METROPOLITAN FAMILY SERVICE: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- METROPOLITAN FAMILY SERVICE (EIN 93-0397825)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-30
- IRS object ID
- 202200899349301650
- Schema version
- 2020v4.0
- 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 | 2022-03-30T16:20:54-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931157146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kern & Thompson LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 SW First Avenue Suite 410 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930397825 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Metropolitan Family Service | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METR | BusinessNameControlTxt |
| Phone | 5032320007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 SE Stark Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAVONA ALLISON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2022-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FAVONA | PersonFirstNm |
| Person Last | ALLISON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kris Oliveira CPA | PreparerPersonNm |
| PTIN | P00959389 | PTIN |
| Phone | 5032223338 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JUDY STRAND | PrincipalOfficerNm |
| Gross Receipts | $10,116,807 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.METFAMILY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | METROPOLITAN FAMILY SERVICE (THE AGENCY) IS AN INDEPENDENT NOT-FOR-PROFIT AGENCY, ESTABLISHED TO HELP PEOPLE MOVE FROM POVERTY TO PROSPERITY, FROM INEQUITY TO SOCIAL JUSTICE, AND FROM SOCIAL ISOLATION TO CONNECTEDNESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 406 | TotalEmployeeCnt |
| Total Volunteers | 311 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,036,675 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,611,244 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,123,306 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,122,107 | CYProgramServiceRevenueAmt |
| PY Investment Income | $151,508 | PYInvestmentIncomeAmt |
| CY Investment Income | $131,480 | CYInvestmentIncomeAmt |
| PY Other Revenue | $112,951 | PYOtherRevenueAmt |
| CY Other Revenue | $186,379 | CYOtherRevenueAmt |
| PY Total Revenue | $8,424,440 | PYTotalRevenueAmt |
| CY Total Revenue | $10,051,210 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $459,162 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $683,083 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,886,124 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,979,913 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $248,578 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,253,408 | PYOtherExpensesAmt |
| CY Other Expenses | $1,502,527 | CYOtherExpensesAmt |
| PY Total Expenses | $8,598,694 | PYTotalExpensesAmt |
| CY Total Expenses | $9,165,523 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$174,254 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $885,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,878,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,641,251 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,090,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $996,260 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,787,577 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,644,991 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE AGENCY FOCUSES ITS EFFORTS ON THREE KEY COMMUNITY INITIATIVES: 1. STRENGTHENING EARLY CHILDHOOD DEVELOPMENT AND BUILDING YOUTH SUCCESS THROUGH COLLABORATION AND INNOVATION. 2. DEVELOPING AND PROMOTING EFFECTIVE APPROACHES TO COMMUNITY-BASED HEALTH AND WELLNESS THROUGHOUT THE LIFESPAN. 3. ADVANCING INDIVIDUAL AND FAMILY ECONOMIC WELL-BEING.ADDITIONALLY, COLLABORATION AND PARTNERSHIP WITH OTHER ORGANIZATIONS IS NECESSARY AND VITAL. ON A PROGRAMMATIC LEVEL, THE AGENCY PARTNERS WITH HUNDREDS OF ORGANIZATIONS AT 30+ SERVICE SITES. IT IS THE AGENCYS DEEP COMMITMENT TO COLLABORATION AND PARTNERSHIP THAT IS HELPING US WORK TOWARD TRULY TRANSFORMING THE PROGRAMMING AND SYSTEMS THAT WE NEED TO CREATE LONG-TERM, LARGER-SCALE CHANGE IN OUR COMMUNITY.SINCE 1950, WEVE JOINED FORCES WITH KEY COMMUNITY PARTNERS FROM EDUCATION, HEALTHCARE, BUSINESS AND GOVERNMENT TO CREATE OPPORTUNITIES THAT CHANGE LIVES AND MAKE COMMUNITIES STRONGER. OUR COMMITMENT TO LOW-INCOME CHILDREN, FAMILIES AND OLDER ADULTS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,301,217 | ExpenseAmt |
| Revenue | $1,122,107 | RevenueAmt |
