FREEDOM INSTITUTE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM INSTITUTE INC (EIN 13-2877912)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349329215
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T19:11:37-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132877912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 2128380044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL J RUSSELL | PersonNm |
| Person Title | PRESIDENT & CHIEF CLINICAL OFFICER | PersonTitleTxt |
| Phone | 2128380044 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RACHEL | PersonFirstNm |
| Person Last | RUSSELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHEL J RUSSELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,291,410 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FREEDOMINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ASSIST AND COUNSEL THE CHEMICALLY DEPENDENT AND THEIR FAMILIES THROUGH EDUCATION, TREATMENT, AND PREVENTION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $412,157 | PYContributionsGrantsAmt |
| CY Contributions Grants | $318,788 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,389,876 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,287,810 | CYProgramServiceRevenueAmt |
| PY Investment Income | $543,695 | PYInvestmentIncomeAmt |
| CY Investment Income | $202,045 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$55,572 | PYOtherRevenueAmt |
| CY Other Revenue | $11,704 | CYOtherRevenueAmt |
| PY Total Revenue | $3,290,156 | PYTotalRevenueAmt |
| CY Total Revenue | $2,820,347 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,934 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,260,173 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,799,990 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $44,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $60,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,834,471 | PYOtherExpensesAmt |
| CY Other Expenses | $1,467,423 | CYOtherExpensesAmt |
| PY Total Expenses | $4,138,644 | PYTotalExpensesAmt |
| CY Total Expenses | $3,271,347 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$848,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$451,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,926,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,412,979 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $345,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $487,705 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,580,843 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $925,274 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FREEDOM INSTITUTE IS A RESOURCE CENTER FOR INDIVIDUALS AND FAMILIES COPING WITH ADDICTION AND CO-OCCURRING ISSUES SUCH AS DEPRESSION AND ANXIETY. WE OFFER PERSONALIZED COUNSEL AND CARE TO THOSE SEEKING TO PREVENT, UNDERSTAND OR RECOVER FROM SUBSTANCE ABUSE AND ADDICTION. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,531,687 | ExpenseAmt |
| Grant | $3,934 | GrantAmt |
| Revenue | $2,287,810 | RevenueAmt |
| Desc | THE CORONAVIRUS PANDEMIC OBVIOUSLY PLAYED A CENTRAL ROLE IN 2020 ACTIVITIES AND FINANCIAL CIRCUMSTANCES. THE CLINICAL PROGRAMS WERE HEAVILY IMPACTED BY THE PANDEMIC AND RESULTING QUARANTINE, ALTHOUGH IN MORE MIXED WAYS. WE PIVOTED TO REMOTE SERVICES RAPIDLY IN MID-MARCH. THIS REQUIRED SIGNIFICANT EFFORT TO ENSURE ADEQUATE TECHNOLOGY AND TECHNICAL SUPPORT FOR STAFF, LEARN TELEHEALTH PRACTICES AND PROTOCOLS, ADAPT GROUP TECHNIQUES FOR REMOTE PARTICIPATION, AND CREATE NEW PROCEDURES TO COMPLY WITH HIPAA AND OTHER REGULATORY GUIDELINES. INITIALLY WE BELIEVED THAT THE STATE ORDER TO QUARANTINE AND UTILIZE TELEHEALTH AS THE DELIVERY METHOD WOULD BE SHORT-TERM, AND ONLY A MATTER OF WEEKS. AS IT BECAME CLEAR THAT IT WOULD BE MUCH LONGER, THE CLINICAL TEAM DID ADDITIONAL WORK TO ADAPT TREATMENT MODALITIES AND ENRICH OUR CLINICAL PRACTICE, PARTICULARLY IN GROUPS, AND WE SURVEYED CLIENTS AND TOOK ADDITIONAL MEASURES TO IMPROVE CLIENT EXPERIENCE. THE PROLONGED TELEHEALTH SETTING ALSO REQUIRED US TO IMPLEMENT NEW SOFTWARE FOR CLIENT PAPERWORK, NEW METHODS FOR REVIEWING DOCUMENTATION AND OBTAINING SIGNATURES, PER OUR REGULATORY REQUIREMENTS. MOREOVER, WE IMPLEMENTED A REMOTE DRUG TESTING SERVICE SO THAT WE COULD CONTINUE TO MONITOR CLIENTS FOR RELAPSES, PARTICULARLY FOR OPIOIDS. THIS ADDRESSES A SIGNIFICANT SAFETY CONCERN PRESENTED BY THE ISOLATION OF QUARANTINE. WE HAVE ENGAGED IN SEVERAL PLANNING PHASES FOR A RETURN TO IN-PERSON SERVICES, BUT DO NOT YET KNOW WHEN NEW YORK STATE OFFICE OF ADDICTION SERVICES AND SUPPORTS WILL ALLOW THAT TO HAPPEN. WE FORESEE MAINTAINING A HYBRID MODEL GOING FORWARD. THE PANDEMIC HAS HAD NOTABLE IMPACTS ON OUR GROUP WORK IN PARTICULAR: ATTENDANCE HAS IMPROVED AS PEOPLE HAVE THE FLEXIBILITY TO JOIN GROUP REGARDLESS OF LOCATION, BUT OUR CENSUS HAS DECREASED. THIS HAS BEEN THE EXPERIENCE OF MANY OTHER TREATMENT PROGRAMS AS WELL, PARTICULARLY AS THINGS HAVE BEGUN TO OPEN UP IN THE WORLD AND SUMMER WEATHER HAS DRAWN PEOPLE INTO OUTSIDE ACTIVITIES AND TRAVEL. WE