LIFT UP CAROLINAS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LIFT UP CAROLINAS (EIN 56-1781080)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2022-10-10
- IRS object ID
- 202212839349301431
- Schema version
- 2021v4.0
- 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 | 2022-10-10T17:27:07-04:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203963763 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J RONALD MARTIN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 E 3RD ST STE 305 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282043234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561781080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSISTANCE LEAGUE OF CHARLOTTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSI | BusinessNameControlTxt |
| Phone | 7045255228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 471112 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28247 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LOU GRGURICH | PersonNm |
| Person Title | TREASURER (FY23) | PersonTitleTxt |
| Phone | 7045255228 | PhoneNum |
| Signature | 2022-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHY | PersonFirstNm |
| Person Last | MARCELLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA COOK | PreparerPersonNm |
| PTIN | P00226266 | PTIN |
| Phone | 7043756405 | PhoneNum |
| Preparation | 2022-10-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHY MARCELLO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 471112 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $886,130 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLOTTE.ASSISTANCELEAGUE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | ASSISTANCE LEAGUE VOLUNTEERS TRANSFORMING THE LIVES OF CHILDREN AND ADULTS THROUGH COMMUNITY PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 317 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $782,447 | PYContributionsGrantsAmt |
| CY Contributions Grants | $870,427 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,600 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,448 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,220 | PYInvestmentIncomeAmt |
| CY Investment Income | -$8,439 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,355 | PYOtherRevenueAmt |
| CY Other Revenue | $5,010 | CYOtherRevenueAmt |
| PY Total Revenue | $818,622 | PYTotalRevenueAmt |
| CY Total Revenue | $879,446 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $54,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $122,100 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $53,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $53,825 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $117,967 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $573,144 | PYOtherExpensesAmt |
| CY Other Expenses | $716,131 | CYOtherExpensesAmt |
| PY Total Expenses | $681,469 | PYTotalExpensesAmt |
| CY Total Expenses | $892,056 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $137,153 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$12,610 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,907,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,336,811 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $538,702 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,980,254 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,369,167 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,356,557 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ASSISTANCE LEAGUE VOLUNTEERS TRANSFORMING THE LIVES OF CHILDREN AND ADULTS THROUGH COMMUNITY PROGRAMS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $193,476 | ExpenseAmt |
