS ARE LESS ABLE TO EFFECTIVELY COMMUNICATE OR EVEN IDENTIFY PHYSICAL SYMPTOMS. PAIN OR DISCOMFORT MIGHT BE REFLECTED AS A CHANGE IN THEIR DISPOSITION OR MOOD. AT RIVER HOUSE, OUR PROFESSIONAL TEAM MONITORS THE MOOD AND BEHAVIOR OF EACH CLIENT AND IS TRAINED TO RECOGNIZE SLIGHT CHANGES THAT OTHERWISE MAY BE IGNORED OR MISUNDERSTOOD. AT THE FIRST SIGN OF A CHANGE, OUR PROFESSIONAL TEAM JUMPS INTO ACTION, NOTIFYING THE FAMILY, CAREGIVERS AND PHYSICIAN SO THAT A RECOMMENDATION FOR FURTHER FOLLOW-UP CAN BE ADVISED. THE NATIONAL AVERAGE COST FOR A SINGLE EMERGENCY ROOM VISIT IS UPWARDS OF $1,500, NOT INCLUDING TESTING TYPICALLY ASSOCIATED WITH CONDITIONS SUCH AS A URINARY TRACT INFECTION, A COMMON AILMENT AMONG SENIORS. THE FEE FOR AN EMERGENCY ROOM VISIT MULTIPLIES DRAMATICALLY WHEN PATIENTS HAVE COGNITIVE IMPAIRMENTS (SUCH AS ALZHEIMER'S DISEASE), BECAUSE IT IS MORE DIFFICULT FOR PATIENTS TO EXPRESS THEMSELVES. RIVER HOUSE'S HEALTH PROGRAM HAS PROVEN TO REDUCE EMERGENCY HOSPITALIZATIONS, REDUCE NURSING HOME ADMISSIONS AND INCREASE THE ABILITY FOR AGING ADULTS TO REMAIN IN THE COMFORT OF THEIR HOMES.RIVER HOUSE'S THERAPEUTIC RECREATION PROGRAM IS CRITICAL TO THE PHYSICAL, EMOTIONAL AND SOCIAL WELL-BEING AND COGNITIVE SUCCESS OF OUR PARTICIPANTS. THE PROGRAM BREAKS DOWN ISOLATION AND INCREASES STIMULATION, SOCIALIZATION AND CONSISTENCY. RIVER HOUSE OFFERS THERAPEUTIC, STIMULATING, SPECIALIZED AND MUCH-LOVED ACTIVITIES TO OUR CLIENTS. MOST OF OUR CLIENTS ARE FRAGILE AND HAVE VARYING PHYSICAL AND MENTAL CONSTRAINTS. OUR THERAPEUTIC RECREATION PROGRAM OFFERS A VARIETY OF EXERCISE, MUSIC AND SENSORY PROGRAMS THAT ARE DESIGNED TO ADDRESS THE FRAGILITY AND COGNITIVE CHALLENGES OF OUR POPULATION, THUS HELPING CLIENTS TO IMPROVE THEIR PHYSICAL AND COGNITIVE HEALTH, CIRCULATION, AND ULTIMATELY, THEIR QUALITY OF LIFE. CAREGIVER SUPPORT SERVICESAT RIVER HOUSE, WE UNDERSTAND THAT CARING FOR AN AGING LOVED ONE CAN WEIGH HEAVILY ON A CAREGIVER. SERVICES OFFERED INCLUDE:- INDIVIDUAL AND FAMILY COUNSELING- FAMILY CONSULTATIONS- AN EVALUATION OF NEEDS- HOME AND PERSONAL SAFETY INFORMATION- ASSISTANCE WITH ADVANCED CARE PLANNING- CAREGIVER SUPPORT GROUPS | Desc |
| Total Program Service Expenses | $1,339,403 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAIME RUGGIERO | PersonNm |
| Phone | 2036220079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RIVER HOUSE 125 RIVER ROAD EXT | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JOANN MCCARTHY | |||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN QUIGLEY | |||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROCCO NATALE | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LEN BEINSTEIN | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE COSBY | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER KEANE | |||||||
| DIRECTOR | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANN HAGMANN | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LORRAINE RYAN KELLY | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LEAH MARMON | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY MARTINO | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY MCCARTHY | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULINA OGILIVIE | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE SAUL | |||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA SPELLMAN MS | |||||||
| EXECUTIVE DIRECTOR, THRU 08/2023 | 40.00 | 0.00 | Yes (X) | $161,192 | $0 | $3,234 | |
| DEE HERNANDEZ | |||||||
| EXECUTIVE DIRECTOR, AS OF 11/2023 | 40.00 | 0.00 | Yes (X) | $10,589 | $0 | $180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $171,781 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,414 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $25,000 | FederatedCampaignsAmt |
| Fundraising | $13,729 | FundraisingAmt |
| Government Grants | $209,067 | GovernmentGrantsAmt |
| All Other Contributions | $421,389 | AllOtherContributionsAmt |
| Total Contributions | $669,185 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT FEES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $866,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $866,561 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $866,561 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,200 | TotalRevenueColumnAmt |
| Exclusion | $13,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $13,729 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $5,280 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,280 | TotalRevenueColumnAmt |
| Exclusion | -$5,280 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,543,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $866,561 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,920 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,482 | TotalAmt |
| Program Services | $13,482 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,482 | TotalAmt |
| Program Services | $16,482 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,246 | TotalAmt |
| Program Services | $57,893 | ProgramServicesAmt |
| Management And General | $112,866 | ManagementAndGeneralAmt |
| Fundraising | $56,487 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,840 | TotalAmt |
| Program Services | $633,672 | ProgramServicesAmt |
| Management And General | $25,446 | ManagementAndGeneralAmt |
| Fundraising | $35,722 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,314 | TotalAmt |
| Program Services | $9,236 | ProgramServicesAmt |
| Management And General | $1,847 | ManagementAndGeneralAmt |
| Fundraising | $1,231 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,702 | TotalAmt |
| Program Services | $71,027 | ProgramServicesAmt |
| Management And General | $14,205 | ManagementAndGeneralAmt |
| Fundraising | $9,470 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,722 | TotalAmt |
| Program Services | $57,542 | ProgramServicesAmt |
| Management And General | $11,508 | ManagementAndGeneralAmt |
| Fundraising | $7,672 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,365 | TotalAmt |
| Management And General | $8,365 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,845 | TotalAmt |
| Management And General | $29,845 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,381 | TotalAmt |
| Program Services | $17,303 | ProgramServicesAmt |
| Management And General | $29,078 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,104 | TotalAmt |
| Management And General | $18,104 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,483 | TotalAmt |
| Program Services | $21,569 | ProgramServicesAmt |
| Management And General | $36,057 | ManagementAndGeneralAmt |
| Fundraising | $3,857 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,409 | TotalAmt |
| Program Services | $29,557 | ProgramServicesAmt |
| Management And General | $5,911 | ManagementAndGeneralAmt |
| Fundraising | $3,941 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,066 | TotalAmt |
| Program Services | $30,865 | ProgramServicesAmt |
| Management And General | $2,216 | ManagementAndGeneralAmt |
| Fundraising | $1,985 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,729 | TotalAmt |
| Program Services | $53,729 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,056 | TotalAmt |
| Program Services | $5,056 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,200 | TotalAmt |
| Program Services | $123,480 | ProgramServicesAmt |
| Management And General | $6,860 | ManagementAndGeneralAmt |
| Fundraising | $6,860 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,319 | TotalAmt |
| Program Services | $15,989 | ProgramServicesAmt |
| Management And General | $3,198 | ManagementAndGeneralAmt |
| Fundraising | $2,132 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEALS | $99,427 | $99,427 | ||
| REPAIRS AND MAINTENANCE | $83,693 | $75,323 | $4,185 | $4,185 |
| LEGAL SETTLEMENT | $65,500 | $65,500 | ||
| PROGRAM SUPPLIES | $7,771 | $7,771 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,848,136 | TotalAmt |
| Program Services | $1,339,403 | ProgramServicesAmt |
| Management And General | $375,191 | ManagementAndGeneralAmt |
| Fundraising | $133,542 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,832 | BOYAmt |
| EOY | $102,195 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,100 | BOYAmt |
| EOY | $14,400 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,165 | BOYAmt |
| EOY | $154,969 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,435 | BOYAmt |
| EOY | $6,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,230,814 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,423,207 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,939,080 | BOYAmt |
| EOY | $2,807,607 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,636 | BOYAmt |
| EOY | $57,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,377,403 | BOYAmt |
| EOY | $3,143,242 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,111 | BOYAmt |
| EOY | $122,420 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,636 | BOYAmt |
| EOY | $57,636 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,747 | BOYAmt |
| EOY | $180,056 | 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 | $3,057,872 | BOYAmt |
| EOY | $2,743,484 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,784 | BOYAmt |
| EOY | $219,702 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,267,656 | BOYAmt |
| EOY | $2,963,186 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,377,403 | BOYAmt |
