AGEUP INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AGEUP INC (EIN 94-3397402)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202243189349309969
- 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 | 2022-11-14T13:12:15-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270472389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C G UHLENBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46560 FREMONT BLVD SUITE 403 | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94538 | 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 | 943397402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMBUDSMAN SERVICES OF | BusinessNameLine1Txt |
| Business Name Line2 | SAN MATEO COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OMBU | BusinessNameControlTxt |
| Phone | 6507805707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MADISON AVE | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNADETTE MELLOTT | PersonNm |
| Person Title | EXEC DIRECTOR | PersonTitleTxt |
| Phone | 6507805707 | PhoneNum |
| Signature | 2022-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERNADETTE | PersonFirstNm |
| Person Last | MELLOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PEGGY H CHEN | PreparerPersonNm |
| PTIN | P00910398 | PTIN |
| Phone | 5107708680 | PhoneNum |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BERNADETTE MELLOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MADISON AVE | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,241,245 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSSMC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO INVESTIGATE SUSPECTED ABUSE OF THE ELDERLY IN LONG-TERM CARE FACILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $89,784 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,017,668 | PYContributionsGrantsAmt |
| CY Contributions Grants | $946,176 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $115,184 | PYInvestmentIncomeAmt |
| CY Investment Income | $157,165 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,033 | PYOtherRevenueAmt |
| CY Other Revenue | $89,634 | CYOtherRevenueAmt |
| PY Total Revenue | $1,193,885 | PYTotalRevenueAmt |
| CY Total Revenue | $1,192,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $730,871 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $782,104 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $261,467 | PYOtherExpensesAmt |
| CY Other Expenses | $317,816 | CYOtherExpensesAmt |
| PY Total Expenses | $992,338 | PYTotalExpensesAmt |
| CY Total Expenses | $1,099,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $201,547 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $93,055 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,210,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,767,533 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,109 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,144,782 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,710,424 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ACTIVELY PROVIDE ADVOCACY AND PURSUE ENHANCEMENT OF THE QUALITY OF LIFE FOR RESIDENTS OF LONG-TERM CARE FACILITIES IN THE SAN MATEO COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $441,061 | ExpenseAmt |
| Desc | COMPLAINT INVESTIGATION AND FACILITY MONITORING: STATE CERTIFIED OMBUDSMEN MONITOR FACILITIES FOR QUALITY OF CARE, QUALITY OF LIFE AND VIOLATION OF RESIDENTS' RIGHTS. IN 2021-2022 FISCAL YEARS, THE FOLLOWING FACILITIES WERE INCLUDED IN ITS JURISDICTION: 17 NURSING HOMES WITH 1,703 BEDS243 RESIDENTIAL CARE FACILITIES FOR THE ELDERLY WITH 5,274 BEDS, 35 INTERMEDIATE CARE FACILITIES WITH 198 BEDS 109 ADULT DAY FACILITIES FOR THE DEVELOPMENTALLY DISABLED WITH 774 CLIENTS 25 ADULT DAY HEALTH CARE PROGRAMS WITH 1,234 CLIENTS 5 SOCIAL REHAB FACILITIES WITH 66 CLIENTSTOTAL OF 441 FACILITIES WITH 9,278 CLIENTS. OMBUDSMEN MADE A TOTAL OF 9,278 VISITS TO THE FACILITIES AND INVESTIGATED AND CLOSED 959 CASES ENCOMPASSING 1064 COMPLAINTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $147,020 | ExpenseAmt |
| Desc | RECRUITMENT AND TRAINING: THE PROGRAM PROVIDES TRAINING TO VOLUNTEERS TO OBTAIN AND MAINTAIN STATE CERTIFICATION. THE TRAINING PROGRAM INCLUDES 36 HOURS OF CLASSROOM TRAINING FOLLOWED BY AN INTERNSHIP PERIOD OF APPROXIMATELY 10 DAYS DUE TO THE COVID VIRUS. DURING THE INTERNSHIP THE STUDENT OMBUDSMEN ARE PROVIDED WITH HANDS-ON GUIDANCE ON HOW TO MONITOR FACILITIES; ACCEPT, INVESTIGATE AND DOCUMENT THEIR FINDINGS. IN ADDITION WE PROVIDE 2 HOURS OF ON-GOING TRAINING FOR ALL OMBUDSMEN EACH MONTH. DURING FY 2021-2022 WE TRAINED AND CERTIFIED 6 NEW OMBUDSMEN WHO ACTIVELY JOINED OUR TEAM IN THE FIELD, BRINGING THE NUMBER UP TO 28 VOLUNTEER FIELD OMBUDSMEN ACTIVE IN THE PROGRAM. DURING THE YEAR, 28 STATE-CERTIFIED OMBUDSMEN PROVIDED A TOTAL OF 3,149 VOLUNTEER HOURS OVER THE ONE YEAR PERIOD, VALUED AT ABOUT $89,634. IN ADDITION WE PROVIDED 12 TWO HOUR TRAINING SESSIONS THROUGHOUT THE YEAR TO ALL OMBUDSMEN WHO MUST ATTEND 12 HOURS OF ONGOING TRAINING EACH YEAR TO MAINTAIN STATE CERTIFICATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $147,020 | ExpenseAmt |
