PERSON TO PERSON INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PERSON TO PERSON INC (EIN 06-1422248)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-09
- IRS object ID
- 202541299349302744
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T19:25:28-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061422248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERSON TO PERSON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERS | BusinessNameControlTxt |
| Phone | 2036550048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1864 POST ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY COUGHLIN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2036550048 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY KAY CURTISS | PreparerPersonNm |
| PTIN | P01551484 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY COUGHLIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1864 POST ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,100,785 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.P2PHELPS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT FAMILIES & INDIVIDUALS WITH FOOD, CLOTHING, & HOUSING AS THEY MOVE TOWARD STABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 3000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,855,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,841,577 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $131,472 | PYInvestmentIncomeAmt |
| CY Investment Income | $163,027 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$38,563 | PYOtherRevenueAmt |
| CY Other Revenue | -$62,647 | CYOtherRevenueAmt |
| PY Total Revenue | $15,948,878 | PYTotalRevenueAmt |
| CY Total Revenue | $18,941,957 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,077,392 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,306,153 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,492,358 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,685,692 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,051,521 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,644,087 | PYOtherExpensesAmt |
| CY Other Expenses | $1,730,567 | CYOtherExpensesAmt |
| PY Total Expenses | $16,213,837 | PYTotalExpensesAmt |
| CY Total Expenses | $18,722,412 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$264,959 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $219,545 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,725,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,401,512 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $499,384 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $597,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,225,755 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,804,322 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PERSON TO PERSON SUPPORTS FAMILIES AND INDIVIDUALS AS THEY MOVE TOWARD STABILITY WITH HEALTHY FOOD, CLOTHING, HOUSING AND A PATH TO ECONOMIC OPPORTUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,812,582 | ExpenseAmt |
| Grant | $13,928,008 | GrantAmt |
| Revenue | $13,067 | RevenueAmt |
| Desc | THE CRITICAL NEEDS PROGRAM PROVIDES FOOD, CLOTHING, FINANCIAL ASSISTANCE, INCLUDING EVICTION MEDIATION, AND CRISIS COUNSELING TO RESIDENTS OF LOWER FAIRFIELD COUNTY, CONNECTICUT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $235,971 | ExpenseAmt |
| Grant | $201,616 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THROUGH THE SCHOLARSHIP FUND, GRANTS ARE AWARDED TO LOW-INCOME STUDENTS, MANY OF WHOM ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $220,927 | ExpenseAmt |
| Grant | $176,529 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CAMPERSHIPS PROVIDE THE OPPORTUNITY FOR CHILDREN FROM LOW-INCOME HOUSEHOLDS TO ATTEND LOCAL DAY CAMPS FREE OF CHARGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,269,480 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY COUGHLIN CHEIF EXECUTIVE OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036550048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1864 POST ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CHRISTINA JOHNSON-WOLFF | |||||||
| BOARD PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE RICCARDI | |||||||
| VICE PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROLINE GILLESPIE-GREER | |||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETSY WILSON | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| YAKUT AKMAN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RUSS CHAPMAN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR CELESTE COX BALDWIN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN LAWSON CUMMINGS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALLISON GAGLIARDI | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIMI GRIFFITH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NORMAN LACROIX | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE LAPPAS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TODD LINDVALL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC LOBENFELD JD | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN MATTHIESEN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NATALIA PEDROZA | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARA PETERS | |||||||
