PARTNERSHIP FOR BETTER HEALTH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOR BETTER HEALTH (EIN 23-1352161)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-02
- IRS object ID
- 202243069349300209
- Schema version
- 2021v4.2
- 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 | 2022-11-02T06:50:35-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196106008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERSHIP FOR BETTER HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 7179609009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA H RALEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7179609009 | PhoneNum |
| Signature | 2022-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | RALEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE E KANE CPA | PreparerPersonNm |
| PTIN | P01275157 | PTIN |
| Phone | 6103761595 | PhoneNum |
| Preparation | 2022-10-28 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA H RALEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,484,123 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FORBETTERHEALTHPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE PARTNERSHIP FOR BETTER HEALTH CHAMPIONS AND INVESTS IN IDEAS, INITIATIVES, AND COLLABORATIONS THAT IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES IN OUR REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,146,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,501,014 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,516,115 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,537,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | $204,104 | PYOtherRevenueAmt |
| CY Other Revenue | $150,652 | CYOtherRevenueAmt |
| PY Total Revenue | $3,866,688 | PYTotalRevenueAmt |
| CY Total Revenue | $4,189,583 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,078,648 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,605,120 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $617,810 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $674,847 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,382 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $254,313 | PYOtherExpensesAmt |
| CY Other Expenses | $275,396 | CYOtherExpensesAmt |
| PY Total Expenses | $2,950,771 | PYTotalExpensesAmt |
| CY Total Expenses | $3,555,363 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $915,917 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $634,220 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,369,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,864,205 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $954,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,127,135 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $106,414,831 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $85,737,070 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PARTNERSHIP FOR BETTER HEALTH CHAMPIONS AND INVESTS IN IDEAS, INITIATIVES, AND COLLABORATIONS THAT IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES IN OUR REGION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,158,662 | ExpenseAmt |
| Grant | $2,605,120 | GrantAmt |
| Revenue | $1,976 | RevenueAmt |
| Desc | THE PARTNERSHIP FOR BETTER HEALTH ("FOUNDATION") PROVIDES FUNDING FOR GRANTS AND INITIATIVES THAT SEEK TO ELIMINATE HEALTH DISPARITIES AND ADDRESS THE ROOTS OF HEALTH ISSUES, TOWARDS ENSURING THAT ALL PEOPLE HAVE THE CHANCE TO ENJOY HEALTHY LIVES. IN 2021-2022, THE FOUNDATION INVESTED A TOTAL OF $2,605,120 IN COMMUNITY GRANTS, INITIATIVES AND PROGRAM SERVICES. THESE GRANTS AND INITIATIVES FOCUS ON FOUR PRIORITIES:1. BUILDING HEALTHY COMMUNITIES: WE SUPPORT DECISIONS, CONDITIONS AND SYSTEMS CHANGE EFFORTS THAT ENABLE PEOPLE TO LIVE HEALTHIER LIVES IN THEIR SCHOOLS, WORKPLACES, HOMES AND NEIGHBORHOODS. 2. ENSURING ACCESS FOR ALL: WE INVEST IN GRANTS AND INITIATIVES THAT INCREASE ACCESS TO MEDICAL, DENTAL AND BEHAVIORAL HEALTH SERVICES FOR INDIVIDUALS THROUGHOUT OUR REGION, ESPECIALLY THOSE WHO ARE MOST VULNERABLE TO POOR HEALTH. 