COPPER BEECH INSTITUTE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COPPER BEECH INSTITUTE INC (EIN 46-2785140)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202531359349306443
- Schema version
- 2023v6.0
- 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 | 2025-05-15T10:48:22-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462785140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COPPER BEECH INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COPP | BusinessNameControlTxt |
| Phone | 8607609750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Tunxis Road | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kimberlee Pita | PersonNm |
| Person Title | Board Chairwoman | PersonTitleTxt |
| Phone | 8603247841 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kimberlee Pita | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Tunxis Rd | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $688,429 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.copperbeechinstitute.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | Teaching mindfulness practice and contemplative wisdom to inspire purposeful living, awaken our full potential for compassionate action, and encourage a healing shift in how we relate to one another and our interconnected world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $206,273 | PYContributionsGrantsAmt |
| CY Contributions Grants | $131,413 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $370,380 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $556,054 | CYProgramServiceRevenueAmt |
| PY Investment Income | $812 | PYInvestmentIncomeAmt |
| CY Investment Income | $440 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,953 | PYOtherRevenueAmt |
| CY Other Revenue | $522 | CYOtherRevenueAmt |
| PY Total Revenue | $574,512 | PYTotalRevenueAmt |
| CY Total Revenue | $688,429 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $394,120 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $388,366 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $43,471 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $440,110 | PYOtherExpensesAmt |
| CY Other Expenses | $274,016 | CYOtherExpensesAmt |
| PY Total Expenses | $834,230 | PYTotalExpensesAmt |
| CY Total Expenses | $662,382 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$259,718 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,047 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $566,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,881 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $497,650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $87,261 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $68,573 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,620 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Teaching mindfulness practice and contemplative wisdom to inspire purposeful living, awaken our full potential for compassionate action and encourage a healing shift in how we relate to one another and our interconnected world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $461,525 | ExpenseAmt |
| Revenue | $556,054 | RevenueAmt |
| Desc | This year we've empowered youth, supported educators, cared for the community with our toolkit, and explored the power of giving and receiving. We have also continued our MFC program, a leadership program that builds on each participant's expertise, training them to view their field and community through a mindfulness lens. Mindfulness Facilitator Certification (MFC) is an immersive community learning experience that introduces participants to a transformative new way of living and teaching mindfulness, informed and responsive to our ever-changing physical and digital world. We guide participants in deepening their personal practice while leveraging their unique expertise through a new mindful lens & framework. Through MFC, Copper Beech Institute promotes healing across connected communities. One of our most exciting programs this year has been our partnership with the City of Hartford. We've trained public sector leaders alongside dedicated community members, all driven by their personal connections to mindfulness. In turn we have helped create a powerful cohort ready to weave mindfulness into the community's fabric in innovative and meaningful ways. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $461,525 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | 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 |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Danae Laura | PersonNm |
| Phone | 8607609750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 Tunxis Road | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| Danielle Laura fr 10-23 | ||||||
| Executive Director | 40 | Yes (X) | $67,244 | $0 | $0 | |
| Jeannette de Jesus to 10-23 | ||||||
| Interim Executive Dir | 40 | Yes (X) | $31,616 | $0 | $0 | |
| Valerie Carterud | ||||||
| Treasurer | 12.00 | Yes (X) | $19,688 | $0 | $0 | |
| Kimberlee Pita | ||||||
| Chairwoman | 5 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Liza Thayer PhD | ||||||
| Director | 1 | $0 | $0 | $0 | Yes (X) | |
| Regina Long - Leave of Absence | ||||||
| Director | 0.25 | $0 | $0 | $0 | Yes (X) | |
| Rita Concepcion to 9-23 | ||||||
| Director | 1 | $0 | $0 | $0 | Yes (X) | |
| Edward Langford | ||||||
| Director | 1 | $0 | $0 | $0 | Yes (X) | |
| Chinese Anako | ||||||
| Director | 1 | $0 | $0 | $0 | Yes (X) | |
| Jessica Allejandro | ||||||
| Vice Chair | 1 | $0 | $0 | $0 | Yes (X) | |
| Rebecca Churt | ||||||
| Director | 1 | $0 | $0 | $0 | Yes (X) | |
| Emily Rosen | ||||||
| Director | 1 | $0 | $0 | $0 | Yes (X) | |
| Michael Whilby | ||||||
| Director | 1 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $118,548 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $11,924 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $119,489 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $131,413 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| City of Hartford Project | 611699 | $325,955 | $325,955 | $0 | $0 |
| Certification Training | 611699 | $120,658 | $120,658 | $0 | $0 |
| Retreats | 611699 | $144,331 | $144,331 | $0 | $0 |
| Scholarships | 611699 | -$55,586 | -$55,586 | $0 | $0 |
| Workplace trainings | 611699 | $20,696 | $20,696 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $556,054 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $440 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $522 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $4,199 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $522 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $688,429 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $556,054 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $962 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,548 | TotalAmt |