| DIRECTOR (UNTIL 04/24) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA RILEY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LUCIA RILLING | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HOLLY SCHULZ | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MEGHAN THORNTON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS WILLIS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES WINTER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY COUGHLIN | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | $175,558 | $0 | $54,437 | |
| JOEL WEISS | |||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | 0.00 | Yes (X) | $164,197 | $0 | $531 | |
| LAUREN FRANCIAMORE | |||||||
| CHIEF PROGRAMS & HUMAN RESOURCES OFFICER | 40.00 | 0.00 | Yes (X) | $123,973 | $0 | $33,887 | |
| DEBRA RITCHIE | |||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $121,245 | $0 | $518 | |
| JURI GARONE | |||||||
| CHIEF COMMUNITY RELATIONS OFFICER | 40.00 | 0.00 | Yes (X) | $101,515 | $0 | $51,321 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $686,488 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $140,694 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $5,262 | MembershipDuesAmt |
| Fundraising | $490,153 | FundraisingAmt |
| Related Organizations | $18,795 | RelatedOrganizationsAmt |
| Government Grants | $1,070,799 | GovernmentGrantsAmt |
| All Other Contributions | $17,256,568 | AllOtherContributionsAmt |
| Noncash Contributions | $13,292,210 | NoncashContributionsAmt |
| Total Contributions | $18,841,577 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $163,027 | TotalRevenueColumnAmt |
| Exclusion | $163,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,114 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $490,153 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $158,828 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$75,714 | TotalRevenueColumnAmt |
| Exclusion | -$75,714 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $13,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,067 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,067 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,941,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,067 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $87,313 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,306,153 | TotalAmt |
| Program Services | $14,306,153 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $726,639 | TotalAmt |
| Program Services | $343,409 | ProgramServicesAmt |
| Management And General | $69,468 | ManagementAndGeneralAmt |
| Fundraising | $313,762 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,581,933 | TotalAmt |
| Program Services | $1,099,509 | ProgramServicesAmt |
| Management And General | $151,196 | ManagementAndGeneralAmt |
| Fundraising | $331,228 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,767 | TotalAmt |
| Program Services | $19,859 | ProgramServicesAmt |
| Management And General | $2,841 | ManagementAndGeneralAmt |
| Fundraising | $7,067 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,176 | TotalAmt |
| Program Services | $135,053 | ProgramServicesAmt |
| Management And General | $18,240 | ManagementAndGeneralAmt |
| Fundraising | $37,883 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,177 | TotalAmt |
| Program Services | $98,651 | ProgramServicesAmt |
| Management And General | $14,928 | ManagementAndGeneralAmt |
| Fundraising | $42,598 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Management And General | $45,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,971 | TotalAmt |
| Management And General | $4,971 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,580 | TotalAmt |
| Program Services | $34,102 | ProgramServicesAmt |
| Management And General | $10,000 | ManagementAndGeneralAmt |
| Fundraising | $36,478 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,268 | TotalAmt |
| Fundraising | $67,268 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,951 | TotalAmt |
| Program Services | $65,367 | ProgramServicesAmt |
| Management And General | $5,636 | ManagementAndGeneralAmt |
| Fundraising | $87,948 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,654 | TotalAmt |
| Program Services | $15,229 | ProgramServicesAmt |
| Management And General | $1,278 | ManagementAndGeneralAmt |
| Fundraising | $9,147 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,614 | TotalAmt |
| Program Services | $251,433 | ProgramServicesAmt |
| Management And General | $10,161 | ManagementAndGeneralAmt |
| Fundraising | $29,020 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,469 | TotalAmt |
| Program Services | $42,469 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,908 | TotalAmt |
| Program Services | $133,778 | ProgramServicesAmt |
| Management And General | $4,460 | ManagementAndGeneralAmt |
| Fundraising | $7,670 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,121 | TotalAmt |
| Management And General | $58,121 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD AND SUPPLIES | $604,458 | $604,458 | ||
