HELPING ELDERS LIVE PRODUCTIVELY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HELPING ELDERS LIVE PRODUCTIVELY (EIN 33-0658322)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349320609
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:11:45-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 W CARSON STREET SUITE 600 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90503 | 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 | 330658322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE & ELDER LAW PROGRAMS | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 3105331996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 CRAVENS AVENUE | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 905012701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT DONNELLY | PersonNm |
| Person Title | VICE CHAIR | PersonTitleTxt |
| Phone | 3105331996 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | DONNELLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J CAMERON CPA | PreparerPersonNm |
| PTIN | P00103319 | PTIN |
| Phone | 9257902600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT DONNELLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 CRAVENS AVENUE | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 905012701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $268,103 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HELP4SRS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO EMPOWERING OLDER ADULTS AND THEIR FAMILIES BY PROVIDING IMPARTIAL INFORMATION, EDUCATION AND COUNSELING ON ELDER CARE, LAW, FINANCES AND CONSUMER PROTECTION SO THEY MAY LEAD LIVES WITH SECURITY AND DIGNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $341,113 | PYContributionsGrantsAmt |
| CY Contributions Grants | $258,995 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,975 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,802 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,487 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,216 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $355,575 | PYTotalRevenueAmt |
| CY Total Revenue | $268,013 | 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 | $230,219 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $223,193 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,301 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $85,284 | PYOtherExpensesAmt |
| CY Other Expenses | $76,897 | CYOtherExpensesAmt |
| PY Total Expenses | $315,503 | PYTotalExpensesAmt |
| CY Total Expenses | $300,090 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,072 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$32,077 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $702,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $667,966 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,610 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,618 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $697,424 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $665,348 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE EDUCATION TO THE ELDERLY AND FAMILIES ABOUT LEGAL AND CARE ISSUES AND HOW TO RESOLVE RELATED PROBLEMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,650 | ExpenseAmt |
| Desc | PRIVATE CONSULTATIONS: FAMILIES MEET WITH OUR ELDER LAW ATTORNEY TO DISCUSS THEIR SITUATION/PROBLEM AND OUR ATTORNEY PROVIDES INFORMATION, PLANNING AND PROBLEM SOLVING SERVICE. (6 INDIVIDUALS SERVED) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $47,690 | ExpenseAmt |
| Desc | CLASSES ON ISSUES THAT SPECIALLY IMPACT OLDER ADULTS: DURABLE POWER OF ATTORNEY FOR HEALTHCARE, MEDI-CAL L/T NURSING HOME CARE, L/T CARE INSURANCE, FINANCIAL PROTECTION, ETC. (4,734 INDIVIDUALS SERVED) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $165,659 | ExpenseAmt |
| Revenue | $1,802 | RevenueAmt |
| Desc | RESOURCE CENTER PROVIDES PUBLICATIONS, TELEPHONE AND EMAIL REFERRAL INFORMATION, WEBSITE INFORMATION, AND OTHER PUBLICATIONS INCLUDING QUARTERLY MAGAZINE. (21,392 INDIVIDUALS SERVED BY RESOURCE CENTER. 281,971 WEBSITE VISITORS AND 1,467 TELEPHONE, EMAIL AND FACE-TO-FACE CONTACTS). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $250,999 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY MURPHY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105331996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 CRAVENS AVENUE | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 905012701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LAURA KAULS | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GRANT NIMAN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY SCOTT | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY BOND | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE RICHARDSON | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIM EDWARDS | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY HAHN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM PAULSEN | ||||||
| CHAIR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BRITT HUFF | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $108,572 | $0 | $0 | Yes (X) | |
