ELIZABETH H FAULK FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH H FAULK FOUNDATION INC (EIN 23-7153172)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-12-23
- IRS object ID
- 202023589349301032
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-23T14:44:18-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650356804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBBINS & MORONEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SE 10TH STREET | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237153172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH H FAULK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 5614835300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22455 BOCA RIO ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33433 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI KATZ | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5614835300 | PhoneNum |
| Signature | 2020-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J ROBBINS | PreparerPersonNm |
| PTIN | P01210648 | PTIN |
| Phone | 9544673100 | PhoneNum |
| Preparation | 2020-12-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VICKI KATZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22455 BOCA RIO ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33433 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,693,391 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FAULKCENTERFORCOUNSELING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION (DBA FAULK CENTER FOR COUNSELING) PROVIDES FREE AND LOW-COST MENTAL HEALTH PROGRAMS TO INDIVIDUALS OF ALL AGES (3+) INCLUDING UNINSURED, UNDERSERVED AND AT-RISK CHILDREN, ADULTS AND FAMILIES WHO WOULD OTHERWISE BE DENIED SERVICES BECAUSE OF THEIR INABILITY TO PAY. SERVICES INCLUDE INDIVIDUAL, COUPLES AND FAMILY THERAPY; COUNSELING GROUPS; SUPPORT GROUPS; PSYCHOLOGICAL TESTING; AND EDUCATIONAL WORKSHOPS. DUE TO COVID-19 PROGRAMS MOVED TO A TELEHEALTH PLATFORM TO PROVIDE ALL SERVICES TO CLIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $485,862 | PYContributionsGrantsAmt |
| CY Contributions Grants | $799,068 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $241,594 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $203,001 | CYProgramServiceRevenueAmt |
| PY Investment Income | $381,520 | PYInvestmentIncomeAmt |
| CY Investment Income | $119,195 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,485,623 | PYOtherRevenueAmt |
| CY Other Revenue | $56,717 | CYOtherRevenueAmt |
| PY Total Revenue | $4,594,599 | PYTotalRevenueAmt |
| CY Total Revenue | $1,177,981 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $757,999 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $735,352 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $59,983 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $403,302 | PYOtherExpensesAmt |
| CY Other Expenses | $496,971 | CYOtherExpensesAmt |
| PY Total Expenses | $1,161,301 | PYTotalExpensesAmt |
| CY Total Expenses | $1,232,323 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,433,298 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$54,342 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,824,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,497,053 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,498 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,411 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,765,316 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,456,642 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE FREE AND LOW COST COMPREHENSIVE MENTAL HEALTH SERVICES, INCLUDING INDIVIDUAL, FAMILY AND GROUP COUNSELING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $252,452 | ExpenseAmt |
| Revenue | $159,086 | RevenueAmt |
| Desc | ADULTS: ADULT SERVICES INCLUDE INDIVIDUAL, COUPLES AND GROUP COUNSELING AND WEEKLY SUPPORT GROUPS TO ADDRESS A WIDE RANGE OF MENTAL HEALTH ISSUES. 2,000 CLIENTS SERVED. DUE TO COVID-19 ALL SERVICES MOVED TO A TELEHEALTH PLATFORM TO CLIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $327,451 | ExpenseAmt |
| Revenue | $43,915 | RevenueAmt |
| Desc | FAMILY COUNSELING: A COMPREHENSIVE COUNSELING PROGRAM DESIGNED TO STRENGTHEN FAMILIES THROUGH INDIVIDUAL, GROUP AND FAMILY THERAPY. AT-RISK CHILDREN AND ADOLESCENTS ATTEND WEEKLY GROUP SESSIONS AND/OR INDIVIDUAL THERAPY TO IMPROVE COPING SKILLS AND PRO-SOCIAL BEHAVIOR. PARENTS ALSO ATTEND THERAPY AS INDIVIDUALS, COUPLES AND/OR FAMILY TO INCREASE FAMILY HARMONY AND IMPROVE COMMUNICATION AMONG FAMILY MEMBERS. 350 CLIENTS SERVED. DUE TO COVID-19 ALL SERVICES MOVED TO A TELEHEALTH PLATFORM TO CLIENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $262,039 | ExpenseAmt |
| Desc | SCHOOLS PREVENTIVE COUNSELING PROGRAM: TARGETS PALM BEACH COUNTY PUBLIC SCHOOL STUDENTS EXHIBITING BEHAVIORAL OR EMOTIONAL DIFFICULTIES. THE PROGRAM IS A COLLABORATIVE EFFORT AMONG PARENTS OR PARENTAL CAREGIVERS, TEACHERS, AND SCHOOL GUIDANCE COUNSELORS TO ADDRESS THE MENTAL HEALTH NEEDS OF AT-RISK CHILDREN. STUDENTS PARTICIPATE IN WEEKLY SKILL-BUILDING GROUPS THAT ADDRESS IDENTIFIED MENTAL HEALTH NEEDS. THE PROGRAM HELPS THE CHILDREN DEVELOP SOCIAL SKILLS AND SKILLS IN CONFLICT RESOLUTION AND ANGER MANAGEMENT, AS WELL AS ATTENDING TO ISSUES OF SELF-ESTEEM, DEPRESSION, AND OTHER ISSUES. 350 CLIENTS SERVED. DUE TO COVID-19 ALL SERVICES MOVED TO A TELEHEALTH PLATFORM TO CLIENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $169,972 | ExpenseAmt |
| Desc | SAGES (SENIOR ADULT GROUP EXPERIENCES): THIS PROGRAM TARGETS SENIORS WHO ARE ALONE AND AT RISK FOR EMOTIONAL AND PHYSICAL DECLINE. THE SAGES PROGRAM PROVIDES THESE SENIORS WITH ACCESS TO NEEDED MENTAL HEALTH SERVICES THAT WILL PRESERVE THEIR INDEPENDENCE THROUGH WEEKLY SUPPORT GROUPS AT CLIENT RESIDENCES AND COMMUNITY CENTERS. THE PROGRAM IS LED BY SUPERVISED STUDENT INTERNS, AND TRAINED COMMUNITY AND PROFESSIONAL VOLUNTEERS. 250 CLIENTS SERVED. DUE TO COVID-19 ALL SERVICES MOVED TO A TELEHEALTH PLATFORM TO CLIENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $169,972 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,011,914 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI KATZ | PersonNm |