| EQUIPMENT MAINTENANCE A | $84,671 | $49,997 | $3,234 | $31,440 |
| PROGRAM SUPPLIES | $45,105 | $45,105 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,797 | TotalAmt |
| Program Services | $24,908 | ProgramServicesAmt |
| Management And General | $1,877 | ManagementAndGeneralAmt |
| Fundraising | $50,012 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,722,412 | TotalAmt |
| Program Services | $17,269,480 | ProgramServicesAmt |
| Management And General | $401,411 | ManagementAndGeneralAmt |
| Fundraising | $1,051,521 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,624,304 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,237,116 | BOYAmt |
| EOY | $1,042,592 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,433 | BOYAmt |
| EOY | $49,450 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,667 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,040 | BOYAmt |
| EOY | $167,234 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,249 | BOYAmt |
| EOY | $82,871 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,058,881 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,445,484 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,931 | BOYAmt |
| EOY | $613,397 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,245,730 | BOYAmt |
| EOY | $4,569,421 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,973 | BOYAmt |
| EOY | $252,243 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,725,139 | BOYAmt |
| EOY | $8,401,512 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,867 | BOYAmt |
| EOY | $174,246 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $144,759 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,517 | BOYAmt |
| EOY | $278,185 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,384 | BOYAmt |
| EOY | $597,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,356,096 | BOYAmt |
| EOY | $3,289,654 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,869,659 | BOYAmt |
| EOY | $4,514,668 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,225,755 | BOYAmt |
| EOY | $7,804,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,725,139 | BOYAmt |
| EOY | $8,401,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $219,545 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $359,022 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,686,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,758,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,024,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,855,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,841,577 | CurrentTaxYearAmt |
| Total | $69,166,685 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,686,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,758,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,024,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,855,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,841,577 | CurrentTaxYearAmt |
| Total | $69,166,685 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $69,166,685 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $227,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,008 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,027 | CurrentTaxYearAmt |
| Total | $669,633 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,612 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,114 | CurrentTaxYearAmt |
| Total | $370,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $70,206,362 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,067 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98440 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS FUNDRAISING - 2019 AMOUNT: $ 12,612. 2020 AMOUNT: $ 39,375. 2021 AMOUNT: $ 167,783. 2022 AMOUNT: $ 67,160. 2023 AMOUNT: $ 83,114. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,113,611 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $381,991 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $163,820 | OtherExpendituresAmt |
| Administrative Expenses | $4,971 | AdministrativeExpensesAmt |
| End Year Balance | $3,326,811 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,976,724 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $283,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $140,000 | OtherExpendituresAmt |
| Administrative Expenses | $6,120 | AdministrativeExpensesAmt |
| End Year Balance | $3,113,611 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,678,924 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$535,459 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $152,924 | OtherExpendituresAmt |
| Administrative Expenses | $13,817 | AdministrativeExpensesAmt |
| End Year Balance | $2,976,724 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,397 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $831,699 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| Administrative Expenses | $13,172 | AdministrativeExpensesAmt |
| End Year Balance | $3,678,924 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,542,479 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$124,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $401,028 | OtherExpendituresAmt |
