ACTS COMMUNITY DEVELOPMENT CORPORATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ACTS COMMUNITY DEVELOPMENT CORPORATION (EIN 39-1837474)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202433049349301868
- 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 | 2024-10-30T11:30:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 550 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 391837474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTS COMMUNITY DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTS | BusinessNameControlTxt |
| Phone | 4149332215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2414 W VLIET STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GOSMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4149332215 | PhoneNum |
| Signature | 2024-10-30 | 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 | RENEE MESSING | PreparerPersonNm |
| PTIN | P01872384 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2024-10-30 | 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 | HEATHER RAMIREZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2414 W VLIET STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,721,645 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTSHOUSING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | ACTS HOUSING'S MISSION IS EMPOWERMENT THROUGH HOMEOWNERSHIP. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 47 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,098,527 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,918,835 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $642,068 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $390,286 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $516,419 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$99,739 | PYOtherRevenueAmt |
| CY Other Revenue | -$108,581 | CYOtherRevenueAmt |
| PY Total Revenue | $7,691,551 | PYTotalRevenueAmt |
| CY Total Revenue | $11,716,959 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,283,602 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,258,667 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,151,564 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,483,210 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $42,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $764,877 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,487,394 | PYOtherExpensesAmt |
| CY Other Expenses | $1,879,246 | CYOtherExpensesAmt |
| PY Total Expenses | $4,964,560 | PYTotalExpensesAmt |
| CY Total Expenses | $7,621,123 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,726,991 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,095,836 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,731,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,766,391 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,377,234 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,378,156 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,354,159 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,388,235 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ACTS HOUSING'S MISSION IS EMPOWERMENT THROUGH HOMEOWNERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,467,271 | ExpenseAmt |
| Grant | $1,650,000 | GrantAmt |
| Revenue | $273,774 | RevenueAmt |
| Desc | REAL ESTATE BROKERAGE - ACTS HOME SALES TEAM REPRESENTS FAMILIES AND INDIVIDUALS IN REAL ESTATE SALES TRANSACTIONS. AS LICENSED REALTORS, THEY SUPPORT FAMIILIES IN FINDING HOMES THAT MEET THEIR NEEDS AND THEN ENSURE THAT FAMILIES ARE WELL REPRESENTED IN THEIR REAL ESTATE TRANSACTIONS. IN 2023, 81 FAMILIES FAMILIES USED ACTS' REAL ESTATE SERVICES TO PURCHASE THEIR HOMES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,890,165 | ExpenseAmt |
| Grant | $1,541,423 | GrantAmt |
| Revenue | $103,262 | RevenueAmt |
| Desc | HOMEBUYER COACHING - HOMEBUYER COACHES PROVIDE FAMILIES WITH CONFIDENTIAL, ONE-ON-ONE AND GROUP SESSIONS DESIGNED TO SUPPORT FAMILIES TO IMPROVE THEIR FINANCIAL CONDITION AND PREPARE TO BE SUCCESFUL HOMEOWNERS. IN 2023 2,052 FAMILIES STARTED HOMEBUYER COACHING AND 338 FAMILIES WERE SUCCESSFUL IN BECOMING FIRST-TIME HOMEBUYERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $875,012 | ExpenseAmt |
| Grant | $67,244 | GrantAmt |
| Revenue | $13,250 | RevenueAmt |
| Desc | HOME REHAB COACHING - ACTS HOME REHAB COACHING STAFF REPRESENTS FAMILIES AND INDIVIDUALS DURING COORDINATION AND EXECUTION OF REHAB PLANS. AS EXPERIENCED REHAB PROFESSIONALS, STAFF SUPPORT FAMILIES IN PLANNING ALL REPAIRS NEEDED FOR DECENT, SAFE, SANITARY, AND AFFORDABLE OCCUPANCY. IN 2023, 73 FAMILIES RECEIVED THESE SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,232,448 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 47 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | 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 | MICHAEL GOSMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4149332215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2414 W VLIET ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOE SCHLIDT | ||||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEATHER RAMIREZ | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 | |
