UNION DIVERSIFIED INDUSTRIES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNION DIVERSIFIED INDUSTRIES INC (EIN 56-0987710)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-02
- IRS object ID
- 202320619349301652
- 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 | 2023-03-02T16:14:38-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873925494 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOYER DEVOE & IOCCO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2213 COMMERCE DRIVE SUITE A | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | 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 | 560987710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION DIVERSIFIED INDUSTRIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 7042891571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 WALKUP AVE PO BOX 492 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CASPER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7042891571 | PhoneNum |
| Signature | 2023-01-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | CASPER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M MOYER III | PreparerPersonNm |
| PTIN | P00052525 | PTIN |
| Phone | 7042837748 | PhoneNum |
| Preparation | 2023-03-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID CASPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 492 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,450,838 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UDINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $16,153 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,780 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,427,874 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,344,769 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,413 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,184 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,691 | PYOtherRevenueAmt |
| CY Other Revenue | $3,328 | CYOtherRevenueAmt |
| PY Total Revenue | $2,494,131 | PYTotalRevenueAmt |
| CY Total Revenue | $2,447,061 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,647,980 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,803,936 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,955 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $514,497 | PYOtherExpensesAmt |
| CY Other Expenses | $778,543 | CYOtherExpensesAmt |
| PY Total Expenses | $2,162,477 | PYTotalExpensesAmt |
| CY Total Expenses | $2,582,479 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $331,654 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$135,418 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,273,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,733,673 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $187,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $103,409 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,085,480 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,630,264 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,828,106 | ExpenseAmt |
| Revenue | $2,344,769 | RevenueAmt |
| Desc | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,828,106 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | 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 | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 119 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNION DIVERSIFIED INDUSTRIES INC | PersonNm |
| Phone | 7042891571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 WALKUP AVENUE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DAVID CASPER | |||||||
| EXECUTIVE DI | 40.00 | 0.00 | Yes (X) | $151,961 | $0 | $897 | |
| FRANK AIKMUS | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| BEN BURR | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| SHEILA CRUNKLETON | |||||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DC DUPLESSIS | |||||||
| TREASURER | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOSHUA FANCIS | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| KEN HELMS | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| RICHARD LONG | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| REI MOYA | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| DAVID ROGERS | |||||||
| VICE-PRESIDE | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARK SPENCE | |||||||
| SECRETARY | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TRENT TURNER | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| ELLEN VILLAS | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| JOHN WHITLEY | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $151,961 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $897 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $36,780 | AllOtherContributionsAmt |
| Total Contributions | $36,780 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| SALES-PACKAGING & ASSEMBLY | $1,118,830 | $1,118,830 |
| INNOVATIONS INCOME | $796,059 | $796,059 |
| MENTAL HEALTH INCOME | $428,775 | $428,775 |
| TRANSPORTATION FEES | $705 | $705 |
| MISC. PRODUCTION INCOME | $400 | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,344,769 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,580 | TotalRevenueColumnAmt |
| Exclusion | $24,580 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $41,381 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $3,777 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $37,604 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,248 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $25,356 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TAXES REIMBURSED | $1,447 | $1,447 |
| MISCELLANEOUS INCOME | $1,158 | $1,158 |
| MISCELLANEOUS | $723 | $723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,328 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,447,061 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,360,345 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $49,936 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,490,325 | TotalAmt |
| Program Services | $1,110,057 | ProgramServicesAmt |
| Management And General | $380,268 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,598 | TotalAmt |
| Program Services | $141,128 | ProgramServicesAmt |
| Management And General | $47,470 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,013 | TotalAmt |
| Program Services | $93,547 | ProgramServicesAmt |
| Management And General | $31,466 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,875 | TotalAmt |
| Management And General | $9,875 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,623 | TotalAmt |
| Management And General | $13,623 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,696 | TotalAmt |
| Management And General | $77,696 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,707 | TotalAmt |
| Management And General | $22,707 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,020 | TotalAmt |
| Program Services | $15,893 | ProgramServicesAmt |
| Management And General | $9,127 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,619 | TotalAmt |
| Program Services | $52,739 | ProgramServicesAmt |
| Management And General | $7,880 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,790 | TotalAmt |
| Program Services | $8,790 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,321 | TotalAmt |
| Management And General | $84,321 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,690 | TotalAmt |
| Program Services | $34,849 | ProgramServicesAmt |
| Management And General | $6,841 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TEMP SERVICE WAGES | $216,798 | $216,798 | |
| MISCELLANEOUS EXPENSE | $29,020 | $29,020 | |
| MISCELLANEOUS PROD EXPENS | $27,167 | $27,167 | |
| CLIENT ACTIVITIES | $22,827 | $22,827 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,390 | TotalAmt |
| Program Services | $104,311 | ProgramServicesAmt |
| Management And General | $30,124 | ManagementAndGeneralAmt |
| Fundraising | $3,955 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,582,479 | TotalAmt |
| Program Services | $1,828,106 | ProgramServicesAmt |
| Management And General | $750,418 | ManagementAndGeneralAmt |
| Fundraising | $3,955 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $868,143 | BOYAmt |
| EOY | $453,301 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574 | BOYAmt |
| EOY | $559 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,038 | BOYAmt |
| EOY | $267,184 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,489 | BOYAmt |
| EOY | $11,130 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,631 | BOYAmt |
| EOY | $2,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,190,587 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,411,313 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,200 | BOYAmt |
| EOY | $779,274 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,483,057 | BOYAmt |
| EOY | $1,219,842 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,273,132 | BOYAmt |
| EOY | $2,733,673 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,387 | BOYAmt |
| EOY | $44,025 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,265 | BOYAmt |
| EOY | $59,384 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,652 | BOYAmt |
| EOY | $103,409 | 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 | $3,085,480 | BOYAmt |
| EOY | $2,630,264 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,085,480 | BOYAmt |
| EOY | $2,630,264 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,273,132 | BOYAmt |
| EOY | $2,733,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$135,418 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$299,528 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$20,270 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule D IRS990ScheduleD
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $731,535 | BeginningYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,704 | OtherCostOrOtherBasisAmt |
| Book Value | $33,704 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,704 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED SALARIES | $43,521 |
| SUI PAYABLE | $7,248 |
| FICA TAXES W/H PAYABLE | $3,972 |
| FED INC TAXES W/H PAYABLE | $2,979 |
| STATE INC TAXES W/ PAYABLE | $1,174 |
| SIMPLE IRA | $683 |
| SOCIAL COMMITTEE | -$193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $59,384 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,447,061 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,447,061 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,447,061 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,582,479 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,582,479 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,582,479 | TotalExpensesPerForm990Amt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | WRITTEN NONDISCRIMINATORY POLICY IS AVAILABLE ON SITE FOR PUBLIC INSPECTION. |
| SCHEDULE E, LINE 6 | GOVERNMENT AGENCY SUPPORT FROM CARDINAL INNOVATIONS HEALTHCARE SOLUTIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CASPER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $139,495 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $12,466 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $897 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $152,858 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEW BY EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | APPROVAL OF BOARD |
| FORM 990, PAGE 6, PART VI, LINE 15B | APPROVAL OF DIRECTOR & BOARD |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE FOR REVIEW ON SITE BY THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | BAD DEBT -20,270 |
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