ASCENTRIA CARE ALLIANCE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASCENTRIA CARE ALLIANCE INC (EIN 04-2496563)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-06
- IRS object ID
- 202401279349302260
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T11:10:00-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BATTERYMARCH PARK SUITE 100 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 | 042496563 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASCENTRIA CARE ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASCE | BusinessNameControlTxt |
| Phone | 7742433900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SHATTUCK STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA BOVILL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7742433900 | PhoneNum |
| Signature | 2024-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANGELA | PersonFirstNm |
| Person Last | BOVILL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE NIHILL | PreparerPersonNm |
| PTIN | P01350943 | PTIN |
| Phone | 7819821001 | PhoneNum |
| Preparation | 2024-04-26 | 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) |
|---|---|---|
| Principal Officer | ANGELA BOVILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SHATTUCK STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,108,108 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 6011 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASCENTRIA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1872 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 95 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,421,993 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,211,235 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,260,653 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,822,208 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,572 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,269 | CYInvestmentIncomeAmt |
| PY Other Revenue | $47,821 | PYOtherRevenueAmt |
| CY Other Revenue | $25,396 | CYOtherRevenueAmt |
| PY Total Revenue | $11,741,039 | PYTotalRevenueAmt |
| CY Total Revenue | $8,108,108 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,487,376 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,255,634 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $929,508 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,883,715 | PYOtherExpensesAmt |
| CY Other Expenses | $3,699,723 | CYOtherExpensesAmt |
| PY Total Expenses | $11,371,091 | PYTotalExpensesAmt |
| CY Total Expenses | $10,955,357 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $369,948 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,847,249 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,158,029 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,566,554 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,215,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,564,419 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,942,826 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,002,135 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Revenue | $6,822,208 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES BOARD DEVELOPMENT, PUBLIC RELATIONS, CHURCH RELATIONS, HUMAN RESOURCE MANAGEMENT, WORKER'S COMPENSATION AND UNEMPLOYMENT CLAIMS MANAGEMENT, GROUP PURCHASING, DEBT MANAGEMENT, ACCOUNTING, COMPLIANCE, AND BENEFITS MANAGEMENT TO ITS RELATED ORGANIZATIONS. | Desc |
| 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 95 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA BOVILL | PersonNm |
| Phone | 7819970900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SHATTUCK STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01605 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANGELA BOVILL | ||||||||
| PRESIDENT & CEO | 4.00 | 36.00 | Yes (X) | Yes (X) | $368,782 | $0 | $36,569 | |
| JEANETTE WADE | ||||||||
| EXECUTIVE VP/CFO/COO | 4.00 | 36.00 | Yes (X) | $299,314 | $0 | $14,669 | ||
| MICHELLE BETTIGOLE | ||||||||
| EXECUTIVE VP/CSCS | 5.00 | 35.00 | Yes (X) | $221,013 | $0 | $40,943 | ||
| JEFFREY KINNEY | ||||||||
| CHIEF OF STRATEGIC DEVELOP | 4.00 | 36.00 | Yes (X) | $218,987 | $0 | $7,258 | ||
| NANCY MEEGAN | ||||||||
| CHIEF HUMAN SERVICES OFFIC | 40.00 | 0.00 | $218,180 | $0 | $5,957 | Yes (X) | ||
| KAREN-LOUISE L WALKER PHD | ||||||||
| VP OF DEVELOPMENT | 40.00 | 0.00 | $157,281 | $0 | $1,815 | Yes (X) | ||
| DEBORAH WADE | ||||||||
| REGIONAL CLINICAL DIRECTOR - RN | 40.00 | 0.00 | $152,919 | $0 | $7,619 | Yes (X) | ||
| YVETTE F DOBRUCK | ||||||||
| REG ADMIN OPS DIR-RN/LNHA | 40.00 | 0.00 | $150,309 | $0 | $418 | Yes (X) | ||
| AIMEE MITCHELL | ||||||||
| CHIEF OF COMMUNITY SERVICES | 0.50 | 39.50 | Yes (X) | $139,042 | $0 | $26,774 | ||
