AROOSTOOK HOSPICE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AROOSTOOK HOSPICE FOUNDATION (EIN 27-0301534)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-16
- IRS object ID
- 202431379349302403
- Schema version
- 2023v5.0
- 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 | 2024-05-16T14:10:23-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010411241 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESTER M KEARNEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1550 | AddressLine1Txt |
| City | PRESQUE ISLE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04769 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270301534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AROOSTOOK HOSPICE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AROO | BusinessNameControlTxt |
| Phone | 2077692402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 867 | AddressLine1Txt |
| City | PRESQUE ISLE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 047690722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M DUNCAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2077692402 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | DUNCAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | TIMOTHY P POITRAS | PreparerPersonNm |
| PTIN | P00542788 | PTIN |
| Phone | 2077643171 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AROOSTOOK HOUSE OF COMFORT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD M DUNCAN | PrincipalOfficerNm |
| Gross Receipts | $608,434 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AROOSTOOKHOUSEOFCOMFORT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | ME | LegalDomicileStateCd |
| Activity Or Mission | MAINTENANCE AND SUPPORT OF A 6 BED HOSPICE RESIDENTIAL FACILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $109,262 | PYContributionsGrantsAmt |
| CY Contributions Grants | $226,299 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $212,073 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $259,559 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $39,728 | CYInvestmentIncomeAmt |
| PY Other Revenue | $43,967 | PYOtherRevenueAmt |
| CY Other Revenue | $52,485 | CYOtherRevenueAmt |
| PY Total Revenue | $392,691 | PYTotalRevenueAmt |
| CY Total Revenue | $578,071 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,161 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $74,263 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $269,368 | PYOtherExpensesAmt |
| CY Other Expenses | $349,591 | CYOtherExpensesAmt |
| PY Total Expenses | $292,529 | PYTotalExpensesAmt |
| CY Total Expenses | $423,854 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $100,162 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $154,217 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,293,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,247,234 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,584,978 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,260,396 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,708,482 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,986,838 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE FOUNDATION IS THE CONSTRUCTION OF A 6-BED HOSPICE RESIDENTIAL FACILITY WHICH WILL PROVIDE TWENTY-FOUR HOUR A DAY PALLIATIVE AND HOSPICE CARE. THE FACILITY WILL HAVE THE CAPACITY TO PROVIDE APPROXIMATELY 1,460 TO 2,190 PATIENT DAYS OF HOSPICE CARE ANNUALLY. ASSUMING AN AVERAGE STAY OF 35 DAYS, THE FACILITY WOULD HAVE THE RESOURCES TO ACCOMMODATE 42 TO 63 PATIENTS PER ANNUM AT 100 PERCENT OF CAPACITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $324,868 | ExpenseAmt |
| Revenue | $259,559 | RevenueAmt |
| Desc | TO RAISE FUNDS TO MAINTAIN A HOSPICE HOUSE IN NORTHERN MAINE AND TO PAY OFF THE LOAN FROM USDA-RD THAT ALLOWED FOR THE CONSTRUCTION OF THE FACILITY. | Desc |
| Total Program Service Expenses | $324,868 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL MACPHERSON | PersonNm |
| Phone | 2077692402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 867 | AddressLine1Txt |
| City | PRESQUE ISLE | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04769 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| ABBEY CLAIR | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $62,000 | $0 | $0 | |
| LISE COLLINS | ||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD CURRIER | ||||||
| CLERK | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY DUNCAN | ||||||
| DIRECTOR | 15.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD M DUNCAN | ||||||
| CHAIRMAN | 25.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NORMAN FOURNIER | ||||||
| DIRECTOR | 3.00 | $0 | $0 | $0 | Yes (X) | |
| RAY HEWS | ||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | |
| SUZANNE HEWS | ||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | |
| DR DAVID JONES | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| GAIL PHAIR KIRK | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CAROL MACPHERSON | ||||||
| TREASURER/SE | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL D MACPHERSON | ||||||
| VICE CHAIRMA | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TERRI OUELLETTE | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| NANCY YORK PUTNAM | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TYLER STOLIKER | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CALEB SWANBERG | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE THIBODEAU | ||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $62,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $10,106 | FundraisingAmt |
| All Other Contributions | $216,193 | AllOtherContributionsAmt |
| Noncash Contributions | $11,419 | NoncashContributionsAmt |
| Total Contributions | $226,299 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT PROGRAM - HOSPICE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $259,559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $259,559 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $259,559 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,728 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,728 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $82,848 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,106 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,363 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,485 | TotalRevenueColumnAmt |
| Exclusion | $52,485 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $578,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $299,287 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $52,485 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,000 | TotalAmt |
| Management And General | $62,000 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860 | TotalAmt |
| Management And General | $1,860 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,618 | TotalAmt |
| Management And General | $5,618 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,785 | TotalAmt |
| Management And General | $4,785 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50 | TotalAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,101 | TotalAmt |
| Management And General | $6,101 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857 | TotalAmt |
| Management And General | $857 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,354 | TotalAmt |
| Management And General | $6,354 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,861 | TotalAmt |
| Management And General | $3,861 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,905 | TotalAmt |
| Program Services | $75,905 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,129 | TotalAmt |
| Program Services | $1,129 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,010 | TotalAmt |
| Program Services | $80,010 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,685 | TotalAmt |
| Program Services | $87,685 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,231 | TotalAmt |
| Program Services | $11,231 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| REPAIRS | $21,376 | $21,376 |
