CALVARY FUND INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CALVARY FUND INC (EIN 13-3259649)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202143159349302254
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T08:41:08-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | 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 | 133259649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVARY FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 7185182069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1740 EASTCHESTER ROAD | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104612392 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW V GRECO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7185182069 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | GRECO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | FRANK A CALAMARI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1740 EASTCHESTER ROAD | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104612392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,380,486 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE PUBLIC FUNDS TO SUPPORT CALVARY HOSPITAL'S TAX-EXEMPT MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,947,480 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,941,115 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,548,500 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,535,400 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$334,980 | PYOtherRevenueAmt |
| CY Other Revenue | -$235,415 | CYOtherRevenueAmt |
| PY Total Revenue | $10,161,000 | PYTotalRevenueAmt |
| CY Total Revenue | $6,241,100 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,005,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,005,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,526,001 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,506,301 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $577,161 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $670,062 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,134,200 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,395,738 | PYOtherExpensesAmt |
| CY Other Expenses | $1,192,037 | CYOtherExpensesAmt |
| PY Total Expenses | $8,503,900 | PYTotalExpensesAmt |
| CY Total Expenses | $6,373,400 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,657,100 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$132,300 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $33,467,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,168,500 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,023,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,370,400 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,444,300 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,798,100 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CALVARY FUND'S PRIMARY EXEMPT PURPOSE IS TO RAISE PUBLIC CONTRIBUTIONS TO SUPPORT THE TAX-EXEMPT MISSION OF CALVARY HOSPITAL, INC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,005,000 | ExpenseAmt |
| Grant | $3,005,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O. THE CALVARY FUND, INC. ("THE FUND") WAS INCORPORATED ON JANUARY 7, 1985 AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF NEW YORK. THE FUND'S PURPOSE IS TO SOLICIT, ACCEPT, AND RECEIVE REAL AND PERSONAL PROPERTY AND TO COLLECT INCOME, THEREFROM, TO BE APPLIED EXCLUSIVELY FOR ANY HEALTH RELATED CHARITABLE ORGANIZATION AFFILIATED WITH THE ROMAN CATHOLIC ARCHDIOCESE OF NEW YORK. ALL EXPENSES INCURRED TO FURTHER THE FUND'S FUNDRAISING ENDEAVORS ARE ALLOCATED TO PART IX, COLUMN (D) AND THEREFORE, ONLY THE FUND'S ANNUAL CONTRIBUTION ($3,005,000 IN 2020) TO ITS SUPPORTED ORGANIZATION, CALVARY HOSPITAL, IS REPORTED AS A PROGRAM SERVICE EXPENSE. ALL EXPENSES REPORTED IN COLUMN (D) SHOULD, LIKEWISE BE CONSIDERED PROGRAM SERVICE EXPENSES. | Desc |
| Total Program Service Expenses | $3,005,000 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW V GRECO | PersonNm |
| Phone | 7185182069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1740 EASTCHESTER ROAD | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 104612069 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES O'HARA | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY MONAGHAN | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J MCSWIGGAN ESQ | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE BRENNAN | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL E DONOVAN | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN J GOLUB | ||||||||
| DIRECTOR (EMERITUS-NON-VOTING) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TERENCE GALLAGHER | ||||||||
| DIRECTOR (EMERITUS-NON-VOTING) | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E SPATT ESQ | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DIAHN W MCGRATH | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL JA SMITH | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J BRESCIA MD | ||||||||