| Desc | OPERATION SCHOOL BELL PROVIDES NEW CLOTHING FOR CHILDREN IN NEED IN CHARLOTTE-MECKLENBURG SCHOOLS. COUNSELORS AND SOCIAL WORKERS FROM HIGH POVERTY ELEMENTARY SCHOOLS WILL "SHOP" AT THE ASSISTANCE LEAGUE CENTER FOR THESE STUDENTS FOR UNIFORMS, COATS, UNDERWEAR, SOCKS, AND HYGIENE SUPPLIES. MIDDLE SCHOOL STUDENTS IDENTIFIED BY THEIR COUNSELORS AND SOCIAL WORKERS ARE INVITED WITH THEIR PARENTS TO SHOP AT A LOCAL TARGET STORE FOR SCHOOL APPROPRIATE CLOTHING. IN 2021-2022, OPERATION SCHOOL BELL SERVED 4,072 CHILDREN IN GRADES K-5 WITH COMPLETE UNIFORMS; 2,292 CHILDREN RECEIVED A COAT; 3,251 BOOKS WERE DISTRIBUTED WITH EACH CHILD RECEIVING APPROXIMATELY 3 BOOKS, 1,920 CHILDREN RECEIVED A PAIR OF SHOES; 95 MIDDLE SCHOOL STUDENTS FROM 4 SCHOOLS WERE SERVED AT TARGET. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $150,890 | ExpenseAmt |
| Desc | OPERATION CHECK HUNGER WAS ESTABLISHED IN 1992 AND IS DESIGNED TO ALLEVIATE CHILDREN'S HUNGER BY DISTRIBUTING FOOD IN THESE WAYS: (1) PROVIDING WEEKLY TAKE HOME BACKPACKS TO CHILDREN AT RISK IN CHARLOTTE MECKLENBURG SCHOOLS - EACH BACKPACK CONTAINS FULL-SIZE PORTIONS OF PROTEIN, VEGETABLES, FRUIT AND CALCIUM PRODUCTS TO SUPPLEMENT THE STUDENT'S AND HIS/HER FAMILY'S WEEKEND MEALS; (2) SPONSORING AND OPERATING 14 MOBILE PANTRIES AT 4 HIGH-NEED SCHOOLS; (3) SUPPLYING METRO SCHOOL, A SPECIAL NEEDS SCHOOL OF 250 STUDENTS, SNACKS FOR ALL STUDENTS AND JARS OF APPLESAUCE TO ASSIST WITH ADMINISTRATION OF MEDICATION; (4) PROVIDING SMALL ELECTRICAL APPLIANCES AND OTHER KITCHEN ITEMS, INCLUDING FOOD STAPLES, TO 12 FAMILIES MOVING INTO PERMANENT HOUSING THROUGH HABITAT FOR HUMANITY. IN 2021-2022, 400 ELEMENTARY SCHOOL CHILDREN WERE PROVIDED WITH WEEKEND PACKPACKS. TOTAL BACKPACKS PROVIDED FOR THE SCHOOL YEAR WERE 5,762. OPERATION CHECK HUNGER FUNDED AND STAFFED 13 MOBIE PANTRIES AT 3 SCHOOLS, SERVING 6,930 INDIVIDUALS. A PROTEIN DONATION TO SECOND HARBEST FOOD BANK AND LOAVES AND FISHES THROUGH OUTSIDE SOURCES PROVIDED MORE THAN 87,000 INDIVIDUAL SERVINGS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,091 | ExpenseAmt |
| Grant | $12,500 | GrantAmt |
| Desc | MECKLENBURG COUNTY TEEN COURT IS AN ALTERNATIVE JUSTICE SYSTEM FOR YOUTHFUL OFFENDERS AGED 12 THROUGH 17 YEARS OLD. IT IS DESIGNED TO PROVIDE JUVENILES A SECOND CHANCE WHEN THEY ACCEPT RESPONSIBILITY FOR THEIR ACTIONS AND AGREE TO PARTICIPATE IN THE ASSISTANCE LEAGUE PROGRAM. OFFENDER REFERRALS COME FROM SCHOOL RESOURCE OFFICERS, DEPARTMENT OF JUVENILE JUSTICE, AND LOCAL LAW ENFORCEMENT AGENCIES, WITH SUCCESSFUL PROGRAM COMPLETION ALLOWING THE JUVENILE TO AVOID A PERMANENT CRIMINAL RECORD. VOLUNTEER TEENS ARE RECRUITED AND TRAINED IN THE LEGAL PROCESS, SERVING AS JURORS, CLERKS,BAILIFFS, JURY FOREMEN AND ATTORNEYS FOR THE HEARINGS. THIS JUVENILE- BASED JUSTICE SYSTEM PLACES STRONG EMPHASIS ON ACCOUNTABILITY, POSITIVE PEER INFLUENCE, AND YOUTH EMPOWERMENT TO EFFECT CHANGE. THIS PROGRAM ASSISTED 132 YOUTH OFFENDERS AND 100 VOLUNTEER TEENS TO PROVIDE 3,277 HOURS OF COMMUNITY SERVICE IN FISCAL YEAR 2021-2022, WITH ADULT VOLUNTEERS PROVIDING 1,265 SERVICE HOURS. THE RECIDIVISM RATE CONSISTENTLY REMAINS BELOW FIVE PERCENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $146,809 | ExpenseAmt |
| Grant | $109,600 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE: (1) THE ASSISTANCE LEAGUE SCHOLARSHIP FUND WHICH AWARDED THE FOLLOWING IN 2021-2022: (A) 13 COLLEGE SCHOLARSHIPS TO CHARLOTTE-MECKLENBURG GRADUATING SENIORS AND PREVIOUS SCHOLARSHIP RECIPIENTS, (B) 573 CHILDREN RECEIVED SCHOLARSHIPS TO ATTEND SUMMER CAMP, AFTER-SCHOOL PROGRAMS AND PRIVATE LESSONS FOCUSED ON MUSIC, ART AND LITERACY, (C) 7 SCHOLARSHIPS AWARDED TO MECKLENBURG TEEN COURT VOLUNTEERS, AND (D) ONE ADULT RECEIVED A SCHOLARSHIP TO ATTEND COMMUNITY CULINARY SCHOOL OF CHARLOTTE - AND (2) OUTREACH PROGRAMS WHICH PROVIDES GOODS FOR SHORT-TERM NEEDS TO THE COMMUNITY VIA COLLABORATION WITH OTHER 501(C)(3) AGENCIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $146,809 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $109,600 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $585,266 | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | 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 |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY MARCELLO | PersonNm |