3. STRENGTHENING HEALTH CAPACITIES: WE STRIVE TO ADVANCE THE ABILITY OF ORGANIZATIONS AND PARTNERS TO ENGAGE IN COMPREHENSIVE STRATEGIES THAT IMPROVE HEALTH. TOGETHER, WITH MANY OTHERS IN OUR REGION, WE SEEK TO FOSTER A VIBRANT CULTURE OF LEARNING, GROWTH AND COLLABORATION. 4. DIVERSITY, EQUITY, INCLUSION AND BELONGING: WE PROMOTE HEALTH EQUITY SO THAT ALL PEOPLE, REGARDLESS OF RACE, GENDER, SEXUAL ORIENTATION, DISABILITY, SOCIOECONOMIC STATUS, GEOGRAPHIC LOCATION, OR OTHER SOCIAL CONSTRUCTS HAVE FAIR AND JUST ACCESS, OPPORTUNITY, AND RESOURCES TO ACHIEVE THEIR HIGHEST POTENTIAL FOR HEALTH.THE FOUNDATION PROVIDED NEARLY $2.3 MILLION THROUGH 75 COMMUNITY GRANTS, INCLUDING $706,400 TO BUILD HEALTHY COMMUNITIES, $1,474,102 TO ENSURE HEALTH ACCESS FOR ALL, AND $77,374 TO STRENGTHEN HEALTH CAPACITIES.THE FOUNDATION CONTINUALLY STRIVES TO IDENTIFY COMMUNITY HEALTH NEEDS THAT ARE NOT CURRENTLY BEING ADDRESSED AND SPEARHEADS INITIATIVES TO FILL CRITICAL GAPS. ABOUT $175,000 WAS DEDICATED TO COLLABORATIVE INITIATIVES ON BEHALF OF FOOD SYSTEMS, WORKFORCE DEVELOPMENT, HOUSING, AND REFUGEE RESETTLEMENT. SIMULTANEOUSLY, THE FOUNDATION SEEKS TO DEVELOP THE INTERNAL CAPACITIES OF LOCAL NONPROFIT ORGANIZATIONS THROUGH OUR ANNUAL MATCH MADNESS FUNDRAISING CAMPAIGN. THIS YEAR, THE FOUNDATION DISTRIBUTED $150,000 IN MATCHING FUNDS, WHICH THEN GENERATED AN ADDITIONAL $617,000 IN COMMUNITY DONATIONS TO LOCAL AGENCIES. | Desc |
| Total Program Service Expenses | $3,158,662 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA KIRK | PersonNm |
| Phone | 7179609009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | 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 |
|---|---|---|---|---|---|---|
| CHRISTOPHER FARRANDS | ||||||
| CHAIRPERSON | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WIN CLELAND | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRISH NIEMITZ | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN BARTOLI | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TARO LANDIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALVIN BLITZ | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEDHA D MAKHLOUF | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN DUM JR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLY FORTNEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN HOUPT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN PETERS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAKSHMI POLAVARAPU | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE POMEROY | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MARK PRICE | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA H RALEY | ||||||
| EXECUTIVE DIRECTOR | 45.00 | Yes (X) | $119,209 | $0 | $29,976 | |
| BARBARA KIRK | ||||||
| FINANCE DIRECTOR | 30.00 | Yes (X) | $63,319 | $0 | $22,684 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $182,528 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,660 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPG FIDUCIARY PARTNERS OF RAYMOND JAMES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVE STE 740W | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $139,857 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,501,014 | AllOtherContributionsAmt |
| Noncash Contributions | $66,873 | NoncashContributionsAmt |
| Total Contributions | $2,501,014 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $946,200 | TotalRevenueColumnAmt |
| Exclusion | $946,200 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,886,257 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,294,540 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $591,717 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $591,717 | TotalRevenueColumnAmt |
| Exclusion | $591,717 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GROUP ANNUITY EXPERIENCE CREDIT | 812900 | $148,676 | $148,676 | |
| OTHER REVENUE | 812900 | $1,976 | $1,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $150,652 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,189,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,976 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,686,593 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,605,120 | TotalAmt |
