METROPOLITAN INTER-FAITH ASSOC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- METROPOLITAN INTER-FAITH ASSOC (EIN 62-0803601)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-25
- IRS object ID
- 202411169349300716
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T08:44:18-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 S SHADY GROVE RD STE 400 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 620803601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOLITAN INTER-FAITH ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METR | BusinessNameControlTxt |
| Phone | 9015270208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 VANCE AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA HEINZ | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9015270208 | PhoneNum |
| Signature | 2024-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARA | PersonFirstNm |
| Person Last | HEINZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | LAKRISHA J CASTLEBERRY | PreparerPersonNm |
| PTIN | P01677333 | PTIN |
| Phone | 9017613000 | PhoneNum |
| Preparation | 2024-04-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SARA HEINZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 VANCE AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,067,813 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIFA.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | MIFA SUPPORTS THE INDEPENDENCE OF VULNERABLE SENIORS AND FAMILIES IN CRISIS THROUGH HIGH-IMPACT PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 131 | TotalEmployeeCnt |
| Total Volunteers | 1234 | TotalVolunteersCnt |
| Total Gross UBI | -$125,029 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,091,153 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,292,973 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $566,840 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,519,767 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,001 | PYInvestmentIncomeAmt |
| CY Investment Income | $231,149 | CYInvestmentIncomeAmt |
| PY Other Revenue | $143,952 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,586 | CYOtherRevenueAmt |
| PY Total Revenue | $12,807,946 | PYTotalRevenueAmt |
| CY Total Revenue | $15,028,303 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,634,417 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,227,550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,738,250 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,237,346 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,464,561 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,183,205 | PYOtherExpensesAmt |
| CY Other Expenses | $5,286,035 | CYOtherExpensesAmt |
| PY Total Expenses | $12,555,872 | PYTotalExpensesAmt |
| CY Total Expenses | $14,750,931 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $252,074 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $277,372 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,491,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,462,798 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,252,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,516,708 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,238,596 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,946,090 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MIFA SUPPORTS THE INDEPENDENCE OF VULNERABLE SENIORS AND FAMILIES IN CRISIS THROUGH HIGH-IMPACT PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,993,541 | ExpenseAmt |
| Revenue | $1,457,179 | RevenueAmt |
| Desc | IN FY 2023 MIFA'S TWO SENIOR PROGRAMS PROMOTED INDEPENDENCE, HEALTH, AND DIGNITY THROUGH THESE SERVICES: - MIFA MEALS ON WHEELS SERVED 737,866 MEALS TO 4,418 SENIORS; OF THOSE CLIENTS, 3,140 RECEIVED HOME-DELIVERED MEALS AND 1,310 WERE SERVED AT CONGREGATE SITES. SURVEYED CLIENTS REPORTED THE FOLLOWING: 95.52% EAT HEALTHIER FOODS AS A RESULT OF THE PROGRAM, 90.62% BELIEVE THE PROGRAM HELPS THEM FEEL BETTER, AND 89.51% OF HOME-DELIVERED MEAL RECIPIENTS BELIEVE THE PROGRAM HELPS THEM CONTINUE LIVING IN THEIR OWN HOMES.- THE LONG-TERM CARE OMBUDSMAN PROGRAM'S TWO STAFF MEMBERS AND 17 VOLUNTEERS COMPLETED 376 VOLUNTEER HOURS WHILE PROVIDING ADVOCACY FOR THE CARE AND DIGNITY OF SENIORS LIVING IN LOCAL FACILITIES; THEY PROVIDED COMPLAINT RESOLUTION FOR 227 INDIVIDUALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,201,495 | ExpenseAmt |
| Grant | $4,227,550 | GrantAmt |
| Revenue | $56,000 | RevenueAmt |
| Desc | MIFA'S FIVE FAMILY PROGRAMS PROVIDED BASIC SERVICES TO PREVENT HOMELESSNESS, STABILIZE FAMILIES , AND ENCOURAGE INDEPENDENCE. MIFA OFFERS A SPECTRUM OF PERSONALIZED INTERVENTIONS DESIGNED TO ADDRESS THE VULNERABILITIES THAT COULD LEAD AN INDIVIDUAL OR FAMILY TO HOMELESSNESS. - OF THE 10,043 UNDUPLICATED HOUSEHOLDS THAT REQUESTED EMERGENCY SERVICES ASSISTANCE IN FY23, 1,902 (REPRESENTING 2,217 ADULTS AND 2,393 CHILDREN) RECEIVED UTILITY, RENT, OR MORTGAGE ASSISTANCE.- EMERGENCY SHELTER PLACEMENT SCREENED 2,446 FAMILIES FOR SERVICE AND REFERRED 618 REPRESENTING 746 ADULTS AND 1,686 CHILDREN TO SHELTERS.- THE RAPID REHOUSING PROGRAM CONNECTED 166 FAMILIES REPRESENTING 169 ADULTS AND 414 CHILDREN WITH PERMANENT, STABLE HOUSING.- THE 24-HOUR HOTLINE FOR HOMELESS FAMILIES SCREENED 8,426 CALLS FROM AN ESTIMATED 5,494 CALLERS REPRESENTING 5,582 ADULTS AND 7,683 CHILDREN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,027 | ExpenseAmt |
| Revenue | $6,709 | RevenueAmt |
| Desc | COMMUNITY SUPPORT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,200,063 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 213 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 131 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECIL MCGEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9015270208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 VANCE AVE | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38126 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DR STEPHEN COOK | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR DOUG DUNCAN | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR CARL PERSON | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR TED MILLER | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MS SARA HALL | ||||||
