FRIENDS HEALTH CARE ASSOCIATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS HEALTH CARE ASSOCIATION (EIN 31-0920577)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-06
- IRS object ID
- 202142189349300339
- 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 | 2021-08-06T14:46:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST MAIN STREET SUITE 500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45502 | 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 | 310920577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS HEALTH CARE ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 9377677363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST HERMAN STREET | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45387 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J MONTGOMERY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9377677363 | PhoneNum |
| Signature | 2021-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | MONTGOMERY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW SHROYER | PreparerPersonNm |
| PTIN | P00737986 | PTIN |
| Phone | 9373992000 | PhoneNum |
| Preparation | 2021-08-04 | 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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS CARE COMMUNITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL J MONTGOMERY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST HERMAN STREET | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45387 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,263,483 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRIENDSHEALTHCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | FHCA OPERATES A CONTINUING CARE RETIREMENT COMMUNITY SERVING THE YELLOW SPRINGS COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,865 | PYContributionsGrantsAmt |
| CY Contributions Grants | $712,642 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,871,040 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,531,496 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,293 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,280 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,138 | PYOtherRevenueAmt |
| CY Other Revenue | $9,065 | CYOtherRevenueAmt |
| PY Total Revenue | $7,944,336 | PYTotalRevenueAmt |
| CY Total Revenue | $8,263,483 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,281,364 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,482,207 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,653,079 | PYOtherExpensesAmt |
| CY Other Expenses | $4,397,690 | CYOtherExpensesAmt |
| PY Total Expenses | $7,934,443 | PYTotalExpensesAmt |
| CY Total Expenses | $7,879,897 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,893 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $383,586 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,598,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,232,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,076,723 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,273,153 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,521,710 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,959,544 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FRIENDS CARE COMMUNITY MEETS THE RESIDENTIAL LIVING NEEDS OF SENIORS AND OTHERS BY PROVIDING INDEPENDENT LIVING, ASSISTED CARE, SKILLED CARE AND CONVALESCENT OPTIONS IN A VIBRANT, HOMELIKE ENVIRONMENT. THROUGH RESPECT FOR THE DIGNITY AND UNIQUE NEEDS OF EACH INDIVIDUAL, WE ASPIRE TO THE HAPPINESS AND FULFILLMENT OF ALL RESIDENTS AND STAFF AND THE CONFIDENCE AND TRUST OF FAMILY MEMBERS AND THE YELLOW SPRINGS COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,950,708 | ExpenseAmt |
| Revenue | $6,176,537 | RevenueAmt |
| Desc | THE SKILLED NURSING CENTER OFFERS A PLACE FOR SHORT TERM REHABILITATION AFTER A HOSPITAL STAY OR LONG TERM CARE WHEN NEEDED. STAFFED BY FRIENDLY, CARING PEOPLE ITS 66-BED NURSING FACILITY INCLUDING 16 REHABILITATION/SHORT-TERM CARE BEDS. REHABILITATIVE CARE IS PROVIDED BY LICENSED PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS FOR RESIDENTS RECOVERING FROM MAJOR SURGERY, STROKE, HEART ATTACK, ORTHOPEDIC AND OTHER MEDICAL CONDITIONS AND ILLNESSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,027,890 | ExpenseAmt |
| Revenue | $1,051,703 | RevenueAmt |
| Desc | FEATURING 20 INDIVIDUAL APARTMENTS WITH FOUR DIFFERENT FLOOR PLANS AND LARGE BATHROOMS, THE ASSISTED LIVING UNIT IS A LICENSED FACILITY DESIGNED TO ENHANCE INDEPENDENCE. THE CENTER ENCOURAGES RESIDENTS TO ENJOY SOCIALIZING IN A SECURE, MODEST, QUIET SETTING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $306,749 | ExpenseAmt |
| Revenue | $303,256 | RevenueAmt |
| Desc | INDEPENDENT LIVING AFFORDS PRIVACY AND FREEDOM COMBINED WITH THE SECURITY OF A 24 HOUR ON-CALL ASSISTANCE AND A MAINTENANCE FREE ENVIRONMENT. THE 10 INDEPENDENT LIVING DUPLEXES ARE NESTLED ALONG SPECTACULAR WALKING PATHS THROUGH BEAUTIFUL WOODS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,285,347 | 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 | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 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 | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 152 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J MONTGOMERY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9377677363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E HERMAN STREET | AddressLine1Txt |
| City | YELLOW SPRINGS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45387 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEVIN JACKSON | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONNA SILVERT | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GROVER CRISWELL | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN COOPER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER PALASSIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ PORTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY REED | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MALCOLM | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STERLING WRIGHT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA CHIDDISTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRENT FISHER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MONTGOMERY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $137,790 | $0 | $27,085 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $137,790 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $27,085 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONCEPT REHAB | |||||