| NICHOLAS RUSSO | ||||||||
| TREASURER | 4.00 | 36.00 | Yes (X) | $133,952 | $0 | $3,600 | ||
| APRIL KELLY | ||||||||
| CHIEF OF STAFF | 40.00 | 0.00 | $130,776 | $0 | $21,051 | Yes (X) | ||
| TARA BROWNE | ||||||||
| CLERK/EXECUTIVE ASSISTANT | 4.00 | 36.00 | Yes (X) | $70,645 | $0 | $9,006 | ||
| NICHOLAS SOUSA | ||||||||
| ASSISTANT CORPORATE CLERK & EXECUTIVE ASSISTANT | 4.00 | 36.00 | Yes (X) | $32,155 | $0 | $4,253 | ||
| KEITH ROBERTSON | ||||||||
| DIRECTOR | 0.50 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM MAYO | ||||||||
| DIRECTOR | 2.00 | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STACEY LUSTER | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA RUHE | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER SCHMIDT | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARYBETH CAMPBELL | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR BRIAN GIBBS | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THE REV ROSS GOODMAN | ||||||||
| VICE CHAIR | 2.00 | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FREDERICK JENOURE | ||||||||
| CHAIR | 2.00 | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV DEBORAH JACKSON | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARRAN FISHER | ||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHISH COWLAGI | ||||||||
| SECRETARY | 0.50 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER BARTHOLOMEW | ||||||||
| FINANCIAL SECRETARY | 0.50 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE TAPPAN AS OF 223 | ||||||||
| CHIEF OF STRATEGIC ADVANCEMENT | 4.00 | 36.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,293,355 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,932 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAY AND ASSOCIATES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 257 TURNPIKE ROAD | AddressLine1Txt |
| City | SOUTHBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01772 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTANT | ServicesDesc |
| Compensation | $831,891 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,211,235 | AllOtherContributionsAmt |
| Total Contributions | $1,211,235 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $6,822,208 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,822,208 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,822,208 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,269 | TotalRevenueColumnAmt |
| Exclusion | $49,269 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $25,396 | TotalRevenueColumnAmt |
| Exclusion | $25,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,396 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,108,108 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,822,208 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674,667 | TotalAmt |
| Management And General | $1,440,213 | ManagementAndGeneralAmt |
| Fundraising | $234,454 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,570,067 | TotalAmt |
| Management And General | $4,114,459 | ManagementAndGeneralAmt |
| Fundraising | $455,608 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,673 | TotalAmt |
| Management And General | $482,224 | ManagementAndGeneralAmt |
| Fundraising | $56,449 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,227 | TotalAmt |
| Management And General | $420,259 | ManagementAndGeneralAmt |
| Fundraising | $51,968 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,891 | TotalAmt |
| Management And General | $181,891 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,899 | TotalAmt |
| Management And General | $63,899 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,175 | TotalAmt |
| Management And General | $77,175 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,169,076 | TotalAmt |
| Management And General | $1,143,915 | ManagementAndGeneralAmt |
| Fundraising | $25,161 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,864 | TotalAmt |
| Management And General | $52,657 | ManagementAndGeneralAmt |
| Fundraising | $37,207 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,174 | TotalAmt |
| Management And General | $44,230 | ManagementAndGeneralAmt |
| Fundraising | $7,944 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,788 | TotalAmt |
| Management And General | $689,835 | ManagementAndGeneralAmt |
| Fundraising | $27,953 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,312 | TotalAmt |
| Management And General | $689,832 | ManagementAndGeneralAmt |
| Fundraising | $3,480 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,397 | TotalAmt |
| Management And General | $91,609 | ManagementAndGeneralAmt |
| Fundraising | $1,788 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,297 | TotalAmt |
