BETA

HALFTIME INSTITUTE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HALFTIME INSTITUTE (EIN 46-1367917)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349303641
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

FieldValueIRS element (for citing)
Return2023-11-15T08:46:16-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362663358PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PORTE BROWN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1845 OAKTON STREETAddressLine1Txt
CityELK GROVE VILLAGECityNm
State AbbreviationILStateAbbreviationCd
ZIP60007ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461367917EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HALFTIME INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALFBusinessNameControlTxt
Phone2146757887PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11431 GREENWAY DRIVE 230AddressLine1Txt
CityIRVINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75038ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM STOLLBERGPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2146757887PhoneNum
Signature2023-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJIMPersonFirstNm
Person LastSTOLLBERGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMEGAN ANGLEPreparerPersonNm
PTINP00850733PTIN
Phone8479561040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM STOLLBERGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11431 GREENWAY DRIVE 230AddressLine1Txt
CityIRVINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75038ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,827,443GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHALFTIMEINSTITUTE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTEACH, COACH, AND CONNECT MARKETPLACE LEADERS TO DISCOVER GOD'S CALLING ON THEIR LIVES AND ENGAGE IN THE ISSUES JESUS CARES ABOVE.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,147,537PYContributionsGrantsAmt
CY Contributions Grants$1,128,324CYContributionsGrantsAmt
PY Program Service Revenue$720,760PYProgramServiceRevenueAmt
CY Program Service Revenue$691,315CYProgramServiceRevenueAmt
PY Investment Income$98,498PYInvestmentIncomeAmt
CY Investment Income$1,500CYInvestmentIncomeAmt
PY Other Revenue$3,102PYOtherRevenueAmt
CY Other Revenue$6,304CYOtherRevenueAmt
PY Total Revenue$1,969,897PYTotalRevenueAmt
CY Total Revenue$1,827,443CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,021,843PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,027,791CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,983CYTotalFundraisingExpenseAmt
PY Other Expenses$1,006,488PYOtherExpensesAmt
CY Other Expenses$1,258,394CYOtherExpensesAmt
PY Total Expenses$2,028,331PYTotalExpensesAmt
CY Total Expenses$2,286,185CYTotalExpensesAmt
PY Revenues Less Expenses-$58,434PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$458,742CYRevenuesLessExpensesAmt
Total Assets BOY$1,087,159TotalAssetsBOYAmt
Total Assets EOY$836,526TotalAssetsEOYAmt
Total Liabilities BOY$496,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$665,149TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$590,386NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$171,377NetAssetsOrFundBalancesEOYAmt
MissionTEACH, COACH, AND CONNECT MARKETPLACE LEADERS TO DISCOVER GOD'S CALLING ON THEIR LIVES AND ENGAGE IN THE ISSUES JESUS CARES ABOVE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$104,785ExpenseAmt
Revenue$256,194RevenueAmt
DescFELLOWS COHORTS: GROUPS OF CHRISTIAN MEN AND WOMEN WHO ARE SUCCESSFUL MARKETPLACE LEADERS AT AN IMPASSE IN THEIR LIFE JOURNEY. PLACED IN A COHORT OF PEERS, THESE LEADERS EXPERIENCE FOUR FACILITATED MEETINGS WITH A PROVEN PROGRAM TAT GUIDES THEM TO A LIFE PLAN FOR THE NEXT CHAPTER OF LIFE. IN ADDITION TO THESE IN PERSON GATHERINGS, EACH PARTICIPANT RECEIVES 12 SESSIONS OF COACHING FROM A HALFTIME CERTIFIED COACH. UPON COMPLETION OF THE PROGRAM, THESE LEADERS HAVE A LIFE-PLAN AND ACCESS TO A WORLD-WIDE NETWORK OF ALUMNI OF HALFTIME INSTITUTE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$197,259ExpenseAmt
Revenue$90,330RevenueAmt
DescCOACHING: HALFTIME COACHES SERVE CHRISTIAN MEN AND WOMEN WHO ARE SUCCESSFUL MARKETPLACE LEADERS AT AN IMPASSE IN THEIR LIFE JOURNEY. HALFTIME CERTIFIED COACHING PROVIDE PERSONALIZED, EXECUTIVE-STYLE TRANSITION COACHING TO GUIDE THESE PEOPLE IN DEVELOPING A PLAN AVOIDING COMMON PITFALLS IN THE SECOND-HALF LIFE JOURNEY. FOLLOWING A CURRICULUM CULLED FROM 20+ YEARS OF EQUIPPING LEADERS TO DICERN AND ENGAGE IN A MEANINGFUL MANNER, PARTICPANTS GO DEEPER SPIRITUALLY AND RELATIONALLY, WITH MORE MARGIN FOR GOD, THEIR SPOUSE, AND FAMILY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,184,352ExpenseAmt
Revenue$33,515RevenueAmt
