CUTTY LEGACY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CUTTY LEGACY FOUNDATION (EIN 86-1007325)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-29
IRS object ID
202420899349301237
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-29T14:11:34-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12355 E CAMELBACK RD STE 900AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP850169065ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861007325EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CUTTY LEGACY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCUTTBusinessNameControlTxt
Phone4808388111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 W LODGE DRAddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85283ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFF BERNICKPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone4808388111PhoneNum
Signature2024-03-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFPersonFirstNm
Person LastBERNICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA ANN BLUNT CPAPreparerPersonNm
PTINP00075126PTIN
Phone4803151040PhoneNum
Preparation2024-03-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFF BERNICKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 W LODGE DRAddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85283ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$425,112GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, (CONT'D ON SCH O) ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORT FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$59,945PYInvestmentIncomeAmt
CY Investment Income$267,627CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$59,945PYTotalRevenueAmt
CY Total Revenue$267,627CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$33,629PYOtherExpensesAmt
CY Other Expenses$28,137CYOtherExpensesAmt
PY Total Expenses$33,629PYTotalExpensesAmt
CY Total Expenses$48,137CYTotalExpensesAmt
PY Revenues Less Expenses$26,316PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$219,490CYRevenuesLessExpensesAmt
Total Assets BOY$1,774,494TotalAssetsBOYAmt
Total Assets EOY$1,924,110TotalAssetsEOYAmt
Total Liabilities BOY$270,423TotalLiabilitiesBOYAmt
Total Liabilities EOY$125,156TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,504,071NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,798,954NetAssetsOrFundBalancesEOYAmt
MissionTO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION, ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE AND SUPPORT FAMILIES CARING FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$31,540ExpenseAmt
Grant$20,000GrantAmt
DescTHE CUTTY LEGACY FOUNDATION HELD PROPERTY FOR THE BENEFIT OF THE CENTERS FOR HABILITATION/TCH.Desc
Total Program Service Expenses$31,540TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAYASHREE GANESANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4808388111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 WEST LODGE DRIVEAddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85283ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANDREW JOHNSON
CHAIR0.500.50Yes (X)Yes (X)$0$0$0
CECILIA ASHE
VICE CHAIR0.500.50Yes (X)Yes (X)$0$0$0
KATHRYN HASKEW
SECRETARY0.500.50Yes (X)$0$0$0
CINDY LEE
TREASURER0.500.50Yes (X)$0$0$0
MEAGHAN KRAMER
DIRECTOR0.500.50Yes (X)$0$0$0
SHERYL CARITY
DIRECTOR0.500.50Yes (X)$0$0$0
MARTHA BYRD
DIRECTOR0.500.50Yes (X)$0$0$0
SURESH MURUGESAN
DIRECTOR0.500.50Yes (X)$0$0$0
MIKE JONES
DIRECTOR0.500.50Yes (X)$0$0$0
RYAN HOGAN
DIRECTOR0.500.50Yes (X)$0$0$0
TAYLOR GIBSON
DIRECTOR0.500.50Yes (X)$0$0$0
CHAD PRICE
DIRECTOR0.500.50Yes (X)$0$0$0
PAT LITTLE-UPAH
DIRECTOR (THRU 6/30/23)0.500.50Yes (X)$0$0$0
JEFF BERNICK
PRESIDENT/CEO2.0038.00Yes (X)$0$209,252$26,500
JAYASHREE GANESAN
CHIEF FINANCIAL OFFICER2.0038.00Yes (X)$0$143,301$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$352,553TotReportableCompRltdOrgAmt
Total Other Compensation$26,500TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,112TotalRevenueColumnAmt
Exclusion$25,112ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$400,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$157,485OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$242,515OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$242,515TotalRevenueColumnAmt
Exclusion$242,515ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$267,627TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$267,627ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Program Services$20,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,600TotalAmt
Management And General$5,600ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,468TotalAmt
Management And General$10,468ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$529TotalAmt
Management And General$529ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,540TotalAmt
Program Services$11,540ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$48,137TotalAmt
Program Services$31,540ProgramServicesAmt
Management And General$16,597ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,181BOYAmt
EOY$185,484EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$740,186LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$106,545LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$756,365BOYAmt
EOY$633,641EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,014,948BOYAmt
EOY$1,104,985EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,774,494BOYAmt
EOY$1,924,110EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$270,423BOYAmt
EOY$125,156EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$270,423BOYAmt
EOY$125,156EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,504,071BOYAmt
EOY$1,798,954EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,504,071BOYAmt
EOY$1,798,954EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,774,494BOYAmt
EOY$1,924,110EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$219,490ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$75,393NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE CENTERS FOR HABILITATIONTCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN860217033EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$20,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$20,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$545,000OtherCostOrOtherBasisAmt
Book Value$545,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$195,186OtherCostOrOtherBasisAmt
Depreciation$106,545DepreciationAmt
Book Value$88,641BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$633,641TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PARTYDesc
Amt$125,156Amt
FieldValueIRS element (for citing)
Total Liability$125,156TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CENTERS FOR HABILITATIONTCHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 W LODGE DRAddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85283ZIPCd
FieldValueIRS element (for citing)
Recipient EIN860217033RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$20,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantREMODEL EXPENSE FOR A GROUP HOMEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJEFF BERNICKPersonNm
TitlePRESIDENT/CEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$190,539CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$5,315BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$13,398OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$26,500DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$235,752TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE CEO IS PAID BY THE CENTERS FOR HABILITATION, A RELATED TAX-EXEMPT ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3EMPLOYEES OF THE CENTERS FOR HABILITATION (TCH) PROVIDE ADMINISTRATIVE AND MANAGEMENT SUPPORT FOR THE ORGANIZATION. THE ORGANIZATION REIMBURSES TCH FOR THESE EXPENSES.
