THE CENTRAL SCHOLARSHIP BUREAU INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE CENTRAL SCHOLARSHIP BUREAU INC (EIN 52-6012589)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-10
- IRS object ID
- 202101309349302990
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T17:40:14-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526012589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTRAL SCHOLARSHIP BUREAU INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 4104155558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 PARK CENTER COURT SUITE 211 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIERRA DORSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4104155558 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT D RODGVILLE CPA | PreparerPersonNm |
| PTIN | P00365285 | PTIN |
| Phone | 4103565900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL SCHOLARSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIERRA DORSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 PARK CENTER COURT | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,340,287 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CENTRAL-SCHOLARSHIP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1924 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO HELP MARYLANDERS FULFILL THEIR DREAMS OF PURSUING HIGHER EDUCATIONBY MAKING HIGHER EDUCATION MORE AFFORDABLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $11,045 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $10,045 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,572,297 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,231,107 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,863 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $266,316 | PYInvestmentIncomeAmt |
| CY Investment Income | $70,965 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,590 | PYOtherRevenueAmt |
| CY Other Revenue | $16,367 | CYOtherRevenueAmt |
| PY Total Revenue | $1,879,066 | PYTotalRevenueAmt |
| CY Total Revenue | $1,318,439 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $886,089 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $779,441 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $931,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $825,560 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $113 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $197,253 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $389,084 | PYOtherExpensesAmt |
| CY Other Expenses | $358,971 | CYOtherExpensesAmt |
| PY Total Expenses | $2,206,956 | PYTotalExpensesAmt |
| CY Total Expenses | $1,964,085 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$327,890 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$645,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,838,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,404,066 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $149,318 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $277,629 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,688,698 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,126,437 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CENTRAL SCHOLARSHIP BUREAU, INC. (ORGANIZATION) IS A MARYLAND NON-STOCK NOT-FOR-PROFIT ORGANIZATION THAT HELPS MARYLANDERS FULFILL THEIR DREAMS OF PURSUING HIGHER EDUCATION BY MAKING HIGHER EDUCATION MORE AFFORDABLE. (CONTINUED IN SCHEDULE O)THE ORGANIZATION AWARDS NEED-BASED SCHOLARSHIPS AND INTEREST-FREE LOANS TO HIGH-PERFORMING STUDENTS THROUGHOUT MARYLAND, OFFERS COLLEGE CASH FINANCIAL EDUCATION SEMINARS TO STUDENTS AND PARENTS TO HELP THEM BECOME MORE INFORMED HIGHER EDUCATION CONSUMERS AND ADVOCATES FOR LEGISLATION THAT MAKES HIGHER EDUCATION MORE AFFORDABLE FOR ALL MARYLANDERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,014,327 | ExpenseAmt |
| Grant | $655,996 | GrantAmt |
| Desc | CENTRAL SCHOLARSHIP (CS) PROVIDES NEED-BASED SCHOLARSHIPS FOR HIGH-PERFORMING STUDENTS PURSUING UNDERGRADUATE, GRADUATE AND PROFESSIONAL DEGREES. FOR MOST PROGRAMS, STUDENTS ARE ELIGIBLE FOR UP TO $11,000 PER YEAR IN ASSISTANCE FOR POST-SECONDARY EDUCATION. DURING THE FISCAL YEAR ENDED JUNE 30, 2020, CS PROCESSED NEARLY 6,000 APPLICATIONS AND AWARDED 213 SCHOLARSHIPS TO STUDENTS.(EMERGENCY GRANTS) CS PROVIDES STUDENTS ALREADY RECEIVING EDUCATION FUNDING FOR DEGREE PROGRAMS WITH EMERGENCY GRANTS FOR NON-EDUCATION EXPENSES. EXAMPLES OF SUCH EXPENSES INCLUDE MEDICAL BILLS, TRANSPORTATION EMERGENCIES, OR REPLACEMENT OF ESSENTIAL BELONGINGS AFTER THEFT OR FIRE. DURING THE FISCAL YEAR ENDING ON JUNE 30, 2020, CS MADE EMERGENCY GRANTS TO NINE STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $396,836 | ExpenseAmt |
| Desc | INTEREST-FREE LOANS ARE AWARDED TO STUDENTS PURSUING UNDERGRADUATE, GRADUATE AND PROFESSIONAL SCHOOL DEGREES WHO QUALIFY BASED ON FINANCIAL NEED AND ACADEMIC PERFORMANCE. STUDENTS ARE ELIGIBLE FOR UP TO $10,000 PER YEAR IN ASSISTANCE FOR POST-SECONDARY EDUCATION. NEW LOANS OF $256,646 WERE AWARDED TO 49 STUDENTS IN THE FISCAL YEAR ENDING JUNE 30, 2020. CENTRAL SCHOLARSHIP (CS) ALSO MANAGED EXISTING LOANS OF APPROXIMATELY $2,400,000 FOR MORE THAN 500 STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $190,875 | ExpenseAmt |
| Grant | $123,445 | GrantAmt |