| Desc | DURING FISCAL YEAR 2021 THE AGENCY SERVED 18,000 CLIENTS. SEVENTY-TWO PERCENT ARE CLIENTS OF COLOR. THE AGENCY:HELPS YOUTH AND FAMILIES LIVING IN LOW RESOURCED COMMUNITIES VIA COMMUNITY SCHOOL PROGRAMS, SCHOOL-BASED INTERGENERATIONAL TUTORING/MENTORING, & FAMILY ENGAGEMENT ACTIVITES. THE AGENCY HAS CREATED STABLE PARTNERSHIPS WITH OVER 25 SCHOOLS ACROSS 7 DISTRICTS OVER THE PAST 19 YEARS.SUPPORTS FAMILIES VIA EARLY CHILDHOOD LEARNING/KINDERGARTEN-READINESS PROGRAMS; PARENTING, HEALTH AND ECONOMIC EMPOWERMENT PROGRAMS. THIS YEAR APPROXIMATELY 200 FAMILIES WERE SERVED.COLLABORATES WITH CULTURALLY-SPECIFIC PARTNERS TO PROVIDE IN-DEPTH WRAPAROUND SERVICES TO FAMILIES VIA THE ALBINA-ROCKWOOD PROMISE NEIGHBORHOOD INITIATIVE. THIS YEAR APPROXIMATELY 90 FAMILIES WERE SERVED.PROVIDED ALMOST 16,000 RIDES TO OLDER AND DISABLED ADULTS DESPITE COVID-RELATED SAFETY AND SPACE RESTRICTIONS THAT LIMITED THE NUMBER OF PEOPLE WHO WERE ABLE TO USE VANS AND BUSES AT ANY GIVEN TIME.RESULTS OF OUR ECONOMIC EMPOWERMENT PROGRAM: SERVICES ARE INTEGRATED ACROSS CORE PROGRAMS TO ENHANCE RESULTS FOR FINANCIAL STABILITY & OTHER SOCIAL SERVICE PROGRAMS. THE AGENCY HELPED BOOST FAMILY INCOME BY AN AVERAGE OF $1,800 LAST YEAR BY CONNECTING FAMILIES TO EARNED INCOME TAX CREDITS. THIS YEAR, 315 PEOPLE WERE SERVED THROUGH ECONOMIC EMPOWERMENT SERVICES, INCLUDING GROUP AND 1:1 FINANCIAL COACHING, BUDGETING, ASSET BUILDING (LOW COST AUTO LOANS AND INDIVIDUAL DEVELOPMENT ACCOUNTS), DEBT MANAGEMENT AND CREDIT INFORMATION. IN SEPTEMBER 2019, MFS EXPANDED ECONOMIC EMPOWERMENT SERVICES THROUGH A MERGER WITH CASH OREGON, A 501(C)(3) THAT HAS BEEN SINGULARLY FOCUSED ON HELPING PEOPLE WITH FREE TAX PREPARATION. MFS MERGED WITH CASH OREGON IN ORDER TO ADD TO THE ECONOMIC EMPOWERMENT SET OF SERVICES AT MFS THROUGH ADDING CAPACITY TO HELP PEOPLE WHO ARE NOT REQUIRED TO FILE TAXES, BUT WHO ARE ELIGIBLE FOR RETURNS THROUGH EARNED INCOME TAX CREDITS AND CHILD TAX CREDITS. THE MERGER ADDED 11,489 SERVICE USERS WHO ARE NOW SUPPORTED AROUND THEIR TAX PREP NEEDS.OFFERS SERVICES FOR OLDER ADULTS INCLUDING TRANSPORTATION AND IN-HOME SUPPORTS TO HELP MAINTAIN INDEPENDENCE; THIS YEAR, 800 OLDER ADULTS HAVE BEEN HELPED. LAST YEAR, ALMOST 16,000 RIDE TO MEDICAL APPOINTMENTS, THE GROCERY STORE OR SOCIAL OUTINGS WERE PROVIDED FOR AROUND 800 ISOLATED OLDER AND DISABLED ADULTS.DISTRIBUTED OVER 1.5 MILLION POUNDS OF FOOD ACRSS 40,000 PANTRY VISITS AT OUR SCHOOL-BASED FOOD PANTRIES AND MARKETS LAST YEAR. | Desc |
| Total Program Service Expenses | $7,301,217 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 406 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | METROPOLITAN FAMILY SERVICE | PersonNm |
| Phone | 5032320007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 SE Stark Street | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97214 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|
| JUDY APPLEGATE STRAND | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $150,939 | $0 | $11,581 |
| FAVONA ALLISON | |||||||
| CFO | 40.00 | 0.00 | Yes (X) | $101,832 | $0 | $8,176 | |
| KATIE GALLAGHER | |||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JARDON JARAMILLO | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY NELSON | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AME WELLMAN LEWIS | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIE BRIDEGUM PIERZNIK | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEANNA D'SOUZA | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHEA FLAHERTY BETIN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN GARISH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FARHAD GHAFARZADE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARIA GONZALEZ | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ANDERSON-KAPKE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARON KUSHNER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY MACNICHOL | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHEA MORRISON | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE MURRAY | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN SPOONER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL VINDIGNI | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $252,771 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $19,757 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $5,943 | FederatedCampaignsAmt |
| Government Grants | $7,690,102 | GovernmentGrantsAmt |
| All Other Contributions | $915,199 | AllOtherContributionsAmt |
| Noncash Contributions | $8,968 | NoncashContributionsAmt |
| Total Contributions | $8,611,244 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE SERVICE FEES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $1,122,107 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,122,107 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,122,107 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $131,480 | TotalRevenueColumnAmt |
| Exclusion | $131,480 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $251,976 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $65,597 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,379 | TotalRevenueColumnAmt |
| Exclusion | $186,379 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,051,210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,122,107 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $317,859 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,083 | TotalAmt |
| Program Services | $683,083 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,778 | TotalAmt |
| Management And General | $274,778 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,536,981 | TotalAmt |
| Program Services | $4,561,682 | ProgramServicesAmt |
| Management And General | $781,019 | ManagementAndGeneralAmt |
| Fundraising | $194,280 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,812 | TotalAmt |
| Program Services | $108,948 | ProgramServicesAmt |