| Management And General | $40,297 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,157 | TotalAmt |
| Management And General | $112,079 | ManagementAndGeneralAmt |
| Fundraising | $78 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,625 | TotalAmt |
| Management And General | $47,625 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,687 | TotalAmt |
| Management And General | $89,687 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $271,381 | TotalAmt |
| Management And General | $243,963 | ManagementAndGeneralAmt |
| Fundraising | $27,418 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,955,357 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,025,849 | ManagementAndGeneralAmt |
| Fundraising | $929,508 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,497,591 | BOYAmt |
| EOY | $309,823 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,216,832 | BOYAmt |
| EOY | $3,604,062 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790 | BOYAmt |
| EOY | $99,715 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,646 | BOYAmt |
| EOY | $387,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $314,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $252,076 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,646 | BOYAmt |
| EOY | $62,440 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,484,252 | BOYAmt |
| EOY | $1,579,755 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,866 | BOYAmt |
| EOY | $65,801 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,375,406 | BOYAmt |
| EOY | $2,457,453 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,158,029 | BOYAmt |
| EOY | $8,566,554 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,196 | BOYAmt |
| EOY | $998,621 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382 | BOYAmt |
| EOY | $382 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,100,000 | BOYAmt |
| EOY | $1,680,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,625 | BOYAmt |
| EOY | $885,416 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,215,203 | BOYAmt |
| EOY | $3,564,419 | 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 | $1,498,030 | BOYAmt |
| EOY | $7,240,210 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,444,796 | BOYAmt |
| EOY | -$2,238,075 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,942,826 | BOYAmt |
| EOY | $5,002,135 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,158,029 | BOYAmt |
| EOY | $8,566,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,847,249 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $91,772 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$960,214 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$225,000 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $565,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $774,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,421,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,211,235 | CurrentTaxYearAmt |
| Total | $5,307,114 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,776,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,158,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,596,841 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,260,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,822,208 | CurrentTaxYearAmt |
| Total | $33,614,830 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,109,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,724,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,371,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,682,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,033,443 | CurrentTaxYearAmt |
| Total | $38,921,944 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,015 | CurrentTaxYearAmt |
| Total | $533,444 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,883 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,015 | CurrentTaxYearAmt |
| Total | $533,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $38,388,500 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,269 | CurrentTaxYearAmt |
| Total | $170,529 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,269 | CurrentTaxYearAmt |
| Total | $170,529 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,396 | CurrentTaxYearAmt |
| Total | $81,617 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,169,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,772,292 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,382,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,741,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,108,108 | CurrentTaxYearAmt |
| Total | $39,174,090 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98120 | PublicSupportPY509Pct |