| Phone | 5614835300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22455 BOCA RIO ROAD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33433 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LOIS WEISMAN | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GWENESIA S COLLINS PHARMD CPH | |||||||
| VICE-PRESIDE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CINDY WINTER | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY S BOVARNICK ESQ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GENNA BRISSON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE DUBOW CDPE REOS CLHMS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT L GARBER CPA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES G LEVY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOREEN YAFFA ESQ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI KATZ | |||||||
| CEO | 40.00 | Yes (X) | $134,148 | $0 | $5,047 | ||
| HOLLY KATZ | |||||||
| CLINICAL&TRA | 40.00 | $120,398 | $0 | $4,932 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $254,546 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $9,979 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $62,966 | FundraisingAmt |
| Government Grants | $157,655 | GovernmentGrantsAmt |
| All Other Contributions | $578,447 | AllOtherContributionsAmt |
| Total Contributions | $799,068 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT FEES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $203,001 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $203,001 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $203,001 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,766 | TotalRevenueColumnAmt |
| Exclusion | $156,766 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,464,714 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,502,285 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$37,571 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,571 | TotalRevenueColumnAmt |
| Exclusion | -$37,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,125 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $62,966 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $13,125 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GAIN-LAWSUIT SETTLEMENTS | 624100 | $54,061 | $54,061 | |
| OTHER | 624100 | $2,656 | $2,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56,717 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,177,981 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $205,657 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $173,256 | 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 | $137,181 | TotalAmt |
| Program Services | $68,591 | ProgramServicesAmt |
| Management And General | $54,872 | ManagementAndGeneralAmt |
| Fundraising | $13,718 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,996 | TotalAmt |
| Program Services | $451,401 | ProgramServicesAmt |
| Management And General | $15,126 | ManagementAndGeneralAmt |
| Fundraising | $12,469 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,317 | TotalAmt |
| Program Services | $14,614 | ProgramServicesAmt |
| Management And General | $1,967 | ManagementAndGeneralAmt |
| Fundraising | $736 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,560 | TotalAmt |
| Program Services | $46,970 | ProgramServicesAmt |
| Management And General | $6,251 | ManagementAndGeneralAmt |
| Fundraising | $2,339 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,298 | TotalAmt |
| Program Services | $39,071 | ProgramServicesAmt |
| Management And General | $5,259 | ManagementAndGeneralAmt |
| Fundraising | $1,968 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,456 | TotalAmt |
| Management And General | $16,456 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,100 | TotalAmt |
| Management And General | $16,100 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,699 | TotalAmt |
| Program Services | $125,253 | ProgramServicesAmt |
| Management And General | $7,446 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,827 | TotalAmt |
| Program Services | $3,620 | ProgramServicesAmt |
| Management And General | $483 | ManagementAndGeneralAmt |
| Fundraising | $724 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115 | TotalAmt |
| Program Services | $1,115 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,329 | TotalAmt |
| Program Services | $19,648 | ProgramServicesAmt |
| Management And General | $2,234 | ManagementAndGeneralAmt |
| Fundraising | $447 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,161 | TotalAmt |
| Program Services | $32,500 | ProgramServicesAmt |
| Management And General | $3,922 | ManagementAndGeneralAmt |
| Fundraising | $739 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STIPEND | $80,000 | $80,000 | ||
| REPAIRS AND MAINTENANCE | $52,622 | $46,308 | $5,262 | $1,052 |
| SUPPLIES | $51,034 | $37,485 | $10,449 | $3,100 |
| UTILITIES | $18,765 | $16,513 | $1,877 | $375 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,863 | TotalAmt |
| Program Services | $28,825 | ProgramServicesAmt |
| Management And General | $12,722 | ManagementAndGeneralAmt |
| Fundraising | $22,316 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,323 | TotalAmt |
| Program Services | $1,011,914 | ProgramServicesAmt |
| Management And General | $160,426 | ManagementAndGeneralAmt |
| Fundraising | $59,983 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,927 | BOYAmt |
| EOY | $116,840 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,000 | BOYAmt |
| EOY | $11,104 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,274 | BOYAmt |
| EOY | $25,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,915,870 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,530,956 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,243 | BOYAmt |
| EOY | $384,914 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,287,370 | BOYAmt |
| EOY | $7,958,359 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,824,814 | BOYAmt |
| EOY | $8,497,053 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,274 | BOYAmt |