| 7150 GRANITE CIR 200 | TOLEDO | OH | 43617 | THERAPY SERVICES | $569,560 |
| DEDICATED NURSING ASSOCIATES | |||||
| 5851 FAR HILLS AVE | DAYTON | OH | 45429 | PURCHASED NURSING SERVICES | $318,314 |
| HEALTHCARE SERVICES GROUP | |||||
| 3220 TILLMAN DRIVE | BENSALEM | PA | 19020 | DIETARY, LAUNDRY, HOUSEKEEPING SVCS | $279,909 |
| DAYFIELD SENIOR SOLUTIONS | |||||
| 609 WOODSIDE DR | ENGLEWOOD | OH | 45322 | ACCOUNTING AND BILLING SERVICES | $138,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $678,709 | GovernmentGrantsAmt |
| All Other Contributions | $33,933 | AllOtherContributionsAmt |
| Total Contributions | $712,642 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICES | 541800 | $7,123,309 | $7,123,309 |
| OTHER REVENUE | 611600 | $408,187 | $408,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,531,496 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,280 | TotalRevenueColumnAmt |
| Exclusion | $10,280 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,400 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,400 | TotalRevenueColumnAmt |
| Exclusion | $2,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,665 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,665 | TotalRevenueColumnAmt |
| Exclusion | $6,665 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,263,483 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,531,496 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,345 | 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 | $164,875 | TotalAmt |
| Program Services | $82,438 | ProgramServicesAmt |
| Management And General | $82,437 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,869,382 | TotalAmt |
| Program Services | $2,772,125 | ProgramServicesAmt |
| Management And General | $97,257 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,802 | TotalAmt |
| Program Services | $246,802 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,148 | TotalAmt |
| Program Services | $201,148 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,670 | TotalAmt |
| Management And General | $16,670 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,814 | TotalAmt |
| Management And General | $10,814 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,600 | TotalAmt |
| Management And General | $17,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,309 | TotalAmt |
| Program Services | $1,335,082 | ProgramServicesAmt |
| Management And General | $113,227 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,887 | TotalAmt |
| Program Services | $38,887 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,764 | TotalAmt |
| Program Services | $204,446 | ProgramServicesAmt |
| Management And General | $8,318 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,565 | TotalAmt |
| Program Services | $304,021 | ProgramServicesAmt |
| Management And General | $103,544 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,715 | TotalAmt |
| Program Services | $7,715 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,643 | TotalAmt |
| Program Services | $75,481 | ProgramServicesAmt |
| Management And General | $8,162 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,487 | TotalAmt |
| Program Services | $611,470 | ProgramServicesAmt |
| Management And General | $14,017 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,254 | TotalAmt |
| Program Services | $103,254 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES AND DR | $588,858 | $572,473 | $16,385 |
| FRANCHISE PERMIT FEE | $320,079 | $320,079 | |
| FOOD | $190,567 | $190,567 | |
| BAD DEBTS | $163,728 | $163,728 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,750 | TotalAmt |
| Program Services | $55,631 | ProgramServicesAmt |
| Management And General | $106,119 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,879,897 | TotalAmt |
| Program Services | $7,285,347 | ProgramServicesAmt |
| Management And General | $594,550 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550 | BOYAmt |
| EOY | $550 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,555,793 | BOYAmt |
| EOY | $3,014,189 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,073 | BOYAmt |
| EOY | $489,340 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,423 | BOYAmt |
| EOY | $72,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,116,987 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,965,611 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,540,848 | BOYAmt |
| EOY | $6,151,376 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,746 | BOYAmt |
| EOY | $504,777 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,598,433 | BOYAmt |
| EOY | $10,232,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,271 | BOYAmt |
| EOY | $587,578 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,921,769 | BOYAmt |
| EOY | $2,836,933 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,069 | BOYAmt |
| EOY | $1,076,483 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,089,741 | BOYAmt |
| EOY | $1,006,011 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,873 | BOYAmt |
| EOY | $766,148 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,076,723 | BOYAmt |
| EOY | $6,273,153 | 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 | $3,116,176 | BOYAmt |
| EOY | $3,504,767 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,534 | BOYAmt |
| EOY | $454,777 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,521,710 | BOYAmt |
| EOY | $3,959,544 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,598,433 | BOYAmt |
| EOY | $10,232,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $383,586 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $54,248 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $712,642 | CurrentTaxYearAmt |
| Total | $861,282 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,830,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,412,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,546,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,871,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,531,496 | CurrentTaxYearAmt |
| Total | $37,192,481 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,854,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,452,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,587,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,914,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,244,138 | CurrentTaxYearAmt |
