HEALTH ADVOCATES FOR OLDER PEOPLE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH ADVOCATES FOR OLDER PEOPLE INC (EIN 13-4165807)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-29
- IRS object ID
- 202142109349301454
- 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 | 2021-07-29T15:13:49-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | 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 | 134165807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH ADVOCATES FOR OLDER PEOPLE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2129801700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GRAND CENTRAL 155 E 44TH ST F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA M HARTLEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129801700 | PhoneNum |
| Signature | 2021-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | HARTLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | PhoneNum |
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 | LINDA M HARTLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GRAND CENTRAL 155 E 44TH ST FL 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $937,117 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAFOP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE SAFE & HEALTHY AGING THROUGH PROGRAMS DESIGNED TO FACILITATE INDEPENDENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $298,805 | PYContributionsGrantsAmt |
| CY Contributions Grants | $238,676 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $64,543 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,539 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,530 | PYOtherRevenueAmt |
| CY Other Revenue | $144,714 | CYOtherRevenueAmt |
| PY Total Revenue | $411,878 | PYTotalRevenueAmt |
| CY Total Revenue | $377,851 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,170 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $178,874 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $271,252 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,574 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $181,809 | PYOtherExpensesAmt |
| CY Other Expenses | $203,664 | CYOtherExpensesAmt |
| PY Total Expenses | $364,853 | PYTotalExpensesAmt |
| CY Total Expenses | $474,916 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $47,025 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$97,065 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,568,957 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,721,882 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,300 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,848 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,555,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,672,034 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE HEALTHY AGING THROUGH WELLNESS, EXERCISE CLASSES AND HOME SAFETY VISITS AND PROVIDE FOR THE GROWING FRAIL ELDERLY POPULATION WITH THE TOOLS, TECHNIQUES AND SUPPORT NEEDED TO AGE WITH VITALITY AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $332,589 | ExpenseAmt |
| Desc | THE HEALTHY AGING PROGRAM BLENDS THE TALENTS OF STAFF, CONSULTANTS, AND VOLUNTEERS TO PROVIDE A RICH VARIETY OF COURSES AND SERVICES TO MAXIMIZE THE QUALITY OF LIFE FOR SENIORS AND SUPPORT THEIR EFFORTS TO LIVE INDEPENDENTLY. OUR CORE PROGRAMS SUPPORT THE BROAD GOALS OF HEALTHY AGING, IMPORTANT INITIATIVES PROVIDE INFORMATION AND RESOURCES THAT TARGET SPECIFIC NEEDS AND CONCERNS OF SENIORS. WE FOCUS ON FALL PREVENTION IN OUR EXERCISE CLASSES, INFORMATION SESSIONS AND WORKSHOPS, AND THROUGH OUR COMPREHENSIVE LIVING COMFORTABLE AND SAFELY AT HOME INITIATIVES. THESE INITIATIVES INCLUDE HOME SAFETY ASSESSMENTS, DOWNSIZING, AND EQUIPMENT EXCHANGE AND INCLUDE OUR PRODUCT RESOURCE GUIDE. (SEE SCHEDULE O FOR CONTINUATION)IN ADDITION TO WORKING WITH OUR PARTICIPANTS, WE ARE WORKING WITH SOCIAL WORKERS AT A NUMBER OF CITY AGENCIES TO ENCOURAGE HOME SAFETY ASSESSMENTS AS PART OF EVERY SOCIAL WORK HOME VISIT. WE WORKED WITH THE UNION SETTLEMENT SENIOR CENTERS IN EAST HARLEM TO SPONSOR A SUCCESSFUL EQUIPMENT FAIR THERE ON 116TH STREET. HEALTH ADVOCATES PROVIDED THE EQUIPMENT FOR THE SENIORS IN THEIR CENTER. AN IMPORTANT PART OF THE PROGRAM IS A NEW INITIATIVE BASED ON OUR RECENTLY PUBLISHED EAT WELL, AGE WELL, A COLLECTION OF EASY TO PREPARE MEALS FEATURING PLENTY OF FRESH FRUITS AND VEGETABLES, AS WELL AS TIPS ON MAINTAINING A HEALTHY DIET. THIS NUTRITION HANDBOOK WILL BE FEATURED IN OUR NUTRITION WORKSHOPS GOING FORWARD AND WILL BE AVAILABLE ON OUR WEBSITE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,101 | ExpenseAmt |
| Desc | EXERCISE AND WELLNESS CLASSES. IN 2020, AT THE ONSET OF COVID-19, HEALTH ADVOCATES MOVED 17 OF ITS IN-PERSON CLASSES ONLINE VIA ZOOM. WE HELD AT LEAST ONE EXERCISE CLASS SEVEN DAYS A WEEK, A BRIDGE CLASS, AND A REIKI CLASS ONCE A WEEK. OFTEN CLASSES HAD AS MANY AS 50, 60, OR 70 SENIORS ATTENDING, PROVING THE VALUE AND NEED THESE CLASSES PROVIDED FOR SENIORS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,768 | ExpenseAmt |
