THE CHAMBER FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE CHAMBER FOUNDATION INC (EIN 46-0476778)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349308741
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T15:15:51-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NORTHEAST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUDSON CITY CENTRE SUITE 204 | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12534 | 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 | 460476778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAMBER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAM | BusinessNameControlTxt |
| Phone | 8454541700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CIVIC CENTER PLAZA 400 | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK CASTELLA JR | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8454541700 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | N THERESE WOLFE | PreparerPersonNm |
| PTIN | P00748483 | PTIN |
| Phone | 5188281565 | PhoneNum |
| Preparation | 2024-11-13 | 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 | FRANK CASTELLA JR | PrincipalOfficerNm |
| Gross Receipts | $1,708,375 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CHAMBERFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST THE DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE, INC. IN THE BUILDING AND SUPPORT OF A QUALIFIED WORKFORCE BY FOSTERING EDUCATIONAL OPPORTUNITIES THROUGH SCHOLARSHIPS, AND ALSO COORDINATING A WORKFORCE DEVELOPMENT PROGRAM THAT INSTRUCTS AND EDUCATES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 238 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $507,486 | PYContributionsGrantsAmt |
| CY Contributions Grants | $508,457 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $535,761 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $562,326 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,602 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,733 | CYInvestmentIncomeAmt |
| PY Other Revenue | $255,443 | PYOtherRevenueAmt |
| CY Other Revenue | $304,906 | CYOtherRevenueAmt |
| PY Total Revenue | $1,304,292 | PYTotalRevenueAmt |
| CY Total Revenue | $1,387,422 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,971 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $801,645 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $764,695 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $381,467 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $340,858 | PYOtherExpensesAmt |
| CY Other Expenses | $388,894 | CYOtherExpensesAmt |
| PY Total Expenses | $1,172,474 | PYTotalExpensesAmt |
| CY Total Expenses | $1,174,089 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $131,818 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $213,333 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,028,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,265,736 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $136,998 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,350 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $891,202 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,129,386 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ASSIST THE DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE, INC. IN THE BUILDING AND SUPPORT OF A QUALIFIED WORKFORCE BY FOSTERING EDUCATIONAL OPPORTUNITIES THROUGH SCHOLARSHIPS, AND ALSO COORDINATING A WORKFORCE DEVELOPMENT PROGRAM THAT INSTRUCTS AND EDUCATES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $438,402 | ExpenseAmt |
| Revenue | $491,366 | RevenueAmt |
| Desc | WORKFORCE PROGRAM: PROVIDES INCOME ELIGIBLE YOUTH AND ADULTS AGED 14-24 WITH TRAINING, EDUCATION, AND EMPLOYMENT SUPPORT WITH THE GOAL OF ESTABLISHING CAREER PATHWAYS IN ACCORDANCE WITH FEDERAL, STATE AND LOCAL PROGRAM GUIDELINES. 128 IN-SCHOOL AND OUT-OF-SCHOOL YOUTH & ADULTS WERE PROVIDED SERVICES TO IMPROVE | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $51,223 | ExpenseAmt |
| Revenue | $207,690 | RevenueAmt |
| Desc | PROGRAMS DESIGNED TO BUILD THE LEADERSHIP QUALITIES OF YOUTH AND ADULTS IN THE HUDSON VALLEY COMMUNITY. 131 YOUTHS AND ADULTS WERE SERVED THROUGH VARIOUS LEADERSHIP PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $93,498 | ExpenseAmt |
| Grant | $20,500 | GrantAmt |
| Revenue | $189,762 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES: TO FOSTER EDUCATIONAL OPPORTUNITES IN THE SERVICE AREA THROUGH THE ESTABLISHMENT OF SCHOLARSHIP PROGRAMS. SCHOLARSHIPS IN THE AMOUNT OF $20,500 WERE AWARDED TO INDIVIDUALS TO FURTHER THEIR ACADEMIC ENDEAVORS. FUNDRAISERS ARE HELD TO SUPPORT AND ENSURE THE CONTINUED AVAILABLITY OF THE FUNDS FOR SCHOLARSHIPS IN ADDITION TO TRANSFERS FROM SCHOLARSHIP ACCOUNTS. 8 SCHOLARSHIPS WERE AWARDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $583,123 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER MCCORMACK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8454541700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CIVIC CENTER PLAZA | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| ROBYN WILLIAMS | |||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STACI CUSSICK | |||||||