| Program Services | $77,056 | ProgramServicesAmt |
| Management And General | $35,564 | ManagementAndGeneralAmt |
| Fundraising | $5,928 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,690 | TotalAmt |
| Program Services | $145,614 | ProgramServicesAmt |
| Management And General | $72,807 | ManagementAndGeneralAmt |
| Fundraising | $24,269 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,128 | TotalAmt |
| Program Services | $18,990 | ProgramServicesAmt |
| Management And General | $5,425 | ManagementAndGeneralAmt |
| Fundraising | $2,713 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,338 | TotalAmt |
| Management And General | $23,338 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,251 | TotalAmt |
| Program Services | $105,975 | ProgramServicesAmt |
| Management And General | $9,201 | ManagementAndGeneralAmt |
| Fundraising | $8,075 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,716 | TotalAmt |
| Program Services | $16,830 | ProgramServicesAmt |
| Fundraising | $886 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,915 | TotalAmt |
| Program Services | $7,132 | ProgramServicesAmt |
| Management And General | $1,783 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,045 | TotalAmt |
| Program Services | $9,131 | ProgramServicesAmt |
| Management And General | $2,609 | ManagementAndGeneralAmt |
| Fundraising | $1,305 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,875 | TotalAmt |
| Program Services | $63,602 | ProgramServicesAmt |
| Management And General | $6,182 | ManagementAndGeneralAmt |
| Fundraising | $3,091 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,548 | TotalAmt |
| Program Services | $8,116 | ProgramServicesAmt |
| Management And General | $477 | ManagementAndGeneralAmt |
| Fundraising | $955 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Program Supplies | $7,464 | $7,464 | $0 | $0 |
| Development | -$3,751 | $0 | $0 | -$3,751 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,615 | TotalAmt |
| Program Services | $1,615 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,382 | TotalAmt |
| Program Services | $461,525 | ProgramServicesAmt |
| Management And General | $157,386 | ManagementAndGeneralAmt |
| Fundraising | $43,471 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,163 | BOYAmt |
| EOY | $71,668 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,308 | BOYAmt |
| EOY | $78,758 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,850 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,130 | BOYAmt |
| EOY | $800 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,270 | BOYAmt |
| EOY | $3,541 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,502 | BOYAmt |
| EOY | $27,114 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,223 | BOYAmt |
| EOY | $181,881 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,836 | BOYAmt |
| EOY | $35,054 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,372 | BOYAmt |
| EOY | $23,950 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,442 | BOYAmt |
| EOY | $28,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,650 | BOYAmt |
| EOY | $87,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,573 | BOYAmt |
| EOY | $94,620 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,573 | BOYAmt |
| EOY | $94,620 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,223 | BOYAmt |
| EOY | $181,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $26,047 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $432,103 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $363,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,413 | CurrentTaxYearAmt |
| Total | $1,458,850 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $486,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $303,263 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $310,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $370,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $556,054 | CurrentTaxYearAmt |
| Total | $2,027,000 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $812,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $735,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $674,155 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $576,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $687,467 | CurrentTaxYearAmt |
| Total | $3,485,850 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,127 | CurrentTaxYearAmt |
| Total | $24,935 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,127 | CurrentTaxYearAmt |
| Total | $24,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,460,915 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440 | CurrentTaxYearAmt |
| Total | $6,113 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $440 | CurrentTaxYearAmt |
| Total | $6,113 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$2,953 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $522 | CurrentTaxYearAmt |
| Total | $5,192 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $813,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $740,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $680,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $574,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $688,429 | CurrentTaxYearAmt |
| Total | $3,497,155 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98964 | PublicSupportCY509Pct |
| Public Support PY509 | 0.7704 | PublicSupportPY509Pct |
| Investment Income CY | 0.00175 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0019 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 | FormAndLineReferenceDesc |
| Explanation | Income is from T-Shirt sales during a fund raiser | ExplanationTxt |
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
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right of Use Asset | Desc |
| Book Value | $27,114 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $27,114 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability long term | Desc |
| Amt | $28,257 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,257 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | The Executive Director and Board Chair were provided copies of the 990 for review prior to submission. The board was then provided with copies. |
| Form 990, Part VI, Section C, Line 19 | The Organization provides its governing documents, conflict of interest policy and financial statements in accordance with state law. |
| Form 990, Part IX, Line 11g | Included in the Other Services are our Retreat/Program Instructors $105,975, our HR consultant $9201 and a Marketing consultant $8,075. |
| Form 990, Part IX, Line 24a - 24d | Unused donated gift cards from previous years were reconciled |
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