| Program Services | $2,605,120 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,565 | TotalAmt |
| Program Services | $141,821 | ProgramServicesAmt |
| Management And General | $89,540 | ManagementAndGeneralAmt |
| Fundraising | $204 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,081 | TotalAmt |
| Program Services | $268,424 | ProgramServicesAmt |
| Management And General | $66,788 | ManagementAndGeneralAmt |
| Fundraising | $7,869 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,654 | TotalAmt |
| Program Services | $16,473 | ProgramServicesAmt |
| Management And General | $4,891 | ManagementAndGeneralAmt |
| Fundraising | $1,290 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,607 | TotalAmt |
| Program Services | $27,092 | ProgramServicesAmt |
| Management And General | $7,515 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,940 | TotalAmt |
| Program Services | $30,370 | ProgramServicesAmt |
| Management And General | $11,911 | ManagementAndGeneralAmt |
| Fundraising | $659 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,821 | TotalAmt |
| Management And General | $15,821 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,857 | TotalAmt |
| Management And General | $139,857 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,817 | TotalAmt |
| Program Services | $18,115 | ProgramServicesAmt |
| Management And General | $3,821 | ManagementAndGeneralAmt |
| Fundraising | $881 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,693 | TotalAmt |
| Program Services | $3,024 | ProgramServicesAmt |
| Management And General | $3,669 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,594 | TotalAmt |
| Program Services | $1,752 | ProgramServicesAmt |
| Management And General | $2,620 | ManagementAndGeneralAmt |
| Fundraising | $222 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,376 | TotalAmt |
| Program Services | $10,355 | ProgramServicesAmt |
| Management And General | $7,972 | ManagementAndGeneralAmt |
| Fundraising | $2,049 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,535 | TotalAmt |
| Program Services | $1,323 | ProgramServicesAmt |
| Management And General | $996 | ManagementAndGeneralAmt |
| Fundraising | $216 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,885 | TotalAmt |
| Program Services | $2,840 | ProgramServicesAmt |
| Fundraising | $45 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,616 | TotalAmt |
| Program Services | $3,346 | ProgramServicesAmt |
| Management And General | $2,466 | ManagementAndGeneralAmt |
| Fundraising | $804 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,079 | TotalAmt |
| Management And General | $13,079 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $17,040 | $8,784 | $6,285 | $1,971 |
| EVENTS & COMMUNITY DEVE | $13,070 | $12,720 | $350 | |
| MISCELLANEOUS EXPENSE | $6,951 | $6,191 | $638 | $122 |
| DUES & SUBSCIRPTIONS | $3,062 | $912 | $2,100 | $50 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,555,363 | TotalAmt |
| Program Services | $3,158,662 | ProgramServicesAmt |
| Management And General | $380,319 | ManagementAndGeneralAmt |
| Fundraising | $16,382 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,356 | BOYAmt |
| EOY | $187,070 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,886 | BOYAmt |
| EOY | $27,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $800,146 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $641,055 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,243 | BOYAmt |
| EOY | $159,091 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,917,455 | BOYAmt |
| EOY | $44,054,396 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,020,153 | BOYAmt |
| EOY | $42,435,965 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,369,093 | BOYAmt |
| EOY | $86,864,205 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,649 | BOYAmt |
| EOY | $98,213 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,613 | BOYAmt |
| EOY | $1,028,922 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,262 | BOYAmt |
| EOY | $1,127,135 | 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 | $48,725,028 | BOYAmt |