| Management And General | $10,285 | ManagementAndGeneralAmt |
| Fundraising | $4,579 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,390 | TotalAmt |
| Program Services | $443,540 | ProgramServicesAmt |
| Management And General | $89,210 | ManagementAndGeneralAmt |
| Fundraising | $18,640 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,952 | TotalAmt |
| Program Services | $391,766 | ProgramServicesAmt |
| Management And General | $84,722 | ManagementAndGeneralAmt |
| Fundraising | $16,464 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,010 | TotalAmt |
| Management And General | $25,010 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,454 | TotalAmt |
| Program Services | $61,073 | ProgramServicesAmt |
| Management And General | $188,940 | ManagementAndGeneralAmt |
| Fundraising | $1,441 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,623 | TotalAmt |
| Program Services | $28,075 | ProgramServicesAmt |
| Management And General | $9,548 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,696 | TotalAmt |
| Program Services | $104,750 | ProgramServicesAmt |
| Management And General | $23,898 | ManagementAndGeneralAmt |
| Fundraising | $2,048 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,775 | TotalAmt |
| Program Services | $178,782 | ProgramServicesAmt |
| Management And General | $25,550 | ManagementAndGeneralAmt |
| Fundraising | $2,443 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,304 | TotalAmt |
| Program Services | $117,833 | ProgramServicesAmt |
| Management And General | $471 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,510 | TotalAmt |
| Program Services | $11,164 | ProgramServicesAmt |
| Management And General | $2,002 | ManagementAndGeneralAmt |
| Fundraising | $1,344 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,190 | TotalAmt |
| Program Services | $7,190 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,396 | TotalAmt |
| Program Services | $953 | ProgramServicesAmt |
| Management And General | $37,443 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $502,277 | $481,050 | $16,167 | $5,060 |
| MINOR EQUIPMENT/REPAIRS | $170,292 | $121,328 | $46,685 | $2,279 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,165,523 | TotalAmt |
| Program Services | $7,301,217 | ProgramServicesAmt |
| Management And General | $1,615,728 | ManagementAndGeneralAmt |
| Fundraising | $248,578 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,356,624 | BOYAmt |
| EOY | $685,194 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,368 | BOYAmt |
| EOY | $1,555,876 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,633 | BOYAmt |
| EOY | $70,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $342,077 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $314,420 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,684 | BOYAmt |
| EOY | $27,657 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,823,563 | BOYAmt |
| EOY | $5,747,956 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,245 | BOYAmt |
| EOY | $554,347 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,878,117 | BOYAmt |
| EOY | $8,641,251 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,198 | BOYAmt |
| EOY | $812,855 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,342 | BOYAmt |
| EOY | $183,405 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,090,540 | BOYAmt |
| EOY | $996,260 | 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 | $5,522,128 | BOYAmt |
| EOY | $6,928,535 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,449 | BOYAmt |
| EOY | $716,456 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,787,577 | BOYAmt |
| EOY | $7,644,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,878,117 | BOYAmt |
| EOY | $8,641,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $885,687 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $971,727 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $5,166,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,711,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,359,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,036,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,611,244 | CurrentTaxYearAmt |
| Total | $32,885,063 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,166,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,711,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,359,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,036,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,611,244 | CurrentTaxYearAmt |
| Total | $32,885,063 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,885,063 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $170,896 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $175,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $151,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,480 | CurrentTaxYearAmt |
| Total | $773,141 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $240,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $233,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $251,976 | CurrentTaxYearAmt |
| Total | $1,169,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,827,556 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,613,344 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $4,974,782 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,018,530 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,479 | OtherExpendituresAmt |