| Investment Income CY | 0.00440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00350 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2018 AMOUNT: $ 4,052. 2019 AMOUNT: $ 2,785. 2020 AMOUNT: $ 1,563. 2021 AMOUNT: $ 47,821. 2022 AMOUNT: $ 25,396. | ExplanationTxt |
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 | $933,880 | BeginningYearBalanceAmt |
| End Year Balance | $933,880 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $933,880 | BeginningYearBalanceAmt |
| End Year Balance | $933,880 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $933,880 | BeginningYearBalanceAmt |
| End Year Balance | $933,880 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $933,880 | BeginningYearBalanceAmt |
| End Year Balance | $933,880 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $933,880 | BeginningYearBalanceAmt |
| End Year Balance | $933,880 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | 0 | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1 | OtherCostOrOtherBasisAmt |
| Book Value | $1 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,960 | DepreciationAmt |
| Book Value | $8,936 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,806 | OtherCostOrOtherBasisAmt |
| Depreciation | $95,358 | DepreciationAmt |
| Book Value | $12,448 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,758 | DepreciationAmt |
| Book Value | $41,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $62,440 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ELCA ENDOWMENT FUND | $854,048 | C |
| INVESTMENT HELD IN TRUST | $725,707 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,579,755 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTIES | $1,581,950 |
| PENSION ASSET | $303,947 |
| SECURITY DEPOSITS | $27,000 |
| BENEFICIAL INTEREST IN LIFE INSURAN | $53,488 |
| RIGHT OF USE ASSET, NET | $491,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,457,453 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRAVELERS PENSION PLAN | $421,375 |
| LEASE LIABILITIES | $464,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $885,416 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN ACCORDANCE WITH THE DONOR REQUIREMENTS THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY UNTIL APPROPRIATED FOR EXPENDITURE TO BE USED FOR GENERAL PURPOSES OF THE ORGANIZATION. |
| PART X, LINE 2: | ALL THE MEMBERS OF THE ORGANIZATION ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND APPLICABLE STATE CODES. ACCORDINGLY, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES HAVE BEEN MADE. ADDITIONALLY, THE ORGANIZATION QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANGELA BOVILL | ||||||||||||||
| PRESIDENT & CEO | $368,782 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $36,569 | $0 | $405,351 | $0 | $0 | $0 |
| JEANETTE WADE | ||||||||||||||
| EXECUTIVE VP/CFO/COO | $299,314 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,669 | $0 | $313,983 | $0 | $0 | $0 |
| MICHELLE BETTIGOLE | ||||||||||||||
| EXECUTIVE VP/CSCS | $221,013 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $40,943 | $0 | $261,956 | $0 | $0 | $0 |
| JEFFREY KINNEY | ||||||||||||||
| CHIEF OF STRATEGIC DEVELOP | $218,987 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,258 | $0 | $226,245 | $0 | $0 | $0 |
| NANCY MEEGAN | ||||||||||||||
| CHIEF HUMAN SERVICES OFFIC | $218,180 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,957 | $0 | $224,137 | $0 | $0 | $0 |
| KAREN-LOUISE L WALKER PHD | ||||||||||||||
| VP OF DEVELOPMENT | $157,281 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,815 | $0 | $159,096 | $0 | $0 | $0 |
| DEBORAH WADE | ||||||||||||||
| REGIONAL CLINICAL DIRECTOR - RN | $152,919 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,619 | $0 | $160,538 | $0 | $0 | $0 |
| YVETTE F DOBRUCK | ||||||||||||||
| REG ADMIN OPS DIR-RN/LNHA | $150,309 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $418 | $0 | $150,727 | $0 | $0 | $0 |
| AIMEE MITCHELL | ||||||||||||||
| CHIEF OF COMMUNITY SERVICES | $139,042 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $26,774 | $0 | $165,816 | $0 | $0 | $0 |
| APRIL KELLY | ||||||||||||||