| 1ST VICE CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MATTHEW MULLANEY | |||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID ORCE | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN E DIAMOND | |||||||
| PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR DWIGHT BONK | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| BRITTANY CATALDO | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JOANNA S ESCANIO | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| DEMAJ FFRIEND | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GENN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| JANICE GREEN | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| KIM KENYON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| RYAN MONGROO | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA MYERS | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ROE | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA SIMPSON | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ROSS TRAPANI | |||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| FRANK CASTELLA JR | |||||||
| CEO | 10.00 | Yes (X) | $0 | $161,420 | $0 | 40.00 | |
| CHRISTOPHER MCCORMACK | |||||||
| DIRECTOR OF FINANCE | 10.00 | Yes (X) | $0 | $94,324 | $0 | 30.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $255,744 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $302,777 | FundraisingAmt |
| All Other Contributions | $205,680 | AllOtherContributionsAmt |
| Total Contributions | $508,457 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DC YOUTH ONE STOP | 611430 | $256,423 | $256,423 |
| LEADERSHIP PROGRAMS | 611430 | $207,691 | $207,691 |
| OTHER PROGRAMS | 611430 | $98,212 | $98,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $562,326 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,733 | TotalRevenueColumnAmt |
| Exclusion | $11,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $607,652 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $302,777 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $320,953 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $286,699 | TotalRevenueColumnAmt |
| Exclusion | $286,699 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18,207 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,207 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,207 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,387,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $580,533 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $298,432 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,500 | TotalAmt |
| Program Services | $20,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $653,905 | TotalAmt |
| Program Services | $365,716 | ProgramServicesAmt |
| Management And General | $128,084 | ManagementAndGeneralAmt |
| Fundraising | $160,105 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,579 | TotalAmt |
| Program Services | $10,234 | ProgramServicesAmt |
| Management And General | $11,709 | ManagementAndGeneralAmt |
| Fundraising | $14,636 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,211 | TotalAmt |
| Program Services | $42,911 | ProgramServicesAmt |
| Management And General | $13,911 | ManagementAndGeneralAmt |
| Fundraising | $17,389 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,695 | TotalAmt |
| Management And General | $10,695 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,052 | TotalAmt |
| Fundraising | $47,052 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,537 | TotalAmt |
| Fundraising | $19,537 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,635 | TotalAmt |
| Program Services | $5,431 | ProgramServicesAmt |
| Management And General | $2,313 | ManagementAndGeneralAmt |
| Fundraising | $2,891 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,081 | TotalAmt |
| Program Services | $2,695 | ProgramServicesAmt |
| Management And General | $10,779 | ManagementAndGeneralAmt |
| Fundraising | $17,607 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,943 | TotalAmt |
| Program Services | $33,517 | ProgramServicesAmt |
| Management And General | $6,856 | ManagementAndGeneralAmt |
| Fundraising | $8,570 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,489 | TotalAmt |
| Program Services | $4,866 | ProgramServicesAmt |
| Management And General | $2,055 | ManagementAndGeneralAmt |
| Fundraising | $2,568 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,038 | TotalAmt |
| Program Services | $770 | ProgramServicesAmt |
| Management And General | $2,786 | ManagementAndGeneralAmt |
| Fundraising | $3,482 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,460 | TotalAmt |
| Program Services | $846 | ProgramServicesAmt |
| Management And General | $3,384 | ManagementAndGeneralAmt |
| Fundraising | $4,230 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,102 | TotalAmt |
| Program Services | $2,470 | ProgramServicesAmt |
| Management And General | $2,033 | ManagementAndGeneralAmt |
| Fundraising | $9,599 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| SUPPLIES | $107,130 | $51,224 | $55,906 | |
| DIRECT CLIENT | $23,015 | $23,015 | ||
| EQUIPMENT REPAIR AND RE | $15,900 | $6,135 | $5,425 | $4,340 |
| MISCELLANEOUS | $10,176 | $5,024 | $2,864 | $2,288 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,641 | TotalAmt |
| Program Services | $7,769 | ProgramServicesAmt |
| Management And General | $8,266 | ManagementAndGeneralAmt |
| Fundraising | $9,606 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,174,089 | TotalAmt |
| Program Services | $583,123 | ProgramServicesAmt |
| Management And General | $209,499 | ManagementAndGeneralAmt |
| Fundraising | $381,467 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,351 | BOYAmt |
| EOY | $802,142 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,942 | BOYAmt |
| EOY | $167,583 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,815 | BOYAmt |
| EOY | $30,905 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,719 | BOYAmt |
| EOY | $795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,738 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,454 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,946 | BOYAmt |
| EOY | $19,284 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,619 | BOYAmt |
| EOY | $233,070 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,808 | BOYAmt |
| EOY | $11,957 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028,200 | BOYAmt |
| EOY | $1,265,736 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,288 | BOYAmt |
| EOY | $58,583 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,710 | BOYAmt |
| EOY | $74,263 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,504 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,998 | BOYAmt |
| EOY | $136,350 | 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 | $756,386 | BOYAmt |
| EOY | $982,937 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,816 | BOYAmt |
| EOY | $146,449 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $891,202 | BOYAmt |
| EOY | $1,129,386 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028,200 | BOYAmt |
| EOY | $1,265,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $213,333 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,851 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $127,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $510,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $507,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $508,457 | CurrentTaxYearAmt |
| Total | $1,676,504 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,950 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $183,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $255,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $286,699 | CurrentTaxYearAmt |
| Total | $776,898 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $685,807 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $649,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $535,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $562,326 | CurrentTaxYearAmt |
| Total | $2,698,322 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $827,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $324,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,343,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,298,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,357,482 | CurrentTaxYearAmt |
| Total | $5,151,724 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $582,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $454,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,549 | CurrentTaxYearAmt |
| Total | $1,810,614 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $582,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $454,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,438 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $242,549 | CurrentTaxYearAmt |
| Total | $1,810,614 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,341,110 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,733 | CurrentTaxYearAmt |
| Total | $31,162 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,602 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,733 | CurrentTaxYearAmt |
| Total | $31,162 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $18,207 | CurrentTaxYearAmt |
| Total | $18,207 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,348,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,304,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,387,422 | CurrentTaxYearAmt |
| Total | $5,201,093 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.64240 | PublicSupportCY509Pct |
| Public Support PY509 | 0.65820 | PublicSupportPY509Pct |
| Investment Income CY | 0.00600 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $223,399 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $36,584 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,639 | AdministrativeExpensesAmt |
| End Year Balance | $256,344 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $253,255 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$27,230 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,626 | AdministrativeExpensesAmt |
| End Year Balance | $223,399 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $218,538 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,274 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,557 | AdministrativeExpensesAmt |
| End Year Balance | $253,255 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $186,671 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,000 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,133 | AdministrativeExpensesAmt |
| End Year Balance | $218,538 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $224,634 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,124 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,250 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,589 | AdministrativeExpensesAmt |
| End Year Balance | $186,671 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,738 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,454 | DepreciationAmt |
| Book Value | $19,284 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,284 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGED POOLED MUTUAL FUNDS | Desc |
| Book Value | $233,070 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $233,070 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $3,504 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,504 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,412,273 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $24,851 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $24,851 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,387,422 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,387,422 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,174,089 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,174,089 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,174,089 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USES FOR THE ENDOWMENT FUNDS: USE OF FUNDS ARE RESTRICTED TO SCHOLARSHIPS. |
| PART X, LINE 2: | THE FOUNDATION HAS EVALUATED ANY UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLDUED IN OPERATING EXPENSES, IF INCURRED. NONE OF THE FOUNDATION'S RETURNS ARE CURRENTLY UNDER EXAMINATION. |
| PART V, LINE 4 | INTENDED USES FOR ENDOWMENT FUNDS: USE OF FUNDS ARE RESTRICTED TO SCHOLARSHIPS. |
| PART X, LINE 2 | THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING JURISDICTIONS FOR TAX YEARS PRIOR TO FISCAL 2018. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BALLOON FESTIVAL | Event1Nm |
| Gross Receipts Event1 | $493,359 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $69,787 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $423,572 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $167,973 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $149,495 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $86,235 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $63,260 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $77,655 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $267,575 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $146,755 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $120,820 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $75,325 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $910,429 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $302,777 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $607,652 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $320,953 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $320,953 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $286,699 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $20,500 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK CASTELLA JR | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $161,420 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $161,420 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT DELEGATED SALARY IS PAID THROUGH AN UNRELATED THIRD PARTY - ETHAN ALLEN HR SERVICES (FORMERLY STAFF-LINE). THEY ALSO PROVIDE HUMAN RESOURCE SERVICES, AND W-2 REPORTING. PAYROLL TAXES ARE ALSO PAID BY ETHAN ALLEN HR SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBERS OR STOCKHOLDERS THE BY-LAWS INDICATE MEMBERSHIP IS AUTHORIZED. DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE, INC. SHALL BE THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY BY-LAWS ADOPTED BY THE BOARD MAY BE AMENDED OR REPEALED BY THE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATIONS PROCESS TO REVIEW FORM 990 FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. AFTER REVIEW BY THE MANAGEMENT TEAM, AN ELECTRONIC COPY IS SENT TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL. AFTER APPROVAL FROM THE BOARD AND MANAGEMENT TEAM FORM 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER SHALL BE REQUIRED TO SUBMIT TO THE SECRETARY, PRIOR TO INITIAL ELECTION TO THE BOARD, A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT. OFFICERS, KEY EMPLOYEES AND BOARD MEMBERS SHALL ANNUALLY SUBMIT A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT NOT MORE THAN 30 DAYS FROM THE START OF THE CALENDAR YEAR. FAILURE TO SIGN SUCH A STATEMENT WILL RESULT IN A SUSPENSION FROM THE BOARD UNTIL THE STATEMENT IS SIGNED. THOSE BOARD MEMBERS WHO BELIEVE UNDER THE FOLLOWING CIRCUMSTANCES THEY MAY HAVE A CONFLICT OF INTEREST MUST IMMEDIATELY CONTACT THE CHIEF FINANCIAL OFFICER OF DCRCOC: A) UPON FINDING THAT SUCH BOARD MEMBER OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY HAS AN INTEREST OR POSSIBLE INTEREST IN AN ENTERPRISE OR TRANSACTION THAT CREATES, OR MIGHT CREATE, A POSSIBLE CONFLICT OF INTEREST; B) UPON ENTERING INTO ANY RELATIONSHIP THAT MIGHT INVOLVE A CONFLICT OF INTEREST WITH, OR CAUSE EMBARRASSMENT TO, DCRCOC; C) UPON LEARNING THAT ANOTHER BOARD MEMBER OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY HAS AN INTEREST OR POSSIBLE INTEREST IN AN ENTERPRISE OR TRANSACTION THAT CREATES, OR MIGHT CREATE, A POSSIBLE CONFLICT OF INTEREST; OR D) SUBSEQUENT TO SIGNING THE POLICY, IF ANY CIRCUMSTANCES NOTED ABOVE HAVE OCCURED. E) UPON BEING NOTIFIED, THE CHIEF FINANCIAL OFFICER SHALL PROVIDE SAID INFORMATION TO THE EXECUTIVE COMMITTEE OF THE DCRCOC, WHO WILL REVIEW SAID INFORMATION, AND IF NECESSARY REFER THE MATTER TO THE BOARD COUNSEL AS WHETHER REASONABLE CAUSE EXISTS TO CONCLUDE A CONFLICT OF INTEREST EXISTS. BOARD COUNSEL SHALL REVIEW AND ADVISE THE EXECUTIVE COMMITTEE ON THE MATTER, WHO SHALL REPORT TO THE BOARD OF DIRECTORS. ACTION OF THE BOARD OF DIRECTORS. ANY STAFF OR BOARD MEMBER WHO HAS, MIGHT HAVE, OR HAS DISCLOSED, A POTENTIAL CONFLICT OF INTEREST TO WHICH SHALL HAVE BEEN CONFIRMED BY INDEPENDENT LEGAL COUNSEL SHALL, WHERE APPROPRIATE, AT THE DIRECTION OF THE EXECUTIVE COMMITTEE, TAKE NO PART IN THE BOARD OR COMMITTEE DELIBERATIONS OR VOTE ON THE MATTER GIVING RISE TO SUCH CONFLICT. HOWEVER, THE BOARD MAY REQUEST THAT THE PERSON WITH CONFLICT OF INTEREST PRESENT INFORMATION AS TO BACKGROUND OR ANSWER QUESTIONS AT A COMMITTEE OR BOARD MEETING PRIOR TO THE COMMENCEMENT OF THE DELIBERATIONS OR VOTING. SAID PERSON SHALL NOT ATTEMPT TO IMPROPERLY INFLUENCE THE DELIBERATIONS, DECISION-MAKING OR VOTE ON THE MATTER GIVING RISE TO SUCH CONFLICT. THE BOARD SHALL DIRECT THE CHIEF FINANCIAL OFFICER OR OTHER APPROPRIATE PERSON TO DOCUMENT THE EXISTENCE AND RESOLUTION OF THE CONFLICT, INCLUDING IN THE MEETING MINUTES, AT WHICH THE CONFLICT WAS DISCUSSED OR VOTED UPON. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION PACKAGE OF THE PRESIDENT/CEO AND EXECUTIVE VP/CFO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, ACTING ON BEHALF OF THE BOARD OF DIRECTORS, CONSIDERS THE OVERALL FINANCIAL AND OPERATIONAL PERFORMANCE OF THE CHAMBER TO DETERMINE IF A SALARY INCREASE IS MERITED. THIS OCCURS ANNUALLY BASED ON THE HIRE DATE ANNIVERSARY AND WAS LAST REVIEWED IN MARCH OF 2021. FOR TOP MANAGEMENT OFFICIALS, THE PRESIDENT & CEO AND EXECUTIVE VICE PRESIDENT & CFO CONDUCT AN INFORMAL SEMI-ANNUAL PERFORMANCE ASSESSMENT AND ANNUALLY CONDUCTS A WRITTEN PERFORMANCE ASSESSMENT OF TOP MANAGEMENT PERSONNEL. CONSIDERATION IS GIVEN TO THE PERSONS'S COMMITTMENT, SKILLS, LENGTH OF SERVICE AND OVERALL CONTRIBUTIONS TO THE CHAMBER SERVICE AND FINANCIAL GOALS, AS WELL AS THE CHAMBER'S OPERATING BUDGET AND OVERALL ECONOMIC OUTLOOK. THE ANNIVERSARY HIRE DATE OF THE PERSON IS THE REVIEW DATE AND REVIEWS HAVE BEEN PERFORMED ACCORDINGLY DURING 2021. THE FINANCE COMMITTEE THEN REVIEWS AND REFERS THE OPERATING BUDGET TO THE BOARD FOR APPROVAL, AND RECOMMENDATIONS ARE MADE DURING THE BUDGET PROCESS AS TO SALARIES AND OTHER BENEFITS. DOCUMENTATION OF THE BUDGET REVIEW AND APPROVAL PROCESS IS PROVIDED THROUGH MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADDRESS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUTCHESS COUNTY REGIONAL CHAMBER OF COMMERCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CIVIC CENTER PLAZA | AddressLine1Txt |
| City | POUGHKEEPSIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 140978000 | EIN |
| Primary Activities | BUSINESS ADVOCATE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DC REGIONAL CHAMBER OF COMMERCE | ||
| E | $3,504 | COST |
| DC REGIONAL CHAMBER OF COMMERCE | ||
| O | $255,744 | COST |
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