| EOY | $41,725,119 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,689,803 | BOYAmt |
| EOY | $44,011,951 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,414,831 | BOYAmt |
| EOY | $85,737,070 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,369,093 | BOYAmt |
| EOY | $86,864,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $634,220 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,710,239 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$13,601,742 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,523,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,765,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,778,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,146,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,501,014 | CurrentTaxYearAmt |
| Total | $9,714,575 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,523,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,765,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,778,090 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,146,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,501,014 | CurrentTaxYearAmt |
| Total | $9,714,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,944,430 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,770,145 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,119,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,240,916 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,431,353 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,019,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $946,200 | CurrentTaxYearAmt |
| Total | $5,757,824 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $148,676 | CurrentTaxYearAmt |
| Total | $498,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,970,730 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $85,264 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.17350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.17140 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PARTNERSHIP FOR BETTER HEALTH IS A PUBLICLY SUPPORTED ORGANIZATION BASED ON THE FACTS AND CIRCUMSTANCES TEST OF TREASURY REG 1 170A-9(F)(3). PARTNERSHIP FOR BETTER HEALTH RECEIVED PUBLIC SUPPORT ABOVE 10% FOR THE FIVE YEAR PERIOD ENDING JUNE 30, 2022. THE ORGANIZATION RECEIVED APPROXIMATELY 17.35% OF ITS SUPPORT FROM THE GENERAL PUBLIC. PARTNERSHIP FOR BETTER HEALTH IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS FROM THE GENERAL PUBLIC AND OTHER EXEMPT ORGANIZATIONS. PARTNERSHIP FOR BETTER HEALTH'S BOARD OF TRUSTEES IS COMPRISED OF INDIVIDUALS WHO ARE CIVIC AND BUSINESS LEADERS AND THUS IS REPRESENTATIVE OF THE PUBLIC INTEREST. THE BOARD IS DESIGNED TO BE REPRESENTATIVE OF, AND KNOWLEDGEABLE ABOUT THE COMMUNITY AND ITS HEALTH NEEDS. FINALLY, THE PARTNERSHIP FOR BETTER HEALTH HAS DEMONSTRATED ITS PUBLICLY SUPPORTED NATURE BY FULFILLING ITS PRINCIPAL CHARGE, WHICH HISTORICALLY HAS BEEN TO SUPPORT A CHARITABLE MISSION RELATED TO IMPROVING ACCESS TO AND DELIVERY OF HEALTH CARE THROUGHOUT THE REGION. THIS MISSION ORIGINATES FROM THE ORGANIZATION'S PREDECESSOR ORGANIZATION, CARLISLE HEALTH SERVICES CORPORATION (THE FORMER CARLISLE HOSPITAL), THE SALE OF WHICH ESTABLISHED TODAY'S ORGANIZATION. | FactsAndCircumstancesTestTxt |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,158,638 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,158,662 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $307,933 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $76,983 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $257,596 | CurrentYearMinus3Amt |
| Current Year Minus2 | $297,214 | CurrentYearMinus2Amt |
| Current Year Minus1 | $276,702 | CurrentYearMinus1Amt |
| Current Year | $307,933 | CurrentYearAmt |
| Total | $1,139,445 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,709,168 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,257 | CurrentYearMinus2Amt |
| Current Year Minus1 | $859 | CurrentYearMinus1Amt |
| Current Year | $24 | CurrentYearAmt |
| Total | $4,140 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $64,399 | CurrentYearMinus3Amt |