| ALLISON STEINHAFEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY FRANDA | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 2.00 | |
| JOHN BEAGLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL ZIMMERMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY MCHENRY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| VICTORIA NAVARRO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| MARC PERRY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| JOHN SYBURG | ||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| OSCAR TOVAR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| RAE JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| DOUG LEVY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| TIM MATTKE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| MICHAEL GOSMAN | ||||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | $196,948 | $0 | $39,077 | 10.00 | ||
| DOROTHY YORK | ||||||||
| VP REAL ESTATE | 2.00 | $129,880 | $0 | $15,814 | 43.00 | Yes (X) | ||
| KELLY ANDREW | ||||||||
| VP STRATEGIC PARTNERSHIP | 23.00 | $118,469 | $0 | $17,034 | 22.00 | Yes (X) | ||
| DEATRA KEMP | ||||||||
| VP PROGRAMS | 42.00 | $100,989 | $0 | $22,209 | 3.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $546,286 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $94,134 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BETTER PARTNERS LLC | |||||
| 790 N MILWAUKEE ST 300 | MILWAUKEE | WI | 53202 | CUSTOMER RELATIONSHIP MANAGEMENT | $170,079 |
| JENEAN SHORTER | |||||
| 4183 N 13TH ST | MILWAUKEE | WI | 53209 | HOUSING REALTOR | $150,605 |
| BRAVENT LLC | |||||
| 2139 VALLEY COURT | GRAFTON | WI | 53024 | RECRUITMENT AND HR CONSULTING | $134,835 |
| MEN IN ACTION HOME REPAIR AND REMODELING | |||||
| 14875 SHAMROCK LANE | BROOKFIELD | WI | 53005 | HOME REPAIR AND ROMODELING | $131,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $345,386 | FundraisingAmt |
| Government Grants | $1,632,264 | GovernmentGrantsAmt |
| All Other Contributions | $8,941,185 | AllOtherContributionsAmt |
| Noncash Contributions | $13,736 | NoncashContributionsAmt |
| Total Contributions | $10,918,835 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REAL ESTATE BROKERAGE | 531390 | $271,046 | $271,046 |
| COUNSELING FEES | 522291 | $103,262 | $103,262 |
| CONSTRUCTION MANAGEMENT | 900099 | $13,250 | $13,250 |
| CLOSING REVENUE | 531390 | $2,728 | $2,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $390,286 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,839 | TotalRevenueColumnAmt |
| Exclusion | $195,839 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,890,354 | SecuritiesAmt |
| Other | $297,638 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,867,412 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,942 | SecuritiesAmt |
| Other | $297,638 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $320,580 | TotalRevenueColumnAmt |
| Exclusion | $320,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,940 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $345,386 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $137,274 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$124,334 | TotalRevenueColumnAmt |
| Exclusion | -$124,334 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,753 | TotalRevenueColumnAmt |
| Exclusion | $15,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,753 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,716,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $390,286 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $407,838 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,717,244 | TotalAmt |
| Program Services | $1,717,244 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541,423 | TotalAmt |
| Program Services | $1,541,423 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,591 | TotalAmt |
| Program Services | $146,009 | ProgramServicesAmt |
| Management And General | $8,994 | ManagementAndGeneralAmt |
| Fundraising | $26,588 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,968 | TotalAmt |
| Program Services | $1,580,060 | ProgramServicesAmt |
| Management And General | $72,531 | ManagementAndGeneralAmt |
| Fundraising | $278,377 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,610 | TotalAmt |
| Program Services | $47,338 | ProgramServicesAmt |
| Management And General | $2,738 | ManagementAndGeneralAmt |
| Fundraising | $8,534 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,619 | TotalAmt |
| Program Services | $109,199 | ProgramServicesAmt |
| Management And General | $21,106 | ManagementAndGeneralAmt |