| Phone | 7045255228 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 471112 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ANN DAVIS | ||||||
| VP EDUCATION | 10.00 | Yes (X) | $0 | $0 | $0 | |
| LISA GOSS | ||||||
| VP MEMBER & | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DOLORES JONES | ||||||
| PARLIMENTARI | 10.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY MARCELLO | ||||||
| TREASURER | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LINDA NASH | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHY REARDON | ||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN ROBERTS | ||||||
| VP MARKETING | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH SANFORD | ||||||
| VP STRATEGIC | 10.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN SITTON | ||||||
| VP FUND DEVE | 10.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SMYLIE | ||||||
| VP PHILANTHR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $10,073 | GovernmentGrantsAmt |
| All Other Contributions | $860,354 | AllOtherContributionsAmt |
| Noncash Contributions | $619,279 | NoncashContributionsAmt |
| Total Contributions | $870,427 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,448 | TotalRevenueColumnAmt |
| Exclusion | $12,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,448 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,755 | TotalRevenueColumnAmt |
| Exclusion | -$1,755 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $6,684 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$6,684 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$6,684 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,010 | TotalRevenueColumnAmt |
| Exclusion | $5,010 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,010 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $879,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$6,684 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $15,703 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,100 | TotalAmt |
| Program Services | $122,100 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,825 | TotalAmt |
| Program Services | $3,825 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,906 | TotalAmt |
| Program Services | $7,440 | ProgramServicesAmt |
| Management And General | $9,466 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,073 | TotalAmt |
| Management And General | $76,073 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,630 | TotalAmt |
| Program Services | $652 | ProgramServicesAmt |
| Management And General | $570 | ManagementAndGeneralAmt |
| Fundraising | $408 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,537 | TotalAmt |
| Management And General | $6,537 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,534 | TotalAmt |
| Program Services | $12,167 | ProgramServicesAmt |
| Management And General | $5,085 | ManagementAndGeneralAmt |
| Fundraising | $20,282 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,974 | TotalAmt |
| Program Services | $2,013 | ProgramServicesAmt |
| Management And General | $1,395 | ManagementAndGeneralAmt |
| Fundraising | $1,566 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,971 | TotalAmt |
| Program Services | $3,739 | ProgramServicesAmt |
| Management And General | $59,999 | ManagementAndGeneralAmt |
| Fundraising | $6,233 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,540 | TotalAmt |
| Management And General | $6,540 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,706 | TotalAmt |
| Program Services | $26,174 | ProgramServicesAmt |
| Management And General | $2,908 | ManagementAndGeneralAmt |
| Fundraising | $43,624 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,090 | TotalAmt |
| Program Services | $2,998 | ProgramServicesAmt |
| Management And General | $3,096 | ManagementAndGeneralAmt |
| Fundraising | $4,996 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM SERVICES | $215,706 | $186,969 | $28,737 | |
| PROGRAM SERVICES | $162,582 | $162,582 | ||