| EOY | $3,143,242 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$304,470 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $838,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $984,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,404,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,084,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $669,185 | CurrentTaxYearAmt |
| Total | $4,981,618 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $838,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $984,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,404,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,084,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $669,185 | CurrentTaxYearAmt |
| Total | $4,981,618 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $965,542 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,016,076 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,200 | CurrentTaxYearAmt |
| Total | $37,200 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $2,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,021,440 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,395,528 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,505,244 | BeginningYearBalanceAmt |
| Contributions | $48,482 | ContributionsAmt |
| Investment Earnings Or Losses | $193,883 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,000 | OtherExpendituresAmt |
| End Year Balance | $1,712,609 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $862,347 | BeginningYearBalanceAmt |
| Contributions | $708,180 | ContributionsAmt |
| Investment Earnings Or Losses | $59,717 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $125,000 | OtherExpendituresAmt |
| End Year Balance | $1,505,244 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $836,498 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| Investment Earnings Or Losses | $24,151 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| End Year Balance | $862,347 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $778,185 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $133,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $836,498 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $958,331 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,888 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $175,258 | OtherExpendituresAmt |
| End Year Balance | $778,185 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,764,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,014,632 | DepreciationAmt |
| Book Value | $2,749,419 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $466,763 | OtherCostOrOtherBasisAmt |
| Depreciation | $408,575 | DepreciationAmt |
| Book Value | $58,188 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,807,607 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,737,549 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $193,883 | OtherRevenueAmt |
| Revenue Not Reported | $193,883 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,543,666 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,543,666 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,834,654 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,834,654 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $13,482 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,482 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,848,136 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS SECURITY DEPOSITS FROM THE SENIORS IN AN ESCROW ACCOUNT. THESE DEPOSITS ARE RETURNED TO THE SENIORS WHEN THEY LEAVE THE CENTER. |
| PART V, LINE 4: | GADC'S ENDOWMENT FUND IS HELD BY GREENWICH ADULT DAY CARE TRUST FUND (THE "FUND"), A RELATED TAX-EXEMPT ENTITY. THE FUND MAINTAINS DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS WHOSE PURPOSE IS TO PROVIDE LONG-TERM SUPPORT FOR PROGRAMS OF GADC INCLUDING FUNDING FOR MEALS, CLIENT FEES, SCHOLARSHIPS, AND CREATIVE ART. |
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT GADC HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INVESTMENTS OF RELATED ORGANIZATION 193,883. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION TO RELATED ORG. ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS 13,482. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWICH ADULT DAY CARE TRUST FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 RIVER ROAD EXTENSION | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 222894544 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $13,482 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO MAINTAIN INVESTMENT ASSETS FOR THE BENEFIT THE OF GREENWICH ADULT DAY CARE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SUBSIDIZED ADULT DAY CARE | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $16,482 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GADC PROVIDES FINANCIAL ASSISTANCE TO SENIORS THAT CANNOT AFFORD THE COST OF DAY CARE. THE SUBSIDY IS APPLIED DIRECTLY TO THEIR ACCOUNT. A. ALL FUNDS PROVIDED TO RECIPIENTS ARE USED UNIVERSALLY, ALL INTENDED TO SUBSIDIZE THE COST OF DAILY CARE. SINCE OUR SERVICES ARE ALL-INCLUSIVE, "CLIENT SUBSIDY" FUNDS ARE USED TO SUPPORT THE OVERALL COST FOR A DAY OF CARE. WE DO NOT OFFER AN ALA CARTE SERVICE. B. A CLIENT QUALIFIES FOR FUNDS DEPENDING ON THE SOURCE OF FUNDING AND THE CLIENT'S SPECIFIC NEEDS. FOR EXAMPLE, A CLIENT QUALIFIES FOR THE CT HOMECARE PROGRAM FOR ELDERS (CHCPE) IF THEY HAVE A FINANCIAL NEED, ALONG WITH A QUALIFYING DIAGNOSIS. ELIGIBILITY FOR THIS PROGRAM IS DETERMINED BY THE SOUTHWESTERN CT AGENCY ON AGING. C. MONITORING FOR CLIENT SUBSIDY FUNDS IS DONE VIA REPORTS TO THE FUNDING AGENCIES. FOR EXAMPLE, WE PROVIDE A 60-DAY REPORT TO THE SOUTHWESTERN CT AGENCY ON AGING. WE ALSO PROVIDE A QUARTERLY REPORT TO THE GREENWICH DEPARTMENT OF HUMAN SERVICES FOR TRANSPORTATION SERVICES. WE PROVIDE AN INTERIM REPORT AND A FINAL REPORT TO THE GREENWICH UNITED WAY. D. FOR FUNDING THAT IS MONITORED INTERNALLY, CLIENTS ARE SELECTED BASED ON FINANCIAL NEED. FINANCIAL NEED IS BASED ON INCOME CATEGORIES PROVIDED BY THE TOWN OF GREENWICH AND THE CITY OF STAMFORD. THE GRANT TO THE TRUST IS TO A RELATED SUPPORTING ORGANIZATION, WHICH SHARES THE SAME BOARD AND GOVERNANCE. MONITORING THE USE OF THE GRANT FUNDS IS SUBSTANTIATED THROUGH COMMON MANAGEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA SPELLMAN MS | PersonNm |
| Title | EXECUTIVE DIRECTOR, THRU 08/2023 | TitleTxt |
| Base Compensation Filing Org | $104,961 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $56,231 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,234 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $164,426 | 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 | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | DONNA SPELLMAN. MS, EXECUTIVE DIRECTOR, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $56,231 WHICH IS INCLUDED IN PART II, COLUMN (B)(III). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING DIRECTORS HAVE A FAMILY RELATIONSHIP: JEFFREY MCCARTHY AND JOANN MCCARTHY |
| FORM 990, PART VI, SECTION B, LINE 11B | GADC HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 IS PREPARED, IT IS PROVIDED TO THE AUDIT COMMITTEE FOR THEIR REVIEW BEFORE THE FULL BOARD RECIEVES A COPY FOR THEIR REVIEW AND COMMENT. AFTER ANY COMMENTS ARE ADDRESSED AND RESOLVED, THE RETURN IS APPROVED BY THE BOARD FOR FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO CERTIFY, IN WRITING, ADHERENCE WITH DISCLOSURES FOR ANY POTENTIAL OR ACTUAL CONFLICTS TO THE CURRENT CODE OF ETHICS AND CONFLICT OF INTEREST POLICY. THE SIGNED CERTIFICATIONS OF ADHERENCE ARE SUBMITTED TO THE AUDIT COMMITTEE FOR REVIEW. ANNUALLY, THE AUDIT COMMITTEE REVIEWS THE ORGANIZATION'S COMPLIANCE WITH ITS CODE OF ETHICS AND CONFLICT OF INTEREST POLICY AND REPORTS ITS FINDINGS TO THE EXECUTIVE COMMITTEE, WHICH TAKES ACTION AS REQUIRED. IF A POTENTIAL OR ACTUAL CONFLICT EXISTS, THE PRESIDENT OF THE BOARD OR EXECUTIVE DIRECTOR WILL BE NOTIFIED PROMPTLY AND INVESTIGATE THE CONFLICTING INTEREST TRANSACTION. THE RESULTS OF THE INVESTIGATION WILL BE DOCUMENTED BY THE CHAIR OF THE AUDIT COMMITTEE AND REPORTED TO THE BOARD OF DIRECTORS. IF IT IS ESTABLISHED THAT AN ACTUAL CONFLICT EXISTS, THE MEMBER OF THE BOARD OR STAFF IS NOTIFIED AND IS NOT ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME AS THERE IS NO LONGER A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION FORMED A COMPENSATION COMMITTEE AND CONDUCTED A COMPENSATION COMPARISON STUDY, UTILIZING FORM 990'S FROM OTHER ORGANIZATIONS. UPON COMPLETION OF THE STUDY, THE ORGANIZATION RECEIVED APPROVAL FROM THE BOARD OF DIRECTORS, APPROVING THE COMPENSATION STUDY. THE COMMITTEE USED THE STUDY FOR THE DETERMINATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS AND DOCUMENTED IN THE MINUTES. THIS PROCESS IS COMPLETED ON AN ANNUAL BASIS. THE LAST ANNUAL COMPENSATION REVIEW PROCESS TOOK PLACE IN MAY/JUNE 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | GADC MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. GADC ALSO MAKES ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. ADDITIONALLY, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BYLAWS ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWICH ADULT DAY CARE TRUST FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 RIVER ROAD EXT | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222894544 | EIN |
| Primary Activities | MANAGES THE INVESTMENTS FOR GREENWICH ADULT DAY CARE | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWICH ADULT DAY CARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWICH ADULT DAY CARE TRUST FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $13,482 | InvolvedAmt |
| Method Of Amount Determination | CASH VALUE | MethodOfAmountDeterminationTxt |
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