STOREY LANE INDEPENDENT LIVING INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STOREY LANE INDEPENDENT LIVING INC (EIN 75-2458006)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-12
- IRS object ID
- 202303169349300150
- 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 | 2023-11-12T01:34:47-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752852322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM D DEARING PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 608 | AddressLine1Txt |
| City | Ponder | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752458006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOREY LANE INDEPENDENT LIVING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOR | BusinessNameControlTxt |
| Phone | 9726447645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 608 | AddressLine1Txt |
| City | PONDER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROYCE WAGG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9726447645 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROYCE | PersonFirstNm |
| Person Last | WAGG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tom D Dearing CPA | PreparerPersonNm |
| PTIN | P00189337 | PTIN |
| Phone | 9726447645 | PhoneNum |
| Preparation | 2023-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | ROYCE WAGG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 608 | AddressLine1Txt |
| City | PONDER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,209,586 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | slildallas.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT, LIFETIME TRAINING, SUPPORTED LIVING, SUPERVISION AND TRANSPORTATION FOR ADULTS WITH COGNITIVE DISABILITIES, THEREBY ALLOWING THEM TO MAINTAIN INDEPENDENCE | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $212,564 | PYContributionsGrantsAmt |
| CY Contributions Grants | $262,447 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $491,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$69,740 | PYOtherRevenueAmt |
| CY Other Revenue | -$26,543 | CYOtherRevenueAmt |
| PY Total Revenue | $171,838 | PYTotalRevenueAmt |
| CY Total Revenue | $727,111 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $79,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $72,225 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $5,190 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $112,902 | PYOtherExpensesAmt |
| CY Other Expenses | $99,560 | CYOtherExpensesAmt |
| PY Total Expenses | $192,386 | PYTotalExpensesAmt |
| CY Total Expenses | $176,975 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$20,548 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $550,136 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $986,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,180,530 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $312,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,806 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $674,437 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,162,724 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A SAFE RESIDENTIAL ENVIRONMENT, LIFETIME TRAINING, SUPPORTED LIVING, SUPERVISION AND TRANSPORTATION FOR ADULTS WITH COGNITIVE DISABILITIES, THEREBY ALLOWING THEM TO MAINTAIN INDEPENDENCE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $144,458 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES A SAFE RESIDENTIAL ENVIRONMENT, LIFETIME TRAINING, SUPPORTED LIVING, SUPERVISION AND TRANSPORTATION FOR APPROXIMATELY 29 ADULTS WITH COGNITIVE DISABILITIES, ALLOWING THEM TO MAINTAIN INDEPENDENCE IN LIVING. | Desc |
| Total Program Service Expenses | $144,458 | 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 | Yes (true) | 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 | Yes (true) | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | 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 | TOM D DEARING | PersonNm |
| Phone | 9726447645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 608 | AddressLine1Txt |
| City | PONDER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALBERT OSTERMANN | ||||||
| PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE BENTLER | ||||||
| V. PRESIDENT | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROYCE WAGG | ||||||
| TREASURER | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HAZEL KOROL | ||||||
| BOARD MEMBER | 15.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN HARKINS | ||||||
| BOARD MEMBER | 15.00 | Yes (X) | $0 | $0 | $0 | |
| AILEEN VIDAUD | ||||||
| BOARD MEMBER | 15.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH CAUSEY | ||||||
| EXECUTIVE DIRECTOR | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $262,447 | AllOtherContributionsAmt |
| Noncash Contributions | $88,320 | NoncashContributionsAmt |
| Total Contributions | $262,447 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,053 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,053 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $80,086 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | $106,629 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal | -$26,543 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,543 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$26,543 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $850,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $375,846 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $474,154 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $474,154 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $474,154 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $727,111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $447,611 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,053 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,098 | TotalAmt |
| Program Services | $62,098 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,376 | TotalAmt |
| Program Services | $5,376 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,751 | TotalAmt |
| Program Services | $4,751 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,166 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,166 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,660 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $12,660 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,190 | TotalAmt |
| Fundraising | $5,190 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,841 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $1,841 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,124 | TotalAmt |