| PETER PETTLER | ||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL BARTH | ||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | |
| SCOTT DONNELLY | ||||||
| VICE CHAIR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $80,935 | FundraisingAmt |
| Government Grants | $109,107 | GovernmentGrantsAmt |
| All Other Contributions | $68,953 | AllOtherContributionsAmt |
| Total Contributions | $258,995 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,802 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,802 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,216 | TotalRevenueColumnAmt |
| Exclusion | $7,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $90 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $80,935 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $90 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $268,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,802 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,216 | ExclusionAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,572 | TotalAmt |
| Program Services | $108,572 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,911 | TotalAmt |
| Program Services | $60,338 | ProgramServicesAmt |
| Management And General | $17,672 | ManagementAndGeneralAmt |
| Fundraising | $12,901 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,592 | TotalAmt |
| Program Services | $4,732 | ProgramServicesAmt |
| Management And General | $494 | ManagementAndGeneralAmt |
| Fundraising | $366 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,118 | TotalAmt |
| Program Services | $15,247 | ProgramServicesAmt |
| Management And General | $1,621 | ManagementAndGeneralAmt |
| Fundraising | $1,250 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,225 | TotalAmt |
| Program Services | $11,992 | ProgramServicesAmt |
| Management And General | $4,362 | ManagementAndGeneralAmt |
| Fundraising | $871 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79 | TotalAmt |
| Fundraising | $79 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,101 | TotalAmt |
| Program Services | $14,618 | ProgramServicesAmt |
| Management And General | $2,110 | ManagementAndGeneralAmt |
| Fundraising | $1,373 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,477 | TotalAmt |
| Program Services | $26,637 | ProgramServicesAmt |
| Management And General | $2,782 | ManagementAndGeneralAmt |
| Fundraising | $2,058 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845 | TotalAmt |
| Program Services | $845 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,487 | TotalAmt |
| Program Services | $4,207 | ProgramServicesAmt |
| Management And General | $161 | ManagementAndGeneralAmt |
| Fundraising | $119 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PAYROLL SERVICES | $1,495 | $1,265 | $132 | $98 |
| EQUIPMENT RENTAL AND MA | $1,475 | $1,248 | $130 | $97 |
| COMPUTER SOFTWARE AND S | $614 | $614 | $0 | $0 |
| WEBSITE AND TECHNOLOGY | $422 | $422 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $677 | TotalAmt |
| Program Services | $262 | ProgramServicesAmt |
| Management And General | $326 | ManagementAndGeneralAmt |
| Fundraising | $89 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,090 | TotalAmt |
| Program Services | $250,999 | ProgramServicesAmt |
| Management And General | $29,790 | ManagementAndGeneralAmt |
| Fundraising | $19,301 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,479 | BOYAmt |
| EOY | $373,396 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $69,275 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,705 | BOYAmt |
| EOY | $182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,713 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,850 | BOYAmt |
| EOY | $225,113 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,034 | BOYAmt |
| EOY | $667,966 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,551 | BOYAmt |
| EOY | $2,604 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59 | BOYAmt |
| EOY | $14 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,610 | BOYAmt |
| EOY | $2,618 | 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 | $697,424 | BOYAmt |
| EOY | $597,610 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $67,738 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,424 | BOYAmt |
| EOY | $665,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $702,034 | BOYAmt |
| EOY | $667,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$32,077 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $10,595 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$10,595 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $620,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $341,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,720 | CurrentTaxYearAmt |
| Total | $1,698,642 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $620,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $341,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,720 | CurrentTaxYearAmt |
| Total | $1,698,642 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $678,421 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,020,221 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,216 | CurrentTaxYearAmt |