| Administrative Expenses | $6,217 | AdministrativeExpensesAmt |
| End Year Balance | $3,010,397 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,092,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $749,324 | DepreciationAmt |
| Book Value | $343,139 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $330,294 | OtherCostOrOtherBasisAmt |
| Depreciation | $219,337 | DepreciationAmt |
| Book Value | $110,957 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $636,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $476,823 | DepreciationAmt |
| Book Value | $159,301 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $613,397 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY LIABILITIES | $30,983 |
| OPERATING LEASE LIABILITIES | $247,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $278,185 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,301,621 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $359,022 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,613 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $364,635 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,936,986 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,971 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $4,971 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,941,957 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,723,054 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,613 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $5,613 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,717,441 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,971 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,971 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,722,412 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN 2003, PERSON-TO-PERSON ESTABLISHED THE JANET EVANS ENDOWMENT FUND (THE "FUND"), IN HONOR OF RETIRING EXECUTIVE DIRECTOR JANET EVANS. CONTRIBUTIONS TO THE FUND ARE INVESTED AS DIRECTED BY AN ENDOWMENT COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS. WITHDRAWALS FROM THE FUND, WHICH MAY BE USED AT THE DISCRETION OF THE BOARD OF DIRECTORS, ARE LIMITED TO 5% OF THE AVERAGE YEAR-END MARKET VALUE FOR THE THREE PRECEDING FISCAL YEARS. |
| PART X, LINE 2: | THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF JUNE 30, 2024 THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ROCK N RAISE | Event1Nm |
| Gross Receipts Event1 | $370,671 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $340,421 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,250 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $44,030 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $9,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $37,418 | OtherDirectExpensesEvent1Amt |
| Event2 | TLL | Event2Nm |
| Gross Receipts Event2 | $202,596 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $149,732 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $52,864 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $25,364 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $13,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $29,516 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $573,267 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $490,153 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,114 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $69,394 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $22,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $66,934 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $158,828 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$75,714 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| EMERGENCY FINANCIAL ASSISTANCE | 2532 | $769,054 | N/A | N/A | |
| SCHOLARSHIP GRANTS | 69 | $201,616 | N/A | N/A | |
| CAMPERSHIPS | 250 | $176,529 | N/A | N/A | |
| DISTRIBUTION OF CLOTHING AND FOOD | 18892 | FMV | CLOTHING AND FOOD | $13,158,954 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EMERGENCY ASSISTANCE PROGRAMS: A PERSON-TO-PERSON CASE WORKER ASSESSES INDIVIDUAL SITUATIONS TO DETERMINE APPROPRIATE ACTION NECESSARY TO MEET EACH CLIENT'S NEEDS. DISBURSEMENTS OF FINANCIAL GRANTS AND/OR FOOD ARE BASED ON SPECIFIC CRITERIA AND FINANCIAL NEED. OTHER PROGRAMS INCLUDE PROVIDING FOOD ASSISTANCE AND GIFTS DURING THE HOLIDAY SEASON. THESE PROGRAMS ARE CARRIED OUT NOT ONLY BY THE STAFF OF PERSON-TO-PERSON BUT ALSO BY MANY VOLUNTEERS THROUGHOUT THE AREA AS WELL. CAMPERSHIPS: ALL CHILDREN CONSIDERED FOR CAMPERSHIPS LIVE IN LOW-INCOME HOUSEHOLDS IN STAMFORD AND ARE REFERRED THROUGH THEIR SCHOOLS. QUALIFICATION FOR FREE OR REDUCED-COST LUNCH PROGRAM IN THE SCHOOLS IS A PRIMARY CRITERIA FOR CONSIDERATION. SCHOLARSHIPS: THE SCHOLARSHIP FUND PROVIDES FINANCIAL ASSISTANCE FOR LOCAL STUDENTS FROM LOW-INCOME HOUSEHOLDS WHO ARE APPLYING TO OR WHO ARE ALREADY IN COLLEGE AND NEED HELP WITH BOOK AND TUITION PAYMENTS. IF ELIGIBLE, STUDENTS ARE REQUIRED TO APPLY FOR FAFSA, AS WELL AS OTHER FINANCIAL AID AND WORK STUDY, AND ARE INTERVIEWED AS PART OF THE SCREENING PROCESS. GRANTS ARE GIVEN IN BOTH SEMESTERS, AND MENTORING AND BUDGETING SUPPORT ARE PROVIDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY COUGHLIN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $175,558 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $54,437 | $0 | $229,995 | $0 | $0 | $0 |