| Fundraising | $25,314 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,422 | TotalAmt |
| Program Services | $123,978 | ProgramServicesAmt |
| Management And General | $6,343 | ManagementAndGeneralAmt |
| Fundraising | $26,101 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,540 | TotalAmt |
| Management And General | $142,540 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,740 | TotalAmt |
| Management And General | $11,740 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,059 | TotalAmt |
| Program Services | $250,028 | ProgramServicesAmt |
| Management And General | $47,321 | ManagementAndGeneralAmt |
| Fundraising | $83,710 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,065 | TotalAmt |
| Program Services | $156,831 | ProgramServicesAmt |
| Management And General | $8,097 | ManagementAndGeneralAmt |
| Fundraising | $39,137 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,845 | TotalAmt |
| Program Services | $91,072 | ProgramServicesAmt |
| Management And General | $142,991 | ManagementAndGeneralAmt |
| Fundraising | $86,782 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,650 | TotalAmt |
| Program Services | $143,430 | ProgramServicesAmt |
| Management And General | $4,688 | ManagementAndGeneralAmt |
| Fundraising | $73,532 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,825 | TotalAmt |
| Program Services | $14,053 | ProgramServicesAmt |
| Management And General | $43,190 | ManagementAndGeneralAmt |
| Fundraising | $3,582 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,610 | TotalAmt |
| Program Services | $43,096 | ProgramServicesAmt |
| Management And General | $10,108 | ManagementAndGeneralAmt |
| Fundraising | $28,406 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,493 | TotalAmt |
| Program Services | $12,285 | ProgramServicesAmt |
| Management And General | $1,785 | ManagementAndGeneralAmt |
| Fundraising | $423 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,300 | TotalAmt |
| Management And General | $1,300 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,398 | TotalAmt |
| Program Services | $27,759 | ProgramServicesAmt |
| Management And General | $21,384 | ManagementAndGeneralAmt |
| Fundraising | $9,255 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,067 | TotalAmt |
| Program Services | $20,397 | ProgramServicesAmt |
| Management And General | $6,871 | ManagementAndGeneralAmt |
| Fundraising | $6,799 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFF DEVELOPMENT | $145,989 | $94,953 | $23,091 | $27,945 |
| CLOSING COSTS | $80,385 | $80,385 | ||
| SUBSCRIPTIONS | $39,531 | $7,902 | $26,639 | $4,990 |
| VOLUNTEER REHAB COST | $26,661 | $26,661 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,088 | TotalAmt |
| Program Services | $25,006 | ProgramServicesAmt |
| Management And General | $20,341 | ManagementAndGeneralAmt |
| Fundraising | $8,741 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,621,123 | TotalAmt |
| Program Services | $6,232,448 | ProgramServicesAmt |
| Management And General | $623,798 | ManagementAndGeneralAmt |
| Fundraising | $764,877 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,738,759 | BOYAmt |
| EOY | $1,237,991 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,446 | BOYAmt |
| EOY | $94,721 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $878,974 | BOYAmt |
| EOY | $6,135,044 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,138,312 | BOYAmt |
| EOY | $2,124,284 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,023 | BOYAmt |
| EOY | $98,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $956,811 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $243,135 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,926 | BOYAmt |
| EOY | $713,676 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,025,184 | BOYAmt |
| EOY | $4,360,795 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,769 | BOYAmt |
| EOY | $1,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,731,393 | BOYAmt |
| EOY | $14,766,391 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,816 | BOYAmt |
| EOY | $2,366,897 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,490,578 | BOYAmt |
| EOY | $128,156 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,223 | BOYAmt |
| EOY | $875,761 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,617 | BOYAmt |
| EOY | $7,342 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,377,234 | BOYAmt |
| EOY | $3,378,156 | 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 | $4,786,412 | BOYAmt |
| EOY | $3,774,118 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,567,747 | BOYAmt |
| EOY | $7,614,117 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,354,159 | BOYAmt |
| EOY | $11,388,235 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,731,393 | BOYAmt |