| DIRECTOR (EMERITUS-NON-VOTING) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE M PARENT ESQ | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EILEEN T NUGENT ESQ | ||||||||
| VICE-CHAIR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| OLGA LUZ TIRADO | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH A TARANTINO | ||||||||
| DIRECTOR | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS M SCHNEIDER | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AL ROKER | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J FAHEY JR MD | ||||||||
| EX OFFICIO DIR (NON-VOTING) | 0.50 | 2.50 | Yes (X) | $0 | $0 | $0 | ||
| CARLOS M HERNANDEZ | ||||||||
| CHAIRMAN | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EDWARD R MORRISSEY | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH DEGLOMINI JR | ||||||||
| DIRECTOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY BARR | ||||||||
| EXEC. VP/TREASURER/SECRETARY | 37.00 | 0.00 | $484,785 | $0 | $39,825 | Yes (X) | ||
| ELIZABTEH KOUGASIAN | ||||||||
| DIRECTOR, MAJOR & PLANNED | 37.00 | 0.00 | $177,056 | $0 | $19,901 | Yes (X) | ||
| TRICIA REYES | ||||||||
| DIRECTOR OF ANNUAL GIVING | 37.00 | 0.00 | $152,356 | $0 | $658 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $814,197 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,384 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| THE MINES PRESS INC | |||||
| 231 CROTON AVENUE | CORTLANDT MANOR | NY | 10567 | DIRECT MAIL | $487,489 |
| DAVID E MUNSHINE | |||||
| 41 LAUREL DRIVE | SPRINGFIELD | NJ | 07801 | FUNDRAISING | $360,042 |
| WHITTIER & ASSOCIATES INC | |||||
| 90 MAIN STREET NO 314 | YONKERS | NY | 10701 | FUNDRAISING | $212,414 |
| EMPIRE CMS | |||||
| 111 NORTH CENTRAL AVE STE 315 | HARTSDALE | NY | 10530 | CONSULTING | $132,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $803,706 | FundraisingAmt |
| All Other Contributions | $4,137,409 | AllOtherContributionsAmt |
| Total Contributions | $4,941,115 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,000 | TotalRevenueColumnAmt |
| Exclusion | $501,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,913,586 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $879,186 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,034,400 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,034,400 | TotalRevenueColumnAmt |
| Exclusion | $1,034,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $803,706 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $254,200 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$240,450 | TotalRevenueColumnAmt |
| Exclusion | -$240,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $11,035 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $6,000 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,035 | TotalRevenueColumnAmt |
| Exclusion | $5,035 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,241,100 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,299,985 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,005,000 | TotalAmt |
| Program Services | $3,005,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,610 | TotalAmt |
| Fundraising | $524,610 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,215 | TotalAmt |
| Fundraising | $548,215 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,368 | TotalAmt |
| Fundraising | $115,368 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,561 | TotalAmt |
| Fundraising | $247,561 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,547 | TotalAmt |
| Fundraising | $70,547 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,612 | TotalAmt |
| Fundraising | $63,612 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,412 | TotalAmt |
| Management And General | $19,412 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,122 | TotalAmt |
| Management And General | $98,122 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,062 | TotalAmt |
| Fundraising | $670,062 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,050 | TotalAmt |
| Management And General | $9,762 | ManagementAndGeneralAmt |
| Fundraising | $43,288 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Management And General | $60,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,151 | TotalAmt |
| Fundraising | $5,151 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,828 | TotalAmt |
| Management And General | $15,828 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIRECT FUNDRAISING COST | $663,438 | $663,438 | |
| BANK FEES | $26,256 | $26,256 | |
| PAYROLL SERVICES | $1,476 | $1,476 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,692 | TotalAmt |
| Management And General | $3,344 | ManagementAndGeneralAmt |
| Fundraising | $182,348 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,373,400 | TotalAmt |
| Program Services | $3,005,000 | ProgramServicesAmt |
| Management And General | $234,200 | ManagementAndGeneralAmt |
| Fundraising | $3,134,200 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,018,600 | BOYAmt |
