BOUGAINVILLA HOUSE INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BOUGAINVILLA HOUSE INC (EIN 59-2120945)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349100131
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T04:31:51-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650841907 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles A Krblich PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1119 Southeast Third Avenue | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592120945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bougainvilla House Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOUG | BusinessNameControlTxt |
| Phone | 9547647337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 SE 4th Avenue | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Veronica Cartagena | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 9547647337 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Veronica | PersonFirstNm |
| Person Last | Cartagena | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles A Krblich | PreparerPersonNm |
| PTIN | P00145578 | PTIN |
| Phone | 9547644554 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,024,397 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $223,001 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72,625 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,625 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,170 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $19,042 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $737,196 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,156,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $720,534 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $433,800 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $286,734 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,820 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $33,933 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,887 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,653 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $20,930 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,723 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,375 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $193,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137,905 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,176 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $49,739 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $49,739 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,246 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $36,363 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $13,450 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $72,767 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $72,767 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $340,586 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $45,198 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $295,388 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,859 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $24,885 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,974 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,627 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $1,380 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,247 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $546,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $232,743 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303,365 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,121,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $901,999 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,042,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,121,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $901,999 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,042,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$964,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,311 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,815 | CashBOYAmt |
| Cash EOY | $91,899 | CashEOYAmt |
| Cash EOYFMV | $91,899 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $207,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,594 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $178,034 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $146,626 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $178,034 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $178,034 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $28,187 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,641 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,326 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,371,132 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,207,962 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,170,250 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,387,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,774,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,726,592 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,750,560 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,516,393 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,476,778 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $455,706 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $3,293,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,474,400 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,430,740 | LandBOYAmt |
