CHAPEL HAVEN SCHLEIFER CENTER: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHAPEL HAVEN SCHLEIFER CENTER (EIN 06-0925031)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-29
- IRS object ID
- 202230889349300503
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-29T08:33:48-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061244958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER HAYES ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1970 WHITNEY AVENUE BLDG 2 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060925031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPEL HAVEN SCHLEIFER CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 2033971714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 WHALLEY AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06515 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE STORZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2033971714 | PhoneNum |
| Signature | 2022-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MIKE | PersonFirstNm |
| Person Last | STORZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY WILD CPA | PreparerPersonNm |
| PTIN | P01692634 | PTIN |
| Phone | 2032873990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Principal Officer | MIKE STORZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 WHALLEY AVENUE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,668,531 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHAPELHAVEN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | A PRIVATE, NON-PROFIT OFFERING INDEPENDENT LIVING PROGRAMS DESIGNED TO TEACH INDEPENDENT LIFE SKILLS TO DEVELOPMENTALLY DISABLED INDIVIDUALS AGE EIGHTEEN AND OVER. THE GOAL IS TO TEACH THE LIFE SKILLS NEEDED SO THESE INDIVIDUALS MAY LIVE INDEPENDENTLY OUT IN THE COMMUNITY AND TO MAINTAIN THIS INDEPENDENCE THROUGH SEVERAL SUPPORT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 172 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $597 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,125,757 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,699,040 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,476,197 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,650,772 | CYProgramServiceRevenueAmt |
| PY Investment Income | $102,302 | PYInvestmentIncomeAmt |
| CY Investment Income | $74,707 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,083 | PYOtherRevenueAmt |
| CY Other Revenue | $62,153 | CYOtherRevenueAmt |
| PY Total Revenue | $18,787,339 | PYTotalRevenueAmt |
| CY Total Revenue | $8,486,672 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,824,242 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,252,072 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $29,316 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,454,965 | PYOtherExpensesAmt |
| CY Other Expenses | $3,564,184 | CYOtherExpensesAmt |
| PY Total Expenses | $8,279,207 | PYTotalExpensesAmt |
| CY Total Expenses | $8,816,256 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,508,132 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$329,584 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,627,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,716,297 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,962,622 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,091,957 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,665,007 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,624,340 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CHAPEL HAVEN SCHLEIFER CENTER, INC. PROVIDES LIFELONG INDIVIDUALIZED SERVICES FOR PEOPLE WITH DEVELOPMENTAL AND SOCIAL DISABILITIES, EMPOWERING THEM TO LIVE INDEPENDENT AND SELF-DETERMINED LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,274,165 | ExpenseAmt |
| Revenue | $3,586,690 | RevenueAmt |
| Desc | RESIDENTIAL AND RESIDENTIAL TRANSITION PROGRAMS SUPPORTING INDIVIDUALS FROM AROUND THE WORLD. CHAPEL HAVEN SHLEIFER CENTER IS HIGHLY REGARDED IN SERVING INDIVIDUALS WITH A VARIETY OF DEVELOPMENTAL DISABILITIES TO LEARN TO LIVE INDEPENDENTLY AND WITH MINIMAL SUPPORTS IN OUR EXTENDED COMMUNITY. MOVING FROM A 24 HOUR SUPERVISED PROGRAM TO THE SURROUNDING COMMUNITY, THESE INDIVIDUALS WILL LIVE IN THEIR OWN APARTMENTS, MANAGE THEIR DAILY ROUTINES, WORK IN A VARIETY OF JOBS AND ENJOY A VIBRANT SOCIAL NETWORK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,201,799 | ExpenseAmt |
| Revenue | $2,128,233 | RevenueAmt |
| Desc | CHAPEL HAVEN SCHLEIFER CENTER'S DAY PROGRAM PROVIDES A CONTINUUM OF SUPPORT SERVICES FOR THE MEN AND WOMEN WHO CHOOSE TO STAY IN OUR COMMUNITY. WE CURRENTLY SUPPORT APPROXIMATELY 150 ADULTS WHO ARE LIVING OUT THEIR DREAMS OF HAVING THEIR OWN PLACE, EMPLOYMENT, AND ENJOYING THEIR CIRCLE OF FRIENDS. SERVICES ARE STRUCTURED TO MEET THE NEEDS OF EACH INDIVIDUAL TO ENSURE THEY MAINTAIN THEIR INDEPENDENCE IN OUR COMMUNITY. SERVICES INCLUDE AND ARE NOT LIMITED TO, BANKING AND FINANCING, NUTRITION, HEALTH AND WELLNESS, RECREATION AND LEISURE, MEDICAL TRANSPORTATION, ETC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,475,964 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 172 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK HUGHES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033971714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 WHALLEY AVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06515 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| PEGGY BAKER | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID KESNER | |||||||
| VICE CHAIRPERSON | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GALVIN | |||||||
| TREASURER | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT NURIN | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $4,050 | $0 | |
| JOHN BILEZIKIAN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR EUGENE SANDER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KENT ATKINS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| HARRIET SCHLEIFER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY DOHERTY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DR GERRY COSTA | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TOM O'NEILL | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JANE CONNORS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| FRED VOLKMAR | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| FRANK HUGHES | |||||||
| VICE PRESIDENT FINANCE | 40.00 | Yes (X) | $103,593 | $0 | $15,345 | ||
| MIKE STORZ | |||||||
| PRESIDENT | 40.00 | Yes (X) | $152,964 | $0 | $0 | ||
| EINERA BEAUVAIS | |||||||
| EXECVICE PRESIDENT | 40.00 | $105,634 | $0 | $12,706 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $362,191 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,050 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,051 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSTRUCTION SVC OF SOMERSET INC | |||||
| 80 GLASTONBURY BLVD | GLASTONBURY | CT | 06033 | CONSTRUCTION SERVICES | $2,555,207 |
| SLAM COLLABORATIVE | |||||
| 80 GLASTONBURY BLVD | GLASTONBURY | CT | 06033 | CONSTRUCTION SERVICES | $206,440 |
| TBNG | |||||
| 50 INDUSTRY DRIVE | WEST HAVEN | CT | 06516 | IT SERVICES | $174,690 |
| OPERATIONSINC LLC | |||||
| 383 MAIN STREET | NORWALK | CT | 06851 | HR SERVICES | $135,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $57,150 | FundraisingAmt |
| Government Grants | $467,695 | GovernmentGrantsAmt |
| All Other Contributions | $2,174,195 | AllOtherContributionsAmt |
| Total Contributions | $2,699,040 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611600 | $2,979,306 | $2,979,306 |
| SUPPORTED LIVING FEES | 611600 | $1,916,969 | $1,916,969 |
| ASPERGERS | 611600 | $594,858 | $594,858 |
| ADULT EDUCATION COURSE | 611600 | $151,839 | $151,839 |
| WEEK VISITORS | 611600 | $7,800 | $7,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,650,772 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,739 | TotalRevenueColumnAmt |
| Exclusion | $48,739 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $35,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $34,903 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $597 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $597 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $597 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $143,439 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,829 | SecuritiesAmt |
| Other | $3,642 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,610 | SecuritiesAmt |
| Other | -$3,642 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,968 | TotalRevenueColumnAmt |
| Exclusion | $25,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $26,890 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $57,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,485 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,595 | TotalRevenueColumnAmt |
| Exclusion | -$2,595 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 611600 | $55,471 | $55,471 |
| CAFE REVENUE | 611600 | $8,680 | $8,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,151 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,486,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,714,923 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $597 | UnrelatedBusinessRevenueAmt |
| Exclusion | $72,112 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,105 | TotalAmt |
| Management And General | $273,105 | ManagementAndGeneralAmt |
| Fundraising | $4,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,329,003 | TotalAmt |
| Program Services | $3,744,762 | ProgramServicesAmt |
| Management And General | $583,466 | ManagementAndGeneralAmt |
| Fundraising | $775 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,085 | TotalAmt |
| Program Services | $253,659 | ProgramServicesAmt |
| Management And General | $38,354 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,879 | TotalAmt |
| Program Services | $276,473 | ProgramServicesAmt |
| Management And General | $77,348 | ManagementAndGeneralAmt |
| Fundraising | $58 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,967 | TotalAmt |
| Program Services | $1,886 | ProgramServicesAmt |
| Management And General | $3,081 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,499 | TotalAmt |
| Program Services | $5,580 | ProgramServicesAmt |
| Management And General | $46,919 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,734 | TotalAmt |
| Program Services | $96,973 | ProgramServicesAmt |
| Management And General | $68,756 | ManagementAndGeneralAmt |
| Fundraising | $17,005 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,075 | TotalAmt |
| Program Services | $3,832 | ProgramServicesAmt |
| Management And General | $45,243 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,685 | TotalAmt |
| Program Services | $100,115 | ProgramServicesAmt |
| Management And General | $12,868 | ManagementAndGeneralAmt |
| Fundraising | $1,702 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,648 | TotalAmt |
| Program Services | $65,473 | ProgramServicesAmt |
| Management And General | $14,102 | ManagementAndGeneralAmt |
| Fundraising | $73 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,348 | TotalAmt |
| Program Services | $259,668 | ProgramServicesAmt |
| Management And General | $23,887 | ManagementAndGeneralAmt |
| Fundraising | $2,793 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,701 | TotalAmt |