| PROPERTY MAINTENANCE | $17,191 | $17,191 |
| CHARITY CARE | $15,000 | $15,000 |
| COMFORT FOOD | $6,869 | $6,869 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,472 | TotalAmt |
| Program Services | $8,472 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,854 | TotalAmt |
| Program Services | $324,868 | ProgramServicesAmt |
| Management And General | $98,986 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,245 | BOYAmt |
| EOY | $91,668 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,768 | BOYAmt |
| EOY | $138,768 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $3,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,096 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,435 | BOYAmt |
| EOY | $10,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,381,276 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $507,424 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,951,037 | BOYAmt |
| EOY | $2,873,852 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,535 | BOYAmt |
| EOY | $1,253,065 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,344 | BOYAmt |
| EOY | $876,446 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,293,460 | BOYAmt |
| EOY | $5,247,234 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,142 | BOYAmt |
| EOY | $13 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,462,492 | BOYAmt |
| EOY | $2,383,937 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,344 | BOYAmt |
| EOY | $876,446 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,584,978 | BOYAmt |
| EOY | $3,260,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,482 | BOYAmt |
| EOY | $1,986,838 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,482 | BOYAmt |
| EOY | $1,986,838 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,293,460 | BOYAmt |
| EOY | $5,247,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $154,217 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $124,138 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $169,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $568,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,299 | CurrentTaxYearAmt |
| Total | $1,284,028 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $169,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $568,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $210,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,299 | CurrentTaxYearAmt |
| Total | $1,284,028 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,284,028 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,072 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,728 | CurrentTaxYearAmt |
| Total | $126,580 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $68,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,848 | CurrentTaxYearAmt |
| Total | $151,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,561,609 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $538,749 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 68,153 | 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 | $776,206 | BeginningYearBalanceAmt |
| Contributions | $4,090 | ContributionsAmt |
| Investment Earnings Or Losses | $163,857 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $944,153 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $851,213 | BeginningYearBalanceAmt |
| Contributions | $39,343 | ContributionsAmt |
| Investment Earnings Or Losses | -$114,350 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $776,206 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $412,320 | BeginningYearBalanceAmt |
| Contributions | $368,726 | ContributionsAmt |
| Investment Earnings Or Losses | $70,167 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $851,213 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,043 | BeginningYearBalanceAmt |
| Contributions | $255,606 | ContributionsAmt |
| Investment Earnings Or Losses | $40,671 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $412,320 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,844 | BeginningYearBalanceAmt |
| Contributions | $7,662 | ContributionsAmt |
| Investment Earnings Or Losses | $14,537 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $116,043 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $167,386 | OtherCostOrOtherBasisAmt |
| Book Value | $167,386 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,077,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $428,501 | DepreciationAmt |
| Book Value | $2,649,297 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $136,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,923 | DepreciationAmt |
| Book Value | $57,169 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,873,852 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSET | Desc |
| Book Value | $876,446 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $876,446 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITY | Desc |
| Amt | $876,446 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $876,446 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $696,108 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $124,138 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $124,138 | RevenueNotReportedAmt |
| Revenue Subtotal | $571,970 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,101 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $6,101 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $578,071 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $417,753 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $417,753 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,101 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $6,101 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $423,854 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE PRIMARY OBJECTIVE OF THE ENDOWMENT FUND IS TO DELIVER FINANCIAL RETURNS REQUIRED TO SUSTAIN FOUNDATION OPERATIONS, GRANTS, AND PROGRAMS. THE FOUNDATION'S INVESTMENT STRATEGY IS TO KEEP A LONG-TERM DIVERSIFIED ASSET ALLOCATION MODEL, WHICH SEEKS TO MEET OR EXCEED MARKET RETURNS OVER TIME WHILE MINIMIZING COSTS AND TRACKING CLOSELY WITH APPROPRIATE MARKET INDICES. ON AN ANNUAL BASIS, INVESTMENTS ARE REVIEWED TO ENSURE THE OBJECTIVES ARE BEING MET. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $68,890 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,836 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $62,054 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $20,270 | OtherDirectExpensesEvent1Amt |
| Event2 | WALK FOR HOSPIC | Event2Nm |
| Gross Receipts Event2 | $24,064 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,270 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,794 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $10,093 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $92,954 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,106 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $82,848 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,363 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,363 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $52,485 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE FOUNDATION IS THE CONSTRUCTION OF A 6-BED HOSPICE RESIDENTIAL FACILITY WHICH WILL PROVIDE TWENTY-FOUR HOUR A DAY PALLIATIVE AND HOSPICE CARE. THE FACILITY WILL HAVE THE CAPACITY TO PROVIDE APPROXIMATELY 1,460 TO 2,190 PATIENT DAYS OF HOSPICE CARE ANNUALLY. ASSUMING AN AVERAGE STAY OF 35 DAYS, THE FACILITY WOULD HAVE THE RESOURCES TO ACCOMMODATE 42 TO 63 PATIENTS PER ANNUM AT 100 PERCENT OF CAPACITY. |
| FORM 990, PAGE 6, PART VI, LINE 2 | RICHARD DUNCAN NANCY DUNCAN DIRECTOR DIRECTOR MARRIED MICHAEL MACPHERSON CAROL MACPHERSON DIRECTOR DIRECTOR MARRIED RAY HEWS SUZANNE HEWS DIRECTOR DIRECTOR MARIED |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEWED AND APPROVED BY OFFICERS OF THE BOARD PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | ROUNDING 1 |
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