| Current Year Minus2 | $74,304 | CurrentYearMinus2Amt |
| Current Year Minus1 | $69,176 | CurrentYearMinus1Amt |
| Current Year | $76,983 | CurrentYearAmt |
| Total | $284,862 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $427,293 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $2,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,148 | CurrentYearMinus2Amt |
| Current Year Minus1 | $859 | CurrentYearMinus1Amt |
| Current Year | $24 | CurrentYearAmt |
| Total | $4,031 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,911 | OtherCostOrOtherBasisAmt |
| Book Value | $131,911 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $620,182 | OtherCostOrOtherBasisAmt |
| Depreciation | $606,357 | DepreciationAmt |
| Book Value | $13,825 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,698 | DepreciationAmt |
| Book Value | $13,355 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $159,091 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $42,262,088 |
| ASSETS HELD IN TRUST - TEMP RESTRICT | $156,710 |
| RJ CHMCF WEIDNER ENDOWMENT | $17,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $42,435,965 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$17,262,255 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,710,239 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$13,601,742 | OtherRevenueAmt |
| Revenue Not Reported | -$21,311,981 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,049,726 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $139,857 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $139,857 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,189,583 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,415,506 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,415,506 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $139,857 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $139,857 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,555,363 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE INTERNAL REVENUE CODE, SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF TRUSTS -13,601,742. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION | ||||||||
| 1519 NORTH 3RD STREET | HARRISBURG | PA | 17102 | 232260248 | 501(C)(3) | $25,000 | $0 | SUPPORT THE IMPLEMENTATION OF TRAUMA-INFORMED SERVICES TO MEET THE EMOTIONAL NEEDS OF BBBS LITTLES AND THE FACILITATION OF REFERRAL AND SERVICE LINKAGE TO AREA HUMAN SERVICE PROVIDERS. |
| CARLISLE AREA SCHOOL DISTRICT | ||||||||
| 540 W NORTH STREET | CARLISLE | PA | 17013 | 239005321 | 501(C)(3) | $26,948 | $0 | PROVIDE SERVICES AND SUPPORTS FOR HEALTHY YOUTH DEVELOPMENT IN THE CARLISLE AREA SCHOOL DISTRICT. |
| CENTER FOR LAND USE SUSTAINABILITY | ||||||||
| 1871 OLD MAIN DRIVE | SHIPPENSBURG | PA | 17257 | 232500361 | 501(C)(3) | $50,000 | $0 | S.U.'S CENTER FOR LAND USE AND SUSTAINABILITY'S (CLUS) WILL SERVE AS THE ADMINISTRATOR AND COORDINATOR OF THE CUMBERLAND COUNTY FOOD SYSTEM ALLIANCE (CCFSA). |
| CIVIC CLUB OF SHIPPENSBURG | ||||||||
| P O BOX 593 | SHIPPENSBURG | PA | 17257 | 231394564 | 501(C)(3) | $44,000 | $0 | THE SHIPPENSBURG COMMUNITY NURSE PROVIDES FREE IN-HOME HEALTH SERVICES TO MEET THE NEEDS OF ELDERLY AND LOW-INCOME INDIVIDUALS WHO ARE UNDERINSURED. |
| COMMUNITY CARES | ||||||||
| 50 W PENN ST | CARLISLE | PA | 17013 | 263194660 | 501(C)(3) | $48,717 | $0 | SUPPORT OPERATIONS AND RENOVATIONS AT THE NEW FAMILY SHELTER IN SHIPPENSBURG AND PARTNERSHIP MATCH. |
| COMPASS IMMIGRATION LEGAL SERVICES | ||||||||
| 717 N 2ND ST | HARRISBURG | PA | 17012 | 832779570 | 501(C)(3) | $50,000 | $0 | SUPPORT THE PROVISION OF LEGAL SERVICES TO AFGHAN REFUGEES WHO ARE SEEKING ASYLUM OR OTHER TYPES OF PERMANENT STAYS IN THE UNITED STATES. |
| CUMBERLAND VALLEY RAILS-TO-TRAILS COUNCIL INC | ||||||||
| PO BOX 531 | SHIPPENSBURG | PA | 17257 | 232630981 | 501(C)(3) | $51,549 | $0 | SUPPORT THE WESTWARD EXPANSION OF THE CUMBERLAND VALLEY RAIL TRAIL THROUGH THE COMMUNITY OF SHIPPENSBURG AND PARTNERSHIP MATCH. |
| CUMBERLAND YOUTH CYCLING DEVELOPMENT | ||||||||
