UNION AID SOCIETY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNION AID SOCIETY (EIN 25-1045496)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2022-08-09
- IRS object ID
- 202222219349301722
- Schema version
- 2020v4.1
- Note
- A later return for the same period supersedes this one.
- 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 | 2022-08-09T13:10:01-07:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCADANTE & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 GEORGETOWN DR STE 202 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251045496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Union Aid Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 4127419240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Thorn Street | AddressLine1Txt |
| City | Sewickley | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Roppo | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4127419240 | PhoneNum |
| Signature | 2022-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Roppo | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN C KRATSAS CPA | PreparerPersonNm |
| PTIN | P00436675 | PTIN |
| Phone | 7248693007 | PhoneNum |
| Preparation | 2022-04-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | John Roppo | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 Thorn Street | AddressLine1Txt |
| City | Sewickley | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $761,135 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unionaidsociety.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | The Union Aid Society exists to serve those in need who reside within the eleven municipalities of the Quaker Valley School District. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $176,165 | PYContributionsGrantsAmt |
| CY Contributions Grants | $345,475 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $106,831 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $115,329 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,331 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,172 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $346,327 | PYTotalRevenueAmt |
| CY Total Revenue | $516,976 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $143,318 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $215,995 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $109,205 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $76,394 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,266 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $229,145 | PYOtherExpensesAmt |
| CY Other Expenses | $239,228 | CYOtherExpensesAmt |
| PY Total Expenses | $481,668 | PYTotalExpensesAmt |
| CY Total Expenses | $531,617 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$135,341 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,641 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,505,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,823,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,605 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,855 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,482,599 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,804,466 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Union Aid Society exists to serve those in need who reside within the eleven municipalities of the Quaker Valley School District. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $260,120 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $115,329 | RevenueAmt |
| Desc | Provision of affordable rental housing for elderly residents over the age of 55 with household income below 60% of median income. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $215,995 | ExpenseAmt |
| Grant | $215,995 | GrantAmt |
| Revenue | $345,475 | RevenueAmt |
| Desc | Financial help for needy persons in area | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $476,115 | 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 | false | 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 | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | 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 | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Roppo | PersonNm |
| Phone | 4127419240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Thorn Street | AddressLine1Txt |
| City | Sewickley | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| CARLA S NASH | ||||||||
| EXEC. DIRECTOR | 40.00 | Yes (X) | Yes (X) | $65,536 | $0 | $0 | ||
| ERIN COSGROVE | ||||||||
| PRESIDENT | 1.80 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS WALTERS | ||||||||
| VICE PRESIDENT | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| JOHN ROPPO | ||||||||
| TREASURER | 0.80 | $0 | $0 | $0 | Yes (X) | |||
| CHERRY SEMPLE WHITE | ||||||||
| ASSISTANT TREASURER | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| BARBARA COOLEY THAW | ||||||||
| RECORDING SECRETARY | 0.60 | $0 | $0 | $0 | Yes (X) | |||
| AMY S ELSTE | ||||||||
| CORRESPONDING SECRETARY | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| GRETCHEN BURNHAM | ||||||||
| DIRECTOR | 6.40 | $0 | $0 | $0 | Yes (X) | |||
| SHARON CAMHI | ||||||||
| DIRECTOR | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| ERIC FULMER | ||||||||
| DIRECTOR | 0.80 | $0 | $0 | $0 | Yes (X) | |||
| JOAN MILES | ||||||||
| DIRECTOR | 0.90 | $0 | $0 | $0 | Yes (X) | |||
| ADA MILLINER | ||||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |||
| AMY W SCHULTZ | ||||||||
| DIRECTOR | 0.40 | $0 | $0 | $0 | Yes (X) | |||
| CHARLES H SETLER | ||||||||
| DIRECTOR | 0.80 | $0 | $0 | $0 | Yes (X) | |||
| SUSAN R SOUR | ||||||||
| DIRECTOR | 1.70 | $0 | $0 | $0 | Yes (X) | |||
| TERRI WASHINGTON | ||||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |||
| CATHERINE M TYSON | ||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| LESLIE RIKER | ||||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $65,536 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $345,475 | AllOtherContributionsAmt |
| Total Contributions | $345,475 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Resident charges | Desc |
| Business | 531110 | BusinessCd |
| Total Revenue Column | $115,329 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $115,329 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,676 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $32,676 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $267,655 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $244,159 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,496 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,496 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,496 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $516,976 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,329 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,172 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,995 | TotalAmt |