| Desc | HOME SAFETY PROGRAM WAS HELD MOSTLY ON ZOOM IN 2020. OUR HOME SAFETY COORDINATOR DID A WEEKLY ZOOM PROGRAM ON ORGANIZING AND MANAGING ONE'S HOME DURING COVID-19. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $402,458 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY HOUGHTONTHE ORG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129801700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GRAND CENTRAL 155 E 44TH ST FL 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GWENDOLEN L WADE | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID L ROWE | ||||||
| 1ST VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT SCHAEFER JR | ||||||
| 2ND VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEPHTHA TAUSIG | ||||||
| 3RD VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA M HARTLEY | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA REID | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN R KROHN | ||||||
| PRESIDENT EMERITUS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY G CARR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CECILIA CROWHURST | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY ANNE DINEEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE J DOYLE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIELLE DINEEN EARLS | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL ENTWISTLE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD S JOHNSON | ||||||
| BOARD MEMBER | 8.00 | Yes (X) | $0 | $0 | $0 | |
| LEONARD VAN LOWE | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| NICHOLAS SORENSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY WITTMER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARGUERITE YATES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY HEINZE | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY HOUGHTON | ||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | Yes (X) | $91,378 | $0 | $6,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $91,378 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,360 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,870 | FundraisingAmt |
| All Other Contributions | $235,806 | AllOtherContributionsAmt |
| Total Contributions | $238,676 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,854 | TotalRevenueColumnAmt |
| Exclusion | $40,854 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $512,873 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $559,266 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$46,393 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,393 | TotalRevenueColumnAmt |
| Exclusion | -$46,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $136,325 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,870 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,325 | TotalRevenueColumnAmt |
| Exclusion | $136,325 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,389 | TotalRevenueColumnAmt |
| Exclusion | $8,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,389 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $139,175 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,738 | TotalAmt |
| Program Services | $97,738 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,102 | TotalAmt |
| Program Services | $150,102 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,412 | TotalAmt |
| Program Services | $23,412 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,375 | TotalAmt |
| Program Services | $16,120 | ProgramServicesAmt |
| Management And General | $10,255 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,155 | TotalAmt |
| Management And General | $21,155 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,095 | TotalAmt |
| Program Services | $36,825 | ProgramServicesAmt |
| Management And General | $16,270 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,063 | TotalAmt |
| Program Services | $32,532 | ProgramServicesAmt |
| Management And General | $3,179 | ManagementAndGeneralAmt |
| Fundraising | $5,352 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,820 | TotalAmt |
| Program Services | $4,605 | ProgramServicesAmt |
| Management And General | $4,215 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,049 | TotalAmt |
| Program Services | $34,049 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782 | TotalAmt |
| Program Services | $1,514 | ProgramServicesAmt |
| Management And General | $268 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,542 | TotalAmt |
| Management And General | $11,542 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $5,783 | TotalAmt |
| Program Services | $5,561 | ProgramServicesAmt |
| Fundraising | $222 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,916 | TotalAmt |
| Program Services | $402,458 | ProgramServicesAmt |
| Management And General | $66,884 | ManagementAndGeneralAmt |
| Fundraising | $5,574 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,520 | BOYAmt |
| EOY | $158,909 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,493 | BOYAmt |
| EOY | $2,553,701 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,944 | BOYAmt |
| EOY | $9,272 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,568,957 | BOYAmt |
| EOY | $2,721,882 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,300 | BOYAmt |
| EOY | $16,677 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $33,171 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,300 | BOYAmt |
| EOY | $49,848 | 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 | $2,498,903 | BOYAmt |
| EOY | $2,583,691 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,754 | BOYAmt |
| EOY | $88,343 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,555,657 | BOYAmt |
| EOY | $2,672,034 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,568,957 | BOYAmt |
| EOY | $2,721,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$97,065 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $213,442 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 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 | $201,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,232,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $765,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $298,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $238,676 | CurrentTaxYearAmt |
| Total | $2,736,984 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $201,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,232,714 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $765,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $298,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $238,676 | CurrentTaxYearAmt |
| Total | $2,736,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,643,645 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,093,339 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,351 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,854 | CurrentTaxYearAmt |
| Total | $154,761 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $7,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,389 | CurrentTaxYearAmt |
| Total | $18,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,910,512 | TotalSupportAmt |
| Public Support CY170 | 0.37570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.35960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 1,030. 2017 AMOUNT: $ 1,798. 2019 AMOUNT: $ 7,550. 2020 AMOUNT: $ 8,389. | 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 | $211,525 | BeginningYearBalanceAmt |
| Contributions | $178,600 | ContributionsAmt |
| Other Expenditures | $147,011 | OtherExpendituresAmt |
| End Year Balance | $243,114 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,625 | BeginningYearBalanceAmt |
| Contributions | $118,151 | ContributionsAmt |
| Other Expenditures | $98,251 | OtherExpendituresAmt |
| End Year Balance | $211,525 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,060 | BeginningYearBalanceAmt |
| Contributions | $59,800 | ContributionsAmt |
| Other Expenditures | $55,235 | OtherExpendituresAmt |
| End Year Balance | $191,625 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $190,337 | BeginningYearBalanceAmt |
| Contributions | $58,000 | ContributionsAmt |
| Other Expenditures | $61,277 | OtherExpendituresAmt |
| End Year Balance | $187,060 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,337 | BeginningYearBalanceAmt |
| Contributions | $80,650 | ContributionsAmt |
| Other Expenditures | $54,650 | OtherExpendituresAmt |
| End Year Balance | $190,337 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63662 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.36338 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $570,138 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $213,442 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $213,442 | RevenueNotReportedAmt |
| Revenue Subtotal | $356,696 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,155 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $21,155 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $377,851 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $453,761 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $453,761 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,155 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $21,155 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $474,916 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JAZZ ON THE TERRACE | Event1Nm |
| Gross Receipts Event1 | $139,195 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,870 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $136,325 | GrossRevenueEvent1Amt |
| Gross Receipts Total | $139,195 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,870 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $136,325 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $136,325 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE STAFF WORKED REMOTELY FOR A QUARTER OF THE YEAR. MOST OUTREACH WAS BY PHONE OR ZOOM. WE HAD A GROCERY DELIVERY PROGRAM FOR SENIORS IN MAY AND JUNE. |
| FORM 990, PART III, LINE 3 | COVID - 19 WAS A DISRUPTION TO OUR PROGRAMS AND OUTREACH. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. THE BOARD'S PRESIDENT AND TREASURER COMPLETED THE FINAL REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO COMPLETE A MANAGEMENT PERSON DISCLOSURE STATEMENT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY USING COMPARABILITY SURVEYS OF COMPENSATION FROM SIMILAR ORGANIZATIONS RECEIVED BY THE OUTSIDE ACCOUNTANTS, WHICH IS APPROVED BY THE BOARD. THE EXECUTIVE DIRECTOR ALONG WITH THE BOARD DETERMINE COMPENSATION FOR OTHERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 25,573. MANAGEMENT AND GENERAL EXPENSES 16,270. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,843. CONSULTING FEES: PROGRAM SERVICE EXPENSES 11,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,252. |
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