| Program Services | $21,632 | ProgramServicesAmt |
| Management And General | $3,290 | ManagementAndGeneralAmt |
| Fundraising | $779 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,590 | TotalAmt |
| Program Services | $242,626 | ProgramServicesAmt |
| Management And General | $3,964 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,621,614 | TotalAmt |
| Program Services | $1,576,381 | ProgramServicesAmt |
| Management And General | $45,172 | ManagementAndGeneralAmt |
| Fundraising | $61 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,360 | TotalAmt |
| Program Services | $198,543 | ProgramServicesAmt |
| Management And General | $40,808 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS + MAINTENANCE | $361,208 | $343,899 | $16,006 | $1,303 |
| PROGRAM SUPPLIES | $172,027 | $169,582 | $1,759 | $686 |
| MISC EXPENSE | $57,989 | $46,616 | $11,373 | |
| RECREATION | $45,579 | $45,579 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,160 | TotalAmt |
| Program Services | $22,685 | ProgramServicesAmt |
| Management And General | $1,475 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,816,256 | TotalAmt |
| Program Services | $7,475,964 | ProgramServicesAmt |
| Management And General | $1,310,976 | ManagementAndGeneralAmt |
| Fundraising | $29,316 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,342 | BOYAmt |
| EOY | $2,867 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,726,466 | BOYAmt |
| EOY | $5,352,063 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,077,525 | BOYAmt |
| EOY | $509,503 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,490,279 | BOYAmt |
| EOY | $1,108,282 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $701,643 | BOYAmt |
| EOY | $264,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,366,153 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,226,592 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,639,674 | BOYAmt |
| EOY | $39,139,561 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,987,700 | BOYAmt |
| EOY | $3,339,912 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,627,629 | BOYAmt |
| EOY | $49,716,297 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,328 | BOYAmt |
| EOY | $1,121,374 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $886,538 | BOYAmt |
| EOY | $559,465 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,639,756 | BOYAmt |
| EOY | $4,411,118 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,962,622 | BOYAmt |
| EOY | $6,091,957 | 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 | $39,823,550 | BOYAmt |
| EOY | $38,226,967 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,841,457 | BOYAmt |
| EOY | $5,397,373 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,665,007 | BOYAmt |
| EOY | $43,624,340 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,627,629 | BOYAmt |
| EOY | $49,716,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$329,584 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $288,917 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,709,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,289,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,947,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,125,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,353,435 | CurrentTaxYearAmt |
| Total | $42,425,905 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,270,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,337,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,779,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,523,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,064,594 | CurrentTaxYearAmt |
| Total | $26,975,854 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,979,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,627,413 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,726,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,649,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,418,029 | CurrentTaxYearAmt |
| Total | $69,401,759 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $280,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,241,746 | CurrentTaxYearAmt |
| Total | $1,605,946 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $280,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,241,746 | CurrentTaxYearAmt |
| Total | $1,605,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $67,795,813 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,472,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,739 | CurrentTaxYearAmt |
| Total | $1,732,900 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,472,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,739 | CurrentTaxYearAmt |
| Total | $1,732,900 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$6,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $597 | CurrentTaxYearAmt |
| Total | -$5,959 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $266,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $100,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,721 | CurrentTaxYearAmt |
| Total | $490,669 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,048,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,366,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,893,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,787,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,523,086 | CurrentTaxYearAmt |
| Total | $71,619,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96980 | PublicSupportPY509Pct |
| Investment Income CY | 0.02420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02340 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,860,247 | BeginningYearBalanceAmt |
| Contributions | $12,145 | ContributionsAmt |
| Investment Earnings Or Losses | $884,236 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $22,379 | AdministrativeExpensesAmt |
| End Year Balance | $7,734,249 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,678,238 | BeginningYearBalanceAmt |
| Contributions | $2,525 | ContributionsAmt |
| Investment Earnings Or Losses | $199,263 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $19,779 | AdministrativeExpensesAmt |
| End Year Balance | $6,860,247 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,390,194 | BeginningYearBalanceAmt |
| Contributions | $27,439 | ContributionsAmt |
| Investment Earnings Or Losses | $277,505 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,900 | AdministrativeExpensesAmt |
| End Year Balance | $6,678,238 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,107,368 | BeginningYearBalanceAmt |
| Contributions | $21,395 | ContributionsAmt |
| Investment Earnings Or Losses | $504,656 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $240,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,225 | AdministrativeExpensesAmt |
| End Year Balance | $6,390,194 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,942,650 | BeginningYearBalanceAmt |
| Contributions | $25,279 | ContributionsAmt |
| Investment Earnings Or Losses | $601,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $458,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,900 | AdministrativeExpensesAmt |
| End Year Balance | $6,107,368 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $87,075 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,882,735 | OtherCostOrOtherBasisAmt |
| Book Value | $3,969,810 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $272,758 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $39,519,943 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,276,017 | DepreciationAmt |
| Book Value | $34,516,684 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,529 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,632 | DepreciationAmt |
| Book Value | $74,897 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,290,113 | OtherCostOrOtherBasisAmt |
| Depreciation | $711,943 | DepreciationAmt |
| Book Value | $578,170 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,139,561 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS HELD BY CHAPEL HAVEN ENDOWMENT | Desc |
| Book Value | $3,339,912 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,339,912 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND'S PURPOSE IS TO MANAGE INVESTMENTS FOR THE LONG TERM FINANCIAL STABILITY OF THE ORGANIZATION. THE RETURN FROM THESE INVESTMENTS IS TO BE DISTRIBUTED TO THE ORGANIZATION FOR UNRESTRICTED AND OPERATIONAL USE WHEN APPROVED BY THE BOARD AND BASED ON THE ADOPTED SPENDING POLICY. |
| PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS WITH ANY OF ITS OPEN TAX YEARS AND HAS NO OPEN TAX YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2018. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $84,040 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $57,150 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,890 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,280 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $13,205 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $84,040 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $57,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $26,890 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,280 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,205 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,485 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,595 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE STORZ | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $151,747 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $625 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $592 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $152,964 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE 990 AS WELL AS THE FINAL AUDIT IS GIVEN TO EACH BOARD MEMBER AND IS REVIEWED BY THE VP OF FINANCE AND THE FINANCE COMMITTEE. SPECIAL ATTENTION IS GIVEN TO THE QUESTIONS THAT SPECIFICALLY AFFECTS BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH THE BOARD OF DIRECTORS AND EACH MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY FORM AND THESE SIGNED FORMS ARE KEPT ON RECORD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE REVIEWS WAGES OF MANAGEMENT FROM SIMILAR ORGANIZATION'S 990S FOUND ON GUIDESTAR AS WELL AS REVIEWS THE RESULTS OF CBIA'S ANNUAL SURVEY OF NON-PROFITS THAT INCLUDES WAGE INFORMATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | A COPY OF THE 990 IS AVAILABLE TO THE PUBLIC ON THE INTERNET THROUGH GUIDESTAR.ORG AND AVAILABLE UPON REQUEST. FORM 1023 IS NOT AVAILABLE TO THE PUBLIC, EXCEPT ON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHAPEL HAVEN WEST INC | ||||||||||
| 1701 N PARK AVE | TUCSON | AZ | 85705 | 261406660 | TEACH YOUNG ADULTS WITH COGNITIVE DISABILITIES INDEPEDENT LIVING LIFE SKILLS | AZ | 501(C)(3) | LINE 10 | CHAPEL HAVEN SCHLIEFER CENTER INC | Yes (1) |
| CHAPEL HAVEN ENDOWMENT INC | ||||||||||
| 1040 WHALLEY AVE | NEW HAVEN | CT | 06515 | 262242797 | PROVIDE FINANCIAL SUPPORT FOR CHAPEL HAVEN SCHLEIFER CENTER INC. | CT | 501(C)(3) | LINE 12B, II | CHAPEL HAVEN SCHLIEFER CENTER INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CHAPEL HAVEN WEST INC | ||
| O | $125,000 | ESTIMATED PERCENT OF TIME |
| CHAPEL HAVEN ENDOWMENT INC | ||
| S | $151,273 | FMV CASH TRANSFERRED |
| CHAPEL HAVEN WEST INC | ||
| H | $57,250 | FMV OF ASSETS PURCHASED |
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