DescOTHER: DREAM TOGETHER IS A TRANSFORMATION EXPERIENCE THAT INCLUDES THE SPOUSE AND FAMILY OF THE PERSON EXPERIENCING CONFUSION FOR THEIR JOURNEY. THIS PROGRAM LEAVES THE ENTIRE FAMILY WITH A PLAN TO LIVE THEIR LEGACY BY MAKING A LASTING IMPACT IN SOME AREA OF SERVICE THAT APPEALS TO THE ALL OF THEM. IN ADDITIONA TO PROGRAM GATHERINGS, HALFTIME OFFERS BOOKS, PODCASTS, WEBINARS AND A NEWSLETTER THAT DESCRIBES THE JOURNEY AND OFFER HELP TO THOSE STRUGGLING WITH THEIR SECOND-HALD PURPOSE IN LIFE. THOUSANDFOLD IS IS A MEMBERS PROGRAM THAT HAS RESOURCES AND WEBINARS FOR INDIVIDUALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,486,396TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document27IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJIM STOLLBERGPersonNm
Phone2146757887PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11431 GREENWAY DRIVE 230AddressLine1Txt
CityIRVINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75038ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DALE DAWSON
TRUSTEE1.00Yes (X)$0$0$0
CECILIA FILETI
TRUSTEE1.00Yes (X)$0$0$0
JAY GARDNER
TRUSTEE1.00Yes (X)$0$0$0
PAUL KUEHNER
TRUSTEE1.00Yes (X)$0$0$0
MICAH LACHER
TRUSTEE1.00Yes (X)$0$0$0
DEAN NIEWOLNY
CHAIRMAN OF THE BOARD40.00Yes (X)$65,017$0$0Yes (X)
TIM PATTON
TRUSTEE1.00Yes (X)$0$0$0
JOHN SIKKEMA
TRUSTEE1.00Yes (X)$0$0$0
PHIL SPENCER
TRUSTEE1.00Yes (X)$0$0$0
CHRIS TRAVELSTEAD
TRUSTEE1.00Yes (X)$0$0$0
JAMES STOLLBERG
CO-DIRECTOR40.00$100,280$0$0Yes (X)
ROBERT KARCHER
VP OF COACHING SERVICES40.00$114,850$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$280,147TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,128,324AllOtherContributionsAmt
Total Contributions$1,128,324TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FELLOW COHORTS611430$603,812$603,812
COACHING611430$87,503$87,503
FieldValueIRS element (for citing)
Total Program Service Revenue$691,315TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,500TotalRevenueColumnAmt
Exclusion$1,500ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,975GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,975TotalRevenueColumnAmt
Related Or Exempt Func Income$4,975RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,329TotalRevenueColumnAmt
Related Or Exempt Func Income$1,329RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,329OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,827,443TotalRevenueColumnAmt
Related Or Exempt Func Income$697,619RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,500ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$165,297TotalAmt
Program Services$80,996ProgramServicesAmt
Management And General$84,301ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$672,358TotalAmt
Program Services$329,455ProgramServicesAmt
Management And General$342,903ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$190,136TotalAmt
Program Services$93,167ProgramServicesAmt
Management And General$96,969ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$614,400TotalAmt
Program Services$445,751ProgramServicesAmt
Management And General$168,649ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,636TotalAmt
Program Services$12,867ProgramServicesAmt
Management And General$13,786ManagementAndGeneralAmt
Fundraising$3,983FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$30,607TotalAmt
Program Services$6,317ProgramServicesAmt
Management And General$24,290ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$63,723TotalAmt
Program Services$54,151ProgramServicesAmt
Management And General$9,572ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$123,346TotalAmt
Program Services$123,346ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$291,639TotalAmt
Program Services$282,386ProgramServicesAmt
Management And General$9,253ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,998TotalAmt
Management And General$7,998ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,058TotalAmt
Management And General$13,058ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$57,960$57,960
CREDIT CARD FEES$25,027$25,027

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,286,185TotalAmt
Program Services$1,486,396ProgramServicesAmt
Management And General$795,806ManagementAndGeneralAmt
Fundraising$3,983FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$132,735BOYAmt
EOY$457,411EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$626,954BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$57,875BOYAmt
EOY$140,757EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$203,378BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$35,839BOYAmt
EOY$16,039EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$319,108LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$317,488LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,953BOYAmt
EOY$1,620EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,000BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$15,425BOYAmt
EOY$220,699EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,087,159BOYAmt
EOY$836,526EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,648BOYAmt
EOY$81,461EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$472,125BOYAmt
EOY$399,521EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$184,167EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$496,773BOYAmt
EOY$665,149EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$590,386BOYAmt