| Land EOY | $1,819,379 | LandEOYAmt |
| Land EOYFMV | $3,244,840 | LandEOYFMVAmt |
| Other Assets BOY | $4,084 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,084 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,084 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,790,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,723,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,024,397 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $82,448 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $94,771 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $881,115 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $881,115 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,290 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $963,563 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $977,176 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,827,118 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,746,199 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,827,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,746,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,790,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,723,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,827,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$964,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,042 | OtherIncreasesAmt |
| Subtotal | $6,881,554 | SubtotalAmt |
| Other Decreases | $135,355 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,746,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley-short-term-see statement attached | P | 2022-07-01 | 2023-06-30 | $974,700 | $0 | $1,002,220 | -$27,520 | $0 | $0 | $0 | -$27,520 |
| Morgan Stanley-long-term-see statement attached | P | 2018-07-01 | 2023-06-30 | $2,418,057 | $0 | $2,371,495 | $46,562 | $0 | $0 | $0 | $46,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,042 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$27,520 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,700 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$9,700 | OriginalReturnOverpaymentAmt |
| Overpayment | $9,015 | OverpaymentAmt |
| Applied To ES Tax | $7,000 | AppliedToESTaxAmt |
| Refund | $2,015 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | tbhcares.org | WebsiteAddressTxt |
| Individual With Books | Veronica Cartegena | IndividualWithBooksNm |
| Phone | 9547647337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 SE 4 Avenue | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Marlene Aguero | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Director | 1.00 | $0 | $0 | $0 |
| Carrie Andersen | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Director | 1.00 | $0 | $0 | $0 |
| Lulrick Balzora | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Chairman | 1.00 | $0 | $0 | $0 |
| Veronica Cartagena | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Pres/CEO | 40.00 | $103,016 | $0 | $0 |
| Cynthia Kelly | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Former CEO | 40.00 | $165,792 | $0 | $0 |
| Todd Kirkpatrick | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Director | 1.00 | $0 | $0 | $0 |
| Dr Kenny Felix | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Director | 1.00 | $0 | $0 | $0 |
| Teresa Herrlinger | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Secretary | 1.00 | $0 | $0 | $0 |
| Kerry Ross | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Director | 1.00 | $0 | $0 | $0 |
| Kathy Trebbi | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Treasurer | 1.00 | $0 | $0 | $0 |
| Emily Tworoger | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Director | 1.00 | $0 | $0 | $0 |
| Christine Yates | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Director | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Darian Clark | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Clinical Supervisor | 40.00 | $58,292 | $0 | $0 |
| Christine Guerrieri | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Office Manager | 40.00 | $56,737 | $0 | $0 |
| Adam Hurlburt | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Assistant Clinical D | 40.00 | $66,735 | $0 | $0 |
| Katherine Lewis | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Clinical Director | 40.00 | $73,077 | $0 | $0 |
| Christopher Valls | ||||||||
| 1721 SE 4 Avenue | Fort Lauderdale | FL | 33316 | Clinical Supervisor | 40.00 | $60,750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Aperio Group | |||||
| 2665 S Bayshore Drive Suite 306 | Miami | FL | 33133 | Human resources consulting | $63,375 |
| Clinic of Innovative Minds PA | |||||
| 5011 West Stirling Ranch Circle | Fort Lauderdale | FL | 33314 | Medical Director | $55,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Operation of outpatient addiction, mental health, and family counseling facility. | Description1Txt |