| EOY | $1,496,800 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,988,700 | BOYAmt |
| EOY | $1,697,900 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,300 | BOYAmt |
| EOY | $393,200 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,262,900 | BOYAmt |
| EOY | $33,580,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,467,500 | BOYAmt |
| EOY | $37,168,500 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,085,200 | BOYAmt |
| EOY | $1,096,100 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,000 | BOYAmt |
| EOY | $1,274,300 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,023,200 | BOYAmt |
| EOY | $2,370,400 | 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 | $3,569,600 | BOYAmt |
| EOY | $2,484,400 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,874,700 | BOYAmt |
| EOY | $32,313,700 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,444,300 | BOYAmt |
| EOY | $34,798,100 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,467,500 | BOYAmt |
| EOY | $37,168,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$132,300 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,707,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$220,900 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVARY HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740274 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $3,005,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $3,005,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
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 | $27,874,700 | BeginningYearBalanceAmt |
| Contributions | $291,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,153,700 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,005,100 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $600 | AdministrativeExpensesAmt |
| End Year Balance | $32,313,700 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,469,000 | BeginningYearBalanceAmt |
| Contributions | $2,437,000 | ContributionsAmt |
| Investment Earnings Or Losses | $4,978,600 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,005,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,900 | AdministrativeExpensesAmt |
| End Year Balance | $27,874,700 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,007,100 | BeginningYearBalanceAmt |
| Contributions | $274,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,451,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $355,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,200 | AdministrativeExpensesAmt |
| End Year Balance | $21,469,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,162,700 | BeginningYearBalanceAmt |
| Contributions | $170,200 | ContributionsAmt |
| Investment Earnings Or Losses | $3,031,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $355,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,800 | AdministrativeExpensesAmt |
| End Year Balance | $23,007,100 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,627,600 | BeginningYearBalanceAmt |
| Contributions | $267,700 | ContributionsAmt |
| Investment Earnings Or Losses | $1,657,500 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $385,100 | AdministrativeExpensesAmt |
| End Year Balance | $20,162,700 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.03059 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.96941 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PENSION LIABILITY | Desc |
| Amt | $1,274,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,274,300 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,948,100 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,707,000 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,707,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,241,100 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,241,100 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,594,300 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $220,900 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $220,900 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,373,400 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,373,400 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FUND FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE FUND HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT WAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FUND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| SCHEDULE D, PART XII, LINE 2D: | PENSION RELATED ADJUSTMENTS ($220,900) |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RESOURCE AND EVENT MGT | ||||||||
| 650 FIRST AVE STE 7NW | NEW YORK | NY | 10016 | FUNDRAISING CONSULTANT | 0 | $670,950 | $97,606 | $573,344 |
| WHITTER & ASSOCIATES | ||||||||
| 90 MAIN STREET NO 314 | YONKERS | NY | 10701 | FUNDRAISING CONSULTANT | 0 | $0 | $212,414 | -$212,414 |
| DAVID E MUNSHINE | ||||||||