| LEGAL COUNSEL | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MS PAULA JACOBSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS CATHERINE MUSCARI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR BRIAN ATHOW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS CAPRICE MORGAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR SANDRA MADUBUONWU | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR ALAN BALDUCCI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN NICHOLS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR SUDHA GANGULI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR BYRON MOORE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS AYOKA POND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS MEGGAN WURZBURG KIEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS PEGGY JEAN CRAIG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS ALEXIA CUMMINGS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR DANISH SIDDIQUI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR SCOTT YOUNG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS ASHLEY B ROBILIO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOE STEWART | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS TISH TOWNS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN B SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS MARIA M LEGGETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VANESSA FRAZIER-BURGESS | ||||||
| CHRO | 40.00 | $99,463 | $0 | $4,360 | Yes (X) | |
| SARA HEINZ | ||||||
| PRESIDENT/CEO | 40.00 | $163,297 | $0 | $14,546 | Yes (X) | |
| ARNETTA MACKLIN | ||||||
| CAEO | 40.00 | $101,920 | $0 | $11,700 | Yes (X) | |
| CECIL MCGEE | ||||||
| CFO | 40.00 | $122,199 | $0 | $13,619 | Yes (X) | |
| ANNA KATHRYN WORD | ||||||
| CDO | 40.00 | $93,726 | $0 | $8,264 | Yes (X) | |
| GAYLA C SNYDER | ||||||
| COO | 40.00 | $95,567 | $0 | $16,343 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $676,172 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,832 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELIOR INC | |||||
| PO BOX 742992 | ATLANTA | GA | 30374 | FOOD VENDOR | $2,725,403 |
| GRACELAND HOSPITALITY LLCMOTEL 6 | |||||
| 1561 E BROOKS RD | MEMPHIS | TN | 38116 | HOTEL/MOTEL VENDOR | $495,471 |
| EAS GRACELAND LLC | |||||
| 1471 EAST BROOKS RD | MEMPHIS | TN | 38116 | HOTEL/ MOTEL VENDOR | $304,460 |
| PRO TECH SERVICE | |||||
| 3350 PLAYERS CLUB PARKWAY STE 120 | MEMPHIS | TN | 38125 | IT VENDOR | $273,618 |
| AIR TECHNICAL SERVICES | |||||
| PO BOX 9407 5505 N CUMBERLAIN AVE S | CHICAGO | IL | 60656 | HVAC VENDOR | $210,986 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $226,424 | FundraisingAmt |
| Government Grants | $6,370,701 | GovernmentGrantsAmt |
| All Other Contributions | $6,695,848 | AllOtherContributionsAmt |
| Noncash Contributions | $43,255 | NoncashContributionsAmt |
| Total Contributions | $13,292,973 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEE FOR SERVICES | 624100 | $1,043,938 | $1,043,938 |
| BCBS | 624100 | $121,816 | $121,816 |
| GENERAL | 624100 | $89,467 | $89,467 |
| CLIENT | 624100 | $72,635 | $72,635 |
| OLD WAIVER | 624100 | $68,528 | $68,528 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $123,383 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,519,767 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,630 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$125,029 | UnrelatedBusinessRevenueAmt |
| Exclusion | $335,659 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $20,519 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $20,519 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,519 | TotalRevenueColumnAmt |
| Exclusion | $20,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $226,424 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,510 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$39,510 | TotalRevenueColumnAmt |
| Exclusion | -$39,510 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 624100 | $23,803 | $23,803 | |
| MISCELLANEOUS REVENUE | 624100 | $121 | $121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,924 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,028,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,519,888 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$125,029 | UnrelatedBusinessRevenueAmt |
| Exclusion | $340,471 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,227,550 | TotalAmt |
| Program Services | $4,227,550 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,097 | TotalAmt |
| Program Services | $241,321 | ProgramServicesAmt |
| Management And General | $369,501 | ManagementAndGeneralAmt |
| Fundraising | $173,275 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,640,972 | TotalAmt |
| Program Services | $2,674,338 | ProgramServicesAmt |
| Management And General | $216,368 | ManagementAndGeneralAmt |
| Fundraising | $750,266 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,338 | TotalAmt |
| Program Services | $680 | ProgramServicesAmt |
| Management And General | $2,848 | ManagementAndGeneralAmt |
| Fundraising | $16,810 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,095 | TotalAmt |
| Program Services | $310,717 | ProgramServicesAmt |
| Management And General | $66,395 | ManagementAndGeneralAmt |
| Fundraising | $91,983 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,844 | TotalAmt |
| Program Services | $241,574 | ProgramServicesAmt |
| Management And General | $11,285 | ManagementAndGeneralAmt |
| Fundraising | $69,985 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,194 | TotalAmt |