| Desc | COMMUNITY EDUCATION AND ADVOCACY: OMBUDSMAN SERVICES CONTRIBUTE TO THE OVERALL HEALTH LITERACY OF RESIDENTS IN SAN MATEO COUNTY THROUGH ITS EDUCATIONAL OUTREACH. IN FY 2021-2022 WE ACCOMPLISHED THE FOLLOWING:- HELD 95 COMMUNITY EDUCATION EVENTS EDUCATING THE GENERAL PUBLIC ON LONG-TERM CARE, THE ROLE OF THE OMBUDSMAN AND OTHER RELATED ISSUES. - PROVIDED INDIVIDUAL CONSULTATION TO 1,323 PEOPLE SEEKING INFORMATION ON OUR SERVICES OR OTHER AGING ISSUES - CONDUCTED 15 IN-SERVICE EDUCATIONAL EVENTS FOR FACILITY STAFF AND PROVIDED 1,345 CONSULTATION HOURS TO STAFF MEMBERS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $735,101 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | 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 | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | 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 |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNADETTE MELLOTT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6507805707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 MADISON AVE | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94061 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MONIKA LEE | ||||||
| VICE PRESIDENT | 2.50 | Yes (X) | $0 | $0 | $0 | |
| BOB MONTEVALDO | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| DENIS FAMA | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| CINDY SAFE | ||||||
| SECRETARY/TREASURER | 2.50 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL BAILEY | ||||||
| PRESIDENT | 2.50 | Yes (X) | $0 | $0 | $0 | |
| CHET LEXVOLD | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| SHARMIN NABI | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| VIC LEE | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| BERNADETTE MELLOTT | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $122,600 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,600 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $838,445 | GovernmentGrantsAmt |
| All Other Contributions | $107,731 | AllOtherContributionsAmt |
| Total Contributions | $946,176 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,381 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $138,054 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,270 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $89,784 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,784 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $89,784 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN KIND VOLUNTEERING | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $89,634 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,634 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $89,634 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,192,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $157,015 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $89,784 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,600 | TotalAmt |
| Program Services | $81,848 | ProgramServicesAmt |
| Management And General | $40,752 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $577,494 | TotalAmt |
| Program Services | $385,523 | ProgramServicesAmt |
| Management And General | $191,971 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,782 | TotalAmt |
| Program Services | $17,212 | ProgramServicesAmt |
| Management And General | $8,570 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,228 | TotalAmt |
| Program Services | $37,537 | ProgramServicesAmt |
| Management And General | $18,691 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
| Management And General | $14,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,634 | TotalAmt |
| Program Services | $89,634 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,181 | TotalAmt |
| Program Services | $4,794 | ProgramServicesAmt |
| Management And General | $2,387 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,408 | TotalAmt |
| Program Services | $2,275 | ProgramServicesAmt |
| Management And General | $1,133 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,738 | TotalAmt |
| Program Services | $14,512 | ProgramServicesAmt |
| Management And General | $7,226 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Management And General | $2,500 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,507 | TotalAmt |
| Program Services | $3,009 | ProgramServicesAmt |
| Management And General | $1,498 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,354 | TotalAmt |
| Program Services | $5,577 | ProgramServicesAmt |
| Management And General | $2,777 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUNDRAISING EVENTS | $103,997 | $69,427 | $34,570 |