| 505 MOORELAND AVE | CARLISLE | PA | 17013 | 822627750 | 501(C)(3) | $12,050 | $0 | PARTNERSHIP MATCH |
| EMPLOYMENT SKILLS CENTER | ||||||||
| 29 S HANOVER STREET | CARLISLE | PA | 17013 | 231995705 | 501(C)(3) | $206,320 | $0 | EMPLOYMENT SKILLS CENTER WILL FURTHER DEVELOP AND CREATE ENTRY-LEVEL HEALTHCARE TRAINING PROGRAMS FOR HIGH-DEMAND WORKFORCE OPPORTUNITIES BY CONTINUING THE NURSE AIDE TRAINING PROGRAM AND ADDING A COMMUNITY HEALTH WORKER TRAINING PROGRAM. |
| HOPE STATION OPPORTUNITY AREA NEIGHBORHOOD COUNCIL | ||||||||
| 149 W PENN ST | CARLISLE | PA | 17013 | 251886489 | 501(C)(3) | $6,700 | $0 | PROVIDE SCHOLARSHIPS FOR CHILDREN TO ATTEND SMMER CAMP AND ENGAGE IN HEALTHY, FUN AND SAFE SUMMER ACTIVITIES. |
| INTERNATIONAL SERVICE CENTER | ||||||||
| 21 SOUTH RIVER STREET | HARRISBURG | PA | 17101 | 232052374 | 501(C)(3) | $27,000 | $0 | PROVIDE TRANSLATION AND INTERPRETATION SERVICES TO AFGHAN REFUGEES AS THEY NAVIGATE GOVERNMENTAL, MEDICAL, AND EDUCATIONAL SYSTEMS AS WELL AS OTHER LIFE-ESSENTIAL COMMUNITY SERVICES. |
| KEYSTONE HUMAN SERVICES | ||||||||
| 4391 STURBRIDGE DRIVE | HARRISBURG | PA | 17110 | 251847902 | 501(C)(3) | $15,000 | $0 | SUPPORT THE COMPLETION OF SAFETY UPGRADES AND THE ACQUISITION OF AGE APPROPRIATE PLAY EQUIPMENT AT THE CAPITAL AREA HEAD START PROGRAM SITE IN CARLISLE. |
| LANDISBURG EMS INC | ||||||||
| 301 FACULTY AVE PO BOX 122 | LANDISBURG | PA | 17040 | 832816606 | 501(C)(3) | $25,349 | $0 | PURCHASE VEHICLE AND EQUIPMENT FOR THE PURPOSE OF PROVIDING COMMUNITY PARAMEDICINE SERVICE TO THE RESIDENTS OF CENTRAL AND WESTERN PERRY COUNTY. |
| LEAF PROJECT INC | ||||||||
| 554 WARM SPRINGS ROAD | LANDISBURG | PA | 17040 | 475215954 | 501(C)(3) | $19,871 | $0 | SUPPORT LEAF'S ENGAGEMENT IN A FIVE-PHASE PROJECT THAT WILL BEGIN WITH AN ASSESSMENT OF REGIONAL BARRIERS TO ACCESSING LOCAL FOOD AND CONCLUDE WITH RECOMMENDATIONS FOR MAKING OUR LOCAL FOOD SYSTEM MORE EQUITABLE. |
| MARANATHA - CARLISLE | ||||||||
| PO BOX 1320 | CARLISLE | PA | 17013 | 205164840 | 501(C)(3) | $7,424 | $0 | PARTNERSHIP MATCH |
| MERAKEY FOUNDATION | ||||||||
| 33 STATE AVE | CARLISLE | PA | 17013 | 251878857 | 501(C)(3) | $186,000 | $0 | MERAKEY NHS STEVENS CENTER PROVIDES COMPREHENSIVE PSYCHIATRIC SERVICES TO RESIDENTS OF CUMBERLAND AND PERRY COUNTIES |
| NEW HOPE MINISTRIES INC | ||||||||
| 99 W CHURCH ST | DILLSBURG | PA | 17019 | 232223120 | 501(C)(3) | $80,000 | $0 | SUPPORT THE EXPANSION OF NEW HOPE MINISTRIES' MOBILE FOOD PANTRY SERVICES IN REMOTE AREAS OF NORTHERN ADAMS COUNTY AND UNDERSERVED AREAS OF CENTRAL CUMBERLAND COUNTY. CDL TRAINING FOR REFUGEES. |
| NEW LIFE COMMUNITY | ||||||||
| 64 E NORTH ST | CARLISLE | PA | 17013 | 250765225 | 501(C)(3) | $50,000 | $0 | THE INTAKE & LIFEWORKS COORDINATOR WILL ASSESS CLIENTS' BASIC NEEDS AND COORDINATE REFERRALS TO LOCAL RESOURCES TO IMPROVE THE CLIENTS' HEALTH AND WELL-BEING. |
| PA ASSOCIATION OF AREA AGENCIES ON AGING | ||||||||
| 525 SOUTH 29TH ST | HARRISBURG | PA | 17104 | 251417076 | 501(C)(3) | $50,000 | $0 | THE CENTER FOR EXCELLENCE, RESEARCH AND PERFORMANCE IN AGING (CERPA) WILL SERVE AS A NETWORK HUB FOR TECHNICAL SUPPORT FOR SYSTEM-WIDE ENHANCEMENTS TO IMPROVE OLDER ADULT HEALTH AND WELL-BEING. |
| PA COALITION FOR ORAL HEALTH | ||||||||
| PO BOX 242 | DELMONT | PA | 15626 | 813594885 | 501(C)(3) | $50,000 | $0 | SUPPORT THE PENNSYLVANIA COALITION FOR ORAL HEALTH TO IMPROVE ACCESS TO ORAL HEALTH FOR THE MOST UNDER-RESOURCED POPULATIONS THROUGH POLICY CHANGE AND COMMUNITY OUTREACH. |
| PA HEALTH ACCESS NETWORK | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | 474876589 | 501(C)(3) | $49,500 | $0 | COMMUNITY ENGAGEMENT TO IDENTIFY, ENROLL, EDUCATE AND ADVOCATE FOR UNINSURED CONSUMERS AS WELL AS NEW AND PREVIOUS ENROLLEES, INCLUDING THROUGH BEHEARD, BEHEALTHY PA INFRASTRUCTURE. |
| PA PARKS AND FORESTS FOUNDATION | ||||||||
| 704 LISBURN ROAD SUITE 102 | CAMP HILL | PA | 17011 | 251859016 | 501(C)(3) | $50,000 | $0 | SUPPORT THE PURCHASE AND INSTALLATION OF ACCESSIBLE AND INCLUSIVE PLAYGROUND EQUIPMENT AT LITTLE BUFFALO STATE PARK. |
| PROJECT SHARE OF CARLISLE | ||||||||