| Management And General | $62,194 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,879 | TotalAmt |
| Management And General | $23,879 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $896,908 | TotalAmt |
| Program Services | $583,334 | ProgramServicesAmt |
| Management And General | $158,633 | ManagementAndGeneralAmt |
| Fundraising | $154,941 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,085 | TotalAmt |
| Program Services | $5 | ProgramServicesAmt |
| Management And General | $231 | ManagementAndGeneralAmt |
| Fundraising | $13,849 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,797 | TotalAmt |
| Program Services | $166,360 | ProgramServicesAmt |
| Management And General | $71,388 | ManagementAndGeneralAmt |
| Fundraising | $112,049 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,278 | TotalAmt |
| Program Services | $353,751 | ProgramServicesAmt |
| Management And General | $49,196 | ManagementAndGeneralAmt |
| Fundraising | $52,331 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,626 | TotalAmt |
| Program Services | $80,050 | ProgramServicesAmt |
| Management And General | $14,457 | ManagementAndGeneralAmt |
| Fundraising | $8,119 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,055 | TotalAmt |
| Program Services | $158,279 | ProgramServicesAmt |
| Management And General | $2,149 | ManagementAndGeneralAmt |
| Fundraising | $627 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,685 | TotalAmt |
| Program Services | $16,429 | ProgramServicesAmt |
| Management And General | $810 | ManagementAndGeneralAmt |
| Fundraising | $9,446 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,682 | TotalAmt |
| Program Services | $478 | ProgramServicesAmt |
| Management And General | $2,145 | ManagementAndGeneralAmt |
| Fundraising | $59 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,940 | TotalAmt |
| Program Services | $166,077 | ProgramServicesAmt |
| Management And General | $32,432 | ManagementAndGeneralAmt |
| Fundraising | $4,431 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,572 | TotalAmt |
| Program Services | $101,273 | ProgramServicesAmt |
| Management And General | $2,396 | ManagementAndGeneralAmt |
| Fundraising | $1,903 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| FOOD COST | $2,814,310 | $2,814,310 | |
| OFFICE MAINTENANCE | $62,392 | $59,028 | $3,364 |
| OTHER EXPENSES | $5,632 | $4,509 | $1,123 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,750,931 | TotalAmt |
| Program Services | $12,200,063 | ProgramServicesAmt |
| Management And General | $1,086,307 | ManagementAndGeneralAmt |
| Fundraising | $1,464,561 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,725,254 | BOYAmt |
| EOY | $5,707,113 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,976,292 | BOYAmt |
| EOY | $6,504,027 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,648,418 | BOYAmt |
| EOY | $1,253,421 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,238 | BOYAmt |
| EOY | $547,083 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,338,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,276,603 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $834,375 | BOYAmt |
| EOY | $1,061,572 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,243,798 | BOYAmt |
| EOY | $17,388,307 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,491,375 | BOYAmt |
| EOY | $32,462,798 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,916 | BOYAmt |
| EOY | $702,176 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,411,863 | BOYAmt |
| EOY | $2,814,532 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,252,779 | BOYAmt |
| EOY | $3,516,708 | 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 | $15,477,423 | BOYAmt |
| EOY | $17,184,942 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,761,173 | BOYAmt |
| EOY | $11,761,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,238,596 | BOYAmt |
| EOY | $28,946,090 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,491,375 | BOYAmt |
| EOY | $32,462,798 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $277,372 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,430,122 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $8,327,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,656,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,413,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,091,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,292,973 | CurrentTaxYearAmt |
| Total | $58,781,568 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,327,411 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,656,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,413,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,091,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,292,973 | CurrentTaxYearAmt |
| Total | $58,781,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,531,727 | SubstantialContributorsTotAmt |
| Public Support Total170 | $52,249,841 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,630 | CurrentTaxYearAmt |
| Total | $281,531 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $151,567 | CurrentTaxYearMinus4YearsAmt |
| Total | $151,567 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $174,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,803 | CurrentTaxYearAmt |
| Total | $198,605 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,413,271 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,321,174 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90790 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,935,195 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,334,083 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $605,000 | OtherExpendituresAmt |
| Administrative Expenses | $25 | AdministrativeExpensesAmt |