FORM 990, PART VI, SECTION A, LINE 7ADIRECTORS OF THE SUPPORTED ORGANIZATIONS, TCH, ARE AUTOMATICALLY, BY REASON OF SUCH OFFICE, ELECTED AS A DIRECTORS OF CUTTY LEGACY FOUNDATION (CLF). THE PRESIDENT/CEO OF TCH IS AUTOMATICALLY A VOTING MEMBER OF THE BOARD OF DIRECTORS AND THE CEO OF CLF. THE TERM OF EACH DIRECTOR AND OFFICER IS DEPENDENT ON THEIR TERM WITHIN TCH.
FORM 990, PART VI, SECTION A, LINE 7BTHE SUPPORTED ORGANIZATION, TCH, HAS THE RIGHT AND AUTHORITY TO APPROVE: AMENDMENTS TO ARTICLES OF INCORPORATION OR BYLAWS; INCURRENCE OF DEBT (OTHER THAN TRADE DEBT INCURRED IN THE ORDINARY COURSE OF THE ORGANIZATION'S OPERATIONS); ADOPTION OF PLAN OF MERGER OR CONSOLIDATION; SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE ASSETS OF THE ORGANIZATION; AND DISSOLUTION OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO OF TCH. THEN, A DRAFT FORM 990 WAS EMAILED TO THE MEMBERS OF THE BOARD FOR REVIEW PRIOR TO THE FILING OF THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CIT IS THE POLICY OF THE CUTTY LEGACY FOUNDATION (CLF) TO AVOID ANY CONFLICT OF INTEREST IN SERVICE ON OR ACTIONS TAKEN BY THE BOARD OF DIRECTORS (THE "BOARD"). DIRECTORS DO NOT VOTE ON NOR PARTICIPATE IN THE BOARD DISCUSSION REGARDING ANY MATTER IN WHICH HE OR SHE IS INVOLVED THAT WILL DIRECTLY OR INDIRECTLY FINANCIALLY AFFECT ANOTHER SERVICE ORGANIZATION, BUSINESS, OR ACTIVITY WITH WHICH THAT DIRECTOR IS ALSO CLOSELY ASSOCIATED AND MAY PERSONALLY BENEFIT FROM THAT ASSOCIATION. IF IT IS DETERMINED THAT A CONFLICT DOES EXIST, THAT PERSON WILL NOT VOTE ON NOR PARTICIPATE IN THE DISCUSSION OF ANY MATTERS RELATED TO THE ITEM THAT CREATES THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. THE CEO IS COMPENSATED BY THE CENTERS FOR HABILITATION (TCH). TCH'S EXECUTIVE COMMITTEE RECOMMENDS THE CEO'S COMPENSATION TO THE BOARD FOR THEIR APPROVAL. ONLY INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE AND BOARD ARE PERMITTED TO DELIBERATE AND VOTE ON THE COMPENSATION. THE EXECUTIVE COMMITTEE REFERS TO INFORMATION REPORTED IN THE 990 RETURNS OF COMPARABLE ORGANIZATIONS AND OTHER DATA SOURCES IN THEIR DECISION, WHICH IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMMITTEE'S MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE CENTERS FOR HABILITATIONTCHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 WEST LODGE DRIVEAddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85283ZIPCd
FieldValueIRS element (for citing)
EIN860217033EIN
Primary ActivitiesSUPPORT PEOPLE WITH DISABILITIESPrimaryActivitiesTxt
Legal Domicile StateAZLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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