| JOEL WEISS | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $146,630 | $0 | $0 | $0 | $17,567 | $0 | $0 | $0 | $531 | $0 | $164,728 | $0 | $0 | $0 |
| LAUREN FRANCIAMORE | ||||||||||||||
| CHIEF PROGRAMS & HUMAN RESOURCES OFF | $123,973 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33,887 | $0 | $157,860 | $0 | $0 | $0 |
| JURI GARONE | ||||||||||||||
| CHIEF COMMUNITY RELATIONS OFFICER | $101,515 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $51,321 | $0 | $152,836 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | JOEL WEISS, CHIEF PHILANTHROPY OFFICER, RECEIVED A SEVERANCE PAYMENT OF $17,567 AS PART OF A SEPARATION AGREEMENT WHICH IS REPORTED AS 2023 TAXABLE COMPENSATION TO HIM. THIS IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,429,044 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $68,062 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 192 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,795,316 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMMERCIAL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS A COMBINATION OF NUMBER OF ITEMS DONATED AND NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE PRESIDENT, 1ST VICE PRESIDENT, TREASURER AND SECRETARY OF THE CORPORATION, AND THE CHIEF EXECUTIVE OFFICER, WHO SHALL BE AN EX-OFFICIO MEMBER THEREOF (WITHOUT VOTING RIGHTS). ANY DULY APPOINTED 2ND VICE PRESIDENT, ASSISTANT TREASURER OR ASSISTANT SECRETARY MAY ATTEND MEETINGS OF THE EXECUTIVE COMMITTEE AT THE INVITATION OF THE PRESIDENT, AND IN THE ABSENCE OF THE TREASURER OR SECRETARY, RESPECTIVELY, IN THE CASE OF ANY ASSISTANT TREASURER OR ASSISTANT SECRETARY. THE COMMITTEE SHALL SERVE AT THE PLEASURE OF THE BOARD OF DIRECTORS AND SHALL HAVE AND MAY EXERCISE ALL SUCH AUTHORITY AND POWERS OF THE BOARD OF DIRECTORS AS SHALL BE PROVIDED IN A RESOLUTION ADOPTED BY A MAJORITY OF THE BOARD, OR AS MAY THEREAFTER BE EXPANDED OR RESTRICTED BY SUBSEQUENT RESOLUTIONS, SO FAR AS MAY BE PERMITTED BY LAW. IN ALL CASES IN WHICH SPECIFIC DIRECTIONS SHALL NOT HAVE BEEN GIVEN BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS, SO FAR AS MAY BE PERMITTED BY LAW, IN THE MANAGEMENT OF THE ACTIVITIES, PROPERTY, BUSINESS AND AFFAIRS OF THE CORPORATION WHENEVER THE BOARD OF DIRECTORS IS NOT IN SESSION. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE VESTRY OF ST. LUKE'S EPISCOPAL CHURCH, IN DARIEN CONNECTICUT IS THE SOLE MEMBER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VESTRY OF ST. LUKE'S EPISCOPAL CHURCH, IN DARIEN CONNECTICUT AS THE SOLE MEMBER OF THE CORPORATION MEMBER ELECTS THE BOARD MEMBERS. CANDIDATES FOR THE BOARD SHALL BE PROPOSED FOR TWO-YEAR TERMS BY THE GOVERNANCE COMMITTEE AT A MEETING OF THE BOARD OF DIRECTORS AT LEAST TWO MONTHS PRIOR TO THE ANNUAL MEETING. CANDIDATES ARE APPROVED BY THE BOARD AND ELECTED BY THE SOLE MEMBER PRIOR TO THE ANNUAL MEETING. THE NUMBER OF DIRECTORSHIPS (NOT INCLUDING EX-OFFICIO MEMBERS) SHALL BE NO LESS THAN THIRTEEN (13) OR MORE THAN TWENTY-THREE (23). AT THE ANNUAL MEETING OF THE CORPORATION SHALL BE HELD, WITH NOTICE, ANNUALLY AT SUCH TIME AND PLACE WITHIN THE STATE OF CONNECTICUT AS MAY BE FIXED BY THE PRESIDENT FOR THE PURPOSES OF PRESENTING THE RESULTS OF THE ELECTION OF DIRECTORS BY THE VESTRY, INSTALLING ALL NEW AND RE-ELECTED DIRECTORS, SELECTING SUCCESSOR OFFICERS. THE PRESIDENT OF THE BOARD SHALL SERVE AS THE CHAIRMAN OF THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT AND RISK COMMITTEE WILL REVIEW THE DRAFT FORM 990. AFTER FINALIZED BUT BEFORE FILING WITH THE IRS, THE FORM 990 WILL BE PRESENTED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD MUST ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGNS THE DISCLOSURE STATEMENT. THIS IS DONE IMMEDIATELY FOLLOWING THE ANNUAL MEETING, OR FOR NEW BOARD MEMBERS, DURING THEIR ORIENTATION. A BOARD MEMBER IS EXPECTED TO SELF-DISCLOSE ANY CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST EXISTS THE BOARD MAY VOTE TO WAIVE IT. ANY SUCH DECISIONS WOULD BE MEMORIALIZED IN THE BOARD MEETING MINUTES. THIS PROCESS IS MONITORED BY THE CEO AND OFFICE MANAGER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO REVIEWS AND APPROVES IN CONSULTATION WITH COO UTILIZING NON-PROFIT SALARY ANNUAL BENCHMARKING REPORTS; EACH EMPLOYEE RECEIVES A WRITTEN NOTIFICATION OF ANY CHANGES IN ANNUAL SALARY. THE BOARD OF DIRECTORS APPROVES THE ANNUAL BUDGET, WHICH INCLUDES THE LINE ITEM FOR SALARIES. THE BOARD OF DIRECTORS SETS THE COMPENSATION FOR THE CEO. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATON MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VESTRY OF ST LUKE'S EPISCOPAL CHURCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1864 POST ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060662180 | EIN |
| Primary Activities | CHURCH | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VESTRY OF ST LUKE'S EPISCOPAL CHURCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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