PLAN TO HIRE A MARKETING PERSON TO REPRESENT US AT EVENTS AND CONFERENCES ETC. NOW THAT THOSE ARE BEGINNING TO TAKE PLACE AGAIN. HOPEFULLY THIS WILL BEGIN TO INCREASE OUR REFERRAL VOLUME, ALTHOUGH THE TELEHEALTH WORLD HAS CERTAINLY CHANGED THE MARKET. DURING THIS TIME, WE ALSO HAD SOME SIGNIFICANT STAFF CHANGES. FIRST, SEVERAL STAFF MEMBERS WERE INFECTED WITH COVID THEMSELVES. ALL RECOVERED WELL, BUT WE HAD TO PROVIDE COVERAGE DURING THEIR ABSENCE. WE ALSO HAD SEVERAL STAFF MEMBERS ON FAMILY/MEDICAL LEAVE, AND TWO SENIOR CLINICIANS WHO DECIDED TO LEAVE THE ORGANIZATION FOR REASONS HIGHLIGHTED BY THE PANDEMIC. THIS PRESENTED VARIOUS CHALLENGES FOR BOTH CLINICAL AND LEADERSHIP TEAMS. AN EXCITING DEVELOPMENT IN 2020 WAS THE LAUNCH OF OUR VERITUS PROGRAM, A TELEHEALTH-BASED TREATMENT PROGRAM FOR HEALTHCARE PROFESSIONALS. ALTHOUGH THIS PROGRAM WAS CONCEIVED AHEAD OF THE PANDEMIC AND THUS LOST A BIT OF ITS UNIQUENESS ONCE THE ENTIRE INDUSTRY FLIPPED TO REMOTE TREATMENT IN THE SPRING, IT ALSO PRESENTS A NOVEL OPPORTUNITY IN THE TREATMENT MARKET THAT ADDRESSES A SIGNIFICANT NEED. THE TARGET CLIENT POPULATION FOR THE FIRST ROUND OF THE PROGRAM IS HEALTHCARE PROFESSIONALS, PRIMARILY PHYSICIANS, WHO HAVE BEEN REFERRED TO THEIR STATE'S PROFESSIONAL MONITORING PROGRAMS DUE TO THEIR SUBSTANCE USE AND NEED ASSESSMENT AND TREATMENT IN ORDER TO MAINTAIN THEIR LICENSES TO PRACTICE. WE'VE LAUNCHED WITH A TELEHEALTH IOP COMBINED WITH PROFESSION-SPECIFIC RECOVERY COACHING AND ARE WORKING CLOSELY WITH THE PHYSICIAN HEALTH PROGRAMS. THE PLAN IS TO EXPAND THE WORK TO INCLUDE A PROGRAM FOR LAWYERS, AND WE ARE OPTIMISTIC ABOUT THE POTENTIAL FOR BOTH. | Desc |
| Total Program Service Expenses | $2,531,687 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | 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 | 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 | 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 | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 32 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| 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 | DANA SACHER-ROLLINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128380044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT L MILLER | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACQUELINE R WILLIAMS | ||||||
| SECRETARY | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JESSICA AMBROSE | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| ANSON BARRETT FRELINGHUYSEN | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JOHN LOEFFLER | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| PATRICK ROBINSON | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| RACHEL J RUSSELL | ||||||
| PRESIDENT & CHIEF CLINICAL OFFICER | 35.00 | Yes (X) | $204,829 | $0 | $31,862 | |
| DANA SACHER-ROLLINS | ||||||
| VP & GENERAL MANAGER | 28.00 | Yes (X) | $111,262 | $0 | $43,784 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $316,091 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,646 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 | STEVEN J WOLT | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BROADWAY SUITE F-125 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES | ServicesDesc |
| Compensation | $112,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $78,710 | GovernmentGrantsAmt |
| All Other Contributions | $240,078 | AllOtherContributionsAmt |
| Noncash Contributions | $38,183 | NoncashContributionsAmt |
| Total Contributions | $318,788 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COUNSELING FEES | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $2,287,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,287,810 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,287,810 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,127 | TotalRevenueColumnAmt |
| Exclusion | $23,127 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $649,981 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $471,063 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,918 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $178,918 | TotalRevenueColumnAmt |
| Exclusion | $178,918 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,704 | TotalRevenueColumnAmt |
| Exclusion | $11,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,704 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,820,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,287,810 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $213,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,934 | TotalAmt |
| Program Services | $3,934 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,737 | TotalAmt |
| Program Services | $293,803 | ProgramServicesAmt |
| Management And General | $97,934 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,188,160 | TotalAmt |
| Program Services | $925,547 | ProgramServicesAmt |
| Management And General | $234,333 | ManagementAndGeneralAmt |
| Fundraising | $28,280 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,679 | TotalAmt |
| Program Services | $20,858 | ProgramServicesAmt |
| Management And General | $5,124 | ManagementAndGeneralAmt |
| Fundraising | $697 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,989 | TotalAmt |
| Program Services | $57,133 | ProgramServicesAmt |
| Management And General | $12,276 | ManagementAndGeneralAmt |
| Fundraising | $2,580 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,425 | TotalAmt |
| Program Services | $93,848 | ProgramServicesAmt |
| Management And General | $25,294 | ManagementAndGeneralAmt |
| Fundraising | $2,283 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390 | TotalAmt |
| Program Services | $326 | ProgramServicesAmt |
| Management And General | $58 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,445 | TotalAmt |
| Management And General | $91,445 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,736 | TotalAmt |
| Management And General | $11,736 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,262 | TotalAmt |
| Program Services | $473,107 | ProgramServicesAmt |
| Management And General | $99,721 | ManagementAndGeneralAmt |
| Fundraising | $434 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,830 | TotalAmt |
| Program Services | $6,427 | ProgramServicesAmt |
| Management And General | $4,139 | ManagementAndGeneralAmt |
| Fundraising | $17,264 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,426 | TotalAmt |
| Program Services | $109,413 | ProgramServicesAmt |
| Management And General | $8,161 | ManagementAndGeneralAmt |
| Fundraising | $852 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,844 | TotalAmt |
| Program Services | $86,568 | ProgramServicesAmt |
| Management And General | $11,092 | ManagementAndGeneralAmt |
| Fundraising | $1,184 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,309 | TotalAmt |
| Program Services | $311,979 | ProgramServicesAmt |
| Management And General | $55,404 | ManagementAndGeneralAmt |
| Fundraising | $5,926 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367 | TotalAmt |
| Program Services | $336 | ProgramServicesAmt |
| Management And General | $28 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,738 | TotalAmt |
| Program Services | $4,733 | ProgramServicesAmt |
| Management And General | $11,005 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,902 | TotalAmt |
| Program Services | $33,347 | ProgramServicesAmt |
| Management And General | $5,922 | ManagementAndGeneralAmt |
| Fundraising | $633 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,991 | TotalAmt |
| Program Services | $23,393 | ProgramServicesAmt |
| Management And General | $4,154 | ManagementAndGeneralAmt |
| Fundraising | $444 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DRUG TESTING SUPPLIES | $80,594 | $80,594 | ||
| OTHER PROGRAM EXPENSES | $7,589 | $6,341 | $1,127 | $121 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,271,347 | TotalAmt |
| Program Services | $2,531,687 | ProgramServicesAmt |
| Management And General | $678,953 | ManagementAndGeneralAmt |
| Fundraising | $60,707 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,584 | BOYAmt |
| EOY | $161,579 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,308 | BOYAmt |
| EOY | $20,391 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,114 | BOYAmt |
| EOY | $95,551 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,761 | BOYAmt |
| EOY | $150,578 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,829 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,190 | BOYAmt |
| EOY | $128,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $824,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $787,994 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,277 | BOYAmt |
| EOY | $36,376 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,339,086 | BOYAmt |
| EOY | $723,585 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $95,953 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $700 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,926,149 | BOYAmt |
| EOY | $1,412,979 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,680 | BOYAmt |
| EOY | $146,482 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,200 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,426 | BOYAmt |
| EOY | $341,223 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,306 | BOYAmt |
| EOY | $487,705 | 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 | $1,463,335 | BOYAmt |
| EOY | $803,489 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,508 | BOYAmt |
| EOY | $121,785 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,580,843 | BOYAmt |
| EOY | $925,274 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,926,149 | BOYAmt |
| EOY | $1,412,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$451,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$150,522 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$54,047 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $555,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $502,216 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,136 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $412,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $318,788 | CurrentTaxYearAmt |
| Total | $2,264,594 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,394,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,796,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,709,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,389,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,287,810 | CurrentTaxYearAmt |
| Total | $12,577,684 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,949,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,298,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,185,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,802,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,606,598 | CurrentTaxYearAmt |
| Total | $14,842,278 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,157 | CurrentTaxYearAmt |
| Total | $428,673 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,404 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,077 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,157 | CurrentTaxYearAmt |
| Total | $428,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,413,605 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $235,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,127 | CurrentTaxYearAmt |
| Total | $483,001 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $235,456 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,127 | CurrentTaxYearAmt |
| Total | $483,001 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $11,704 | CurrentTaxYearAmt |
| Total | $11,704 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,185,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,403,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,262,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,844,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,641,429 | CurrentTaxYearAmt |
| Total | $15,336,983 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92720 | PublicSupportPY509Pct |
| Investment Income CY | 0.03150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04210 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | TAX REFUND - 2020 AMOUNT: $ 11,704. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,353,392 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $52,320 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $650,000 | OtherExpendituresAmt |
| Administrative Expenses | $11,736 | AdministrativeExpensesAmt |
| End Year Balance | $743,976 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,381,140 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $395,442 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,400,000 | OtherExpendituresAmt |
| Administrative Expenses | $23,190 | AdministrativeExpensesAmt |
| End Year Balance | $1,353,392 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,016,629 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$24,101 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,575,000 | OtherExpendituresAmt |
| Administrative Expenses | $36,388 | AdministrativeExpensesAmt |
| End Year Balance | $2,381,140 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,913,205 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $519,861 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,375,000 | OtherExpendituresAmt |
| Administrative Expenses | $41,437 | AdministrativeExpensesAmt |
| End Year Balance | $4,016,629 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,901,951 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $439,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,375,000 | OtherExpendituresAmt |
| Administrative Expenses | $52,907 | AdministrativeExpensesAmt |
| End Year Balance | $4,913,205 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.83630 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07327 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $360,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $352,271 | DepreciationAmt |
| Book Value | $8,588 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $463,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $435,723 | DepreciationAmt |
| Book Value | $27,788 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,376 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN VERITUS | Desc |
| Book Value | $95,953 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $95,953 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $5,248 |
| PAYCHECK PROTECTION PROGRAM LOAN | $335,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $341,223 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,604,042 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$150,522 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$150,522 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,754,564 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,736 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $54,047 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $65,783 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,820,347 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,259,611 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,259,611 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,736 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,736 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,271,347 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND WAS CREATED THROUGH A 1980 BOARD OF DIRECTORS RESOLUTION WITH THE PURPOSE OF ESTABLISHING A PERMANENT FUNDING BASIS. THE BOARD OF DIRECTORS, AT ITS DISCRETION, AND BASED ON THE NEEDS OF THE INSTITUTE, CAN DECIDE WHETHER TO REINVEST ENDOWMENT INCOME OR USE IT FOR OPERATING PURPOSES. |
| PART X, LINE 2: | THE INSTITUTE RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2017. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EQUITY INTEREST IN OPERARTING LOSS OF VERITUS, LLC 54,047. |
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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RACHEL J RUSSELL | ||||||||||||||
| PRESIDENT & CHIEF CLINICAL OFFICER | $199,829 | $0 | $5,000 | $0 | $0 | $0 | $6,463 | $0 | $25,399 | $0 | $236,691 | $0 | $0 | $0 |
| DANA SACHER-ROLLINS | ||||||||||||||
| VP & GENERAL MANAGER | $108,262 | $0 | $3,000 | $0 | $0 | $0 | $3,930 | $0 | $39,854 | $0 | $155,046 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING INDIVIDUALS RECEIVED TAXABLE DISCRETIONARY BONUSES WHICH WERE APPROVED BY THE CHAIRMAN OF THE BOARD. THESE AMOUNTS ARE INCLUDED IN THEIR REPORTABLE COMPENSATION AND REFLECTED ON THEIR 2020 FORM W-2. RACHEL J. RUSSELL - PRESIDENT - $5,000 DANA SACHER-ROLLINS - VICE PRESIDENT & GENERAL MANAGER - $3,000 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,183 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS LISTED IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN 2020 THE ORGANIZATION LAUNCHED THEIR VERITUS PROGRAM, A TELEHEALTH-BASED TREATMENT PROGRAM FOR HEALTHCARE PROFESSIONALS. THE TARGET CLIENT POPULATION FOR THE FIRST ROUND OF THE PROGRAM IS HEALTHCARE PROFESSIONALS, PRIMARILY PHYSICIANS, WHO HAVE BEEN REFERRED TO THEIR STATE'S PROFESSIONAL MONITORING PROGRAMS DUE TO THEIR SUBSTANCE USE AND NEED ASSESSMENT AND TREATMENT IN ORDER TO MAINTAIN THEIR LICENSES TO PRACTICE. WE'VE LAUNCHED WITH A TELEHEALTH IOP COMBINED WITH PROFESSION-SPECIFIC RECOVERY COACHING AND ARE WORKING CLOSELY WITH THE PHYSICIAN HEALTH PROGRAMS. THE PLAN IS TO EXPAND THE WORK TO INCLUDE A PROGRAM FOR LAWYERS, AND WE ARE OPTIMISTIC ABOUT THE POTENTIAL FOR BOTH. |
| FORM 990, PART III, LINE 3 | DUE TO A VARIETY OF REASONS, INCLUDING THE IMPACTS THAT THE CORONAVIRUS PANDEMIC, AS WELL AS A LACK OF FUNDING, FREEDOM INSTITUTE MADE THE DECISION TO DISCONTINUE ITS SCHOOL-BASED PROGRAM, HALLWAYS, AND THE END OF THE ACADEMIC SCHOOL YEAR. DISCONTINUING THE HALLWAYS PROGRAM WILL ALLOW THE ORGANIZATION TO FOCUS ITS FINANCIAL AND PROFESSIONAL RESOURCES ON THE OTHER TREATMENT INITIATIVES THAT IS OFFERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT L. MILLER AND JESSICA AMBROSE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FREEDOM INSTITUTE, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. THE CHAIRMAN OF THE BOARD AND GENERAL MANAGER MEET WITH THE OUTSIDE ACCOUNTANT AND REVIEW THE FORM 990 IN DETAIL TO ENSURE THAT IT CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES AT FREEDOM INSTITUTE. THE FINAL VERSION IS ELECTRONICALLY SENT TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12 | WHILE THE CURRENT CONFLICT OF INTEREST POLICY OF THE ORGANIZATION DOES NOT CONFORM WITH ALL OF THE REQUIREMENTS OF THE NYS NONPROFIT REVITALIZATION ACT OF 2013, THE POLICY DOES REQUIRE ANNUAL DISCLOSURE STATEMENTS FOR POTENTIAL CONFLICTS OF INTEREST. FURTHERMORE, BOARD MEMBERS AND EMPLOYEES, IN THE COURSE OF MEETING OR ACTIVITIES, ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS WELL AS RECUSE THEMSELVES FROM DISCUSSION AND VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND VP/GENERAL MANAGER IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD IN THE CONTEXT OF PERFORMANCE, THE ECONOMIC ENVIRONMENT, COST-OF-LIVING CHANGES, AND OTHER COMPARABLE POSITIONS AT SIMILAR FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE RECOMMENDATION AND PROCESS ARE DOCUMENTED. THIS PROCESS IS DONE ON AN ANNUAL BASIS AND AS PART OF THE ORGANIZATION'S BUDGETARY PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART IX, LINE 11G | SCHOOL PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 449,878. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 449,878. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 368. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 368. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 22,861. MANAGEMENT AND GENERAL EXPENSES 4,060. FUNDRAISING EXPENSES 434. TOTAL EXPENSES 27,355. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 95,661. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,661. |
| FORM 990, PART XI, LINE 9: | EQUITY INTEREST IN OPERARTING LOSS OF VERITUS, LLC -54,047. |
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