ANDERSON MERCHANDISERS ASSOCIATE ASSISTANCE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANDERSON MERCHANDISERS ASSOCIATE ASSISTANCE FUND (EIN 75-2498899)
Tax period
2023-04-01 to 2024-03-31
Filed
2024-07-31
IRS object ID
202412139349300716
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-31T13:32:57-05:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN631130097PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABROMS & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1426AddressLine1Txt
CityFLORENCECityNm
State AbbreviationALStateAbbreviationCd
ZIP35631ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752498899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON MERCHANDISERS ASSOCIATEBusinessNameLine1Txt
Business Name Line2ASSISTANCE FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDEBusinessNameControlTxt
Phone8063766251PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15601 GRANITE PARKWAY SUITE 1400AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID THOMPSONPersonNm
Person TitleVICE PRESIDENT/TREASURERPersonTitleTxt
Phone8063766251PhoneNum
Signature2024-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAGENDA DAVISPreparerPersonNm
PTINP01366372PTIN
Phone2567670740PhoneNum
Preparation2024-07-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID THOMPSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1265 BROOKVIEW TOWN CENTRE WAY STEAddressLine1Txt
Address Line2501AddressLine2Txt
CityKNOXVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37919ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$109,926GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1993FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionPROVIDE FINANCIAL AID TO EMPLOYEES WHO HAVE SUFFERED A FINANCIAL HARDSHIP.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$187,327PYContributionsGrantsAmt
CY Contributions Grants$109,926CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$187,327PYTotalRevenueAmt
CY Total Revenue$109,926CYTotalRevenueAmt
PY Grants And Similar Paid$187,492PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$172,716CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$187,492PYTotalExpensesAmt
CY Total Expenses$172,716CYTotalExpensesAmt
PY Revenues Less Expenses-$165PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$62,790CYRevenuesLessExpensesAmt
Total Assets BOY$313,819TotalAssetsBOYAmt
Total Assets EOY$251,029TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$313,819NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$251,029NetAssetsOrFundBalancesEOYAmt
MissionTHE ASSOCIATES ASSISTANCE FUND IS TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES WHEN THEY OR MEMBERS OF THEIR IMMEDIATE FAMILY SUFFER A SEVERE HARDSHIP.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$172,716ExpenseAmt
Grant$172,716GrantAmt
DescASSISTANCE PROVIDED TO EMPLOYEES WHO SUFFERED FINANCIAL HARDSHIP DUE TO DISASTER OR PERSONAL CRISIS.Desc
Total Program Service Expenses$172,716TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REX ACKERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8063766251PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15601 GRANITE PARKWAY SUITE 1400AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAVID THOMPSON
VICE PRESIDENT/TREASURER0.00Yes (X)Yes (X)$0$0$0
REX ACKER
CHAIRMAN0.00Yes (X)$0$0$0
ANGIE DAVIS
ALTERNATE CHAIRMAN0.00Yes (X)$0$0$0
TIM BLAIR
DIRECTOR0.00Yes (X)$0$0$0
ROSE WHEELER
DIRECTOR0.00Yes (X)$0$0$0
KAMRYN SHARPE
DIRECTOR0.00Yes (X)$0$0$0
MELISSA YAKEL
DIRECTOR0.00Yes (X)$0$0$0
HALEY TILMAN
DIRECTOR0.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$109,926AllOtherContributionsAmt
Total Contributions$109,926TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$109,926TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$172,716TotalAmt
Program Services$172,716ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$172,716TotalAmt
Program Services$172,716ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$313,819BOYAmt
EOY$251,029EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$313,819BOYAmt
EOY$251,029EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$313,819BOYAmt
EOY$251,029EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$313,819BOYAmt
EOY$251,029EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$313,819BOYAmt
EOY$251,029EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$62,790ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$225,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$155,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$187,327CurrentTaxYearMinus1YearAmt
Current Tax Year$109,926CurrentTaxYearAmt
Total$727,789TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$225,885CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$155,667CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$187,327CurrentTaxYearMinus1YearAmt
Current Tax Year$109,926CurrentTaxYearAmt
Total$727,789TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$727,789PublicSupportTotal170Amt
Total Support$727,789TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeASSISTANCE PROVIDED TO EMPLOYEES WHO SUFFERED FINANCIAL HARDSHIP DUE TO DISASTER OR PERSONAL CRISIS.GrantTypeTxt
Recipient62RecipientCnt
Cash Grant$172,716CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ASSOCIATES ASSISTANCE FUND IS TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES WHEN THEY OR MEMBERS OF THEIR IMMEDIATE FAMILY SUFFER A SEVERE HARDSHIP. AID IS ONLY GIVEN TO THOSE WHO PARTICIPATE IN THE PROGRAM. AN ELIGIBLE RECIPIENT MUST FILE AN APPLICATION WITH THE ASSOCIATE ASSISTANCE FUND COMMITTEE. APPLICATIONS ARE REVIEWED AND RESEARCHED BY THE COMMITTE AND A RECOMENDATION IS MADE WHETHER TO APPROVE THE REQUEST.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THERE ARE BUSINESS RELATIONSHIPS BETWEEN THE OFFICERS AND DIRECTORS OF THE FUND TO THE EXTENT THAT THEY ARE ALL ASSOCIATES OF ANDERSON MERCHANDISERS, INC. (OR ONE OF ITS SUBSIDIARIES). NO OTHER BUSINESS OR FAMILY RELATIONSHIP IS KNOWN TO BE PRESENT.
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF THE FORM 990 IS PROVIDED TO THE DIRECTORS AND OFFICERS ELECTRONICALLY IN ADVANCE OF THE DUE DATE FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19ALL ORGANIZATIONAL DOCUMENTS, POLICIES, FINANCIAL INFORMATION AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

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