PAISLEY HOUSE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PAISLEY HOUSE (EIN 34-0726096)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-19
- IRS object ID
- 202320199349301322
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-19T15:57:40-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452786187 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLUENT & RICCIARDI | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8560 SOUTH AVE STE 2 | AddressLine1Txt |
| City | POLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340726096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAISLEY HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAIS | BusinessNameControlTxt |
| Phone | 3307999431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1408 MAHONING AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44509 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNY MCHENRY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3307999431 | PhoneNum |
| Signature | 2022-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BONNIE | PersonFirstNm |
| Person Last | MCHENRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADDISON G FLUENT III | PreparerPersonNm |
| PTIN | P00173113 | PTIN |
| Phone | 3309531396 | PhoneNum |
| Preparation | 2023-01-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH LOWE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1408 MAHONING AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,195,589 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PAISLEYHOUSE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1909 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HOUSING FACILITIES & SERVICES TO MEET THE PHYSICAL & SOCIAL NEEDS OF ELDERLY INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $76,432 | PYContributionsGrantsAmt |
| CY Contributions Grants | $108,555 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $367,484 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $354,410 | CYProgramServiceRevenueAmt |
| PY Investment Income | $263,500 | PYInvestmentIncomeAmt |
| CY Investment Income | $226,441 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,959 | PYOtherRevenueAmt |
| CY Other Revenue | $4,979 | CYOtherRevenueAmt |
| PY Total Revenue | $791,375 | PYTotalRevenueAmt |
| CY Total Revenue | $694,385 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $747,754 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $844,778 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $407 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $283,434 | PYOtherExpensesAmt |
| CY Other Expenses | $306,908 | CYOtherExpensesAmt |
| PY Total Expenses | $1,031,188 | PYTotalExpensesAmt |
| CY Total Expenses | $1,151,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$239,813 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$457,301 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,638,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,633,591 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $141,507 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,496,965 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,633,591 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HOUSING FACILITIES & SERVICES TO MEET THE PHYSICAL & SOCIAL NEEDS OF ELDERLY INDIVIDUALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,117,628 | ExpenseAmt |
| Revenue | $354,410 | RevenueAmt |
| Desc | THE HOME PROVIDES CARE FOR ELDERLY INDIVIDUALS INCLUDING BOARDING, MEDICAL SUPERVISION & RECREATIONAL ACTIVITIES. THE HOME PROVIDES FOR APPROXIMATELY FIFTEEN TO EIGHTEEN INDIVIDUALS AT A TIME. | Desc |
| Total Program Service Expenses | $1,117,628 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAISLEY HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307999431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1408 MAHONING AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44509 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JILL COX | ||||||
| EXECUTIVE DI | 50.00 | Yes (X) | $86,226 | $0 | $0 | |
| MARCIA BOTCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN DIETER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE LILLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH LOWE | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH MCCONNELL-REES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BONNY MCHENRY | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA ROHRBAUGH | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARY ANN SCHAPER | ||||||
| VICE PRESIDE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $86,226 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $36,399 | GovernmentGrantsAmt |
| All Other Contributions | $72,156 | AllOtherContributionsAmt |
| Noncash Contributions | $1,855 | NoncashContributionsAmt |
| Total Contributions | $108,555 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENTS & ROOM RENTALS | Desc |
| Total Revenue Column | $354,410 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $354,410 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $354,410 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $161,997 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $565,648 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $500,915 | SecuritiesAmt |