| End Year Balance | $5,974,833 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,148,330 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $209,262 | OtherExpendituresAmt |
| End Year Balance | $4,974,782 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,194,067 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $231,803 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $277,540 | OtherExpendituresAmt |
| End Year Balance | $5,148,330 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,057,759 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $246,820 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,512 | OtherExpendituresAmt |
| End Year Balance | $5,194,067 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,952,555 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $419,215 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $314,011 | OtherExpendituresAmt |
| End Year Balance | $5,057,759 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96840 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $342,077 | OtherCostOrOtherBasisAmt |
| Depreciation | $314,420 | DepreciationAmt |
| Book Value | $27,657 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,657 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST ASSETS HELD BY OTHER | Desc |
| Book Value | $554,347 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $554,347 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $11,013,588 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $971,727 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $15,661 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $987,388 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,026,200 | RevenueSubtotalAmt |
| Other Revenues Not Included | $25,010 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $25,010 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,051,210 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,156,174 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,661 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $15,661 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,140,513 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $25,010 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $25,010 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,165,523 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | THE GOAL OF THE AGENCY'S ENDOWMENT INVESTMENT IS TO HOLD A PERMANENT ENDOWMENT THAT WILL ACHIEVE A RATE OF RETURN THAT WILL ALLOW THE AGENCY TO RESPOND TO TODAY'S NEEDS AND ACHIEVE LONG-TERM GROWTH FOR FUTURE NEEDS. |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | RECLASSIFIED INVESTMENT FEES $25010 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | RECLASSIFIED INVESTMENT FEES $25010 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | A GATHERING OF GOOD | Event1Nm |
| Gross Receipts Event1 | $251,976 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $251,976 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $65,597 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $251,976 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $251,976 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $65,597 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $65,597 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $186,379 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| NONCASH ASSISTANCE | 400 | $8,968 | FAIR MARKET VALUE | FOOD AND SUPPLIES | |
| CASH ASSISTANCE | 1200 | $674,115 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | MFS USES FUND ACCOUNTING. WE HAVE PROJECTS SET UP WITHIN OUT ACCOUNTING SYSTEM TO TRACK REVENUE AND EXPENDITURES BY FUNDING SOURCE USING THESE PROJECT ID'S. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY APPLEGATE STRAND | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $149,856 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $1,083 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $5,994 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $5,587 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $162,520 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | FORM 990 E-MAILED TO FINANCE COMMITTEE FOR APPROVAL PRIOR TO FINALIZING THE RETURN. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | ANNUAL SIGNED FORM SPECIFYING CONFLICTS OF INTEREST IS REQUIRED OF ALL DIRECTORS. BOARD MEMBERS HAVING CONFLICT OF INTEREST WILL RECUSE THEMSELVES FROM RELATED MATTERS. NO CONFLICTS HAVE BEEN NOTED. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | BOARD OF DIRECTORS REVIEWS COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, WITH ATTENTION GIVEN TO COMPARABLE POSITIONS. BOARD APPROVES OFFICER AND KEY EMPLOYEE COMPENSATION. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | BOARD OF DIRECTORS REVIEWS COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, WITH ATTENTION GIVEN TO COMPARABLE POSITIONS. BOARD APPROVES OFFICER AND KEY EMPLOYEE COMPENSATION. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REASONABLE REQUEST AT THE OFFICES OF THE ORGANIZATION. |
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