BETA

SPIRIT SERIES INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SPIRIT SERIES INC (EIN 20-3799463)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202231369349311528
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

FieldValueIRS element (for citing)
Return2022-05-16T15:31:01-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954537885PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SINGER BURKE ZIMMER & KOGAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16345 BALBOA BLVD STE 375AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91316ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203799463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SPIRIT SERIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSPIRBusinessNameControlTxt
Phone3108995528PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO SINGER 6345 BALBOA BLVD NO 3AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91316ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD STRAUSSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3108995528PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastSTRAUSSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW A BURKEPreparerPersonNm
PTINP00061657PTIN
Phone8187741000PhoneNum
Preparation2022-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD STRAUSSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 SAN VICENTE BL310AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$537,653GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SPIRITSERIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE CORE LITERACY AND VALUES EDUCATION TO PRE-TEENS AND YOUNG ADOLESCENTS IN PUBLIC AND CHARTER SCHOOLS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers37TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$593,233PYContributionsGrantsAmt
CY Contributions Grants$519,730CYContributionsGrantsAmt
PY Program Service Revenue$98,842PYProgramServiceRevenueAmt
CY Program Service Revenue$17,900CYProgramServiceRevenueAmt
PY Investment Income$24PYInvestmentIncomeAmt
CY Investment Income$23CYInvestmentIncomeAmt
PY Other Revenue$40,161PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$732,260PYTotalRevenueAmt
CY Total Revenue$537,653CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$394,696PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$439,021CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$49,137CYTotalFundraisingExpenseAmt
PY Other Expenses$223,415PYOtherExpensesAmt
CY Other Expenses$173,890CYOtherExpensesAmt
PY Total Expenses$618,111PYTotalExpensesAmt
CY Total Expenses$612,911CYTotalExpensesAmt
PY Revenues Less Expenses$114,149PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$75,258CYRevenuesLessExpensesAmt
Total Assets BOY$662,844TotalAssetsBOYAmt
Total Assets EOY$729,586TotalAssetsEOYAmt
Total Liabilities BOY$29,717TotalLiabilitiesBOYAmt
Total Liabilities EOY$171,717TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$633,127NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$557,869NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE CORE LITERACY AND VALUES EDUCATION TO PRE-TEENS AND YOUNG ADOLESCENTS IN PUBLIC AND CHARTER SCHOOLS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$516,621ExpenseAmt
Revenue$17,900RevenueAmt
DescSPIRIT SERIES --A SUITE OF STORY-BASED LITERACY, POSITIVE VALUES, AND SOCIAL-EMOTIONAL LEARNING PROGRAMS--SERVED 1,090 FOURTH TO EIGHTH GRADE STUDENTS IN 65 CLASSROOMS ACROSS CALIFORNIA, SOUTH DAKOTA, MARYLAND AND MAINE DURING THE 2020-21 SCHOOL YEAR. OUR LEGACY PROGRAMMING-- SPIRIT SERIES (GRADES FOUR TO SEVEN) WAS AUGMENTED BY A NEW CURRICULUM--SPIRITCORPS (GRADES SEVEN TO TEN). BOTH PROGRAMS WERE DELIVERED ENTIRELY ONLINE DUE TO THE COVID-19 PANDEMIC. THE 63% DECLINE IN STUDENTS SERVED YEAR-OVER-YEAR REFLECTED THE LIMITATIONS OF DISTANCE LEARNING, REQUIRING TWICE THE NUMBER OF PROGRAM STAFF TO SERVE EACH PARTICIPATING CLASS. DEMAND WAS ALSO SIGNIFICANTLY REDUCED DUE TO BUDGET CONSTRAINTS AND PANDEMIC-RELATED STUDENT ABSENCES. ALL PARTICIPANTS RECEIVED A PERMANENT RECORD OF THEIR PROGRAM EXPERIENCE: VIDEO PLAY PERFORMANCE OF ONE OF SIX INSPIRING ONE-ACT HISTORICAL BIOGRAPHIES (SPIRIT SERIES); OR COMPELLING PERSONAL STORIES PRESENTED BY STUDENT PARTICIPANTS ON VIDEO (SPIRITCORPS). WE CANNOT ACCESS HOW MANY ADDITIONAL MEMEBERS OF OUR PARTNER SCHOOL COMMUNITIES WERE POSITIVELY IMPACTED BY THESE PROGRAM VIDEOS. 