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SANTA MONICA INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SANTA MONICA INC (EIN 47-0547017)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202541359349316624
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T19:13:03-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470698853PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLAND & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 REGENCY PARKWAYAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68114ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470547017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA MONICA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANTBusinessNameControlTxt
Phone4025587088PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 S 39TH STAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDITH PEEBLESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4026772683PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMIKE MULLERPreparerPersonNm
PTINP01798781PTIN
Phone4023978822PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEDITH PEEBLESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 S 39TH STAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,162,810GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SANTAMONICAHOUSE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateNELegalDomicileStateCd
Activity Or MissionPROVIDE RESIDENTIAL TREATMENT SERVICES AND REHABILITATION PROGRAM FOR CHEMICALLY DEPENDENT WOMEN.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee38TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,765,828PYContributionsGrantsAmt
CY Contributions Grants$1,995,410CYContributionsGrantsAmt
PY Program Service Revenue$193,282PYProgramServiceRevenueAmt
CY Program Service Revenue$161,619CYProgramServiceRevenueAmt
PY Investment Income$6,829PYInvestmentIncomeAmt
CY Investment Income$5,781CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,965,939PYTotalRevenueAmt
CY Total Revenue$2,162,810CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,220,509PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,308,494CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$102,800CYTotalFundraisingExpenseAmt
PY Other Expenses$683,640PYOtherExpensesAmt
CY Other Expenses$749,700CYOtherExpensesAmt
PY Total Expenses$1,904,149PYTotalExpensesAmt
CY Total Expenses$2,058,194CYTotalExpensesAmt
PY Revenues Less Expenses$61,790PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$104,616CYRevenuesLessExpensesAmt
Total Assets BOY$4,177,669TotalAssetsBOYAmt
Total Assets EOY$4,339,211TotalAssetsEOYAmt
Total Liabilities BOY$98,111TotalLiabilitiesBOYAmt
Total Liabilities EOY$155,037TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,079,558NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,184,174NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE LONG TERM TREATMENT TO WOMEN WITH SUBSTANCE USE, EMPOWERING THEM TO LIVE PRODUCTIVELY, DRUG AND ALCOHOL FREE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$885,276ExpenseAmt
Revenue$26,419RevenueAmt
DescSANTA MONICA PROVIDES FOUR LEVELS OF CARE FOR A CONTINUUM OF SERVICE WHICH STATISTICALLY ENHNACES THE PROBABILITY OF WOMEN SUCCEEDING IN LONG TERM RECOVERY. THE HALFWAY HOUSE IS A THREE TO SIX MONTH PROGRAM THAT PROVIDES TREATMENT FOR SUBSTANCE USE, MENTAL HEALTH AND TRAUMA. INTEGRATING LIFE SKILLS THROUGH A VARIETY OF ENHANCEMENTS SUCH AS EMPLOYMENT AND ACCOUNTABILITY. THE HALFWAY HOUSE ADMITTED 41 WOMEN IN FY 24 FOR SERVICES AT THE HALFWAY HOUSE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$558,421ExpenseAmt
Revenue$47,980RevenueAmt
DescINTERMEDIATE RESIDENTIAL PROGRAM - THE INTERMEDIATE RESIDENTIAL PROGRAM FULFILLS OUR VISION FOR SANTA MONICA. IT IS A 90 DAY PRIMARY CARE TREATMENT EXPERIENCE THAT WILL PROVIDE AN UNDUPLICATED SERVICE TO THE OMAHA AREA. SERVICES AT THIS LEVEL WILL FOCUS ON STABILIZATION PHYSICALLY, EMOTIONALLY, SOCIALLY AND MENTALLY THROUGH INDIVIDUAL THERAPIES, GROUP THERAPY AND A FOUNDATION OF HEALTH SUPPORT. IN FY 24, 71 WOMEN WERE SERVED IN INTERMEDIATE RESIDENTIAL.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$62,319ExpenseAmt
Revenue$40,177RevenueAmt
DescTHE SUPPORTED TRANSITIONAL LIVING APARTMENTS PROVIDES A STEP DOWN LEVEL FROM THE 3/4 WAY HOUSE THAT FURTHER PREPARES THE WOMEN FOR INDEPENDENCE. THE WOMAN ARE PROVIDED WITH A FULLY FURNISHED TWO BEDROOM APARTMENT, WITH A ONE YEAR COMMITMENT. DURING THIS TIME THEY ARE PREPARING FOR MOVING BACK INTO THE COMMUNITY INDEPENDENTLY. THE SUPPORTED TRANSITIONAL LIVING APARTMENTS PROVIDED SERVICES TO 15 WOMEN AND 16 CHILDREN.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$38,887ExpenseAmt
Revenue$47,043RevenueAmt