| Expenses1 | $1,053,073 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,649,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,864,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,864,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,761,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $685 | TotalTaxAmt |
| Distributable Before Adj | $337,389 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $337,389 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $337,389 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,042,683 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,042,683 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,389 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $342,888 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $381,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $474,632 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $530,464 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $735,734 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,465,097 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,042,683 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,042,683 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,507,780 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $337,389 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $342,888 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,164,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $381,379 | ExcessFromYear4Amt |
| Excess From Year3 | $474,632 | ExcessFromYear3Amt |
| Excess From Year2 | $530,464 | ExcessFromYear2Amt |
| Excess From Year1 | $735,734 | ExcessFromYear1Amt |
| Excess From Current Year | $1,042,683 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Fees for service | Desc |
| Related Or Exempt Function Incm | $737,196 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,625 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,170 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $196,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $737,196 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $933,991 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | The Organization's main purpose is to provide an outpatient treatment |
| 1a | center for youth suffering from addiction. The income reported above |
| 1a | are fees for such services. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ReachCorp | ||||||
| 1 | 4031 NE 25 Avenue | Fort Lauderdale | FL | 33308 | $10,000 | Yes (X) |
| The Alfred & Rose Miniaci Foundation | ||||||
| 2 | 2500 N Federal Highway 300 | Fort Lauderdale | FL | 33305 | $10,000 | Yes (X) |
| Scott BurgessAviation Legal | ||||||
| 3 | 888 S Andrews Ave 303 | Fort Lauderdale | FL | 33316 | $7,500 | Yes (X) |
| Morgan Stanley | ||||||
| 4 | 100 N Tampa St Ste 3000 | Tampa | FL | 33602 | $5,000 | Yes (X) |
| Project OpioidGreater Ft Lauderdale Alliance | ||||||
| 5 | 432 Charley Avenue | Fort Lauderdale | FL | 33312 | $7,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Charles A Krblich PA CPAs Audit & tax services | $10,775 | $10,775 |
| Kaufman Rossin Audit | $12,600 | $12,600 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (55 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| Land 1727 | 1993-06-01 | $34,060 | $0 | 0 | 0.000000000000 | $0 | |
| Building 1727 | 1993-06-01 | $96,940 | $72,079 | SL | 39.000000000000 | $2,497 | $2,497 |
| Building Improve | 1995-06-01 | $871,428 | $648,623 | SL | 39.000000000000 | $18,632 | $18,632 |
| Leasehold Improvement | 2005-10-31 | $41,114 | $41,114 | 150DB | 15.000000000000 | $0 | |
| Land 321 | 1995-06-01 | $80,370 | $0 | 0 | 0.000000000000 | $0 | |
| Land Bereavement | 2005-10-31 | $186,450 | $0 | 0 | 0.000000000000 | $0 | |
| Building 321 | 1995-06-01 | $115,655 | $80,133 | SL | 39.000000000000 | $2,970 | $2,970 |
| Building 1715-17 | 2012-05-07 | $725,764 | $188,420 | SL | 39.000000000000 | $18,609 | $18,609 |
| Land 1715-17 | 2012-05-07 | $181,441 | $0 | 0 | 0.000000000000 | $0 | |
| Furniture | 2012-03-13 | $12,002 | $12,002 | 200DB | 7.000000000000 | $0 | |
| Building Bereavement | 2005-10-31 | $406,361 | $176,610 | SL | 39.000000000000 | $10,307 | $10,307 |
| Improvements | 2012-11-06 | $11,140 | $2,753 | SL | 39.000000000000 | $286 | $286 |
| Kipu Software | 2014-06-15 | $20,000 | $20,000 | SL | 3.000000000000 | $0 | |
| Furniture & fixtures | 2012-11-18 | $3,600 | $3,600 | SL | 7.000000000000 | $0 | |
| Office furniture | 2012-11-20 | $1,360 | $1,360 | SL | 7.000000000000 | $0 | |
| Office furniture | 2012-12-04 | $2,964 | $2,964 | SL | 7.000000000000 | $0 | |
| Office furniture | 2013-01-08 | $3,041 | $3,041 | SL | 7.000000000000 | $0 | |
| Office furniture | 2013-01-09 | $6,930 | $6,930 | SL | 7.000000000000 | $0 | |
| Air conditioner | 2013-01-28 | $10,705 | $10,705 | SL | 7.000000000000 | $0 | |
| Improvements 1727 | 2013-02-12 | $14,917 | $3,585 | SL | 39.000000000000 | $383 | $383 |
| Equipment | 2013-03-22 | $2,540 | $2,540 | SL | 7.000000000000 | $0 | |
| Furniture & fixtures | 2013-05-08 | $1,107 | $1,107 | SL | 7.000000000000 | $0 | |
| Improvements 1715/1717 | 2013-05-10 | $230,063 | $53,828 | SL | 39.000000000000 | $5,899 | $5,899 |
| Furniture & fixtures | 2013-05-14 | $2,191 | $2,191 | SL | 7.000000000000 | $0 | |
| Furniture - Villa | 2013-06-13 | $6,138 | $6,138 | SL | 7.000000000000 | $0 | |