| Program Services | $215,995 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,536 | TotalAmt |
| Program Services | $58,982 | ProgramServicesAmt |
| Management And General | $6,554 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,858 | TotalAmt |
| Program Services | $9,772 | ProgramServicesAmt |
| Management And General | $1,086 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,442 | TotalAmt |
| Program Services | $16,442 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $85 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,272 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $14,272 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,075 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,075 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,294 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,294 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,052 | TotalAmt |
| Program Services | $376 | ProgramServicesAmt |
| Management And General | $3,676 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $593 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,831 | TotalAmt |
| Program Services | $2,831 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,294 | TotalAmt |
| Program Services | $63,598 | ProgramServicesAmt |
| Management And General | $696 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,405 | TotalAmt |
| Program Services | $16,717 | ProgramServicesAmt |
| Management And General | $2,688 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Fundraising | $5,266 | $0 | $0 | $5,266 |
| Telephone & internet | $2,216 | $0 | $2,216 | $0 |
| Repairs | $52,834 | $52,834 | $0 | $0 |
| Utilities | $38,568 | $38,568 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,617 | TotalAmt |
| Program Services | $476,115 | ProgramServicesAmt |
| Management And General | $50,236 | ManagementAndGeneralAmt |
| Fundraising | $5,266 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,966 | BOYAmt |
| EOY | $66,047 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698 | BOYAmt |
| EOY | $45 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,705 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,763 | BOYAmt |
| EOY | $20,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,347,211 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,409,278 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $935,907 | BOYAmt |
| EOY | $937,933 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,493,870 | BOYAmt |
| EOY | $1,795,498 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,505,204 | BOYAmt |
| EOY | $2,823,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,605 | BOYAmt |
| EOY | $18,855 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,605 | BOYAmt |
| EOY | $18,855 | 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 | $2,476,325 | BOYAmt |
| EOY | $2,797,190 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,274 | BOYAmt |
| EOY | $7,276 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,482,599 | BOYAmt |
| EOY | $2,804,466 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,505,204 | BOYAmt |
| EOY | $2,823,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$14,641 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $199,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $139,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,475 | CurrentTaxYearAmt |
| Total | $1,018,623 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,586 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,329 | CurrentTaxYearAmt |
| Total | $555,931 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $269,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $309,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $251,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $460,804 | CurrentTaxYearAmt |
| Total | $1,574,554 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,221 | CurrentTaxYearAmt |
| Total | $185,297 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,128 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,221 | CurrentTaxYearAmt |
| Total | $185,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,389,257 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,676 | CurrentTaxYearAmt |
| Total | $188,077 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,712 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,676 | CurrentTaxYearAmt |
| Total | $188,077 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,762,631 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75120 | PublicSupportPY509Pct |
| Investment Income CY | 0.10670 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11950 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $92,697 | InvestmentCostOrOtherBasisAmt |
| Book Value | $92,697 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,242,032 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,397,100 | DepreciationAmt |
| Book Value | $844,932 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,482 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $12,178 | DepreciationAmt |
| Book Value | $304 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $937,933 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Financial aid | 99 | $128,978 | $46,330 | cash & value-gift cards | gift cards |
| Scholarships | 9 | $37,500 | $0 | cash outlay | n/a |
| Other organizations | 2 | $3,500 | $0 | cash outlay | n/a |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other | FormAndLineReferenceDesc |
| Explanation | Individuals receiving disbursements from the Union Aid Society are individuals who require assistance, based on the executive directors determination. Larger amounts of assistance are brought before the "financial aid committee" of the organization, where close oversight is adhered to. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The 990 is emailed to Board members for their review. |
| Pt VI, Line 15a | Members of board consulted with independent human resources service for growing businesses and review the Wage and Benefit Survey of Southwestern PA Organizations. |
| Pt VI, Line 19 | These documents are made available to public upon request. |
| Pt XII, Line 2c | The treasurers of organization & finance committee members have oversight. |
| Pt VI, Line 12c | President reviews conflict of interest disclosure annually according to formal policy. |
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