47 TEACHERS ALSO RECEIVED PROFESSIONAL DEVELOPMENT TRAINING AS THEY SUPPORTED SERIES' ONLINE LEADERS, WHO MODELED THE PROGRAM'S ACCLAIMED TEACHING TECHNIQUES TO ENGAGE, EMPOWER AND INSPIRE UNDER-SERVED STUDENTS. THE ORGANIZATIONS CAPACITY WAS ALSO INCREASED BYDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescVIDEO PLAY PERFORMANCE OF ONE OF SIX INSPIRING ONE-ACT HISTORICAL BIOGRAPHIES (SPIRIT SERIES); OR COMPELLING PERSONAL STORIES PRESENTED BY STUDENT PARTICIPANTS ON VIDEO (SPIRITCORPS). WE CANNOT ACCESS HOW MANY ADDITIONAL MEMEBERS OF OUR PARTNER SCHOOL COMMUNITIES WERE POSITIVELY IMPACTED BY THESE PROGRAM VIDEOS. 47 TEACHERS ALSO RECEIVED PROFESSIONAL DEVELOPMENT TRAINING AS THE SUPPORTED SERIES' ONLINE LEADERS, WHO MODELED THE PROGRAM'S ACCLAIMED TEACHING TECHNIQUES TO ENGAGE, EMPOWER AND INSPIRE UNDER-SERVED STUDENTS. THE ORGANIZATIONS CAPACITY WAS ALSO INCREASED BY $83,573 OF IN-KIND SERVICES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$516,621TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee7EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD STRAUSSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108995528PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 SAN VICENTE BLVD 310AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD STRAUSS
PRESIDENT65.00Yes (X)Yes (X)$72,000$0$0
STEVEN SAVAGE
BOARD MEMBER1.00Yes (X)$0$0$0
LESLIE RACHEL STRAUSS
BOARD MEMBER50.00Yes (X)$45,000$0$0
MATTHEW BURKE
BOARD TREASURER1.00Yes (X)$0$0$0
FU-DING CHENG
VICE - CHAIR1.00Yes (X)$0$0$0
JENNIFER MANSFIELD JEON
SECRETARY0.50Yes (X)$0$0$0
JOHN MCPHERSON
CHAIR2.00Yes (X)$0$0$0
NORMAN KADERLAN
EXECUTIVE VICE CHAIR4.00Yes (X)$0$0$0
JOANNA ZUNIGA
BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM FAY
BOARD MEMBER2.50Yes (X)$0$0$0
BRENDA RODRIGUEZ
BOARD MEMBER0.50Yes (X)$0$0$0
JOCELYN HANDY
BOARD MEMBER0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$117,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$89,260GovernmentGrantsAmt
All Other Contributions$430,470AllOtherContributionsAmt
Noncash Contributions$90,400NoncashContributionsAmt
Total Contributions$519,730TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescSCHOOL PARTICIPATIONDesc
Business611710BusinessCd
Total Revenue Column$17,900TotalRevenueColumnAmt
Related Or Exempt Func Income$17,900RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$17,900TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23TotalRevenueColumnAmt
Exclusion$23ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$537,653TotalRevenueColumnAmt
Related Or Exempt Func Income$17,900RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$23ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$117,000TotalAmt
Program Services$81,630ProgramServicesAmt
Management And General$8,730ManagementAndGeneralAmt
Fundraising$26,640FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$268,500TotalAmt
Program Services$258,735ProgramServicesAmt
Management And General$6,045ManagementAndGeneralAmt
Fundraising$3,720FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,500TotalAmt
Program Services$17,220ProgramServicesAmt
Management And General$1,025ManagementAndGeneralAmt
Fundraising$2,255FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,021TotalAmt
Program Services$27,738ProgramServicesAmt
Management And General$1,651ManagementAndGeneralAmt
Fundraising$3,632FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,194TotalAmt
Management And General$25,194ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,750TotalAmt
Program Services$22,750ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,108TotalAmt
Program Services$2,035ProgramServicesAmt
Management And General$800ManagementAndGeneralAmt
Fundraising$273FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$26,470TotalAmt
Program Services$26,470ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$20,693TotalAmt
Program Services$17,382ProgramServicesAmt
Management And General$2,069ManagementAndGeneralAmt
Fundraising$1,242FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,810TotalAmt
Program Services$1,647ProgramServicesAmt
Fundraising$163FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,817TotalAmt
Program Services$21,146ProgramServicesAmt
Management And General$671ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,511TotalAmt
Program Services$3,511ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
STAFF TRAINING SERVICES$16,603$16,603
OUTSIDE SERVICES$10,000$7,500$2,500
FUNDRAISING$8,712$8,712
LICENSING FEES$8,144$8,144

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,078TotalAmt
Program Services$4,110ProgramServicesAmt
Management And General$968ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$612,911TotalAmt
Program Services$516,621ProgramServicesAmt
Management And General$47,153ManagementAndGeneralAmt
Fundraising$49,137FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$308,025BOYAmt
EOY$324,838EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$88,661BOYAmt
EOY$70,007EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$658,722LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$323,981LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$266,158BOYAmt
EOY$334,741EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$662,844BOYAmt
EOY$729,586EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$29,717BOYAmt
EOY$21,717EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$150,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$29,717BOYAmt
EOY$171,717EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$633,127BOYAmt
EOY$557,869EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$633,127BOYAmt
EOY$557,869EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$662,844BOYAmt
EOY$729,586EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$75,258ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$372,580CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$544,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$566,551CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$641,673CurrentTaxYearMinus1YearAmt
Current Tax Year$519,730CurrentTaxYearAmt
Total$2,645,395TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$154,749CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$132,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,465CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$98,842CurrentTaxYearMinus1YearAmt
Current Tax Year$17,900CurrentTaxYearAmt
Total$539,227TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$527,329CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$677,132CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$702,016CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$740,515CurrentTaxYearMinus1YearAmt
Current Tax Year$537,630CurrentTaxYearAmt
Total$3,184,622TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,455CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,702CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,375CurrentTaxYearMinus1YearAmt
Current Tax Year$87,352CurrentTaxYearAmt
Total$401,598TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,714CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,455CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,702CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,375CurrentTaxYearMinus1YearAmt
Current Tax Year$87,352CurrentTaxYearAmt
Total$401,598TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,783,024PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24CurrentTaxYearMinus1YearAmt
Current Tax Year$22CurrentTaxYearAmt
Total$142TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24CurrentTaxYearMinus1YearAmt
Current Tax Year$22CurrentTaxYearAmt
Total$142TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$527,362CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$677,165CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$702,046CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$740,539CurrentTaxYearMinus1YearAmt
Current Tax Year$537,652CurrentTaxYearAmt
Total$3,184,764TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.87390PublicSupportCY509Pct
Public Support PY5090.87920PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$218,336OtherCostOrOtherBasisAmt
Depreciation$90,535DepreciationAmt
Book Value$127,801BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$7,500InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$432,886OtherCostOrOtherBasisAmt
Depreciation$233,446DepreciationAmt
Book Value$206,940BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$334,741TotalBookValueLandBuildingsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MATTHEW BURKE
BOARD MEMBER$11,875PROVIDED ACCOUNTING SERVICES0
NORMAN KADERLIN
BOARD MEMBER$10,000PROVIDED CONSULTING SERVICES0

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescPROGRAM TRAINING MATERIALS/CURRICULUMDesc
Contribution5ContributionCnt
Noncash Contributions Rpt F990$90,400NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV OF ASSETS CONTRIMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2RICHARD AND LESLIE STRAUSS ARE MARRIED.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION PROVIDES A COMPLETE COPY OF THIS FORM 990 TO ALL BOARD MEMBERS BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CAT THE FIRST BOARD MEETING OF EACH CALENDAR YEAR, SPIRIT SERIES, INC. ASKS WHETHER BOARD MEMBERS AND KEY EMPLOYEES HAVE HAD ANY MATERIAL CHANGE IN THEIR PERSONAL CIRCUMSTANCES THAT WOULD CONSTITUTE A VIOLATION OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ALL BOARD MEMBERS AND KEY EMPLOYEES ARE IN POSSESSION OF SAID POLICY, HAVE SIGNED IT, AND ARE EXPECTED TO REMAIN FAMILIAR WITH ITS CONTENTS. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES WHEN ANY MATTERS COME BEFORE THE BOARD FOR WHICH THEY STAND TO GAIN FINANCIALLY.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CO-DIRECTOR INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AFTER CONSIDERATION OF ALL RELEVANT COMPARABILITY DATA. SUBSTANTIATION OF THE DELIBERATION AND DECISION IS RECORDED IN THE MEETING'S BOARD MINUTES WHICH ARE THEN APPROVED AT THE NEXT MEETING OF THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.

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