| CHIEF OF STAFF | $130,776 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,051 | $0 | $151,827 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY A NATIONAL INDEPENDENT ACCOUNTING FIRM FROM INFORMATION PROVIDED BY MANAGEMENT. FINANCIAL MANAGEMENT WILL REVIEW THE FORM 990 WHEN IT IS COMPLETED. ASCENTRIA CARE ALLIANCE, INC.'S (ACA) AUDIT COMMITTEE PROVIDES SECONDARY REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE IRS. THE COMPLETE FORM 990 IS POSTED TO THE BOARD INTRANET FOR REVIEW BY THE ACA FINANCE COMMITTEE AS WELL AS ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR, OFFICER, EMPLOYEE, COMMITTEE MEMBER, OR VOLUNTEER OF ACA OR ITS SUBSIDIARIES, WHETHER BECAUSE OF HIS/HER EMPLOYMENT, BUSINESS INTERESTS, INVESTMENTS, OR OTHERWISE, WHO HAS INTERESTS THAT DO OR MAY, DIRECTLY OR INDIRECTLY, COMPETE WITH OR BE IN CONFLICT WITH THE INTERESTS OF ACA SHALL PROMPTLY DISCLOSE ALL MATERIAL FACTS OF SUCH CONFLICT OF INTEREST IN WRITING TO THE CHAIRPERSON OF THE BOARD OF DIRECTORS AND/OR TO THE PRESIDENT OF ACA. SUCH PERSON SHALL ALSO ANNOUNCE THE SAME AT ANY MEETING OR DISCUSSION IN WHICH HE/SHE IS A PARTICIPANT AND AT WHICH SUCH CONFLICT ARISES AND SHALL REFRAIN FROM ACTING THEREON. AFTER DISCLOSURE OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER ACA CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN ACA'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE WILL OBTAIN RESEARCH TO MAKE A RECOMMENDATION FOR THE COMPENSATION OF THE CEO. A REVIEW OF COMPARABILITY DATA MAY INCLUDE THE FOLLOWING: COMPENSATION STUDIES BY INDEPENDENT SOURCES, WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATION, DOCUMENTED PHONE CALLS ABOUT SIMILAR CEO POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILING OF SIMILAR ORGANIZATION. THE EXECUTIVE COMMITTEE WILL DOCUMENT ITS DECISIONS IN THE MINUTES OF THE MEETING. THE DOCUMENTATION OF THE CEO'S COMPENSATION INCLUDES: A DISCUSSION OF THE CEO'S RESPONSIBILITIES; ANNUAL PERFORMANCE REVIEW, DESCRIPTION OF THE COMPENSATION, BENEFITS, AND APPROVAL DATE; LIST OF COMMITTEE MEMBERS PRESENT DURING THE DISCUSSION; ACTIONS TAKEN WITH RESPECT TO THE DECISION OF THE COMPENSATION; AND A RECORD OF THE RESULT OF THE COMPENSATION VOTE. COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES INCLUDE A SIMILAR PROCESS HOWEVER, AMOUNTS ARE APPROVED BY THE CEO. A REVIEW OF COMPARABILITY DATA MAY INCLUDE THE FOLLOWING: COMPENSATION STUDIES BY INDEPENDENT SOURCES, WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATION, DOCUMENTED PHONE CALLS ABOUT SIMILAR POSITIONS, AND INFORMATION OBTAINED FROM THE IRS FORM 990 FILING OF SIMILAR ORGANIZATION. THE DOCUMENTATION OF THE OFFICERS AND KEY EMPLOYEES COMPENSATION INCLUDES: A DISCUSSION OF RESPONSIBILITIES; ANNUAL PERFORMANCE REVIEW, DESCRIPTION OF THE COMPENSATION, BENEFITS, AND APPROVAL DATE; ACTIONS TAKEN WITH RESPECT TO THE DECISION OF THE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,124. FUNDRAISING EXPENSES 1,500. TOTAL EXPENSES 18,624. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 303,790. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,790. CONSULTANTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 590,455. FUNDRAISING EXPENSES 16,393. TOTAL EXPENSES 606,848. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,921. FUNDRAISING EXPENSES 6,628. TOTAL EXPENSES 58,549. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 180,625. FUNDRAISING EXPENSES 640. TOTAL EXPENSES 181,265. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF EQUITY TO RELATED ORGANIZATIONS TRANSFER OF EQUITY -225,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELATED ORGANIZATIONS FILE UNDER GROUP EXEMPTION 6011 - DISCLOSURE NOT REQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | MA | LegalDomicileStateCd |
| 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (21 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASCENTRIA COMMUNITY SERVICESINC | ||
| L | $4,410,163 | MANAGEMENT FEES |
| LUTHERAN HOUSING CORP AT MIDDLETOWN INC | ||
| L | $75,274 | MANAGEMENT FEES |
| LUTHERAN ASSISTED LIVING AT MIDDLETOWN INC | ||
| L | $89,547 | MANAGEMENT FEES |
| LUTHER RIDGE AT MIDDLETOWN INC | ||
| L | $85,776 | MANAGEMENT FEES |
| LUTHERAN SERVICES ASSOCIATION INC | ||
| L | $65,263 | MANAGEMENT FEES |
| FAIR HAVENS INC | ||
| L | $422,987 | MANAGEMENT FEES |
| LUTHERAN HOME OF JAMAICA PLAIN INC | ||
| L | $280,563 | MANAGEMENT FEES |
| EMANUEL DEVELOPMENT CORPORATION | ||
| L | $366,220 | MANAGEMENT FEES |
| LUTHERAN HOME OF SOUTHBURY INC | ||
| L | $388,172 | MANAGEMENT FEES |
| LUTHERAN HOUSING CORP OF BROCKTON INC | ||
| L | $348,461 | MANAGEMENT FEES |
| ASCENTRIA COMMUNITY SERVICESINC | ||
| K | $251,151 | RENT |
| ASCENTRIA COMMUNITY SERVICESINC | ||
| K | $108,806 | DIRECT ADMIN |
| LUTHER HOME OF SOUTHBURY | ||
| D | $950,179 | DUE FROM |
| FAIR HAVENS INC | ||
| D | $894,218 | DUE FROM |
| LUTHER RIDGE AT MIDDLETOWN INC | ||
| D | $1,063,998 | DUE FROM |
| ASCENTRIA COMMUNITY CARE INC | ||
| D | $7,933,289 | DUE FROM |
| LUTHERAN HOME OF JAMAICA PLAIN INC | ||
| D | $1,117,277 | DUE FROM |
| EMANUEL DEVELOPMENT CORPORATION | ||
| D | $1,085,325 | DUE FROM |
| ASCENTRIA COMMUNITY SERVICESINC | ||
| E | $12,791,419 | DUE TO |
| LUTHERAN HOUSING CORPORATION BROCKTON | ||
| D | $897,769 | DUE FROM |
| ASCENTRIA CARE SERVICES | ||
| D | $338,896 | DUE FROM |
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