| Other | $289 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,733 | SecuritiesAmt |
| Other | -$289 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,444 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKERS COMP REBATES/REFUNDS | Desc |
| Total Revenue Column | $4,979 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,979 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,979 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $694,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $585,830 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,631 | TotalAmt |
| Program Services | $775,631 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,147 | TotalAmt |
| Program Services | $69,147 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,217 | TotalAmt |
| Program Services | $4,418 | ProgramServicesAmt |
| Management And General | $14,799 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,852 | TotalAmt |
| Management And General | $18,852 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,360 | TotalAmt |
| Program Services | $3,953 | ProgramServicesAmt |
| Fundraising | $407 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,701 | TotalAmt |
| Program Services | $39,701 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,125 | TotalAmt |
| Program Services | $20,125 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $61,976 | $61,976 |
| REPAIRS & MAINTENANCE | $53,178 | $53,178 |
| UTILITIES | $31,647 | $31,647 |
| OPERATING SUPPLIES | $20,865 | $20,865 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,987 | TotalAmt |
| Program Services | $36,987 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,686 | TotalAmt |
| Program Services | $1,117,628 | ProgramServicesAmt |
| Management And General | $33,651 | ManagementAndGeneralAmt |
| Fundraising | $407 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,859 | BOYAmt |
| EOY | $79,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,360,919 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,038,223 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,047 | BOYAmt |
| EOY | $322,696 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,061,566 | BOYAmt |
| EOY | $4,231,544 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,638,472 | BOYAmt |
| EOY | $4,633,591 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,507 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,507 | BOYAmt |
| EOY | $0 | 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 | $5,496,965 | BOYAmt |
| EOY | $4,633,591 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,496,965 | BOYAmt |
| EOY | $4,633,591 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,638,472 | BOYAmt |
| EOY | $4,633,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$457,301 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$406,073 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
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 | $99,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,706 | CurrentTaxYearAmt |
| Total | $397,572 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,706 | CurrentTaxYearAmt |
| Total | $397,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $177,379 | SubstantialContributorsTotAmt |
| Public Support Total170 | $220,193 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $151,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,997 | CurrentTaxYearAmt |
| Total | $748,518 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,828 | CurrentTaxYearAmt |
| Total | $215,960 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,362,050 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,430,983 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.16170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.16800 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | NORMALLY THE ORGANIZATION RECEIVES AT LEAST 10% OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. IN ORDER TO ASSURE THIS, THE BOARD OF TRUSTEES AND EXECUTIVE DIRECTOR WORK TO ATTRACT NEW AND ADDITIONAL SUPPORT THROUGH AN ANNUAL MAIL APPEAL & LOCAL FOUNDATION GRANT APPLICATIONS. SOLICITATION IS MADE TO PAST DONORS, RESIDENTS'FAMILIES, PHILANTHROPIC FOUNDATIONS & THE GENERAL PUBLIC. THE BOARD AIMS TO INCLUDE A BROAD AUDIENCE AND WORKS TO EXPAND THE CAMPAIGN DATABASE EACH YEAR. ALTHOUGH THE COVID-19 PANDEMIC HAS NEGATIVELY AFFECTED MOST OF THE FOLLOWING, IN A "NORMAL" YEAR, THESE ADDITIONAL FACTS SHOULD BE CONSIDERED: -THE FACILITY IS OPEN TO ALL & PROVIDES DOMICILIARY SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS. IN OPERATION SINCE 1909, THE ORGANIZATION SERVES THE LOCAL AGED AT A PRICE WELL BELOW COST & AT AN AMOUNT SIGNIFICANTLY LESS THAN THAT CHARGED BY OTHER AREA FACILITIES. -OPEN HOUSES, SPONSORED PUBLIC EVENTS/TOURS COORDINATED THROUGH AREA CHURCHES, AGENCIES ON AGING & LEGAL/MEDICAL PROFESSIONALS EDUCATE THE GENERAL PUBLIC ABOUT THE FACILITY. PERIODIC NEWSLETTERS TO TARGETED AUDIENCES PROVIDE NEEDED VISABILITY FOR WORD OF MOUTH REFERRALS. -A DECLINING REGIONAL POPULATION COUPLED WITH THE REMAINING AREA RESIDENTS GETTING OLDER AND OFTENTIMES LIVING ON LIMITED FIXED INCOMES CONTINUES TO MAKE LOCAL FUNDRAISING CHALLENGING. -PLANT/BUSINESS CLOSURES IN THE AREA CONTINUE TO SHRINK BOTH THE WORKFORCE AND LEADERSHIP DONORS IN THE TOP ECHELON OF EMPLOYEES RESULTING IN LESS CHARITABLE GIVING IN GENERAL. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | MISCELLANEOUS 215,960 |
| PART II, LINE 17A | NORMALLY THE ORGANIZATION RECEIVES AT LEAST 10% OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. IN ORDER TO ASSURE THIS, THE BOARD OF TRUSTEES AND EXECUTIVE DIRECTOR WORK TO ATTRACT NEW AND ADDITIONAL SUPPORT THROUGH AN ANNUAL MAIL APPEAL & LOCAL FOUNDATION GRANT APPLICATIONS. SOLICITATION IS MADE TO PAST DONORS, RESIDENTS'FAMILIES, PHILANTHROPIC FOUNDATIONS & THE GENERAL PUBLIC. THE BOARD AIMS TO INCLUDE A BROAD AUDIENCE AND WORKS TO EXPAND THE CAMPAIGN DATABASE EACH YEAR. ALTHOUGH THE COVID-19 PANDEMIC HAS NEGATIVELY AFFECTED MOST OF THE FOLLOWING, IN A "NORMAL" YEAR, THESE ADDITIONAL FACTS SHOULD BE CONSIDERED: -THE FACILITY IS OPEN TO ALL & PROVIDES DOMICILIARY SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS. IN OPERATION SINCE 1909, THE ORGANIZATION SERVES THE LOCAL AGED AT A PRICE WELL BELOW COST & AT AN AMOUNT SIGNIFICANTLY LESS THAN THAT CHARGED BY OTHER AREA FACILITIES. -OPEN HOUSES, SPONSORED PUBLIC EVENTS/TOURS COORDINATED THROUGH AREA CHURCHES, AGENCIES ON AGING & LEGAL/MEDICAL PROFESSIONALS EDUCATE THE GENERAL PUBLIC ABOUT THE FACILITY. PERIODIC NEWSLETTERS TO TARGETED AUDIENCES PROVIDE NEEDED VISABILITY FOR WORD OF MOUTH REFERRALS. -A DECLINING REGIONAL POPULATION COUPLED WITH THE REMAINING AREA RESIDENTS GETTING OLDER AND OFTENTIMES LIVING ON LIMITED FIXED INCOMES CONTINUES TO MAKE LOCAL FUNDRAISING CHALLENGING. -PLANT/BUSINESS CLOSURES IN THE AREA CONTINUE TO SHRINK BOTH THE WORKFORCE AND LEADERSHIP DONORS IN THE TOP ECHELON OF EMPLOYEES RESULTING IN LESS CHARITABLE GIVING IN GENERAL. |
| PART II, LINE 17B | NORMALLY THE ORGANIZATION RECEIVES AT LEAST 10% OF ITS TOTAL SUPPORT FROM THE GENERAL PUBLIC. IN ORDER TO ASSURE THIS, THE BOARD OF TRUSTEES AND EXECUTIVE DIRECTOR WORK TO ATTRACT NEW AND ADDITIONAL SUPPORT THROUGH AN ANNUAL MAIL APPEAL & LOCAL FOUNDATION GRANT APPLICATIONS. SOLICITATION IS MADE TO PAST DONORS, RESIDENTS', FAMILIES, PHILANTHROPIC FOUNDATIONS & THE GENERAL PUBLIC. THE BOARD AIMS TO INCLUDE A BROAD AUDIENCE AND WORKS TO EXPAND THE CAMPAIGN DATABASE EACH YEAR. ALTHOUGH THE COVID-19 PANDEMIC HAS NEGATIVELY AFFECTED MOST OF THE FOLLOWING, IN A "NORMAL" YEAR, THESE ADDISITOINAL FACTS SHOULD BE CONSIDERED: -THE FACILITY IS OPEN TO ALL & PROVIDES DOMICILIARY SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS. IN OPERATION SINCE 1909, THE ORGANIZATION SERVES THE LOCAL AGED AT A PRICE WELL BELOW COST & AT AN AMOUNT SIGNIFICANTLY LESS THAN THAT CHARGED BY OTHER AREA FACILITIES. -OPEN HOUSES, SPONSORED PUBLIC EVENTS/TOURS COORDINATED THROUGH AREA CHURCHES, AGENCIES ON AGING & LEGAL/MEDICAL PROFESSIONALS EDUCATE THE GENERAL PUBLIC ABOUT THE FACILITY. PERIODIC NEWSLETTERS TO TARGETED AUDIENCES PROVIDE NEEDED VISABILITY FOR WORD OF MOUTH REFERRALS. -A DECLINING REGIONAL POPULATION COUPLED WITH THE REMIANING AREA RESIDENTS GETTING OLDER AND OFTENTIMES LIVING ON LIMITED FIXED INCOMES CONTINUES TO MAKE LOCAL FUNDRAISING CHALLENGING. -PLANT/BUSINESS CLOSURES IN THE AREA CONTINUE TO SHRINK BOTH THE WORKFORCE AND LEADERSHIP DONORS IN THE TOP ECHELON OF EMPLOYEES RESULTING IN LESS CHARITABLE GIVING IN GENERAL. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,896 | OtherCostOrOtherBasisAmt |
| Book Value | $23,896 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,141,308 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,038,223 | DepreciationAmt |
| Book Value | $103,085 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $195,715 | OtherCostOrOtherBasisAmt |
| Book Value | $195,715 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $322,696 | TotalBookValueLandBuildingsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | YEAR END FINANCIAL STATEMENTS & RELATED FORM 990 ARE EXPLAINED BY OUTSIDE ACCOUNTANT AT BOARD MEETING PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PERSONNEL COMMITTEE INDEPENDENTLY REVIEWS EMPLOYMENT & COMPENSATION DETAILS FOR THE EXECUTIVE DIRECTOR. REVIEWS ARE MADE USING MARKET DATA & PERFORMANCE STANDARDS. RECOMMENDATIONS FROM THIS COMMITTEE ARE THEN BROUGHT BEFORE THE ENTIRE GOVERNING BOARD FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE COMPENSATION PROCESS FOR ALL OTHER EMPLOYEES INCLUDES A REVIEW WITH THE EXECUTIVE DIRECTOR USING MARKET DATA & PERFORMANCE STANDARDS. RECOMMENDATIONS FROM THIS PROCESS, COUPLED WITH INPUT FROM THE EXECUTIVE BOARD/PERSONNEL COMMITTEE, ARE THEN BROUGHT BEFORE THE ENTIRE GOVERNING BOARD FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE BY REQUEST. |
| FORM 990, PART XI, LINE 9 | UNREALIZED GAIN (LOSS) ON INVESTMENTS -547,580 PPP LOAN FORGIVENESS 141,507 TOTAL -406,073 |
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