EOY-$165,165EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$336,542EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$590,386BOYAmt
EOY$171,377EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,087,159BOYAmt
EOY$836,526EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$458,742ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$96,355NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$56,622PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,965,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,085,493CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,761,091CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,147,537CurrentTaxYearMinus1YearAmt
Current Tax Year$1,128,324CurrentTaxYearAmt
Total$7,088,003TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$538,369CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$610,770CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$381,544CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$722,130CurrentTaxYearMinus1YearAmt
Current Tax Year$696,290CurrentTaxYearAmt
Total$2,949,103TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,503,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,696,263CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,142,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,869,667CurrentTaxYearMinus1YearAmt
Current Tax Year$1,824,614CurrentTaxYearAmt
Total$10,037,106TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$10,037,106PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,207CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,143CurrentTaxYearMinus1YearAmt
Current Tax Year$1,500CurrentTaxYearAmt
Total$40,130TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,278CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,207CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,143CurrentTaxYearMinus1YearAmt
Current Tax Year$1,500CurrentTaxYearAmt
Total$40,130TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$1,329CurrentTaxYearAmt
Total$1,329TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,524,205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,709,265CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,145,842CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,871,810CurrentTaxYearMinus1YearAmt
Current Tax Year$1,827,443CurrentTaxYearAmt
Total$10,078,565TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99590PublicSupportCY509Pct
Investment Income CY0.00400InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,969OtherCostOrOtherBasisAmt
Depreciation$33,969DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$271,156OtherCostOrOtherBasisAmt
Depreciation$271,156DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,983OtherCostOrOtherBasisAmt
Depreciation$12,363DepreciationAmt
Book Value$1,620BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,620TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
RIGHT OF USE ASSET$205,274
DEPOSITS$15,425
FieldValueIRS element (for citing)
Total Book Value Other Assets$220,699TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$184,167Amt
FieldValueIRS element (for citing)
Total Liability$184,167TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,923,798TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$96,355NetUnrealizedGainsInvstAmt
Revenue Not Reported$96,355RevenueNotReportedAmt
Revenue Subtotal$1,827,443RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,827,443TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,286,185TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,286,185ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,286,185TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INSTITUTE HAS ADOPTED THE PROVISION OF ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE INSTITUTE FILES INFORMATION RETURN IN THE U.S. FEDERAL JURISDICTION. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE TREASURER, AND THEN PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION PERFORMS AN ANNUAL REVIEW CONDUCTED DURING A MEETING OF THE MEMBERS OF THE BOARD. SHOULD ANY CONFLICT OF INTEREST PRESENT ITSELF, THE INTERESTED PARTY WOULD EXCUSE THEMSELVES FROM THIS DECISION MAKING PROCESS. THE POLICY IS MONITORED REGULARLY AND CONSISTENTLY BY THE CHAIRMAN OF THE BOARD OF DIRECTORS OR OTHER BOARD MEMBERS, AS APPROPRIATE.
FORM 990, PART VI, SECTION B, LINE 15INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, TOP TOP MANAGEMENT OFFICIALS, CORPORATE OFFICERS, AND KEY EMPLOYEES. COMPARATIVE SALARY SURVEYS ARE USED IN DETERMINING APPROPRIATE SALARY AND BENEFITS FOR EACH POSITION. THIS PROCESS IS CARRIED OUT WHEN AN INDIVIDUAL IS HIRED AND WHEN RAISES ARE GIVEN. ALL COMPENSATION DECISION AND DELIBERATIONS ARE RECORDED IN MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATIONAL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS.
FORM 990, PART IX, LINE 11GPROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 445,751. MANAGEMENT AND GENERAL EXPENSES 168,649. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 614,400.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.