| EOY | $14,766,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,095,836 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,116 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,079,876 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,763,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,935,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,722,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,098,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,918,835 | CurrentTaxYearAmt |
| Total | $28,438,123 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,763,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,935,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,722,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,098,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,918,835 | CurrentTaxYearAmt |
| Total | $28,438,123 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,066,473 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,371,650 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,045 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,199 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $218,781 | CurrentTaxYearAmt |
| Total | $328,738 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,159 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $227,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $326,331 | CurrentTaxYearAmt |
| Total | $773,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,540,367 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,398,498 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 34,349. 2020 AMOUNT: $ 23,000. 2021 AMOUNT: $ 23,340. 2022 AMOUNT: $ 12,389. 2023 AMOUNT: $ 15,753. GAIN/LOSS ON DISPOSITION OF ASSET - 2019 AMOUNT: $ -23,548. 2020 AMOUNT: $ 84,002. 2021 AMOUNT: $ 204,534. 2022 AMOUNT: $ 2,707. 2023 AMOUNT: $ 297,638. FUNDRAISING GROSS INCOME - 2019 AMOUNT: $ 48,995. 2020 AMOUNT: $ 12,157. 2022 AMOUNT: $ 25,250. 2023 AMOUNT: $ 12,940. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $867,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,819 | DepreciationAmt |
| Book Value | $692,930 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,316 | DepreciationAmt |
| Book Value | $20,746 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $713,676 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ESCROW LIABILITIES | $5,974 |
| LEASE OBLIGATIONS | $1,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,342 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,967,542 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,116 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $20,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $5,874,207 | OtherRevenueAmt |
| Revenue Not Reported | $5,912,323 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,055,219 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,740 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,650,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,661,740 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,716,959 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,279,710 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $20,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,300,327 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,320,327 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,959,383 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,740 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,650,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,661,740 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,621,123 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS EARNEST MONEY AND ESCROWS RELATED TO HOME SALES, HOME REHAB, AND HOME LOANS. ON OR ABOUT APRIL 2013, THE ORGANIZATION, IN CONJUNCTION WITH OUTSIDE COUNSEL, REVIEWED ITS COMPLIANCE WITH CREDIT COUNSELING AND LENDING REQUIREMENTS, INCLUDING BOTH STATE AND FEDERAL REQUIREMENTS. THE ORGANIZATION CURRENTLY HAS MET ALL APPLICABLE REQUIREMENTS AND HAS ADOPTED BEST PRACTICES FOR ITS CREDIT COUNSELING AND LENDING, INCLUDING THOSE REQUIREMENTS IMPOSED BY FEDERAL TAX LAW (IRS SECTION 501(Q)). |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION AND AFFILIATES HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE ON CONSOLIDATED FINANCIALS FROM ACTS LENDING INC 1,531,192. REVENUE ON CONSOLIDATED FINANCIALS FROM ACTS HOMEOWNER ACQUISITIONS INC 4,343,015. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT PASSTHROUGH FUNDS TO COMMUNITY DEVELOPMENT ALLIANCE 1,650,000. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES ON CONSOLIDATED FINANCIALS FROM ACTS LENDING, INC 505,922. EXPENSES ON CONSOLIDATED FINANCIALS FROM ACTS HOMEOWNER ACQUISITIONS, INC 794,405. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT PASS THROUGH FUNDS TO COMMUNITY DEVELOPMENT ALLIANCE 1,650,000. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABUNDANT PHILANTHROPY LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1035 E MANITOBA ST | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROFESSIONAL FUNDRAISING SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $72,000 | RetainedByContractorAmt |
