INSTITUTE FOR EVIDENCE-BASED CHANGE: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR EVIDENCE-BASED CHANGE (EIN 26-3542835)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-11
- IRS object ID
- 202432859349301798
- 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 | 2024-10-11T16:18:22-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814590836 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LING & BOUMAN CPA'S LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4669 MURPHY CYN RD STE 130 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | 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 | 263542835 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR EVIDENCE-BASED CHANGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 6199337489 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 LONG BEACH BLVD STE 5033 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD PHILLIPS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6199337489 | PhoneNum |
| Signature | 2024-09-09 | 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 | JASON C GUTZMER CPA | PreparerPersonNm |
| PTIN | P01204162 | PTIN |
| Phone | 8584674770 | PhoneNum |
| Preparation | 2024-09-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRAD PHILLIPS | PrincipalOfficerNm |
| Gross Receipts | $1,898,373 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IEBCNOW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTS EDUCATIONAL INSTITUTIONS,K-12, COLLECTING, ORGANIZING, CONVEYING INFORMATION FOR COMMUNITY COLLEGES, EMPLOYEES, UNIVERSITIES, EMPLOYERS, CHILD WELFARE SYSTEMS FOR THE PURPOSE OF IMPROVING STUDENT SUCCESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,224,215 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,889,287 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,792 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,086 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,228,007 | PYTotalRevenueAmt |
| CY Total Revenue | $1,898,373 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $790,932 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $781,252 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $573,974 | PYOtherExpensesAmt |
| CY Other Expenses | $869,650 | CYOtherExpensesAmt |
| PY Total Expenses | $1,364,906 | PYTotalExpensesAmt |
| CY Total Expenses | $1,650,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $863,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $247,471 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $815,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,301,587 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $291,825 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $762,291 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,009,762 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORTS EDUCATIONAL INSTITUTIONS,K-12, COLLECTING, ORGANIZING, CONVEYING INFORMATION FOR COMMUNITY COLLEGES, EMPLOYEES, UNIVERSITIES, EMPLOYERS, CHILD WELFARE SYSTEMS FOR THE PURPOSE OF IMPROVING STUDENT SUCCESS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,310,536 | ExpenseAmt |
| Revenue | $1,889,287 | RevenueAmt |
| Desc | EDUCATIONAL SUPPORT FOR THE PURPOSE OF IMPROVING STUDENT SUCCESS | Desc |
| Total Program Service Expenses | $1,310,536 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | 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 | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | 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 |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 6199337489 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3711 LONG BEACH BLVD 5033 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90807 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| BRAD PHILLIPS | ||||||
| PRESIDENT & | 40.00 | Yes (X) | $264,750 | $0 | $47,930 | |
| KEN SHERWOOD | ||||||
| COO/VP CARIN | 40.00 | Yes (X) | $173,642 | $0 | $18,501 | |
| JORDAN HOROWITZ | ||||||
| FORMER COO | 40.00 | Yes (X) | $78,174 | $0 | $6,317 | |
| SHEILA D WHITE DANIELS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK FULCHER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HARRIETT ROBLES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DONNA SCOTT | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| OMERO SUAREZ | ||||||
| BOARD PRESID | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $516,566 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $72,748 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKSHOP/SERVICE FEES | Desc |
| Total Revenue Column | $1,889,287 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,889,287 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,889,287 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,086 | TotalRevenueColumnAmt |
| Exclusion | $9,086 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,898,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,889,287 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $9,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,187 | TotalAmt |
| Program Services | $483,154 | ProgramServicesAmt |
| Management And General | $106,033 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,159 | TotalAmt |
| Program Services | $120,676 | ProgramServicesAmt |
| Management And General | $26,483 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,906 | TotalAmt |
| Program Services | $36,824 | ProgramServicesAmt |
| Management And General | $8,082 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,069 | TotalAmt |
| Management And General | $41,069 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,849 | TotalAmt |
| Program Services | $565,419 | ProgramServicesAmt |
| Management And General | $74,430 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,945 | TotalAmt |
| Program Services | $2,615 | ProgramServicesAmt |
| Management And General | $11,330 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,690 | TotalAmt |
| Program Services | $155 | ProgramServicesAmt |
| Management And General | $5,535 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,297 | TotalAmt |
| Management And General | $29,297 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,767 | TotalAmt |
| Program Services | $100,672 | ProgramServicesAmt |
| Management And General | $8,095 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,040 | TotalAmt |
| Management And General | $2,040 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,249 | TotalAmt |
| Management And General | $8,249 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $7,264 | $277 | $6,987 |
| EQUIPMENT MAINTENANCE | $6,209 | $6,209 | |
| DUES & SUBSCRIPTIONS | $3,830 | $390 | $3,440 |
| POSTAGE & PRINTING | $2,333 | $354 | $1,979 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108 | TotalAmt |
| Management And General | $1,108 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650,902 | TotalAmt |
| Program Services | $1,310,536 | ProgramServicesAmt |
| Management And General | $340,366 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,155 | BOYAmt |
| EOY | $993,961 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,731 | BOYAmt |
| EOY | $292,305 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,091 | BOYAmt |
| EOY | $12,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,200 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,838 | BOYAmt |
| EOY | $2,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,815 | BOYAmt |
| EOY | $1,301,587 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,524 | BOYAmt |
| EOY | $51,517 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $240,308 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,524 | BOYAmt |
| EOY | $291,825 | 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 | $762,291 | BOYAmt |
| EOY | $1,009,762 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,291 | BOYAmt |
| EOY | $1,009,762 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,815 | BOYAmt |
| EOY | $1,301,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $247,471 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $572,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $77,305 | CurrentTaxYearMinus2YearsAmt |
| Total | $649,852 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,325,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,471,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,224,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,889,287 | CurrentTaxYearAmt |
| Total | $7,057,810 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,325,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,548,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,224,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,889,287 | CurrentTaxYearAmt |
| Total | $7,707,662 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,205,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $959,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,674,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,598,330 | CurrentTaxYearAmt |
| Total | $5,507,734 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,205,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $959,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,674,501 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,598,330 | CurrentTaxYearAmt |
| Total | $5,507,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,199,928 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,792 | CurrentTaxYearMinus1YearAmt |
| Total | $8,172 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,792 | CurrentTaxYearMinus1YearAmt |
| Total | $8,172 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $8,086 | CurrentTaxYearAmt |
| Total | $8,086 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,328,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,549,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,228,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,897,373 | CurrentTaxYearAmt |
| Total | $7,723,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.28480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.34280 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,402 | DepreciationAmt |
| Book Value | $2,798 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,798 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,898,373 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,898,373 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,898,373 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,650,902 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,650,902 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,650,902 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| BRAD PHILLIPS | |||
| PRESIDENT & CEO | $264,750 | $47,930 | $312,680 |
| KEN SHERWOOD | |||
| COO/VP CARING CAMPUS | $173,642 | $18,501 | $192,143 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PROVIDED TO AND REVIEWED BY THE BOARD PRIOR TO FILING |
| FORM 990, PAGE 6, PART VI, LINE 12C | PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTOR AND TOP MANAGEMENT OFFICIAL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD |
| FORM 990, PAGE 6, PART VI, LINE 15B | EXECUTIVE DIRECTOR AND TOP MANAGEMENT OFFICIAL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD |
| FORM 990, PAGE 6, PART VI, LINE 18 | UPON WRITTEN REQUEST |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON WRITTEN REQUEST |
| FORM 990, PART IX, LINE 11G | OTHER FEES 7,496 1,645 0 CONTRACT SERVICES 557,923 72,785 0 TOTAL 565,419 74,430 0 |