UNION DIVERSIFIED INDUSTRIES INC: Form 990, tax year 2020
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- Organization
- UNION DIVERSIFIED INDUSTRIES INC (EIN 56-0987710)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-12-13
- IRS object ID
- 202123479349301407
- Schema version
- 2020v4.0
- 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 | 2021-12-13T13:05:13-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561679377 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOYER SMITH & ROLLER PA CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2213 COMMERCE DRIVE SUITE A | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560987710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION DIVERSIFIED INDUSTRIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIO | BusinessNameControlTxt |
| Phone | 7042891571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 WALKUP AVE PO BOX 492 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CASPER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7042891571 | PhoneNum |
| Signature | 2021-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | CASPER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M MOYER III | PreparerPersonNm |
| PTIN | P00052525 | PTIN |
| Phone | 7042837748 | PhoneNum |
| Preparation | 2021-12-13 | PreparationDt |
| 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 | DAVID CASPER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 492 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,494,293 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UDINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 125 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $24,689 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,153 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,280,321 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,427,874 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,941 | PYInvestmentIncomeAmt |
| CY Investment Income | $48,413 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,278 | PYOtherRevenueAmt |
| CY Other Revenue | $1,691 | CYOtherRevenueAmt |
| PY Total Revenue | $2,324,229 | PYTotalRevenueAmt |
| CY Total Revenue | $2,494,131 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,540,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,647,980 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $10,977 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,410 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $420,237 | PYOtherExpensesAmt |
| CY Other Expenses | $514,497 | CYOtherExpensesAmt |
| PY Total Expenses | $1,971,444 | PYTotalExpensesAmt |
| CY Total Expenses | $2,162,477 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $352,785 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $331,654 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,913,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,273,132 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $51,378 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $187,652 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,861,816 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,085,480 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,626,375 | ExpenseAmt |
| Revenue | $2,427,874 | RevenueAmt |
| Desc | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,626,375 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 125 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNION DIVERSIFIED INDUSTRIES INC | PersonNm |
| Phone | 7042891571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 WALKUP AVENUE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| DAVID CASPER | |||||||
| EXECUTIVE DI | 40.00 | 0.00 | Yes (X) | $149,200 | $0 | $0 | |
| FRANK AIKMUS | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| BEN BURR | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| SHEILA CRUNKLETON | |||||||
| VICE PRESIDE | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DC DUPLESSIS | |||||||
| SECRETARY | $0 | $0 | $0 | Yes (X) | |||
| JOSHUA FANCIS | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| KEN HELMS | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| RICHARD LONG | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| REI MOYA | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| DAVID ROGERS | |||||||
| TREASURER | $0 | $0 | $0 | Yes (X) | |||
| MARK SPENCE | |||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TRENT TURNER | |||||||
| PRESIDENT | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ELLEN VILLAS | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| JOHN WHITLEY | |||||||
| BOARD MEMBER | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $149,200 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $16,153 | AllOtherContributionsAmt |
| Total Contributions | $16,153 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| INNOVATIONS INCOME | $962,954 | $962,954 |
| SALES-PACKAGING & ASSEMBLY | $908,525 | $908,525 |
| MENTAL HEALTH INCOME | $555,687 | $555,687 |
| TRANSPORTATION FEES | $708 | $708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,427,874 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,057 | TotalRevenueColumnAmt |
| Exclusion | $48,057 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $518 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $162 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $356 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $356 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $338 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $18 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| TAXES REIMBURSED | $1,410 | $1,410 |
| MISCELLANEOUS INCOME | $281 | $281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,691 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,494,131 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,429,903 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $48,075 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,332,943 | TotalAmt |
| Program Services | $1,072,399 | ProgramServicesAmt |
| Management And General | $260,544 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,953 | TotalAmt |
| Program Services | $168,907 | ProgramServicesAmt |
| Management And General | $41,046 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,084 | TotalAmt |
| Program Services | $84,540 | ProgramServicesAmt |
| Management And General | $20,544 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,625 | TotalAmt |
| Management And General | $9,625 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,142 | TotalAmt |
| Management And General | $10,142 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,627 | TotalAmt |
| Management And General | $38,627 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,620 | TotalAmt |
| Management And General | $14,620 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,657 | TotalAmt |
| Program Services | $15,077 | ProgramServicesAmt |
| Management And General | $10,580 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,970 | TotalAmt |
| Program Services | $47,824 | ProgramServicesAmt |
| Management And General | $7,146 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,760 | TotalAmt |
| Program Services | $15,760 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,763 | TotalAmt |
| Management And General | $69,763 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,954 | TotalAmt |
| Program Services | $28,714 | ProgramServicesAmt |
| Management And General | $5,240 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TEMP SERVICE WAGES | $91,154 | $91,154 | |
| MISCELLANEOUS EXPENSE | $21,517 | $21,517 | |
| BUILDING R&M | $19,580 | $17,035 | $2,545 |
| TRANSP VEHICLE-R & M | $12,935 | $12,935 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,193 | TotalAmt |
| Program Services | $72,030 | ProgramServicesAmt |
| Management And General | $20,753 | ManagementAndGeneralAmt |
| Fundraising | $3,410 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,162,477 | TotalAmt |
| Program Services | $1,626,375 | ProgramServicesAmt |
| Management And General | $532,692 | ManagementAndGeneralAmt |
| Fundraising | $3,410 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,641 | BOYAmt |
| EOY | $868,143 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,844 | BOYAmt |
| EOY | $574 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,112 | BOYAmt |
| EOY | $126,038 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,366 | BOYAmt |
| EOY | $16,489 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,765 | BOYAmt |
| EOY | $6,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,177,299 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,405,099 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,931 | BOYAmt |
| EOY | $772,200 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,535 | BOYAmt |
| EOY | $1,483,057 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,913,194 | BOYAmt |
| EOY | $3,273,132 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,169 | BOYAmt |
| EOY | $99,387 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,209 | BOYAmt |
| EOY | $88,265 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,378 | BOYAmt |
| EOY | $187,652 | 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 | $2,861,816 | BOYAmt |
| EOY | $3,085,480 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,861,816 | BOYAmt |
| EOY | $3,085,480 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,913,194 | BOYAmt |
| EOY | $3,273,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $331,654 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $88,352 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$196,342 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule D IRS990ScheduleD
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $731,535 | BeginningYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,704 | OtherCostOrOtherBasisAmt |
| Book Value | $33,704 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,704 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED SALARIES | $84,914 |
| SUI PAYABLE | $2,932 |
| ACCRUED PAYROLL TAXES | $612 |
| SOCIAL COMMITTEE | -$193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $88,265 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,494,131 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,494,131 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,494,131 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,162,477 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,162,477 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,162,477 | TotalExpensesPerForm990Amt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | WRITTEN NONDISCRIMINATORY POLICY IS AVAILABLE ON SITE FOR PUBLIC INSPECTION. |
| SCHEDULE E, LINE 6 | GOVERNMENT AGENCY SUPPORT FROM CARDINAL INNOVATIONS HEALTHCARE SOLUTIONS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | TO ENHANCE THE QUALITY OF LIFE OF ADULTS WITH DEVELOPMENTAL DISABILITIES BY PROVIDING HABILITATIVE OCCUPATIONAL DEVELOPMENT SERVICES IN A CULTURALLY COMPETENT ENVIRONMENT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEW BY EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | APPROVAL OF BOARD |
| FORM 990, PAGE 6, PART VI, LINE 15B | APPROVAL OF DIRECTOR & BOARD |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE FOR REVIEW ON SITE BY THE PUBLIC. |
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