| 41 LAUREL DRIVE | SPRINGFIELD | NJ | 07801 | FUNDRAISING CONSULTANT | 0 | $0 | $360,042 | -$360,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $670,950 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $670,062 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $888 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $670,950 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $670,950 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $36,073 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $22,736 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $167,584 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $146,506 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $132,756 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,750 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,680 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $22,127 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $817,456 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $803,706 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,750 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $41,753 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $22,736 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $189,711 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $254,200 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$240,450 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $11,035 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $6,000 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $11,035 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $6,000 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $6,000 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $5,035 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | NY | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY BARR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Services Prov | SUPERVISION OF GAMING ACTIVITIES | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE G - GAMING MANAGER | EXECUTIVE VICE PRESIDENT, TIMOTHY BARR, OVERSEES CALVARY FUND'S GAMING OPERATIONS AS PART OF HIS OVERALL JOB RESPONSIBILITIES. MR. BARR'S COMPENSATION IS REPORTED IN PART VII OF THE FORM 990; THIS COMPENSATION REPRESENTS PAYMENT FOR THE TOTALITY OF THE SERVICES HE PROVIDES THE FUND AND NOT FOR SUPERVISING GAMING ACTIVITIES. |
| FORM 990, SCHEDULE G, PART II - PROFESSIONAL FUNDRAISERS | BOTH WHITTIER & ASSOCIATES AND DAVID E. MUNSHINE (THE MUNSHINE GROUP) ARE FUNDRAISING CONSULTANTS THAT ASSIST THE CALVARY FUND WITH VARIOUS DIFFERENT FUNDRAISING CAMPAIGNS THROUGHOUT THE YEAR. GIVEN THE SCOPE OF THESE CONSULTANTS' FUNDRAISING EFFORTS, THE CALVARY FUND IS UNABLE TO ASSIGN GIFTS RAISE TO ANY SPECIFIC PROJECT AND HAS NOT ASSIGNED A DOLLAR VALUE FOR PURPOSES OF DISCLOSURE IN SCHEDULE G. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVARY HOSPITAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1740 EASTCHESTER ROAD | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 131740274 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $3,005,000 | CashGrantAmt |
| Purpose Of Grant | SEE PART IV | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CALVARY FUND'S PRIMARY EXEMPT PURPOSE IS TO SUPPORT THE HEALTHCARE MISSION OF CALVARY HOSPITAL, INC. THE FUND HAS BEEN SUPPORTING THE HOSPITAL FOR OVER 30 YEARS; THE AMOUNT REPORTED ON SCHEDULE I REPRESENTS THE FUND'S 2020 CONTRIBUTION TO THE HOSPITAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY BARR | ||||||||||||||
| EXEC. VP/TREASURER/SECRETARY | $310,031 | $0 | $65,726 | $0 | $109,028 | $0 | $28,000 | $0 | $11,825 | $0 | $524,610 | $0 | $0 | $0 |
| ELIZABTEH KOUGASIAN | ||||||||||||||
| DIRECTOR, MAJOR & PLANNED | $172,099 | $0 | $1,800 | $0 | $3,157 | $0 | $17,714 | $0 | $2,187 | $0 | $196,957 | $0 | $0 | $0 |
| TRICIA REYES | ||||||||||||||
| DIRECTOR OF ANNUAL GIVING | $149,109 | $0 | $2,000 | $0 | $1,247 | $0 | $0 | $0 | $658 | $0 | $153,014 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE CALVARY FUND BOARD OF DIRECTORS AUTHORIZED A BONUS TO ITS EXECUTIVES IN CALENDAR YEAR 2020. EXECUTIVE VICE PRESIDENT, TIMOTHY BARR RECEIVED A $58,726 BONUS THAT WAS APPROVED BY THE BOARD BASED ON MR. BARR HAVING MET CERTAIN OBJECTIVE PERFORMANCE METRICS. MR. BARR DID NOT HAVE ANY INPUT INTO THE AWARDING OF HIS OWN BONUS. MR BARR RECEIVED $7,000 IN BONUSES RELATIVE TO HIS EFFORTS IN RESPONSE TO THE COVID-19 PANDEMIC. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH DEGLOMINI JR | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD OF DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $271,159 | TransactionAmt |
| Transaction | LEASING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | A FAMILY MEMBER OF BOARD OF DIRECTORS MEMBER, JOSEPH DEGLOMINI, JR., HAS AN OWNERSHIP INTEREST IN AN ORGANIZATION THAT CONDUCTS BUSINESS WITH CALVARY HOSPITAL, INC., A RELATED PARTY OF THE CALVARY FUND. THE HOSPITAL PAID RENT FOR OFFICE SPACE AND PARKING (AS WELL AS UTILITIES) IN THE AMOUNT OF $271,159 IN CALENDAR YEAR 2020. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PURSUANT TO CALVARY FUND'S BYLAWS, ITS SOLE CORPORATE MEMBER IS CALVARY HOLDING COMPANY, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CALVARY FUND BYLAWS RESERVE CERTAIN RIGHTS TO CALVARY HOLDING COMPANY AS THE SOLE MEMBER. ONE OF THOSE RIGHTS, IN ARTICLE IV, IS THE POWER TO APPOINT AND REMOVE BOARD MEMBERS (AS WELL AS THE CHAIRMAN OF THE BOARD). |