| Desc | CAREER-TRAINING SCHOLARSHIPS ARE AVAILABLE FOR FIELDS WHERE THERE IS A VERIFIED WORKFORCE DEMAND, AN OPPORTUNITY TO EARN A LIVING WAGE, RECOGNIZED CREDENTIALS UPON PROGRAM COMPLETION AND A PATH FOR CAREER ADVANCEMENT. STUDENTS ARE QUALIFIED BASED ON FINANCIAL NEED, WITH PREFERENCE GIVEN TO BALTIMORE CITY RESIDENTS. DURING THE FISCAL YEAR ENDING ON JUNE 30, 2020, CS AWARDED CAREER-TRAINING SCHOLARSHIPS TO 79 STUDENTS. TO SUPPLEMENT THE CAREER-TRAINING PROGRAM, CS PROVIDES TRANSPORTATION GRANTS TO CERTAIN GRADUATES OF THE CAREER-TRAINING PROGRAM SO THAT THEY MAY OBTAIN DEPENDENDABLE TRANSPORTATION TO BEGIN THEIR CAREERS. DURING THE FISCAL YEAR ENDING ON JUNE 30, 2020, 24 STUDENTS RECEIVED EMERGENCY GRANTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Desc | COLLEGE CASH IS A FINANCIAL EDUCATION SERIES OFFERED AS A FREE PUBLIC SERVICE THAT HELPS STUDENTS AND PARENTS NAVIGATE THE COMPLEX FINANCIAL OPTIONS AVAILABLE TO COLLEGE-BOUND STUDENTS. THE GOAL IS TO ENSURE THAT STUDENTS AND PARENTS ARE MAKING INFORMED FINANCIAL CHOICES WHEN SELECTING A COLLEGE. THE ADVOCACY PROGRAM CONTINUES TO FOCUS ON SCHOLARSHIP AWARD DISPLACEMENT, WHICH HAPPENS WHEN COLLEGES REDUCE THEIR INSTITUTIONAL SCHOLARSHIP AFTER A STUDENT RECEIVES A PRIVATE SCHOLARSHIP. CS HAS SIGNED AGREEMENTS WITH 13 PRIVATE COLLEGES IN MARYLAND WHO AGREED NOT TO DISPLACE PRIVATE SCHOLARSHIPS ISSUED BY CENTRAL SCHOLARSHIP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,602,038 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIERRA DORSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4104155558 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 PARK CENTER COURT SUITE 211 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JERRY FOCAS | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUSS CAUSEY | ||||||
| 1ST VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ROTHSCHILD | ||||||
| 2ND VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIM REDMOND | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY HELLER | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| IRA WAGNER | ||||||
| IMMEDIATE PAST BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLY SHOCK | ||||||
| PAST BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY KAMANITZ | ||||||
| PAST BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WARD | ||||||
| PAST BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN WYMAN | ||||||
| EXECUTIVE COMMITTEE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAY MCCREE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERNESTINE WHITING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ BLOCK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICARDO JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LELAND SHELTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SILBERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DAVENPORT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE ROSENBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN FUDGE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID FISHMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARNOLD FRUMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA KORNBLATT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN WAGNER | ||||||
| PRESIDENT | 40.00 | $150,205 | $0 | $14,870 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,205 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $14,870 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,231,107 | AllOtherContributionsAmt |
| Total Contributions | $1,231,107 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,743 | TotalRevenueColumnAmt |
| Exclusion | $200,743 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $892,070 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,021,848 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$129,778 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$129,778 | TotalRevenueColumnAmt |
| Exclusion | -$129,778 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME - VANCE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,367 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,045 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,367 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,318,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,045 | UnrelatedBusinessRevenueAmt |
| Exclusion | $76,287 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779,441 | TotalAmt |
| Program Services | $779,441 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,075 | TotalAmt |
| Program Services | $137,012 | ProgramServicesAmt |
| Management And General | $24,762 | ManagementAndGeneralAmt |
| Fundraising | $3,301 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,937 | TotalAmt |
| Program Services | $348,758 | ProgramServicesAmt |
| Management And General | $33,123 | ManagementAndGeneralAmt |
| Fundraising | $155,056 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,864 | TotalAmt |
| Program Services | $10,899 | ProgramServicesAmt |
| Management And General | $502 | ManagementAndGeneralAmt |
| Fundraising | $7,463 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,741 | TotalAmt |
| Program Services | $37,027 | ProgramServicesAmt |
| Management And General | $4,352 | ManagementAndGeneralAmt |
| Fundraising | $12,362 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,943 | TotalAmt |
| Program Services | $35,099 | ProgramServicesAmt |
| Management And General | $4,126 | ManagementAndGeneralAmt |
| Fundraising | $11,718 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,700 | TotalAmt |
| Program Services | $34,909 | ProgramServicesAmt |
| Management And General | $44,939 | ManagementAndGeneralAmt |
| Fundraising | $852 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113 | TotalAmt |
| Fundraising | $113 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,738 | TotalAmt |