| Program Services | $954 | ProgramServicesAmt |
| Management And General | $170 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,370 | TotalAmt |
| Program Services | $42,370 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8 | TotalAmt |
| Program Services | $8 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,770 | TotalAmt |
| Program Services | $376 | ProgramServicesAmt |
| Management And General | $1,394 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ACTIVITY EXPENSE | $3,684 | $3,684 | $0 | $0 |
| AUTOMOBILE EXPENSES | $18,273 | $18,273 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $3,280 | $3,280 | $0 | $0 |
| BANK SERVICE CHARGES | $25 | $25 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,359 | TotalAmt |
| Program Services | $3,263 | ProgramServicesAmt |
| Management And General | $96 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,975 | TotalAmt |
| Program Services | $144,458 | ProgramServicesAmt |
| Management And General | $25,486 | ManagementAndGeneralAmt |
| Fundraising | $7,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,888 | BOYAmt |
| EOY | $4,027 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,662 | BOYAmt |
| EOY | $368,023 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $47,866 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260 | BOYAmt |
| EOY | $260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $177,847 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $89,527 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,213 | BOYAmt |
| EOY | $88,320 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,474 | BOYAmt |
| EOY | $671,832 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202 | BOYAmt |
| EOY | $202 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,699 | BOYAmt |
| EOY | $1,180,530 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,592 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,670 | BOYAmt |
| EOY | $17,806 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,262 | BOYAmt |
| EOY | $17,806 | 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 | $653,681 | BOYAmt |
| EOY | $1,145,856 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,756 | BOYAmt |
| EOY | $16,868 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,437 | BOYAmt |
| EOY | $1,162,724 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,699 | BOYAmt |
| EOY | $1,180,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $550,136 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$61,849 | NetUnrlzdGainsLossesInvstAmt |
| 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 |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,447 | CurrentTaxYearAmt |
| Total | $931,008 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $212,564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $262,447 | CurrentTaxYearAmt |
| Total | $931,008 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $108,320 | SubstantialContributorsTotAmt |
| Public Support Total170 | $822,688 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,677 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$9,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$40,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$9,490 | CurrentTaxYearAmt |
| Total | -$24,597 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $906,411 | TotalSupportAmt |
| Public Support CY170 | 0.90760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $88,320 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $88,320 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,527 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,527 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,320 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DONOR DESIGNATED AMOUNTS RECEIVED | $16,868 |
| REFUNDABLE DEPOSITS | $0 |
| PAYROLL TAX PAYABLE | $938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,806 | TotalLiabilityAmt |
Schedule M IRS990ScheduleM
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 88320 | ContributionCnt |
| Noncash Contributions Rpt F990 | $88,320 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 7b | TOM D. DEARING, CPA PERFORMS ALL ACCOUNTING AND PAYROLL FUNCTIONS FOR THE ORGANIZATION. |
| Pt VI, Line 3 | ASSOCIATION FOR INDEPENDENT LIVING PROVIDES A MANAGEMENT CONSULTANT THAT PROVIDES OPERATIONAL DIRECTION FOR THE ORGANIZATION. |
| Pt VI, Line 7a | THE ORGANIZATION'S BOARD IS COMPRISED OF INDIVIDUALS WHO HAVE A INTEREST IN THE SERVICES PROVIDED TO THE PUBLIC. THERE IS NO OWNERSHIP IN THE ORGANIZATION. |
| Pt VI, Line 7b | THE ORGANIZATION'S BOARD IS SUBJECT TO THE PARENTS AND GUARDIANS OF THE INDIVIDUALS SERVED. THE PARENTS AND GUARDIANS ELECT THE BOARD AND MONITOR THE DECISIONS MADE BY THE BOARD TO ENSURE THAT THEY MEET THE NEEDS OF THE INDIVIDUALS SERVED. |
| Pt VI, Line 8a | MINUTES AND AGENDA NOTES ARE KEPT BY THE BOARD SECRETARY FOR ALL BOARD MEETINGS. |
| Pt VI, Line 8b | AGENDA NOTES ARE KEPT BY THE COMMITTEE SECRETARY FOR ALL COMMITTEE MEETINGS. |
| Pt VI, Line 11b | FORM 990 IS DISTRIBUTED TO THE GOVERNING BOARD VIA ELECTRONIC FILE (PDF) FOR REVIEW. QUESTIONS OR COMMENTS ARE COMMUNICATED TO THE TREASURER FOR EXPLANATION. ONCE ALL ARE SATISFIED, THE FORM 990 IS ELECTRONICALLY FILED BY THE ORGANIZATION'S CPA. |
| Pt VI, Line 12c | THE CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY EACH OFFICER, BOARD MEMBER AND EXECUTIVE DIRECTOR ANNUALLY. CONFLICT ISSUES WHICH MAY COME UP ARE DISCUSSED BY THE BOARD WHEN THEY ARISE. IF THE ISSUE IS IN FACT A CONFLICT, THE BOARD MEMBER, EXECUTIVE DIRECTOR OR OFFICER REMOVES THEMSELVES FROM THE DECISION-MAKING FOR THAT TOPIC, THEN RE-JOINS WHEN THE TOPIC IS SETTLED. EACH MEMBER IS RESPONSIBLE FOR MONITORING THEMSELVES AND MONITORING THEIR FELLOW MEMBERS AT ALL TIMES. |
| Pt VI, Line 15a | THE BOARD MAKES ALL DECISIONS CONCERNING COMPENSATION PAID TO ALL EMPLOYEES, CONSULTANTS AND CONTRACTORS. COMPENSATION INFORMATION IS COMPILED, COMPARED WITH SALARIES OF STAFF WITH SIMALAR ORGANIZATIONS AND OUTSIDE CONSULTANTS. |
| Pt VI, Line 15b | THE BOARD MAKES ALL DECISIONS CONCERNING COMPENSATION PAID TO ALL EMPLOYEES, CONSULTANTS AND CONTRACTORS. COMPENSATION INFORMATION IS COMPILED, COMPARED WITH SALARIES OF STAFF WITH SIMALAR ORGANIZATIONS AND OUTSIDE CONSULTANTS. |
| Pt VI, Line 18 | ALL ORGANIZATIONAL DOCUMENTS, INCLUDING FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST. BOTH VERBAL AND WRITTEN REQUEST ARE ACCEPTABLE. |
| Pt VI, Line 19 | ALL ORGANIZATIONAL DOCUMENTS, INCLUDING FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST. BOTH VERBAL AND WRITTEN REQUEST ARE ACCEPTABLE. |
Comments