| REPAIRS/MAINTENANCE | $15,221 | $4,741 | $7,903 | $2,577 |
| OTHER | $7,491 | $7,491 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,170 | TotalAmt |
| Program Services | -$134 | ProgramServicesAmt |
| Management And General | $7,086 | ManagementAndGeneralAmt |
| Fundraising | $4,218 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $892,056 | TotalAmt |
| Program Services | $585,266 | ProgramServicesAmt |
| Management And General | $188,823 | ManagementAndGeneralAmt |
| Fundraising | $117,967 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,459 | BOYAmt |
| EOY | $889,287 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,161 | BOYAmt |
| EOY | $704,671 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065 | BOYAmt |
| EOY | $3,273 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,460 | BOYAmt |
| EOY | $69,476 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,007 | BOYAmt |
| EOY | $3,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,077,433 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $614,462 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,824,948 | BOYAmt |
| EOY | $6,462,971 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,769 | BOYAmt |
| EOY | $203,963 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,869 | BOYAmt |
| EOY | $8,336,811 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,357 | BOYAmt |
| EOY | $79,341 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,100 | BOYAmt |
| EOY | $90,600 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,469 | BOYAmt |
| EOY | $310,313 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,776 | BOYAmt |
| EOY | $5,500,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,702 | BOYAmt |
| EOY | $5,980,254 | 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 | $2,313,580 | BOYAmt |
| EOY | $2,276,816 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,587 | BOYAmt |
| EOY | $79,741 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,369,167 | BOYAmt |
| EOY | $2,356,557 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,869 | BOYAmt |
| EOY | $8,336,811 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$12,610 | ReconcilationRevenueExpnssAmt |
| 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $295,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $274,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,581 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $272,787 | CurrentTaxYearAmt |
| Total | $1,447,460 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $647,412 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $619,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $523,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $494,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,172 | CurrentTaxYearAmt |
| Total | $2,919,320 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $943,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $889,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $797,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $827,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $907,959 | CurrentTaxYearAmt |
| Total | $4,366,780 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,366,780 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$2,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$1,755 | CurrentTaxYearAmt |
| Total | $30,776 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$2,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,038 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$1,755 | CurrentTaxYearAmt |
| Total | $30,776 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,010 | CurrentTaxYearAmt |
| Total | $10,300 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $889,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $807,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $853,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $911,214 | CurrentTaxYearAmt |