| Net To Organization | -$72,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $72,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$72,000 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LONGEST TABLE | Event1Nm |
| Gross Receipts Event1 | $358,326 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $345,386 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,940 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $8,542 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $75,672 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $53,060 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $358,326 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $345,386 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,940 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,542 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $75,672 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $53,060 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $137,274 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$124,334 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ACTS LENDING INC | |||||||||
| 2414 W VLIET STREET | MILWAUKEE | WI | 53205 | 462986750 | 501C3 | $25,244 | $0 | CASH | HOUSING LENDING |
| COMMUNITY DEVELOPMENT ALLIANCE CO GREATER MILWAUKEE FOUNDATION | |||||||||
| 101 W PLEASANT ST STE 210 | MILWAUKEE | WI | 53212 | 396036407 | 501C3 | $1,650,000 | $0 | CASH | DIRECT PASS THROUGH GRANT FOR WORTH PROGRAM |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | DOWN PAYMENT ASSISTANCE GRANTS | GrantTypeTxt |
| Recipient | 248 | RecipientCnt |
| Cash Grant | $1,541,423 | CashGrantAmt |
| Valuation Method Used | CASH GRANTS | ValuationMethodUsedDesc |
| Non Cash Assistance | DOWNPAYMENT ASSISTANCE GRANTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACTS MAINTAINS RECORDS TO SUBSTANTIATE ALL GRANT DISBURSEMENTS AND ELIGIBILITY REQUIREMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GOSMAN | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $181,948 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $15,000 | 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 | $39,077 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $236,025 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR RECEIVED A BONUS OF $15,000 IN 2023 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE ENTIRE BOARD IS PROVIDED THE 990 (EXCLUDING SCHEDULE B) FOR REVIEW PRIOR TO FILING, THE EXECUTIVE COMMITTEE REVIEWS THE FULL 990 (INCLUDING SCHEDULE B) AND DISCUSSES ANY NECESSARY ITEMS WITH THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. OTHER MEMBERS OF THE BOARD OR COMMITTEE DETERMINE IF A CONFLICT EXISTS. WHEN THIS OCCURS THE BOARD MEMBER WITH A CONFLICT OF INTEREST IS ASKED TO LEAVE DURING THE DISCUSSION AND VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR ALL STAFF OTHER THAN THE PRESIDENT & CEO IS SET BY THE PRESIDENT & CEO AND APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGETING PROCESS. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS INDIVIDUAL COMPENSATION FOR ALL STAFF AND ESTABLISHES THE COMPENSATION FOR THE PRESIDENT & CEO, USING AVAILABLE COMPENSATION STUDIES AND TAKING INTO ACCOUNT THE PRESIDENT & CEO'S PERFORMANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART XI, LINE 9: | DIRECT EQUITY TRANSFER FOR ESTABLISMENT OF ACTS HOMEOWNERSHIP ACQUISTIONS -2,009,480. DIRECT EQUITY TRANSFER TO ACTS LENDING, INC. -70,396. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES FROM THE PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ACTS LENDING INC | |||||||||
| 2414 W VLIET STREET | MILWAUKEE | WI | 53205 | LENDING | WI | 501(C)(3) | 509 (A)(1) | ACTS COMMUNITY DEVELOPMENT CORP | Yes (1) |
| ACTS HOMEOWNERSHIP ACQUISITIONS INC | |||||||||
| 2414 W VILIET STREET | MILWAUKEE | WI | 53205 | LENDING | WI | 501(C)(3) | 509 (A)(1) | ACTS COMMUNITY DEVELOPMENT CORP | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (12 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ACTS LENDING INC | ||
| D | $2,778,863 | CASH |
| ACTS HOMEOWNERSHIP ACQUISITIONS INC | ||
| D | $1,105,000 | CASH |
| ACTS LENDING INC | ||
| L | $1,000,000 | CASH |
| ACTS HOMEOWNERSHIP ACQUISITIONS INC | ||
| L | $3,440,578 | CASH |
| ACTS LENDING INC | ||
| Q | $140,204 | CASH |
| ACTS HOMEOWNERSHIP ACQUISITIONS INC | ||
| Q | $92,509 | CASH |
| ACTS LENDING INC | ||
| S | $1,163,923 | CASH |
| ACTS HOMEOWNERSHIP ACQUISITIONS INC | ||
| S | $985,733 | CASH |
| ACTS HOMEOWNERSHIP ACQUISITIONS INC | ||
| R | $2,809,480 | CASH |
| ACTS LENDING INC | ||
| B | $25,244 | CASH |
| ACTS HOMEOWNERSHIP ACQUISITIONS INC | ||
| O | $544,073 | CASH |
| ACTS LENDING INC | ||
| O | $129,236 | CASH |
Comments