DescTHE 3/4 WAY HOUSE OPENED IN 2016 PROVIDES A STEP DOWN LEVEL OF CARE WITH CONTINUED SUPPORT THROUGH AN AFTERCARE PLAN DESIGNED FOR EACH WOMAN THAT EMPOWERS HERSELF TO UTILIZE THE SKILLS GAINED AT THE HALFWAY HOUSE TO MANAGE HER NEW FOUND FREEDOM. WOMEN ARE ALSO ALLOWED TO HAVE REUNIFICATION IN A STRUCTURED SETTING. THE 3/4 WAY HOUSE PROVIDED SERVICES TO 18 WOMEN IN FY24. ALSO INCLUDES OTHER MISCELLANEOUS PROGRAMS, PEER SUPPORT SPECIALIST FOR THOSE LIVING IN THE WAY HOSUE AND APARTMENTSINCLUDING FOOD STAMPS PROGRAM. AND CHEMICAL DEPENDENCY EVALUATIONS FOR THE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$38,887TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$47,043TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,544,903TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee38EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonHEATHER KIRKPersonNm
Phone4025587088PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 S 39TH STAddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
EDITH PEEBLES
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SHANNON PERKINS
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MIKA KELLER
TREASURER1.00Yes (X)Yes (X)$0$0$0
CHRISTINA FARQUHAR
DIRECTOR1.00Yes (X)$0$0$0
JOHN SNODGRASS
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA SCHNIEDER
DIRECTOR1.00Yes (X)$0$0$0
TARA PIERCE
DIRECTOR1.00Yes (X)$0$0$0
KIM FENDER
DIRECTOR1.00Yes (X)$0$0$0
SHANNAH BLANKENSHIP
DIRECTOR1.00Yes (X)$0$0$0
ROBERT WORRELL
DIRECTOR1.00Yes (X)$0$0$0
HEATHER KIRK
CEO50.00Yes (X)$112,168$0$6,520
FieldValueIRS element (for citing)
Total Reportable Comp From Org$112,168TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$6,520TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$166,882GovernmentGrantsAmt
All Other Contributions$1,828,528AllOtherContributionsAmt
Noncash Contributions$23,473NoncashContributionsAmt
Total Contributions$1,995,410TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTS/FEES - INDIVIDUA623990$114,576$114,576
FOOD STAMP INCOME900099$47,043$47,043
FieldValueIRS element (for citing)
Total Program Service Revenue$161,619TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,781TotalRevenueColumnAmt
Exclusion$5,781ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,162,810TotalRevenueColumnAmt
Related Or Exempt Func Income$161,619RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,781ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$118,688TotalAmt
Program Services$92,576ProgramServicesAmt
Management And General$23,739ManagementAndGeneralAmt
Fundraising$2,373FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,014,691TotalAmt
Program Services$791,459ProgramServicesAmt
Management And General$202,937ManagementAndGeneralAmt
Fundraising$20,295FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$86,576TotalAmt
Program Services$67,529ProgramServicesAmt
Management And General$17,315ManagementAndGeneralAmt
Fundraising$1,732FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$88,539TotalAmt
Program Services$69,060ProgramServicesAmt
Management And General$17,708ManagementAndGeneralAmt
Fundraising$1,771FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$65,265TotalAmt
Management And General$65,265ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$44,594TotalAmt
Program Services$42,811ProgramServicesAmt
Management And General$1,783ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$76,629TotalAmt
Fundraising$76,629FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,750TotalAmt
Management And General$16,750ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$86,830TotalAmt
Program Services$83,357ProgramServicesAmt
Management And General$3,473ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,120TotalAmt
Program Services$7,935ProgramServicesAmt
Management And General$1,185ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$102,748TotalAmt
Program Services$98,709ProgramServicesAmt
Management And General$4,039ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$55,458TotalAmt
Program Services$53,240ProgramServicesAmt
Management And General$2,218ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FOOD$86,442$86,442
BLDG REPAIR & MAINTENAN$63,345$57,545$5,800
DUES, LICENSES, AND SUB$54,944$10,989$43,955
TELEPHONE$29,949$28,751$1,198

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$57,626TotalAmt
Program Services$54,500ProgramServicesAmt
Management And General$3,126ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,058,194TotalAmt
Program Services$1,544,903ProgramServicesAmt
Management And General$410,491ManagementAndGeneralAmt
Fundraising$102,800FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$378,128BOYAmt
EOY$390,184EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$802,553BOYAmt
EOY$908,326EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,000BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,107BOYAmt
EOY$9,619EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$28,382BOYAmt
EOY$25,671EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,949,638LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$951,537LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,925,966BOYAmt
EOY$2,998,101EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,533BOYAmt
EOY$7,310EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,177,669BOYAmt
EOY$4,339,211EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$54,794BOYAmt