| Total | $4,407,856 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99070 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99050 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS 10,300 | 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 | $48,628 | BeginningYearBalanceAmt |
| Contributions | $7,050 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,871 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $53,807 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,245 | BeginningYearBalanceAmt |
| Contributions | $1,300 | ContributionsAmt |
| Investment Earnings Or Losses | $18,083 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $48,628 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,091 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,846 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,245 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,665 | BeginningYearBalanceAmt |
| Contributions | $5,575 | ContributionsAmt |
| Investment Earnings Or Losses | -$149 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $32,091 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,706 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,959 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $26,665 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.67560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32440 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $656,250 | OtherCostOrOtherBasisAmt |
| Book Value | $656,250 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,064,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $432,530 | DepreciationAmt |
| Book Value | $5,632,295 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,358 | OtherCostOrOtherBasisAmt |
| Depreciation | $181,932 | DepreciationAmt |
| Book Value | $174,426 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,462,971 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BRIDGE LOAN | Desc |
| Amt | $5,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,500,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $885,214 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $5,768 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $5,768 | RevenueNotReportedAmt |
| Revenue Subtotal | $879,446 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $879,446 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $897,824 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,768 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $5,768 | ExpensesNotReportedAmt |
| Expenses Subtotal | $892,056 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $892,056 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE INCOME FROM THE ENDOWMENT IS TO BE USED FOR MAINTENANCE EXPENSES OF THE CHAPTER HOUSE. |
| SCHEDULE D, PAGE 3, PART X | THE CHAPTER HAS ADOPTED ASC 740-10 AS IT RELATES TO UNCERTAIN TAX POSITIONS FOR THE TAX YEAR ENDED MAY 31, 2022 AND HAS EVALUATED IT'S TAX POSITIONS FOR ALL OPEN TAX YEARS. HOWEVER, THE CHAPTER IS NOT CURRENTLY UNDER AUDIT NOR HAS THE CHAPTER BEEN CONTACTED BY THE IRS. BASED ON AN EVALUATION OF THE CHAPTER'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED MAY 31, 2022. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| COLLEGE SCHOLARSHIPS | 7 | $12,500 |
| SCHOLARSHIPS TO SUMMER CA | 573 | $24,100 |
| COLLEGE SCHOLARSHIPS | 13 | $78,100 |
| SCHOLARSHIPS TO CULINARY | 1 | $7,400 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | A SCHOLARSHIP COMMITTEE REVIEWS SCHOLARSHIP APPLICATIONS AND SELECTS RECIPIENTS. GRANTS ARE SENT DIRECTLY TO THE INSTITUTIONS OF HIGHER LEARNING AND USE IS RESTRICTED TO EDUCATIONAL ENDEAVORS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | INTERNATIONAL MINUTE PRESS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction | $748 | TransactionAmt |
