SARAH BONWELL HUDGINS FOUNDATION INC: Form 990, tax year 2022
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- Organization
- SARAH BONWELL HUDGINS FOUNDATION INC (EIN 54-0971072)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-09-20
- IRS object ID
- 202312639349301326
- Schema version
- 2022v5.0
- 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 | 2023-09-20T14:33:08-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453936274 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH MOORE & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120547 | AddressLine1Txt |
| City | NEWPORT NEWS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540971072 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH BONWELL HUDGINS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 7578278757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SINGLETON DRIVE | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER REGISTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7578278757 | PhoneNum |
| Signature | 2023-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | REGISTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA CANDELLA CPA | PreparerPersonNm |
| PTIN | P01695830 | PTIN |
| Phone | 7572241174 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER REGISTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SINGLETON DRIVE | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $654,756 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SARAHBONWELLHUDGINS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE LIVES OF PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $85,570 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,045 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $202,672 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $161,921 | CYProgramServiceRevenueAmt |
| PY Investment Income | $160,260 | PYInvestmentIncomeAmt |
| CY Investment Income | $99,715 | CYInvestmentIncomeAmt |
| PY Other Revenue | $100 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $448,602 | PYTotalRevenueAmt |
| CY Total Revenue | $273,681 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $139,626 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $146,367 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $422,402 | PYOtherExpensesAmt |
| CY Other Expenses | $423,440 | CYOtherExpensesAmt |
| PY Total Expenses | $564,528 | PYTotalExpensesAmt |
| CY Total Expenses | $572,307 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$115,926 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$298,626 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,313,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,206,422 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $209,538 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $195,385 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,104,266 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,011,037 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENHANCE THE LIVES OF PEOPLE WITH MENTAL AND PHYSICAL DISABILITIES THROUGH DEVELOPMENT AND MAINTENANCE OF A CENTRALIZED 40 ACRE CAMPUS OF BUILDINGS LEASED TO APPROPRIATE SERVICE PROVIDERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $435,326 | ExpenseAmt |
| Grant | $2,500 | GrantAmt |
| Revenue | $161,921 | RevenueAmt |
| Desc | DEPRECIATION AND MAINTENANCE ON FACILITIES USED AS A TRAINING AND REHABILITATION CENTER FOR MENTALLY DISABLED PERSONS. | Desc |
| Total Program Service Expenses | $435,326 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7578278757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SINGLETON DRIVE | AddressLine1Txt |
| City | HAMPTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23666 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JENNIFER REGISTER | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD BAGLEY JR | ||||||
| SECOND VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH PUCKETT | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL BABCOCK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW SULLIVAN | ||||||
| FIRST VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE LEAGUE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD SWAIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIRK WALL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HERBERT GREEN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN MINKOFF | ||||||
| ASSOCIATE TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORRI POWERS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $101,122 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $101,122 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $12,045 | AllOtherContributionsAmt |
| Total Contributions | $12,045 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMPLEX RENTAL | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $161,921 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $161,921 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $161,921 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,512 | TotalRevenueColumnAmt |
| Exclusion | $44,512 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $436,278 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $381,075 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,203 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,203 | TotalRevenueColumnAmt |
| Exclusion | $55,203 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $273,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $161,921 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,715 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,120 | TotalAmt |
| Program Services | $60,672 | ProgramServicesAmt |
| Management And General | $40,448 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,766 | TotalAmt |
| Program Services | $17,260 | ProgramServicesAmt |
| Management And General | $11,506 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,160 | TotalAmt |
| Program Services | $2,496 | ProgramServicesAmt |
| Management And General | $1,664 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,321 | TotalAmt |
| Program Services | $6,917 | ProgramServicesAmt |
| Management And General | $5,404 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,036 | TotalAmt |
| Program Services | $1,746 | ProgramServicesAmt |
| Management And General | $290 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,568 | TotalAmt |
| Program Services | $10,500 | ProgramServicesAmt |
| Management And General | $9,068 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,712 | TotalAmt |
| Program Services | $5,712 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,696 | TotalAmt |