| 2A N HANOVER STREET | CARLISLE | PA | 17013 | 270531231 | 501(C)(3) | $12,050 | $0 | PARTNERSHIP MATCH |
| REINS OF RHYTHM RIDING & HORSEMANSHIP | ||||||||
| 1257 BLACK GAP ROAD | FAYETTEVILLE | PA | 17222 | 455296444 | 501(C)(3) | $6,164 | $0 | PARTNERSHIP MATCH |
| SADLER HEALTH CENTER CORPORATION | ||||||||
| 100 N HANOVER STREET | CARLISLE | PA | 17013 | 542082673 | 501(C)(3) | $558,188 | $0 | PROGRAM OPERATING FUNDS FOR 2022 - 2023. SADLER HEALTH CENTER WILL RELOCATE ITS ADMINISTRATIVE OFFICES TO MAKE SPACE FOR ADDITIONAL PATIENT SUPPORT POSITIONS. |
| SAINT PATRICK SCHOOL | ||||||||
| 152 E POMFRET ST | CARLISLE | PA | 17013 | 843612721 | 501(C)(3) | $50,000 | $0 | PROVIDE SERVICES AND SUPPORTS FOR HEALTHY YOUTH DEVELOPMENT AT ST. PATRICK SCHOOL. |
| SHIPPENSBURG AREA EMERGENCY MEDICAL SERVICES | ||||||||
| PO BOX 69 711 E ORANGE ST | SHIPPENSBURG | PA | 17257 | 251818234 | 501(C)(3) | $6,500 | $0 | EXPAND ALTERNATE PAIN MANAGEMENT IN PRE-HOSPITAL ENVIRONMENT IN CUMBERLAND COUNTY AND NORTHERN ADAMS COUNTY. |
| SHIPPENSBURG PRODUCE & OUTREACH | ||||||||
| 130 S PENN ST | SHIPPENSBURG | PA | 17257 | 454154591 | 501(C)(3) | $14,374 | $0 | SUPPORT THE PURCHASE OF A WALK IN COOLER TO INCREASE SPO'S CAPACITY TO STORE AND DISTRIBUTE PERISHABLE FOOD. |
| SHIPPENSBURG UNIVERSITY FOUNDATION | ||||||||
| 500 NEWBURG ROAD | SHIPPENSBURG | PA | 17257 | 232046093 | 501(C)(3) | $135,392 | $0 | SUPPORT THE COMMUNITY HEALTH MOBILIZER'S EFFORTS TO COORDINATE HEALTH-FOCUSED ACTIVITIES AND SYSTEMS CHANGE STRATEGIES UNDER THE DIRECTION OF THE SHIPPENSBURG COMMUNITY RESOURCE COALITION. PROVIDE SERVICES AND SUPPORTS FOR HEALTHY YOUTH DEVELOPMENT IN THE SHIPPENSBURG AREA SCHOOL DISTRICT. PROVIDE SCHOLARSHIPS FOR CHILDREN TO ATTEND SMMER CAMP AND ENGAGE IN HEALTHY, FUN AND SAFE SUMMER ACTIVITIES. |
| SUMMER PROGRAM FOR YOUTH | ||||||||
| PO BOX 612 | CARLISLE | PA | 17013 | 251798756 | 501(C)(3) | $36,708 | $0 | SUPPORT THE IMPLEMENTATION OF A SUMMER ENRICHMENT PROGRAM DEDICATED TO ADVANCING THE ACADEMIC ACHIEVEMENTS AND SOCIAL/EMOTIONAL WELL-BEING OF AT-RISK YOUTH IN GRADES 4-6 AND PARTNERSHIP MATCH. |
| SUSQUENITA SCHOOL DISTRICT | ||||||||
| 1725 SCHOOLHOUSE RD | DUNCANNON | PA | 17020 | 231667985 | 501(C)(3) | $93,744 | $0 | PROVIDE SERVICES AND SUPPORTS FOR HEALTHY YOUTH DEVELOPMENT AT SUSQUENITA SCHOOL DISTRICT |
| THE ARC OF CUMBERLAND & PERRY COUNTY | ||||||||
| 71 ASHLAND AVE | CARLISLE | PA | 17013 | 231489837 | 501(C)(3) | $61,000 | $0 | PROVIDE NO-COST ADVOCACY SERVICES TO PROTECT THE RIGHTS OF PEOPLE WITH DISABILITIES IN CUMBERLAND AND PERRY COUNTIES. |
| THE FOOD TRUST | ||||||||
| 1617 JOHN F KENNEDY BLVD SUITE 900 | PHILADELPHIA | PA | 19103 | 232678383 | 501(C)(3) | $40,000 | $0 | SUPPORT THE MAINTENANCE AND EXPANSION OF THE FOOD BUCKS AND FOOD BUCKS RX PROGRAM IN CENTRAL PA TO INCENTIVIZE AND MAXIMIZE THE UTILIZATION OF SNAP. |
| THE SALVATION ARMY | ||||||||
| 20 E POMFRET ST | CARLISLE | PA | 17013 | 135562351 | 501(C)(3) | $12,050 | $0 | PARTNERSHIP MATCH |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BOULEVARD STE 1275 | LOS ANGELES | CA | 90025 | 453457853 | 501(C)(3) | $50,000 | $0 | PROVIDE FREE VISION CARE TO STUDENTS THROUGH A MOBILE VISION CLINIC IN PERRY COUNTY. |
| YELLOW BREECHES EMS | ||||||||
| 233 MILL ST | MT HOLLY SPRINGS | PA | 17065 | 251768266 | 501(C)(3) | $17,530 | $0 | SUPPORT THE PURCHASE OF A LUCAS DEVICE TO PERFORM AUTOMATED CHEST COMPRESSIONS TO A PATIENT DURING A CPR EVENT. |
| YWCA CARLISLE | ||||||||
| 301 G ST | CARLISLE | PA | 17013 | 231429866 | 501(C)(3) | $25,000 | $0 | THE YWCA CARLISLE AND CUMBERLAND COUNTY (YWCA CCC) WILL CREATE AND IMPLEMENT A NEW STRATEGIC PLAN TO FOR PROVIDING SERVICES IN YOUTH EDUCATION, GENDER EQUITY, HEALTH EQUITY, AND RACIAL EQUITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 37 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGNIZATION USES FIVE CRITICAL MECAHNISMS TO ENSURE THAT GRANT FUNDS ARE APPROPRIATELY APPLIED TO ACHIEVE DESIRED GOALS 1) GRANT APPLICATIONS IN WHICH PROSPECTIVE GRANTEES SPECIFY PROJECT ACTIVITIES, PROGRAM OUTCOMES, EVALUATION STRATEGIES, AND BUDGET. 