| Program Services | $17,738 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,140 | TotalAmt |
| Program Services | $25,140 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,190 | TotalAmt |
| Program Services | $3,140 | ProgramServicesAmt |
| Fundraising | $50 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,122 | TotalAmt |
| Program Services | $3,842 | ProgramServicesAmt |
| Management And General | $1,024 | ManagementAndGeneralAmt |
| Fundraising | $256 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,820 | TotalAmt |
| Program Services | $35,945 | ProgramServicesAmt |
| Management And General | $5,184 | ManagementAndGeneralAmt |
| Fundraising | $691 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,591 | TotalAmt |
| Program Services | $46,481 | ProgramServicesAmt |
| Management And General | $11,918 | ManagementAndGeneralAmt |
| Fundraising | $1,192 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,360 | TotalAmt |
| Program Services | $3,619 | ProgramServicesAmt |
| Management And General | $654 | ManagementAndGeneralAmt |
| Fundraising | $87 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,137 | TotalAmt |
| Program Services | $1,816 | ProgramServicesAmt |
| Management And General | $1,522 | ManagementAndGeneralAmt |
| Fundraising | $799 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,151 | TotalAmt |
| Program Services | $3,445 | ProgramServicesAmt |
| Management And General | $623 | ManagementAndGeneralAmt |
| Fundraising | $83 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,705 | TotalAmt |
| Program Services | $5,239 | ProgramServicesAmt |
| Management And General | $2,312 | ManagementAndGeneralAmt |
| Fundraising | $154 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT EXPENSE | $5,119 | $5,119 | ||
| OTHER PROGRAM SERVICES | $32,474 | $32,474 | ||
| STATIONERY AND PRINTING | $24,092 | $3,613 | $19,274 | $1,205 |
| MEMBERSHIP AND PUBLICAT | $17,033 | $17,033 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,599 | TotalAmt |
| Program Services | $20,740 | ProgramServicesAmt |
| Management And General | $3,988 | ManagementAndGeneralAmt |
| Fundraising | $1,871 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,085 | TotalAmt |
| Program Services | $1,602,038 | ProgramServicesAmt |
| Management And General | $164,794 | ManagementAndGeneralAmt |
| Fundraising | $197,253 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,034 | BOYAmt |
| EOY | $1,418,850 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,857 | BOYAmt |
| EOY | $569,078 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,293,784 | BOYAmt |
| EOY | $2,183,304 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,445 | BOYAmt |
| EOY | $48,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $82,952 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,709 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,394 | BOYAmt |
| EOY | $3,243 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,897,502 | BOYAmt |
| EOY | $8,160,426 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $20,252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,838,016 | BOYAmt |
| EOY | $12,404,066 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,643 | BOYAmt |
| EOY | $91,247 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,675 | BOYAmt |
| EOY | $34,182 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $152,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,318 | BOYAmt |
| EOY | $277,629 | 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 | $5,360,140 | BOYAmt |
| EOY | $4,847,899 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,328,558 | BOYAmt |
| EOY | $7,278,538 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,688,698 | BOYAmt |
| EOY | $12,126,437 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,838,016 | BOYAmt |
| EOY | $12,404,066 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$645,646 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $83,385 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $1,616,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,195,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,734,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,572,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,231,107 | CurrentTaxYearAmt |
| Total | $9,349,817 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,616,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,195,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,734,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,572,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,231,107 | CurrentTaxYearAmt |
| Total | $9,349,817 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,556,521 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,793,296 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $775,567 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $197,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $200,743 | CurrentTaxYearAmt |
| Total | $1,483,187 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $16,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,045 | CurrentTaxYearAmt |
| Total | $41,916 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,874,920 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $119,427 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,666,589 | BeginningYearBalanceAmt |
| Contributions | -$506,954 | ContributionsAmt |
| End Year Balance | $6,159,635 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,526,258 | BeginningYearBalanceAmt |