EOY$111,963EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$13,174BOYAmt
EOY$13,174EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$9,533BOYAmt
EOY$7,310EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,610BOYAmt
EOY$22,590EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$98,111BOYAmt
EOY$155,037EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,030,904BOYAmt
EOY$3,934,174EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,654BOYAmt
EOY$250,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,079,558BOYAmt
EOY$4,184,174EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,177,669BOYAmt
EOY$4,339,211EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$104,616ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$923,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,088,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,260,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,765,828CurrentTaxYearMinus1YearAmt
Current Tax Year$1,995,410CurrentTaxYearAmt
Total$8,032,627TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$923,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,088,090CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,260,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,765,828CurrentTaxYearMinus1YearAmt
Current Tax Year$1,995,410CurrentTaxYearAmt
Total$8,032,627TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,279,155SubstantialContributorsTotAmt
Public Support Total170$6,753,472PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$415CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$220CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,829CurrentTaxYearMinus1YearAmt
Current Tax Year$5,781CurrentTaxYearAmt
Total$13,353TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,805CurrentTaxYearMinus3YearsAmt
Total$12,470TotalAmt
FieldValueIRS element (for citing)
Total Support$8,058,450TotalSupportAmt
Gross Receipts Rltd Activities$898,919GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83810PublicSupportCY170Pct
Public Support PY1700.85130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$69,567OtherCostOrOtherBasisAmt
Book Value$69,567BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,663,226OtherCostOrOtherBasisAmt
Depreciation$822,281DepreciationAmt
Book Value$2,840,945BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$131,901OtherCostOrOtherBasisAmt
Depreciation$103,211DepreciationAmt
Book Value$28,690BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$84,944OtherCostOrOtherBasisAmt
Depreciation$26,045DepreciationAmt
Book Value$58,899BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,998,101TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
Amt$22,590Amt
FieldValueIRS element (for citing)
Total Liability$22,590TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,162,810TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,162,810RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,162,810TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,058,194TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,058,194ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,058,194TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE ORGANIZATION SERVES AS CUSTODIAN FOR INCOME RECEIVED BY ITS RESIDENTS.
PART X, LINE 2:THE ORGANIZATION HAS RECEIVED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IN THE U.S. FEDERAL AND STATE JURISDICTIONS. AS OF JUNE 30, 2024 AND 2023, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS SUBSEQUENT TO 2020 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1FOX CREEK FUNDRAISINGBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1219 S MAIN STAddressLine1Txt
CityCOUNCIL BLUFFSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP51503ZIPCd
FieldValueIRS element (for citing)
ActivityWRITING AND SUBMITTING GRANTSActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$825,000GrossReceiptsAmt
Retained By Contractor$33,756RetainedByContractorAmt
Net To Organization$791,244NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$825,000TotalGrossReceiptsAmt
Total Retained By Contractors$33,756TotalRetainedByContractorsAmt
Total Net To Organization$791,244TotalNetToOrganizationAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN ACCOUNTING FIRM WITH THE ASSISTANCE OF THE EXECUTIVE DIRECTOR AND IS THEN REVIEWED BY THE EXECUTIVE DIRECTOR, PRESIDENT AND SELECT MEMBERS OF THE BOARD. COPIES OF THE REVIEWED RETURN ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING THE RETURN WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS MONITORED THROUGH THE BOARD MEETINGS. A BOARD MEMBER WITH A CONFLICT OF INTEREST MUST EXCUSE THEMSELVES FROM ANY DELIBERATION OR DECISION MAKING PROCESSES.
FORM 990, PART VI, SECTION B, LINE 15THE ANNUAL SALARY FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED EACH YEAR BY THE BOARD OF DIRECTORS USING SALARY SURVEYS AND REVIEW OF SIMILAR SIZED NON-PROFITS IN THE AREA.
FORM 990, PART VI, SECTION C, LINE 19SANTA MONICA, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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