2) GRANT CONTRACTS THAT CONFIRM PROJECT ACTIVITIES, PROGRAM OUTCOMES, EVALUATION PLANS, REPORTING REQUIREMENTS AND SITE VISIT PLANS. 3) SITE VISITS BY ORGANIZATION STAFF AND VOLUNTEERS WHICH ALLOW FOR AN OPEN DIALOGUE BETWEEN PROGRAM AND ORGANIZATION STAFF, AS WELL AS OBSERVATION OF PROGRAM ACTIVITIES WHEN APPROPRIATE. 4) IN THE CASE OF MULTI-YEAR AWARDS, INTERIM REPORTS PREPARED BY GRANTEES, WHICH DOCUMENT PROGRESS IN MEETING TARGETED ACTIVITES AND PROGRAM OUTCOMES AND, 5) FINAL REPORTS DOCUMENT PROJECT END RESULTS. TO THE EXTENT POSSIBLE, REPORTING AND EVALUATION REQUIREMENTS ARE RIGHT-SIZED TO MATCH THE SIZE OF ANY GIVEN AWARD TO ENSURE PROPER OVERSIGHT OF GRANT FUNDS. WITHIN ROUGHLY A YEAR'S TIME, THE ORGANIZATION TYPICALLY RECEIVES AN APPLICATION, ISSUES A GRANT CONTRACT, CONDUCTS A SITE VISIT AND RECEIVES EITHER AN INTERIM REPORT FOR MULTI-YEAR AWARDS OR A FINAL REPORT (WITHIN 14 MONTHS OF THE END OF THE PROJECT PERIOD). | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,873 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND THE AUDIT SUBCOMMITTEE. COPIES ARE MADE AVAILABLE TO THE BOARD AND A BRIEF SUMMARY IS MADE PRIOR TO BOARD ACTION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ANNUAL DISCLOSURE OF CONFLICT OF INTEREST IS COMPLETED BY BOARD, COMMITTEE MEMBERS, AND STAFF. THESE STATEMENTS ARE REVIEWED AND MAINTAINED BY THE EXECUTIVE DIRECTOR AND REFERRED TO WHEN NEEDED WHEN A CONFLICT OF INTEREST COMES ABOUT. THAT INDIVIDUAL MAY PARTICIPATE IN DISCUSSION BUT DOES NOT VOTE ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | 15A) THE EXCECUTIVE DIRECTOR'S(ED'S) ANNUAL PERFORMANCE REVIEW AND SALARY DETERMINATION INVOLVES INDEPENDENT DELIBERATION BY THE EXECUTIVE COMMITTEE WITH INPUT FROM THE FULL BOARD. A SALARY BENCHMARKING STUDY IS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE STUDY ENCOMPASSES ALL STAFF POSITIONS AT THE ORGANIZATION AND IS DEVELOPED THROUGH A REVIEW OF REPUTABLE LOCAL, STATE, AND NATIONAL SALARY BENCHMARKING STUDIES CONDUCTED FOR NONPROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS. THE REPORT IS UPDATED EVERY THREE YEARS. THE ED DRAFTS AN ANNUAL WORKPLAN AT THE START OF EACH YEAR THAT IDENTIFIES CRITICAL GOALS AND ACTIONS TO GUIDE HER WORK IN THE YEAR AHEAD. THE WORKPLAN IS REVIEWED AND VOTED ON BY THE FULL BOARD. IN THE SPRING OF EACH YEAR, ALL STAFF UNDERGO AN ANNUAL PERFORMANCE REVIEW. AS A PART OF THIS PROCESS, THE ED COMPLETES AN ANNUAL SELF-EVALUATION AND REPORTS ON ALL PROGRESS MADE WITHIN HER YEARLY WORKPLAN. THE EXECUTIVE COMMITTEE REVIEWS THESE DOCUMENTS AND INVITES THE FULL BOARD TO PROVIDE INPUT ON THE ED'S PERFORMANCE REVIEW. THE BOARD CHAIR AND VICE CHAIR SYNTHESIZE THIS INFORMATION AND MEET WITH THE ED TO DISCUSS THE REVIEW. A RECOMMENDATION FOR THE ED'S SALARY ADJUSTMENT IS THEN MADE BY THE EXECUTIVE OFFICERS BASED ON RESULTS OF HER PERFORMANCE REVIEW, THE FINDINGS OF THE SALARY BENCHMARKING STUDY, AND FUNDS AVAILABLE IN THE BOARD APPROVED BUDGET. 15B) SALARY BENCHMARKING STUDY IS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE STUDY ENCOMPASSES ALL STAFF POSITIONS AT THE ORGANIZATION AND IS DEVELOPED THROUGH A REVIEW OF REPUTABLE LOCAL, STATE, AND NATIONAL SALARY BENCHMARKING STUDIES CONDUCTED FOR NONPROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS. THE REPORT IS UPDATED EVERY THREE YEARS, MOST RECENTLY IN 2021. IN THE SPRING OF EACH YEAR, ALL STAFF UNDERGO AN ANNUAL PERFORMANCE REVIEW AND RECOMMENDATIONS FOR SALARY ADJUSTMENTS ARE THEN MADE BY THE EXECUTIVE DIRECTOR BASED ON FUNDS AVAILABLE IN THE BOARD APPROVED BUDGET. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS, IN ABBREVIATED FORM, ARE PRINTED IN AN ANNUAL REPORT THAT IS MAILED TO INDIVIDUALS IN THE COMMUNITY, AGENCIES TO WHICH GRANTS ARE MADE, AND VOLUNTEERS. AVAILABILITY OF THE REPORTS IS ALSO ANNOUNCED IN AN AD IN THE LOCAL NEWSPAPER. |
| FORM 990, PART XI, LINE 9: | CHANGES IN VALUE OF TRUSTS -13,601,742. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE AUDIT AND FINANCE COMMITTEE ARE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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