| Transaction | PRINTING SERVICES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: INTERNATIONAL MINUTE PRESS (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: OWNER IS SPOUSE OF CHAPTER MEMBER | 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 | $610,088 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,191 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4B | OPERATION CHECK HUNGER WAS ESTABLISHED IN 1992 AND IS DESIGNED TO ALLEVIATE CHILDREN'S HUNGER BY DISTRIBUTING FOOD IN THESE WAYS: (1) PROVIDING WEEKLY TAKE HOME BACKPACKS TO CHILDREN AT RISK IN CHARLOTTE MECKLENBURG SCHOOLS - EACH BACKPACK CONTAINS FULL-SIZE PORTIONS OF PROTEIN, VEGETABLES, FRUIT AND CALCIUM PRODUCTS TO SUPPLEMENT THE STUDENT'S AND HIS/HER FAMILY'S WEEKEND MEALS; (2) SPONSORING AND OPERATING 14 MOBILE PANTRIES AT 4 HIGH-NEED SCHOOLS; (3) SUPPLYING METRO SCHOOL, A SPECIAL NEEDS SCHOOL OF 250 STUDENTS, SNACKS FOR ALL STUDENTS AND JARS OF APPLESAUCE TO ASSIST WITH ADMINISTRATION OF MEDICATION; (4) PROVIDING SMALL ELECTRICAL APPLIANCES AND OTHER KITCHEN ITEMS, INCLUDING FOOD STAPLES, TO 12 FAMILIES MOVING INTO PERMANENT HOUSING THROUGH HABITAT FOR HUMANITY. IN 2021-2022, 400 ELEMENTARY SCHOOL CHILDREN WERE PROVIDED WITH WEEKEND PACKPACKS. TOTAL BACKPACKS PROVIDED FOR THE SCHOOL YEAR WERE 5,762. OPERATION CHECK HUNGER FUNDED AND STAFFED 13 MOBIE PANTRIES AT 3 SCHOOLS, SERVING 6,930 INDIVIDUALS. A PROTEIN DONATION TO SECOND HARBEST FOOD BANK AND LOAVES AND FISHES THROUGH OUTSIDE SOURCES PROVIDED MORE THAN 87,000 INDIVIDUAL SERVINGS. |
| FORM 990, PAGE 2, PART III, LINE 4C | MECKLENBURG COUNTY TEEN COURT IS AN ALTERNATIVE JUSTICE SYSTEM FOR YOUTHFUL OFFENDERS AGED 12 THROUGH 17 YEARS OLD. IT IS DESIGNED TO PROVIDE JUVENILES A SECOND CHANCE WHEN THEY ACCEPT RESPONSIBILITY FOR THEIR ACTIONS AND AGREE TO PARTICIPATE IN THE ASSISTANCE LEAGUE PROGRAM. OFFENDER REFERRALS COME FROM SCHOOL RESOURCE OFFICERS, DEPARTMENT OF JUVENILE JUSTICE, AND LOCAL LAW ENFORCEMENT AGENCIES, WITH SUCCESSFUL PROGRAM COMPLETION ALLOWING THE JUVENILE TO AVOID A PERMANENT CRIMINAL RECORD. VOLUNTEER TEENS ARE RECRUITED AND TRAINED IN THE LEGAL PROCESS, SERVING AS JURORS, CLERKS,BAILIFFS, JURY FOREMEN AND ATTORNEYS FOR THE HEARINGS. THIS JUVENILE- BASED JUSTICE SYSTEM PLACES STRONG EMPHASIS ON ACCOUNTABILITY, POSITIVE PEER INFLUENCE, AND YOUTH EMPOWERMENT TO EFFECT CHANGE. THIS PROGRAM ASSISTED 132 YOUTH OFFENDERS AND 100 VOLUNTEER TEENS TO PROVIDE 3,277 HOURS OF COMMUNITY SERVICE IN FISCAL YEAR 2021-2022, WITH ADULT VOLUNTEERS PROVIDING 1,265 SERVICE HOURS. THE RECIDIVISM RATE CONSISTENTLY REMAINS BELOW FIVE PERCENT. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES INCLUDE: (1) THE ASSISTANCE LEAGUE SCHOLARSHIP FUND WHICH AWARDED THE FOLLOWING IN 2021-2022: (A) 13 COLLEGE SCHOLARSHIPS TO CHARLOTTE-MECKLENBURG GRADUATING SENIORS AND PREVIOUS SCHOLARSHIP RECIPIENTS, (B) 573 CHILDREN RECEIVED SCHOLARSHIPS TO ATTEND SUMMER CAMP, AFTER-SCHOOL PROGRAMS AND PRIVATE LESSONS FOCUSED ON MUSIC, ART AND LITERACY, (C) 7 SCHOLARSHIPS AWARDED TO MECKLENBURG TEEN COURT VOLUNTEERS, AND (D) ONE ADULT RECEIVED A SCHOLARSHIP TO ATTEND COMMUNITY CULINARY SCHOOL OF CHARLOTTE - AND (2) OUTREACH PROGRAMS WHICH PROVIDES GOODS FOR SHORT-TERM NEEDS TO THE COMMUNITY VIA COLLABORATION WITH OTHER 501(C)(3) AGENCIES. |
| FORM 990, PAGE 6, PART VI, LINE 6 | MEMBERS CAN BE VOTING, OR NON-VOTING (ASSOCIATE AND SUSTAINING) |
| FORM 990, PAGE 6, PART VI, LINE 7A | VOTING MEMBERS ELECT THE GOVERNING BODY (BOARD OF DIRECTORS) EACH YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 7B | DECISIONS MADE BY THE BOARD REGARDING TIME, EXPENDITURES OF MONEY, AND THE ORGANIZATION'S BYLAWS ARE THEN APPROVED BY THE MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINANCE COMMITTEE AND BOARD OF DIRECTORS WILL REVIEW THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | MEMBERS SIGN ACKNOWLEDGEMENT OF HAVING READ THE CONFLICT OF INTEREST POLICY ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE EMPLOYEE POLICY COMMITTEE REVIEWS THE TEEN COURT PROGRAM ADMINISTATOR'S PERFORMANCE AND SALARY ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | MANY DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. DOCUMENTS NOT AVAILABLE VIA THE WEBSITE CAN BE REQUESTED FROM THE ORGANIZATION. |