UNION DIVERSIFIED INDUSTRIES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNION DIVERSIFIED INDUSTRIES INC (EIN 56-0987710)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-10-07
- IRS object ID
- 202412819349301416
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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 | 2024-10-07T10:43:38-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873925494 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOYER DEVOE & IOCCO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2213 COMMERCE DRIVE SUITE A | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | 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 | 560987710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION DIVERSIFIED INDUSTRIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 7042891571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 WALKUP AVE PO BOX 492 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CASPER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7042891571 | PhoneNum |
| Signature | 2024-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M MOYER III | PreparerPersonNm |
| PTIN | P00052525 | PTIN |
| Phone | 7042837748 | PhoneNum |
| Preparation | 2024-10-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | DAVID CASPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 492 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,937,990 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UDINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 126 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $36,780 | PYContributionsGrantsAmt |
| CY Contributions Grants | $89,856 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,344,769 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,803,216 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,184 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,084 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,328 | PYOtherRevenueAmt |
| CY Other Revenue | $4,834 | CYOtherRevenueAmt |
| PY Total Revenue | $2,447,061 | PYTotalRevenueAmt |
| CY Total Revenue | $2,937,990 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,803,936 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,041,552 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $46,895 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $778,543 | PYOtherExpensesAmt |
| CY Other Expenses | $711,585 | CYOtherExpensesAmt |
| PY Total Expenses | $2,582,479 | PYTotalExpensesAmt |
| CY Total Expenses | $2,753,137 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$135,418 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $184,853 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,733,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,018,385 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $152,782 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,630,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,865,603 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,923,880 | ExpenseAmt |
| Revenue | $2,803,216 | RevenueAmt |
| Desc | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,923,880 | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 126 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | 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 | UNION DIVERSIFIED INDUSTRIES INC | PersonNm |
| Phone | 7042891571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 WALKUP AVENUE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID CASPER | |||||||||
| EXECUTIVE DI | 40.00 | 0.00 | Yes (X) | $154,211 | $0 | $13,447 | |||
| LEONARD POLITOWICZ | |||||||||
| COO | 40.00 | 0.00 | $115,213 | $0 | $12,408 | Yes (X) | |||
| FRANK AIKMUS | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| BEN BURR | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| DC DUPLESSIS | |||||||||
| VICE-PRESIDE | $0 | $0 | $0 | Yes (X) | Yes (X) | ||||
| JOSHUA FANCIS | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| KEN HELMS | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| RICHARD LONG | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| TARA MCALISTER | |||||||||
| SECRETARY | $0 | $0 | $0 | Yes (X) | Yes (X) | ||||
| REI MOYA | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| DAVID ROGERS | |||||||||
| PRESIDENT | $0 | $0 | $0 | Yes (X) | Yes (X) | ||||
| MARK SPENCE | |||||||||
| TREASURER | $0 | $0 | $0 | Yes (X) | Yes (X) | ||||
| TRENT TURNER | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| ELLEN VILLAS | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| MARIANNE WESCOAT | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| JOHN WHITLEY | |||||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $269,424 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $25,855 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $89,856 | AllOtherContributionsAmt |
| Total Contributions | $89,856 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| SALES-PACKAGING & ASSEMBLY | $1,455,440 | $1,455,440 |
| INNOVATIONS INCOME | $912,120 | $912,120 |
| MENTAL HEALTH INCOME | $435,131 | $435,131 |
| TRANSPORTATION FEES | $525 | $525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,803,216 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,369 | TotalRevenueColumnAmt |
| Exclusion | $30,369 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,715 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $9,715 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,715 | TotalRevenueColumnAmt |
| Exclusion | $9,715 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MISCELLANEOUS INCOME | $3,430 | $3,430 |
| TAXES REIMBURSED | $1,404 | $1,404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,834 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,937,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,808,050 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $40,084 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,649,031 | TotalAmt |