| PROFESSIONAL SERVICES- | $17,682 | $17,682 | |
| COMPUTER REPAIR | $10,572 | $7,058 | $3,514 |
| VOLUNTEER EXPENSE | $7,198 | $7,198 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,045 | TotalAmt |
| Program Services | $9,497 | ProgramServicesAmt |
| Management And General | $5,548 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,920 | TotalAmt |
| Program Services | $735,101 | ProgramServicesAmt |
| Management And General | $364,819 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,982 | BOYAmt |
| EOY | $305,904 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,446 | BOYAmt |
| EOY | $128,141 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,178 | BOYAmt |
| EOY | $8,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,200 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,330 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,159 | BOYAmt |
| EOY | $14,870 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,763,768 | BOYAmt |
| EOY | $2,310,461 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,210,533 | BOYAmt |
| EOY | $2,767,533 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,751 | BOYAmt |
| EOY | $57,109 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,751 | BOYAmt |
| EOY | $57,109 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,144,782 | BOYAmt |
| EOY | $2,710,424 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,144,782 | BOYAmt |
| EOY | $2,710,424 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,210,533 | BOYAmt |
| EOY | $2,767,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $93,055 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$522,097 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$5,316 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | 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 | $710,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $733,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $885,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,017,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $946,176 | CurrentTaxYearAmt |
| Total | $4,293,234 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $710,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $733,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $885,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,017,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $946,176 | CurrentTaxYearAmt |
| Total | $4,293,234 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,293,234 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,043 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,381 | CurrentTaxYearAmt |
| Total | $283,663 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,463 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,716 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,634 | CurrentTaxYearAmt |
| Total | $625,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,202,460 | TotalSupportAmt |
| Public Support CY170 | 0.82520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80780 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | IN-KIND PROGRAM INCOME - 2017 AMOUNT: $ 191,598. 2018 AMOUNT: $ 157,441. 2019 AMOUNT: $ 120,334. 2020 AMOUNT: $ 61,033. 2021 AMOUNT: $ 89,634. MISCELLANEOUS INCOME - 2017 AMOUNT: $ 2,119. 2018 AMOUNT: $ 22. 2019 AMOUNT: $ 3,382. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,330 | DepreciationAmt |
| Book Value | $14,870 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,870 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN MUTUAL FUNDS | Desc |
| Book Value | $2,310,461 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,310,461 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $665,562 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$522,097 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$522,097 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,187,659 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,316 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $5,316 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,192,975 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,099,920 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,099,920 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,099,920 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | POTENTIAL BOARD MEMBERS ARE TYPICALLY RECOMMENDED BY THOSE SERVING ON THE BOARD. THERE IS A PROCESS WHICH INCLUDES AN INTERVIEW BY THE BOARD BEFORE THE NEW MEMBER IS VOTED IN BY A SIMPLE MAJORITY OF BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 WILL BE REVIEWED BY EXECUTIVE DIRECTOR AND TREASURER OF THE ORGANIZATION BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL ALWAYS NEED TO BE APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENT IS AVAILABLE TO PUBLIC UPON REQUEST. |
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