| Total | $24,067 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $168 | CurrentTaxYearMinus3YearsAmt |
| Total | $168 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,722,877 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,983 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $329 | OtherCostOrOtherBasisAmt |
| Depreciation | $329 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,384 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $225,113 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $225,113 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALES TAX PAYABLE | Desc |
| Amt | $14 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $278,698 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $10,595 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $90 | OtherRevenueAmt |
| Revenue Not Reported | $10,685 | RevenueNotReportedAmt |
| Revenue Subtotal | $268,013 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $268,013 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $310,775 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $10,595 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $90 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,685 | ExpensesNotReportedAmt |
| Expenses Subtotal | $300,090 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $300,090 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | NONE |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSE FOR SPECIAL EVENTS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSE FOR SPECIAL EVENTS |
| FORM 990, PAGE 9, LINE 8B | OTHER EXPENSE IS DIRECT EXPENSES FOR SPECIAL EVENTS = $90. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRATE SUMMER | Event1Nm |
| Gross Receipts Event1 | $81,025 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $80,935 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $90 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $90 | NonCashPrizesEvent1Amt |
| Gross Receipts Total | $81,025 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $80,935 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $90 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $90 | NonCashPrizesTotalEventsAmt |
| Direct Expense Summary Events | $90 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PROCEDURE FOR REVIEW OF FORM 990 1.THE TREASURER SHALL HAVE THE RESPONSIBILITY FOR THE REVIEW OF THE ORGANIZATIONS FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. 2.IN CONDUCTING THE REVIEW, IT IS PREFERRED THAT THE TREASURER SHALL CONDUCT A TOP-LEVEL OR BIG-PICTURE TYPE OF REVIEW. HOWEVER, IF DESIRED OR IT IS DEEMED NECESSARY TO CONDUCT A MORE DETAILED REVIEW, THEN THE PREPARER SHALL BE CONTACTED FOR COPIES OF THE RELEVANT DETAILED TAX RETURN WORKPAPERS. 3.IF THE TREASURER HAS ANY QUESTIONS, COMMENTS OR SUGGESTED REVISIONS, THE PREPARER SHALL BE CONTACTED TO DISCUSS SAME. THESE DISCUSSIONS SHALL BE DOCUMENTED BY THE TREASURER FOR SUBSEQUENT PRESENTATION TO THE BOARD. THE PREPARER OF THE FORM 990 SHOULD MAKE ANY REVISIONS, IF NECESSARY, AS SOON AS FEASIBLY POSSIBLE TO ENSURE THAT THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. 4.UPON RECEIPT OF THE FINALIZED FORM 990, IT SHALL BE SIGNED BY THE TREASURER AND MAILED TO THE INTERNAL REVENUE SERVICE BY CERTIFIED MAIL. IF THE FORM 990 QUALIFIES FOR ELECTRONIC FILING, THE TREASURER WILL SIGN FORM 8879-EO AND RETURN TO THE OFFICE OF THE PREPARER. THE CALIFORNIA FORM 199 SHALL BE SIGNED BY THE TREASURER AND SENT CERTIFIED MAIL TO THE FRANCHISE TAX BOARD ALONG WITH A CHECK FOR THE APPROPRIATE AMOUNT. IF THE FORM 199 QUALIFIES FOR ELECTRONIC FILING, THE TREASURER WILL SIGN FORM CA 8453-EO AND RETURN TO THE OFFICE OF THE PREPARER. THE CALIFORNIA FORM RRF-1 SHALL ALSO BE SIGNED BY THE TREASURER AND SENT CERTIFIED MAIL TO THE REGISTRY OF CHARITABLE TRUSTS ALONG WITH A CHECK FOR THE APPROPRIATE AMOUNT. 5.AFTER THE FORM 990, FORM 199 AND FORM RRF-1 HAVE BEEN FILED, THE TREASURER WILL MAKE A PRESENTATION AT THE NEXT FULL BOARD OF DIRECTORS MEETING TO UPDATE THE FULL BOARD REGARDING THE REVIEW AND FILING OF THE FORMS. A SUMMARY OF THE MORE IMPORTANT POINTS WILL BE SUFFICIENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD OF DIRECTORS ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST CERTIFICATION ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS OF TOP-LEVEL COMPENSATION APPROVAL H.E.L.P. 1.THE BOARD OF DIRECTORS APPROVES THE HIRING AND COMPENSATION OF TOP MANAGEMENT OFFICIALS INCLUDING CEO, EXECUTIVE DIRECTOR AND KEY EMPLOYEES. 2.IN DETERMINING INITIAL AND SUBSEQUENT COMPENSATION LEVELS FOR SUCH OFFICIALS, THE PROCESS SHALL INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSON, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATIONS AND DECISIONS. 3.CURRENTLY THE ORGANIZATION DOES NOT PROVIDE COMPENSATION FOR OFFICERS ON THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DONATED SERVICES -10,595. |
| FORM 990 - SCHEDULE 0 - LINE 55 | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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