| FORM 990, PART VI, SECTION A, LINE 7B | CALVARY FUND IS A FULL PARTICIPATING MEMBER OF CATHOLIC HEALTH CARE SYSTEM, A HEALTH CARE DELIVERY SYSTEM IN NEW YORK STATE. PROVIDENCE HEALTH SERVICES IS THE SOLE MEMBER OF CATHOLIC HEALTH CARE SYSTEM. PROVIDENCE IS THE SPONSOR OF CALVARY FUND AND AS SUCH HAS BEEN RESERVED CERTAIN POWERS IN CALVARY FUND'S BYLAWS, EXERCISED IN CONJUNCTION WITH RECOMMENDATIONS MADE BY CALVARY HOLDING COMPANY (AS SOLE CORPORATE MEMBER). THESE POWERS ARE AS FOLLOWS: 1. RIGHT TO AMEND BYLAWS; 2. RIGHT TO CHANGE CALVARY FUND'S MISSION; 3. RIGHT TO APPROVE ANY MERGER, JOINT VENTURE, OR DISSOLUTION OF THE FUND. 4. APPROVAL WITH RESPECT TO CERTAIN REAL PROPERTY TRANSACTIONS EXCEEDING $400,000 5. APPROVAL OF ANY LEASES EXPECTED TO EXCEED A PERIOD OF 9 YEARS; 6. APPROVAL OF THE FUND ENTERING INTO ANY DEBT INSTRUMENTS IN AN AMOUNT GREATER THAN $400,000 7. APPROVAL ON THE DISPOSITION OF ANY SIGNIFICANT HISTORICAL ARTIFACTS. AS NOTED ABOVE, THE SOLE MEMBER, CALVARY HOLDING COMPANY, HAS BEEN RESERVED THE RIGHT IN CALVARY FUND'S BYLAWS TO MAKE RECOMMENDATIONS TO PROVIDENCE ABOUT ANY OF THE ABOVE ACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 2020 FORM 990 OF CALVARY FUND WAS PREPARED BY GRANT THORNTON LLP WITH THE ASSISTANCE OF CALVARY ACCOUNTING PERSONNEL. THE DRAFT OF THE FORM 990 WAS REVIEWED BY GRANT THORNTON LLP, THE DIRECTOR OF FINANCE AND THE CFO OF CALVARY HOSPITAL BEFORE DISTRIBUTION OF THE FULL VERSION OF THE FINAL DRAFT TO THE BOARD. A COPY OF THE FORM 990 DRAFT WAS PROVIDED TO EACH MEMBER OF THE CALVARY FUND BOARD OF DIRECTORS IN OCTOBER 29, 2021 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE IN ELECTRONIC FORMAT. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST THAT ARISE BY VIRTUE OF THEIR EMPLOYMENT AND POSITION WITH THE CALVARY HOSPITAL, OR CALVARY FUND, CALVARY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH AN ANNUAL QUESTIONNAIRE SUBMITTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. |
| FORM 990, PART VI, SECTION B, LINE 15 | CALVARY FUND, INC. UNDERTAKES A RIGOROUS PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIAL AND ALL OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS REASONABLE. IN RELEVANT PART, THE BOARD OF DIRECTORS HAS ESTABLISHED A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN THE PROPOSED COMPENSATION ARRANGEMENT. THE BOARD OF DIRECTORS USES AN INDEPENDENT COMPENSATION CONSULTANT TO HELP ADVISE ON THE APPROPRIATE COMPENSATION LEVELS FOR THE AFOREMENTIONED INDIVIDUALS. THAT COMPENSATION CONSULTANT USES COMPARABILITY OR BENCHMARKING DATA (BASED ON INDUSTRY SURVEYS) THAT DOCUMENTS THE COMPENSATION OF PERSONS HOLDING SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS. ONCE THE COMPENSATION CONSULTANT HAS MADE ITS RECOMMENDATIONS, THE CALVARY FUND COMPENSATION COMMITTEE MUST APPROVE THE COMPENSATION, WITHOUT INPUT OR VOTING PARTICIPATION BY THE PERSON WHOSE COMPENSATION IS BEING APPROVED OR BY ANY OTHER INDIVIDUAL WITH A CONFLICT OF INTEREST. THE FINAL DETERMINATION IS THEN DOCUMENTED IN COMMITTEE MINUTES. THOSE MINUTES WILL CONTAIN THE TERMS OF THE PROPOSED COMPENSATION, THE DECISIONS OF THOSE INDIVIDUALS WHO VOTED ON THE COMPENSATION, AND THE COMPARABILITY DATA THAT WAS RELIED UPON IMMEDIATELY. |
| FORM 990, PART VI, SECTION C, LINE 19 | CALVARY FUND, INC. MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY OF EACH AT THE ADDRESS LISTED ON PAGE 1 OF THIS RETURN. ANY INDIVIDUAL REQUESTING A COPY OF THESE DOCUMENTS IS PROVIDED THAT COPY ON THE SAME BUSINESS DAY. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT MANAGEMENT'S DISCRETION. IMPACT OF THE COVID-19 PANDEMIC: IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED COVID-19, THE DISEASE CAUSED BY THE NOVEL CORONAVIRUS, A PANDEMIC, WHICH STARTED TO AND CONTINUES TO SPREAD THROUGHOUT THE UNITED STATES. AS A RESULT OF THE COVID-19 PANDEMIC, THE FUND EXPERIENCED A DECLINE IN CONTRIBUTIONS AND SPECIAL EVENTS REVENUE. MANAGEMENT IS ACTIVELY MONITORING OPERATING REVENUES AND EXPENSES AND BASED ON THE CONTINUING UNCERTAINTIES OF COVID-19, IS UNABLE TO DETERMINE IF IT WILL HAVE A MATERIAL IMPACT ON ITS OPERATIONS FOR THE YEAR ENDING DECEMBER 31, 2021. |
| FORM 990, PART XI, LINE 9: | PENSION RELATED ADJUSTMENT -220,900. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CALVARY HOSPITAL | ||||||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | 131740274 | HEALTHCARE | NY | 501(C)(3) | LINE 3 | N/A | 0 |
| CALVARY HOLDING COMPANY | ||||||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | 061531426 | HOLDING COMPANY | NY | 501(C)(3) | LINE 12A, I | N/A | 0 |
| ARCHCARE | ||||||||||
| 155 EAST 56TH STREET FLOOR 2 | NEW YORK | NY | 10022 | 133896624 | HOME HEALTHCARE | NY | 501(C)(3) | LINE 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments