TAKE THE LEAD INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TAKE THE LEAD INC (EIN 13-3729133)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202443129349302999
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T13:31:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201317788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWERS & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 COMMERCE PARK DRIVE EAST | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | 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 | 133729133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKE THE LEAD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAKE | BusinessNameControlTxt |
| Phone | 3157820547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 WASHINGTON STREET 306 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL CAMPANELLA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3157820547 | PhoneNum |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH A BUSH | PreparerPersonNm |
| PTIN | P01264627 | PTIN |
| Phone | 3157887690 | PhoneNum |
| Preparation | 2024-10-25 | 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 | PAUL CAMPANELLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 WASHINGTON STREET 306 | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,507,229 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TAKETHELEAD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE DIRECT SERVICES, SUPPORT, AND CARE FOR ALL QUALIFIED PARTICIPANTS IN THE SPORT OF DOGS WHO ARE SUFFERING FROM A LIFE THREATENING ILLNESS AND ARE IN NEED OF FINANCIAL ASSISTANCE FOR MEDICAL TREATMENTS, PRESCRIPTIONS, FUNERAL EXPENSES, AND DAILY LIVING EXPENSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $500,214 | PYContributionsGrantsAmt |
| CY Contributions Grants | $520,266 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,155 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $104,850 | CYProgramServiceRevenueAmt |
| PY Investment Income | $373,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $407,151 | CYInvestmentIncomeAmt |
| PY Other Revenue | $124,837 | PYOtherRevenueAmt |
| CY Other Revenue | $77,415 | CYOtherRevenueAmt |
| PY Total Revenue | $1,069,006 | PYTotalRevenueAmt |
| CY Total Revenue | $1,109,682 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $426,381 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $318,666 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,437 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $75,459 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,909 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $139,432 | PYOtherExpensesAmt |
| CY Other Expenses | $133,175 | CYOtherExpensesAmt |
| PY Total Expenses | $636,250 | PYTotalExpensesAmt |
| CY Total Expenses | $527,300 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $432,756 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $582,382 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,409,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,636,001 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,952 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,551 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,380,639 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,613,450 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE DIRECT SERVICES, SUPPORT, AND CARE FOR ALL QUALIFIED PARTICIPANTS IN THE SPORT OF DOGS WHO ARE SUFFERING FROM A LIFE THREATENING ILLNESS AND ARE IN NEED OF FINANCIAL ASSISTANCE FOR MEDICAL TREATMENTS, PRESCRIPTIONS, FUNERAL EXPENSES, AND DAILY LIVING EXPENSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $356,605 | ExpenseAmt |
| Grant | $281,146 | GrantAmt |
| Revenue | $104,875 | RevenueAmt |
| Desc | ASSISTANCE PROGRAM TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS SUFFERING FROM AIDS,OTHER TERMINAL ILLNESSES AND COVID-19. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,520 | ExpenseAmt |
| Grant | $37,520 | GrantAmt |
| Desc | ASSISTANCE PROGRAM TO AID HURRICANE VICTIMS AND OTHER FEDERAL DESIGNATED DISASTER AREAS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $394,125 | 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 | 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 | 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 | 0 | 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 | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAKE THE LEAD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157820547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 WASHINGTON STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| THOMAS BRADLEY | ||||||
| 2ND VICE CHAIRMAN | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAMELA BEALE | ||||||
| EXECUTIVE DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOROTHY COLLIER | ||||||
| 1ST VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEFFREY PEPPER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SPRUNG | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HARRY BOOKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL CAMPANELLA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THERESA HUNDT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE MILUTINOVICH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA PROCTOR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY MILLER | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARI-BETH O'NEILL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD STURZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY VOGELS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $520,266 | AllOtherContributionsAmt |
| Total Contributions | $520,266 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIPS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $104,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,850 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $104,850 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,286 | TotalRevenueColumnAmt |
| Exclusion | $118,286 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,665,713 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,376,848 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $288,865 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $288,865 | TotalRevenueColumnAmt |
| Exclusion | $288,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $98,089 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $20,699 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,390 | TotalRevenueColumnAmt |
| Exclusion | $77,390 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $25 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,109,682 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,875 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $484,541 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,666 | TotalAmt |
| Program Services | $318,666 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,738 | TotalAmt |
| Program Services | $69,738 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,721 | TotalAmt |
| Program Services | $5,721 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,720 | TotalAmt |
| Management And General | $6,720 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,375 | TotalAmt |
| Management And General | $12,375 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,710 | TotalAmt |
| Fundraising | $1,710 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,608 | TotalAmt |
| Management And General | $27,608 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,942 | TotalAmt |
| Management And General | $6,942 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,475 | TotalAmt |
| Management And General | $9,475 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,085 | TotalAmt |
| Management And General | $3,085 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,470 | TotalAmt |
| Management And General | $5,470 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROMOTIONAL ITEMS | $26,281 | $26,281 | |
| POSTAGE AND PRINTING | $10,476 | $10,476 | |
| LEASE FEES | $9,669 | $9,669 | |
| BANK SERVICE CHARGES | $7,485 | $7,039 | $446 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,879 | TotalAmt |
| Fundraising | $5,879 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,300 | TotalAmt |
| Program Services | $394,125 | ProgramServicesAmt |
| Management And General | $92,266 | ManagementAndGeneralAmt |
| Fundraising | $40,909 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,340 | BOYAmt |
| EOY | $330,422 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,564 | BOYAmt |
| EOY | $134,402 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $955 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,410 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,373 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,665 | BOYAmt |
| EOY | $10,037 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,067,429 | BOYAmt |
| EOY | $8,143,291 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,638 | BOYAmt |
| EOY | $17,849 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,409,591 | BOYAmt |
| EOY | $8,636,001 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,274 | BOYAmt |
| EOY | $4,233 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,678 | BOYAmt |
| EOY | $18,318 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,952 | BOYAmt |
| EOY | $22,551 | 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 | $7,380,639 | BOYAmt |
| EOY | $8,613,450 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,380,639 | BOYAmt |
| EOY | $8,613,450 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,409,591 | BOYAmt |
| EOY | $8,636,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $582,382 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $650,429 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $641,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $825,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $659,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $570,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $625,116 | CurrentTaxYearAmt |
| Total | $3,322,094 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $641,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $825,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $659,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $570,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $625,116 | CurrentTaxYearAmt |
| Total | $3,322,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,322,094 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,561 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $412,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $373,800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $407,151 | CurrentTaxYearAmt |
| Total | $1,432,730 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $202,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,647 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $135,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $98,089 | CurrentTaxYearAmt |
| Total | $626,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,380,865 | TotalSupportAmt |
| Public Support CY170 | 0.61740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62130 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,948 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,241 | DepreciationAmt |
| Book Value | $5,707 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,462 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,132 | DepreciationAmt |
| Book Value | $4,330 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,037 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $18,318 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,318 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,780,810 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $650,429 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $650,429 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,130,381 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$20,699 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$20,699 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,109,682 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $547,999 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $547,999 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$20,699 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$20,699 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $527,300 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAD ADOPTED THE PROVISIONS OF FASB ASC 740, INCOME TAXES. IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -20,699. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -20,699. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOOTH OPERATION | Event1Nm |
| Gross Receipts Event1 | $98,089 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $98,089 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $20,699 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $98,089 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $98,089 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,699 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,699 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $77,390 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MEDICAL ASSISTANCE | 22 | $57,511 |
| LIVING ASSISTANCE | 30 | $184,846 |
| FUNERAL EXPENSES | 8 | $38,447 |
| DISASTER RELIEF | 5 | $37,519 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 15B | COMPENSATION AMOUNTS ARE APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THEIR OFFICE LOCATION. |
| FORM 990 PART XII, LINE 2C | THE BOARD ASSUMES RESPONSIBLITY AND OVERSIGHT OVER THE AUDIT. |
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