| Fire sprinkler system | 2013-06-14 | $3,643 | $842 | SL | 39.000000000000 | $93 | $93 |
| Building improvements 321 SE 18 St | 2015-02-24 | $15,342 | $2,899 | SL | 39.000000000000 | $393 | $393 |
| Improvements 1715 SE 4th Avenue | 2014-09-15 | $1,700 | $342 | SL | 39.000000000000 | $44 | $44 |
| Roof replacement 1715 SE 4th | 2014-10-07 | $7,000 | $1,383 | SL | 39.000000000000 | $180 | $180 |
| Sewer connection replacement 1717 SE 4th | 2015-02-24 | $3,400 | $642 | SL | 39.000000000000 | $87 | $87 |
| Refrigerator 321 SE 18th Street | 2014-12-15 | $1,040 | $1,040 | SL | 5.000000000000 | $0 | |
| Roof 1721 | 2015-09-25 | $4,500 | $781 | SL | 39.000000000000 | $115 | $115 |
| Roof 1717 | 2015-12-23 | $7,300 | $1,223 | SL | 39.000000000000 | $187 | $187 |
| BioSound Chair | 2015-07-01 | $10,360 | $9,620 | SL | 7.000000000000 | $740 | $740 |
| Roof 321 | 2015-10-07 | $3,548 | $610 | SL | 39.000000000000 | $91 | $91 |
| Air conditioner 321 | 2015-11-15 | $9,800 | $9,100 | SL | 7.000000000000 | $700 | $700 |
| Fence | 2016-01-07 | $4,895 | $2,120 | SL | 15.000000000000 | $326 | $326 |
| Air Conditioner 1715 | 2016-01-07 | $5,025 | $4,666 | SL | 7.000000000000 | $359 | $359 |
| Roof 321 | 2016-06-06 | $11,980 | $1,855 | SL | 39.000000000000 | $307 | $307 |
| Canvas Awning Villa | 2016-07-07 | $3,900 | $3,064 | SL | 7.000000000000 | $557 | $557 |
| Air Conditioner | 2018-02-15 | $3,025 | $1,944 | SL | 7.000000000000 | $432 | $432 |
| Fence | 2017-08-30 | $1,650 | $495 | SL | 15.000000000000 | $110 | $110 |
| Air Conditioner - 1715-1717 | 2018-10-10 | $4,185 | $397 | SL | 39.000000000000 | $107 | $107 |
| Cabling and Phones | 2018-12-10 | $7,385 | $3,693 | SL | 7.000000000000 | $1,055 | $1,055 |
| Furniture | 2018-08-30 | $4,210 | $2,105 | SL | 7.000000000000 | $601 | $601 |
| Interior renovations - 321 | 2018-09-16 | $29,876 | $2,904 | SL | 39.000000000000 | $766 | $766 |
| Air conditioner - 1721 | 2019-06-29 | $4,625 | $362 | SL | 39.000000000000 | $119 | $119 |
| Paving | 2020-01-30 | $8,500 | $1,417 | SL | 15.000000000000 | $567 | $567 |
| Telecommunications wiring | 2019-08-19 | $16,150 | $5,768 | SL | 7.000000000000 | $2,307 | $2,307 |
| Building Improvments 1715 | 2019-09-16 | $16,850 | $1,206 | SL | 39.000000000000 | $432 | $432 |
| Improvements 1721 | 2021-05-25 | $8,730 | $252 | SL | 39.000000000000 | $224 | $224 |
| Improvement 1715 | 2021-02-26 | $10,683 | $377 | SL | 39.000000000000 | $274 | $274 |
| Computer equipment | 2021-08-06 | $1,836 | $184 | SL | 5.000000000000 | $367 | $367 |
| Communications wiring 1717-1715 | 2021-12-03 | $8,660 | $619 | SL | 7.000000000000 | $1,237 | $1,237 |
| Airconditioning unit | 2022-07-18 | $5,700 | SL | 7.000000000000 | $407 | $407 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See statement attached | BondNm |
| EOY Book Value | $1,516,393 | EOYBookValueAmt |
| EOYFMV | $1,476,778 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See statement attached | StockNm |
| EOY Book Value | $2,774,389 | EOYBookValueAmt |
| EOYFMV | $3,726,592 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,207,962 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,170,250 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Land | $482,321 | $0 | $482,321 |
| Buildings and improvements | $2,663,904 | $1,350,062 | $1,313,842 |
| Furniture and fixtures | $63,738 | $59,506 | $4,232 |
| Equipment | $83,816 | $64,832 | $18,984 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ira Marcus PA Legal services | $2,723 | $0 | $2,723 |
| Tripp Scott Legal services | $25,930 | $20,930 | $5,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refundable deposits | Desc |
| BOY Book Value | $4,084 | BOYBookValueAmt |
| EOY Book Value | $4,084 | EOYBookValueAmt |
| EOYFMV | $4,084 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized losses | $134,670 |
| Excise tax on net investment income | $685 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising & promotion | $136,870 | $134,380 | $2,490 |
| Office supplies & expenses | $126,359 | $58,187 | $68,172 |
| Charity care | $411 | $411 | |
| Clinical assessments | $1,965 | $1,965 | |
| Contract staff | $223,436 | $20,730 | $192,316 |
| Dues and subscriptions | $8,526 | $2,171 | $6,355 |
| Insurance | $27,239 | $8,803 | $18,436 |
| Permits & licenses | $9,766 | $1,976 | $7,790 |
| Training & education | $11,926 | $6,496 | $5,430 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program service revenue | Desc |
| Revenue And Expenses Per Books | $737,196 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net capital gains | Desc |
| Amt | $19,042 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred revenue | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,290 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Morgan Stanley Investment Mgmt | $65,030 | $65,030 | |
| Clinic of Innovative Minds PA Medical Director | $55,176 | $55,176 | |
| Aperio Group HR Consulting | $63,375 | $63,375 | |
| Gwyn Swartz Consulting | $2,000 | $2,000 | |
| Julie Lander Consulting | $7,500 | $7,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Payroll | $49,813 | $36,363 | $13,450 | |
| Other | $5,246 | $5,246 |
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