SECOND HALF LIFELONG LEARNING INSTITUTE INC: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SECOND HALF LIFELONG LEARNING INSTITUTE INC (EIN 36-4765103)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-07
IRS object ID
202233119349202168
Schema version
2021v4.1
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)
Return2022-11-07T12:26:05-08:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201827541PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Darosa Tax And Business Services IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 Copeland Dr Ste 2AddressLine1Txt
CityMansfieldCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02048ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364765103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SECOND HALF LIFELONG LEARNING INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSECOBusinessNameControlTxt
Phone5086774694PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 9333AddressLine1Txt
CityFALL RIVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERTA MELTONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5086774694PhoneNum
Signature2022-10-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTAPersonFirstNm
Person LastMELTONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMANUEL DAROSA CPAPreparerPersonNm
PTINP00504518PTIN
Phone5083399594PhoneNum
Preparation2022-11-07PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$68,692GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$15,083ContributionsGiftsGrantsEtcAmt
Program Service Revenue$41,552ProgramServiceRevenueAmt
Membership Dues$9,250MembershipDuesAmt
Investment Income$8InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$2,799FundraisingGrossIncomeAmt
Special Events Direct Expenses$27SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$2,772SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$68,665TotalRevenueAmt
Salaries Other Comp Empl Bnft$60,265SalariesOtherCompEmplBnftAmt
Occupancy Rent Utlts And Maint$9,847OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$3,028PrintingPublicationsPostageAmt
Other Expenses Total$16,395OtherExpensesTotalAmt
Total Expenses$89,535TotalExpensesAmt
Excess Or Deficit For Year-$20,870ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$81,322NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$1,815OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$62,267NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$80,730BOYAmt
EOY$61,152EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$1,116BOYAmt
EOY$1,115EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$81,846BOYAmt
EOY$62,267EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$524BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$81,322BOYAmt
EOY$62,267EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCOMMUNITY BASED MEMBERSHIP SELF GOVERNING WHOSE PROGRAMS PROVIDE INTELLECTUAL STIMULATION SOCIAL INTERACTIONPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomSTUDY GROUP SESSIONS AND CLASSES IN VARIOUS SUBJECTS AND ALSOPROVIDING SOCIAL EVENTS AND TRIPS TO EXPAND THEKNOWLEDGE OF ADULTS. OVER 300 PEOPLE HAVE BENEFITED FROM THEIR SERVICESDescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$65,618ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$65,618TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUSS CAREY
CHAIR, FUNDRAISING5.00$0$0$0
EILEEN SORRENTINO
PRESIDENT5.00$0$0$0
SHEILA KOOT
VICE PRESIDENT5.00$0$0$0
ROBERTA MELTON
EXEC DIRECTOR40.00$52,900$0$0
GRACE WYSS
SECRETARY5.00$0$0$0
JOHN SORRENTINO
TREASURER5.00$0$0$0
ELIZABETH LAFLEUR
CHAIR, CURRICULUM5.00$0$0$0
PAUL MERCIER
CHAIR, MEMBERSHIP5.00$0$0$0
SUSAN MITCHELL
CHAIR, SPECIAL EVENTS5.00$0$0$0
DENNIS TWEEDY
CHAIR, PUBLICITY5.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN SORRENTINOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 ANGELICA AVENUEAddressLine1Txt
CityMATTAPOISETTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02739ZIPCd
FieldValueIRS element (for citing)
Phone5087586645PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,612CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,605CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,196CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,527CurrentTaxYearMinus1YearAmt
Current Tax Year$17,855CurrentTaxYearAmt
Total$63,795TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$84,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$72,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,260CurrentTaxYearMinus1YearAmt
Current Tax Year$41,552CurrentTaxYearAmt
Total$296,217TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,300CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,050CurrentTaxYearMinus1YearAmt
Current Tax Year$9,250CurrentTaxYearAmt
Total$75,350TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$112,557CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,455CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$94,856CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,837CurrentTaxYearMinus1YearAmt
Current Tax Year$68,657CurrentTaxYearAmt
Total$435,362TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$435,362PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13CurrentTaxYearMinus1YearAmt
Current Tax Year$8CurrentTaxYearAmt
Total$127TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13CurrentTaxYearMinus1YearAmt
Current Tax Year$8CurrentTaxYearAmt
Total$127TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$435,489TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99970PublicSupportCY509Pct
Public Support PY5090.99960PublicSupportPY509Pct
Investment Income CY0.00030InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 16WEBSITE 518.
Form 990EZ, Part I, Line 16EQUIPMENT MAINTENANCE 73.
Form 990EZ, Part I, Line 16BOARD MEETINGS 215.
Form 990EZ, Part I, Line 16LIABILITY INSURANCE 2295.
Form 990EZ, Part I, Line 16PAYROLL FEES 537.
Form 990EZ, Part I, Line 16OTHER PROFESSIONAL FEES 3487.
Form 990EZ, Part I, Line 16CURRICULUM EXPENSES 487.
Form 990EZ, Part I, Line 16OFFICE AND CLASSROOM SUPPLES 1344.
Form 990EZ, Part I, Line 16ADVERTISING 45.
Form 990EZ, Part I, Line 16SPECIAL EVENTS 4866.
Form 990EZ, Part I, Line 16ADMINISTRATION 466.
Form 990EZ, Part I, Line 16MEMBER DEVELOPMENT
Form 990EZ, Part I, Line 16CREDIT CARD FEES 250.
Form 990EZ, Part I, Line 16Depreciation 1812.
Form 990EZ, Part I, Line 20DEPRECIATION AND ROUNDING 1815.
Form 990EZ, Part II, Line 24PREPAID EXPENSES 1116. 1115.
Form 990EZ, Part II, Line 24OTHER CURRENT ASSETS
Form 990EZ, Part II, Line 24DEPOSITS 0.
Form 990EZ, Part II, Line 24EQUIPMENT NET OF DEPRECIATION 0.
Form 990EZ, Part II, Line 26ACCTS PAYABLE 524. 0.
Form 990EZ, Part II, Line 26PREPAYMENTS

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.