| End Year Balance | $15,664,253 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,473,679 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,288,484 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $750,000 | OtherExpendituresAmt |
| End Year Balance | $14,935,195 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,379,312 | BeginningYearBalanceAmt |
| Contributions | $527,500 | ContributionsAmt |
| Investment Earnings Or Losses | $5,129,637 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $562,770 | OtherExpendituresAmt |
| End Year Balance | $18,473,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,507,093 | BeginningYearBalanceAmt |
| Contributions | $30,004 | ContributionsAmt |
| Investment Earnings Or Losses | $350,215 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $508,000 | OtherExpendituresAmt |
| End Year Balance | $13,379,312 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,213,982 | BeginningYearBalanceAmt |
| Contributions | $17,004 | ContributionsAmt |
| Investment Earnings Or Losses | $482,216 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $206,109 | OtherExpendituresAmt |
| End Year Balance | $13,507,093 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,450 | OtherCostOrOtherBasisAmt |
| Book Value | $77,450 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,585,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,279,795 | DepreciationAmt |
| Book Value | $305,462 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,675,468 | OtherCostOrOtherBasisAmt |
| Depreciation | $996,808 | DepreciationAmt |
| Book Value | $678,660 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,061,572 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMUNITY FOUNDATION - ENDOWMENT FUND | -$42 | F |
| COMMUNITY FOUNDATION - LIFE ANNUITIES | $16,481 | F |
| MIFA ENDOWMENT SPECIAL FUND | $17,371,868 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,388,307 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,497,935 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,430,122 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $39,510 | OtherRevenueAmt |
| Revenue Not Reported | $1,469,632 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,028,303 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,028,303 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,790,441 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $39,510 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $39,510 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,750,931 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,750,931 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE A PERMANENT SOURCE OF SUPPLEMENTAL FUNDING TO ENHANCE DEVELOPMENT AND GROWTH OF MIFA PROGRAMS. |
| PART X, LINE 2: | THE ASSOCIATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED POSITIONS AS OF JUNE 30, 2023, AND THERE IS NO INTEREST OR PENALTIES RELATED TO INCOME TAX ASSESSMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 39,510. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 39,510. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,066,794 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,066,794 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,066,794 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 3, COLUMN F: | THIS AMOUNT REPRESENTS BOOK VALUE OF FOREIGN INVESTMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | OUR CITY OUR STORY | Event1Nm |
| Gross Receipts Event1 | $226,424 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $226,424 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $39,510 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $226,424 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $226,424 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $39,510 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,510 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$39,510 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ASSIST HOUSEHOLDS WITH RENTS, MORTGAGE, AND UTILITIES | GrantTypeTxt |
| Recipient | 1902 | RecipientCnt |
| Cash Grant | $4,227,550 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | 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 | SARA HEINZ | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $163,297 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,884 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,662 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $177,843 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| ALAN BALDUCCI | ||
| MR. BALDUCCI SERVES ON THE BOARD | MR. BALDUCCI WORKS FOR FIRST HORIZON BANK AND MIFA HAS A LINE OF CREDIT AND BANKING RELATIONSHIP WITH FIRST HORIZON BANK | 0 |
| TED MILLER | ||
| MR. MILLER SERVES ON THE BOARD | MR. MILLER WORKS FOR TRUIST BANK AND MIFA HAS A BANK ACCOUNT AT TRUIST BANK | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $43,255 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE INITIAL INFORMATION FOR THE 990 IS COMPILED BY THE CFO. THIS INFORMATION IS THEN REVIEWED BY THE CFO AND PRESIDENT/CEO. UPON COMPLETION OF THE FORM 990, THE PRESIDENT/CEO AND CFO CONDUCT A FINAL REVIEW. THE FORM 990 IS SENT TO THE FULL BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE PRESIDENT/CEO IS RESPONSIBLE FOR ENSURING EACH BOARD MEMBER AND KEY EMPLOYEE COMPLETE A DISCLOSURE ANNUALLY AND THAT SHE WILL MONITOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | MIFA USED A COMPENSATION CONSULTANT (RICHARD REINHARDT OF FORD AND HARRISON) AND INCLUDED COMPARATIVE DATA. SINCE THEN, THERE HAVE BEEN REGULAR RAISES FOR ALL STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE WEBSITE AND UPON REQUEST. FORM 990, THE ANNUAL AUDIT AND THE ANNUAL REPORT ARE MADE AVAILABLE ON THE WEB SITE. THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE ON THE WEB SITE AND UPON REQUEST. |
| FORM 990, PART XII, QUESTION 2C | THE OVERSIGHT AND SELECTION PROCESS FOR THE AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. |
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