| Program Services | $1,276,231 | ProgramServicesAmt |
| Management And General | $372,800 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,776 | TotalAmt |
| Program Services | $205,684 | ProgramServicesAmt |
| Management And General | $60,092 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,745 | TotalAmt |
| Program Services | $98,088 | ProgramServicesAmt |
| Management And General | $28,657 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,495 | TotalAmt |
| Management And General | $12,495 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,993 | TotalAmt |
| Management And General | $85,993 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,486 | TotalAmt |
| Management And General | $42,486 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,427 | TotalAmt |
| Program Services | $22,303 | ProgramServicesAmt |
| Management And General | $9,124 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,059 | TotalAmt |
| Program Services | $47,902 | ProgramServicesAmt |
| Management And General | $7,157 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,859 | TotalAmt |
| Program Services | $6,859 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,377 | TotalAmt |
| Management And General | $82,377 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,934 | TotalAmt |
| Program Services | $37,139 | ProgramServicesAmt |
| Management And General | $7,795 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| TEMP SERVICE WAGES | $100,272 | $100,272 | ||
| FUNDRAISING | $46,895 | $46,895 | ||
| MISCELLANEOUS EXPENSE | $34,285 | $34,285 | ||
| CLIENT ACTIVITIES | $24,314 | $24,314 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,189 | TotalAmt |
| Program Services | $105,088 | ProgramServicesAmt |
| Management And General | $39,101 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,753,137 | TotalAmt |
| Program Services | $1,923,880 | ProgramServicesAmt |
| Management And General | $782,362 | ManagementAndGeneralAmt |
| Fundraising | $46,895 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,301 | BOYAmt |
| EOY | $411,590 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559 | BOYAmt |
| EOY | $559 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,184 | BOYAmt |
| EOY | $386,974 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,130 | BOYAmt |
| EOY | $1,637 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,383 | BOYAmt |
| EOY | $12,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,352,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,488,199 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,274 | BOYAmt |
| EOY | $864,332 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,842 | BOYAmt |
| EOY | $1,310,357 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $30,816 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,733,673 | BOYAmt |
| EOY | $3,018,385 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,025 | BOYAmt |
| EOY | $55,486 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,384 | BOYAmt |
| EOY | $97,296 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,409 | BOYAmt |
| EOY | $152,782 | 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 | $2,630,264 | BOYAmt |
| EOY | $2,862,381 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,222 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,630,264 | BOYAmt |
| EOY | $2,865,603 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,733,673 | BOYAmt |
| EOY | $3,018,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $184,853 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $50,431 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $55 | 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,704 | OtherCostOrOtherBasisAmt |
| Book Value | $33,704 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,661,612 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,104,360 | DepreciationAmt |
| Book Value | $557,252 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $547,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,202 | DepreciationAmt |
| Book Value | $219,008 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,005 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,637 | DepreciationAmt |
| Book Value | $54,368 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $864,332 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED SALARIES | $73,178 |
| OPERATING LEASE LIABILITY - NONCURRE | $19,165 |
| OPERATING LEASE LIABILITY - CURRENT | $5,157 |
| MEDICARE TAX W/H PAYABLE | $971 |
| FICA TAXES W/H PAYABLE | $482 |
| SUI PAYABLE | $136 |
| STATE INC TAXES W/ PAYABLE | $75 |
| FED INC TAXES W/H PAYABLE | -$55 |
| SOCIAL COMMITTEE | -$193 |
| EMPLOYEE INSURANCE LIABILITY | -$1,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $97,296 | TotalLiabilityAmt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | WRITTEN NONDISCRIMINATORY POLICY IS AVAILABLE ON SITE FOR PUBLIC INSPECTION. |
| SCHEDULE E, LINE 6 | GOVERNMENT AGENCY SUPPORT FROM VARIOUS AGENCIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| DAVID CASPER | ||||
| EXECUTIVE DIRECTOR | $138,721 | $15,490 | $13,447 | $167,658 |
| LEONARD POLITOWICZ | ||||
| COO | $103,924 | $11,289 | $12,408 | $127,621 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM B | UDI HAD ITS AUDITED FINANCIAL STATEMENTS COMPLETED. |
| FORM 990, PAGE 2, PART III, LINE 4D | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEW BY EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | APPROVAL OF BOARD |
| FORM 990, PAGE 6, PART VI, LINE 15B | APPROVAL OF DIRECTOR & BOARD |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE FOR REVIEW ON SITE BY THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | ASC 842 LEASES 57 ROUNDING -2 TOTAL 55 |
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