| Program Services | $6,141 | ProgramServicesAmt |
| Management And General | $2,555 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,726 | TotalAmt |
| Program Services | $186,890 | ProgramServicesAmt |
| Management And General | $9,836 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,215 | TotalAmt |
| Program Services | $43,260 | ProgramServicesAmt |
| Management And General | $2,955 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | $59,307 | $32,120 | $27,187 |
| UTILITIES | $48,141 | $26,638 | $21,503 |
| CAMPERSHIPS AND RECREAT | $21,297 | $21,297 | |
| REAL ESTATE TAXES | $7,575 | $6,503 | $1,072 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,167 | TotalAmt |
| Program Services | $4,674 | ProgramServicesAmt |
| Management And General | $3,493 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,307 | TotalAmt |
| Program Services | $435,326 | ProgramServicesAmt |
| Management And General | $136,981 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,732 | BOYAmt |
| EOY | $474,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,940,325 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,038,650 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,085,596 | BOYAmt |
| EOY | $2,901,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,756,244 | BOYAmt |
| EOY | $2,825,142 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,232 | BOYAmt |
| EOY | $5,468 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,313,804 | BOYAmt |
| EOY | $6,206,422 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,710 | BOYAmt |
| EOY | $3,821 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,828 | BOYAmt |
| EOY | $184,564 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,000 | BOYAmt |
| EOY | $7,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,538 | BOYAmt |
| EOY | $195,385 | 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 | $6,104,266 | BOYAmt |
| EOY | $6,011,037 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,104,266 | BOYAmt |
| EOY | $6,011,037 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,313,804 | BOYAmt |
| EOY | $6,206,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$298,626 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $205,397 | 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 | $45,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,045 | CurrentTaxYearAmt |
| Total | $307,201 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,409 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $133,344 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,045 | CurrentTaxYearAmt |
| Total | $307,201 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $121,814 | SubstantialContributorsTotAmt |
| Public Support Total170 | $185,387 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,715 | CurrentTaxYearAmt |
| Total | $733,215 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $100 | CurrentTaxYearMinus1YearAmt |
| Total | $500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,040,916 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,343,937 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.17810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.17830 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE FOUNDATION MEETS THE FACTS AND CIRCUMSTANCES TEST AS FOLLOWS:-DURING THE FISCAL YEAR THE ORGANIZATION RECEIVED GENERAL PUBLIC SUPPORT IN EXCESS OF 10% AND THE 5 YEAR AVERAGE WAS IN EXCESS OF 10%.- THE FOUNDATION HAS A BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. THE EXECUTIVE DIRECTOR IS TASKED WITH INCREASING THE PUBLIC SUPPORT IN THE UPCOMING YEARS.- THE CURRENT YEAR SUPPORT CAME FROM VARIOUS INDIVIDUAL MEMBERS AND BUSINESSES IN THE LOCAL COMMUNITY.- THE BOARD OF DIRECTORS REPRESENT A BROAD RANGE OF INDIVIDUAL FROM THE LOCAL COMMUNITY AND PUBLIC OFFICIALS- THE FOUNDATION PROVIDES HOUSING AND WORK/ACTIVITIES FOR INDIVIDUALS WITH MENTAL AND/PHYSICAL DISABILITIES. THIS IS DONE BY MAINTAINING GROUP HOUSING FOR INDIVIDUALS AND RENTAL OF FACILITIES AT BELOW MARKET RATES TO ORGANIZATIONS THAT SUPPORT THIS MISSION.-CONTRIBUTIONS IN THE CURRENT AND PRIOR YEAR HAVE BEEN NEGATIVELY IMPACTED BY COVID-19. | FactsAndCircumstancesTestTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,322 | OtherCostOrOtherBasisAmt |
| Book Value | $122,322 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,306,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,555,971 | DepreciationAmt |
| Book Value | $2,750,564 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $511,468 | OtherCostOrOtherBasisAmt |
| Depreciation | $482,679 | DepreciationAmt |
| Book Value | $28,789 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,901,675 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| Amt | $7,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $723,025 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $205,397 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $249,659 | OtherRevenueAmt |
| Revenue Not Reported | $455,056 | RevenueNotReportedAmt |
| Revenue Subtotal | $267,969 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,712 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,712 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $273,681 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $816,254 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $249,659 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $249,659 | ExpensesNotReportedAmt |
| Expenses Subtotal | $566,595 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,712 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $5,712 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $572,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION HAS DETERMINE THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2023. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2020 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DONATED RENT 249,659. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DONATED RENT 249,659. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE TAX RETURN IS INITIALLY REVIEWED BY MANAGEMENT WITH QUESTIONS DIRECTED TO THE CPA. THE TREASURER OF THE BOARD THEN REVIEWS THE RETURN WITH MANAGEMENT PRIOR TO THE SIGNING AND FILING OF THE TAX RETURN. |
| FORM 990, PART VI, SECTION B, LINE 15 | TRUSTEE STAFF SUPPORT COMMITTEE AND BUDGET AND FINANCE COMMITTEE PROPOSE A COST OF LIVING INCREASE BASED ON INFLATION AND THE ENTIRE BOARD APPROVES THE INCREASE AS PART OF THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MAINTAINED BY THE EXCUTIVE DIRECTOR AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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