| Contributions | $140,331 | ContributionsAmt |
| End Year Balance | $6,666,589 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,345,710 | BeginningYearBalanceAmt |
| Contributions | $1,180,548 | ContributionsAmt |
| End Year Balance | $6,526,258 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,463,524 | BeginningYearBalanceAmt |
| Contributions | $882,186 | ContributionsAmt |
| End Year Balance | $5,345,710 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,947,522 | BeginningYearBalanceAmt |
| Contributions | $489,002 | ContributionsAmt |
| End Year Balance | $4,436,524 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $79,709 | DepreciationAmt |
| Book Value | $3,243 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,243 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $893,356 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SECURITIES AND OTHER INVESTMENTS | $6,767,070 | F |
| INVESTMENT IN LLC | $500,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,160,426 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP LOAN | Desc |
| Amt | $152,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $152,200 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,384,086 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $83,385 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $83,385 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,300,701 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,738 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $17,738 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,318,439 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,946,347 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,946,347 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,738 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,738 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,964,085 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FASB ASC 740, ACCOUNTING FOR INCOME TAXES, REQUIRES THE ORGANIZATION TO RECOGNIZE OR DISCLOSE ANY TAX POSITIONS THAT WOULD RESULT IN UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS NO POSITIONS THAT WOULD REQUIRE DISCLOSURE OR RECOGNITION UNDER THE TOPIC. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | THE INVESTMENT IN ROTHSCHILD GQ SYSTEMATIC INTERNATIONAL FUND, LTD WAS SOLD AS OF 6/30/2020. | TypeOfActivitiesConductedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| LOANS | 49 | $256,646 | BOOK |
| GRANTS | 292 | $779,441 | BOOK |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN WAGNER | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $150,205 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,870 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,075 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTHSCHILD CAPITAL PARTNERS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | 35% OR MORE CONTROLLED ENTITY BY DAVID ROTHSCHILD, A BOARD MEMBER OF CS | RelationshipDescriptionTxt |
| Transaction | $5,993 | TransactionAmt |
| Transaction | MANAGEMENT FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990, SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | DAVID ROTHSCHILD IS A BOARD MEMBER OF THE ORGANIZATION AND OWNS 35% OR MORE OF THE INVESTMENT MANAGEMENT COMPANIES, ROTHSCHILD CAPITAL PARTNERS, LLC AND ROTHCAP GP, LLC.CS HELD AN INVESTMENT IN THE ROTHSCHILD GQ SYSTEMATIC INTERNATIONAL FUND, LTD. (CAYMAN FEEDER FUND) AS OF THE BEGINNING OF THE CURRENT TAX YEAR. THE CAYMAN FEEDER FUND IS INVESTED IN THE ROTHSCHILD GQ SYSTEMATIC FUND, LP (MASTER FUND). THE MASTER FUND PAYS THE MANAGEMENT COMPANY ROTHSCHILD CAPITAL PARTNERS, LLC A 1.5% MANAGEMENT FEE BASED ON THE VALUE OF ASSETS UNDER MANAGEMENT. IN ADDITION, 20% OF THE MASTER FUND'S NET PROFITS ARE RE-ALLOCATED FROM THE LIMITED PARTNERS (INCLUDING THE CAYMAN FEEDER) TO THE GENERAL PARTNER (ROTHCAP GP, LLC).THE AMOUNTS REFLECTED IN PART IV REPRESENT CS'S SHARE OF INVESTMENT MANAGEMENT FEES AND INCENTIVE ALLOCATIONS PAID. THERE WERE NO INCENTIVE FEES PAID DURING THE 6/30/2020 TAX YEAR.CS SOLD ITS INVESTMENT IN THE ROTHSCHILD GQ SYSTEMATIC INTERNATIONAL FUND, LTD. BY THE END OF THE 6/30/2020 TAX YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS ELECTRONICALLY DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY A REVIEW AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARISON DATA OBTAINED ON GUIDESTAR, REVIEWED BY EXECUTIVE COMMITTEE AND APPROVED BY THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS MADE AVAILABLE ON GUIDESTAR, THE ORGANIZATION'S OWN WEBSITE AND UPON REQUEST. FORM 990-T AND FORM 1023 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE POSTED ON ITS OWN WEBSITE AND FURTHER MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT REVIEWS AND APPROVES THE ANNUAL AUDITED FINANCIAL STATEMENTS AND FORM 990 INFORMATIONAL RETURNS, AS WELL AS OVERSEES SELECTION OF THE ORGANIZATION'S EXTERNAL AUDITORS. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAYDON PARK INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 PARK CENTER COURT SUITE 211 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520787708 | EIN |
| Primary Activities | RENTAL REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $57,740 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $187,149 | ShareOfEOYAssetsAmt |
| Ownership | 0.70000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LAYDON PARK INC | ||
| F | $56,617 | DIVIDENDS RECEIVED |
| LAYDON PARK INC | ||
| S | $1,123 | INCOME FROM ENTITY |
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