| EOY | $40,411 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,224 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,498 | BOYAmt |
| EOY | $40,411 | 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 | $8,462,673 | BOYAmt |
| EOY | $8,218,497 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,643 | BOYAmt |
| EOY | $238,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,765,316 | BOYAmt |
| EOY | $8,456,642 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,824,814 | BOYAmt |
| EOY | $8,497,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$54,342 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$254,332 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $485,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $799,068 | CurrentTaxYearAmt |
| Total | $1,933,459 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $242,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,229 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $485,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $799,068 | CurrentTaxYearAmt |
| Total | $1,933,459 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $509,690 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,423,769 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $186,418 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,766 | CurrentTaxYearAmt |
| Total | $782,644 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,716,103 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,103,736 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52420 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44910 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,287,370 | BeginningYearBalanceAmt |
| Contributions | $180,115 | ContributionsAmt |
| Investment Earnings Or Losses | -$135,182 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $373,944 | OtherExpendituresAmt |
| End Year Balance | $7,958,359 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,084,809 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $466,230 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $263,669 | OtherExpendituresAmt |
| End Year Balance | $8,287,370 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,749,717 | BeginningYearBalanceAmt |
| Contributions | $324,665 | ContributionsAmt |
| Investment Earnings Or Losses | $546,704 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $536,277 | OtherExpendituresAmt |
| End Year Balance | $8,084,809 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,692,489 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $743,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $686,294 | OtherExpendituresAmt |
| End Year Balance | $7,749,717 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,647,090 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$27,420 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $927,181 | OtherExpendituresAmt |
| End Year Balance | $7,692,489 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,743 | OtherCostOrOtherBasisAmt |
| Book Value | $201,743 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,584,002 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,421,195 | DepreciationAmt |
| Book Value | $162,807 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,583 | DepreciationAmt |
| Book Value | $15,185 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,357 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,178 | DepreciationAmt |
| Book Value | $5,179 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $384,914 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,285,555 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$254,332 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $361,906 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $107,574 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,177,981 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,177,981 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,594,229 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $361,906 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $361,906 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,232,323 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,232,323 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPECIAL EVENTS | Event1Nm |
| Gross Receipts Event1 | $76,091 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $62,966 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,125 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $13,125 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $76,091 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $62,966 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,125 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,125 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,125 | DirectExpenseSummaryEventsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | SAGES (SENIOR ADULT GROUP EXPERIENCES): THIS PROGRAM TARGETS SENIORS WHO ARE ALONE AND AT RISK FOR EMOTIONAL AND PHYSICAL DECLINE. THE SAGES PROGRAM PROVIDES THESE SENIORS WITH ACCESS TO NEEDED MENTAL HEALTH SERVICES THAT WILL PRESERVE THEIR INDEPENDENCE THROUGH WEEKLY SUPPORT GROUPS AT CLIENT RESIDENCES AND COMMUNITY CENTERS. THE PROGRAM IS LED BY SUPERVISED STUDENT INTERNS, AND TRAINED COMMUNITY AND PROFESSIONAL VOLUNTEERS. 250 CLIENTS SERVED. DUE TO COVID-19 ALL SERVICES MOVED TO A TELEHEALTH PLATFORM TO CLIENTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | ALL BOARD MEMBERS REVIEW FORM 990 AT BOARD MEETING AND AN ELECTRONIC VERSION IS ALSO SENT FOR REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | POLICY IS REVIEWED AND DISCUSSED BY BOARD MEMBERS AND EMPLOYEES AT MEETINGS AND ANY POSSIBLE CONFLICTS THAT ARISE ARE REQUIRED TO BE DISCLOSED. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPARE JOB DESCRIPTIONS WITH OTHER SIMILAR NON-PROFIT ORGANIZATIONS. BASED UPON SALARY RANGE FOR JOB AND PERFORMANCE REVIEW - PROVIDE CHANGES AS REVIEWED BY AND APPROVED BY BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES 125,253 7,446 0 |
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