| Total | $38,053,763 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $38,053,763 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,680 | CurrentTaxYearAmt |
| Total | $79,272 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,522 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,680 | CurrentTaxYearAmt |
| Total | $79,272 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,867,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,468,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,601,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,938,598 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,256,818 | CurrentTaxYearAmt |
| Total | $38,133,035 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99790 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99770 | PublicSupportPY509Pct |
| Investment Income CY | 0.00210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00230 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $448,746 | BeginningYearBalanceAmt |
| Contributions | $1,589 | ContributionsAmt |
| Investment Earnings Or Losses | $60,588 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,146 | OtherExpendituresAmt |
| End Year Balance | $504,777 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $382,418 | BeginningYearBalanceAmt |
| Contributions | $300 | ContributionsAmt |
| Investment Earnings Or Losses | $71,866 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,838 | OtherExpendituresAmt |
| End Year Balance | $448,746 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $411,111 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$23,277 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,416 | OtherExpendituresAmt |
| End Year Balance | $382,418 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,149 | BeginningYearBalanceAmt |
| Contributions | $11,190 | ContributionsAmt |
| Investment Earnings Or Losses | $49,232 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,460 | OtherExpendituresAmt |
| End Year Balance | $411,111 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $325,630 | BeginningYearBalanceAmt |
| Contributions | $17,970 | ContributionsAmt |
| Investment Earnings Or Losses | $15,498 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,949 | OtherExpendituresAmt |
| End Year Balance | $356,149 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09905 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88839 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01256 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $134,883 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $299,378 | OtherCostOrOtherBasisAmt |
| Book Value | $434,261 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,002,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,679,842 | DepreciationAmt |
| Book Value | $5,322,855 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,244,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,055,936 | DepreciationAmt |
| Book Value | $188,740 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $435,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $229,833 | DepreciationAmt |
| Book Value | $205,520 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,151,376 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE RESIDENCY FEES | $214,644 |
| PPP LOAN | $551,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $766,148 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,317,731 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $54,248 | OtherRevenueAmt |
| Revenue Not Reported | $54,248 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,263,483 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,263,483 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,879,897 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,879,897 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,879,897 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT IS DESIGNED TO PROVIDE A PERMANENT FUND, THE INCOME FROM WHICH WILL PRODUCE A SOURCE OF REVENUE TO THE BENEFIT OF FRIENDS CARE COMMUNITY. |
| PART X, LINE 2: | THE COMMUNITY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE COMMUNITY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THEREFORE, THE COMMUNITY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THOSE PROVISIONS CLARIFY THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COMMUNITY'S ANNUAL REPORTING RETURNS. THE COMMUNITY'S REPORTING RETURNS ARE SUBJECT TO AUDIT BY FEDERAL AND STATE TAXING AUTHORITIES. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS AS THE COMMUNITY HAS DETERMINED IT DOES NOT HAVE UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 54,248. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MONTGOMERY | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $136,860 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $930 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $20,179 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,906 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $164,875 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES AND THE EXECUTIVE DIRECTOR REVIEW A DRAFT FORM 990 BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES THE BOARD OF TRUSTEES AND ALL SENIOR ADMINISTRATIVE STAFF MEMBERS TO COMPLETE AND TURN IN A CONFLICT OF INTEREST DISCLOSURE FORM, WHICH IS REQUIRED TO BE COMPLETED ANNUALLY OR SOONER IF A POTENTIAL CONFLICT ARISES DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE DIRECTOR COMPENSATION DETERMINATION: THE BOARD RECEIVES EVALUATION FORMS FROM EACH BOARD MEMBER REGARDING HIS PERFORMANCE ON AN ANNUAL BASIS. THE BOARD PRESIDENT AND VICE-PRESIDENT COMPLETE THE ANNUAL PERFORMANCE APPRAISAL WITH THE BOARD IN EXECUTIVE SESSION AND DETERMINE THE ADJUSTMENT IN COMPENSATION, IF ANY. THE BOARD PRESIDENT AND VICE-PRESIDENT MEET WITH THE EXECUTIVE DIRECTOR TO REVIEW THE PERFORMANCE APPRAISAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE PUBLIC UPON REQUEST BY PROVIDING THE REQUESTOR WITH COPIES OF THE REQUESTED DOCUMENTS. |
| FORM 990, PART IX, LINE 11G | OTHER PROGRAM SERVICE FEES: PROGRAM SERVICE EXPENSES 1,335,082. MANAGEMENT AND GENERAL EXPENSES 2,827. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,337,909. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 110,400. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,400. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTERESTS IN ASSETS HELD BY COMMUNITY FOUNDATIONS 54,248. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR |