OHANA HERITAGE FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OHANA HERITAGE FOUNDATION INC (EIN 37-1523448)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-29
- IRS object ID
- 202002739349301905
- Schema version
- 2019v5.1
- 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 | 2020-09-29T15:40:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351307701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRUGGEL LAWTON & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 W FRANKLIN ST | AddressLine1Txt |
| City | ELKHART | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371523448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'HANA HERITAGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHAN | BusinessNameControlTxt |
| Phone | 5742358899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53131 QUINCE ROAD | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46628 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIEAL BISHOP | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5742358899 | PhoneNum |
| Signature | 2020-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGENE ZINK | PreparerPersonNm |
| PTIN | P01222961 | PTIN |
| Phone | 5742642247 | PhoneNum |
| Preparation | 2020-09-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.58.74.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-21 | IPDt |
| IP Tm | 22:02:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 011B8129FDBFCA5D5A01E10ABB85AE81719C79E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9762094311112B17F07E8522B3A25D6B3FC1555B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A ROSIE PLACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIEAL BISHOP | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53131 QUINCE ROAD | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,115,539 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AROSIEPLACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FISCAL SUPPORT, AND PROMOTE COMMUNITY AWARENESS AND INVOLVEMENT TO FULFILL THE MISSION OF A ROSIE PLACE FOR CHILDREN. IN A SAFE AND NURTURING ENVIRONMENT, A ROSIE PLACE PROVIDES A HAVEN FOR MEDICALLY FRAGILE CHILDREN WHILE GIVING FAMILY MEMBERS PERIODS OF RELIEF FROM THE DEMANDS OF 24-HOUR SKILLED NURSING CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 184 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $664,157 | PYContributionsGrantsAmt |
| CY Contributions Grants | $828,934 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $141,275 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $194,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,794 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,482 | PYOtherRevenueAmt |
| CY Other Revenue | $11,080 | CYOtherRevenueAmt |
| PY Total Revenue | $803,744 | PYTotalRevenueAmt |
| CY Total Revenue | $1,042,852 | 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 | $666,146 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $860,302 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,562 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $251,699 | PYOtherExpensesAmt |
| CY Other Expenses | $238,993 | CYOtherExpensesAmt |
| PY Total Expenses | $917,845 | PYTotalExpensesAmt |
| CY Total Expenses | $1,099,295 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$114,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$56,443 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,265,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,428,588 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $219,855 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,265,176 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,208,733 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE FISCAL SUPPORT, AND PROMOTE COMMUNITY AWARENESS AND INVOLVEMENT TO FULFILL THE MISSION OF A ROSIE PLACE FOR CHILDREN. IN A SAFE AND NURTURING ENVIRONMENT, A ROSIE PLACE PROVIDES A HAVEN FOR MEDICALLY FRAGILE CHILDREN WHILE GIVING FAMILY MEMBERS PERIODS OF RELIEF FROM THE DEMANDS OF 24-HOUR SKILLED NURSING CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $686,186 | ExpenseAmt |
| Revenue | $194,970 | RevenueAmt |
| Desc | WE PROVIDE SKILLED NURSING CARE TO MEDICALLY FRAGILE CHILDREN. | Desc |
| Total Program Service Expenses | $686,186 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 79 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIEAL BISHOP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5742358899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53131 QUINCE RD | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46628 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MICHAELEEN CONLEE | |||||||
| ADMINISTRATOR | 40.00 | Yes (X) | $111,402 | $0 | $2,700 | ||
| TIEAL BISHOP | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $99,692 | $0 | $2,700 | Yes (X) | ||
| PAUL CAFIERO | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| MATT LYNN | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| JIM MARTINDALE | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| FRANK VITE | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| JOE O'REILLY | |||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| AMY O'REILLY | |||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | ||
| JOHN PHAIR | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA WHITE | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| LAURA SENG | |||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | ||
| ELIZABETH WALKER | |||||||
| TREASURER | 0.50 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| CHIP MITROS | |||||||
| VICE PRESIDENT | 0.50 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| EDWARD SULLIVAN | |||||||
| PRESIDENT | 0.50 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| DONNA TIEMAN | |||||||
| SECRETARY | 0.50 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| BUNMI OKANLAMI | |||||||
| PAST PRESIDENT | 0.50 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $211,094 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,400 | 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 | $155,778 | FundraisingAmt |
| Government Grants | $208,177 | GovernmentGrantsAmt |
| All Other Contributions | $464,979 | AllOtherContributionsAmt |
| Total Contributions | $828,934 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDICAID REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $194,970 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $194,970 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $194,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43 | TotalRevenueColumnAmt |
| Exclusion | $43 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,142 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,317 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,825 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,825 | TotalRevenueColumnAmt |
| Exclusion | $7,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $71,450 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $155,778 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $60,370 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,080 | TotalRevenueColumnAmt |
| Exclusion | $11,080 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,042,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $194,970 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,948 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,556 | TotalAmt |
| Program Services | $57,857 | ProgramServicesAmt |
| Management And General | $155,699 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,064 | TotalAmt |
| Program Services | $450,025 | ProgramServicesAmt |
| Management And General | $119,039 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,741 | TotalAmt |
| Program Services | $7,374 | ProgramServicesAmt |
| Management And General | $10,367 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,941 | TotalAmt |
| Program Services | $39,970 | ProgramServicesAmt |
| Management And General | $19,971 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,519 | TotalAmt |
| Management And General | $11,519 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,691 | TotalAmt |
| Program Services | $1,643 | ProgramServicesAmt |
| Management And General | $6,548 | ManagementAndGeneralAmt |
| Fundraising | $4,500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,293 | TotalAmt |
| Program Services | $225 | ProgramServicesAmt |
| Management And General | $4,409 | ManagementAndGeneralAmt |
| Fundraising | $659 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,844 | TotalAmt |
| Program Services | $2,525 | ProgramServicesAmt |
| Management And General | $12,817 | ManagementAndGeneralAmt |
| Fundraising | $1,502 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,625 | TotalAmt |
| Program Services | $119 | ProgramServicesAmt |
| Management And General | $2,506 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,041 | TotalAmt |
| Program Services | $25,455 | ProgramServicesAmt |
| Management And General | $28,586 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,320 | TotalAmt |
| Program Services | $494 | ProgramServicesAmt |
| Management And General | $826 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,508 | TotalAmt |
| Program Services | $221 | ProgramServicesAmt |
| Management And General | $1,287 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,263 | TotalAmt |
| Management And General | $2,263 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,488 | TotalAmt |
| Program Services | $61,639 | ProgramServicesAmt |
| Management And General | $6,849 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,840 | TotalAmt |
| Program Services | $6,402 | ProgramServicesAmt |
| Management And General | $8,438 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES & DUES | $25,449 | $23,109 | $442 | $1,898 |
| DONOR APPRECIATION EXPE | $6,378 | $6,378 | ||
| MEDICAL SUPPLIES & EQUI | $5,435 | $5,435 | ||
| RECRUITMENT AND NEW HIR | $4,664 | $4,664 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,635 | TotalAmt |
| Program Services | $3,693 | ProgramServicesAmt |
| Management And General | $1,317 | ManagementAndGeneralAmt |
| Fundraising | $625 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,295 | TotalAmt |
| Program Services | $686,186 | ProgramServicesAmt |
| Management And General | $397,547 | ManagementAndGeneralAmt |
| Fundraising | $15,562 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,237 | BOYAmt |
| EOY | $166,793 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $208,177 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,930 | BOYAmt |
| EOY | $7,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,749,131 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $712,682 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101,311 | BOYAmt |
| EOY | $2,036,449 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328 | BOYAmt |
| EOY | $2 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370 | BOYAmt |
| EOY | $123 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265,176 | BOYAmt |
| EOY | $2,428,588 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $219,855 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $219,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,213,307 | BOYAmt |
| EOY | $2,195,522 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,869 | BOYAmt |
| EOY | $13,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265,176 | BOYAmt |
| EOY | $2,208,733 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,265,176 | BOYAmt |
| EOY | $2,428,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$56,443 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | 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 | $350,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $452,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $652,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $664,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $828,934 | CurrentTaxYearAmt |
| Total | $2,948,568 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $350,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $452,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $652,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $664,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $828,934 | CurrentTaxYearAmt |
| Total | $2,948,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $899,104 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,049,464 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43 | CurrentTaxYearAmt |
| Total | $819 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,540 | CurrentTaxYearMinus4YearsAmt |
| Total | $47,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,996,927 | TotalSupportAmt |
| Public Support CY170 | 0.68390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97780 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,694 | OtherCostOrOtherBasisAmt |
| Book Value | $50,694 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,590,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $624,121 | DepreciationAmt |
| Book Value | $1,966,310 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,438 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,597 | DepreciationAmt |
| Book Value | $6,841 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,964 | DepreciationAmt |
| Book Value | $12,604 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,036,449 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $40,119 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $21,319 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,800 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $640 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,085 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,373 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,542 | OtherDirectExpensesEvent1Amt |
| Event2 | SWEETHEARTS BALL | Event2Nm |
| Gross Receipts Event2 | $187,109 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $134,459 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $52,650 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $37,125 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $955 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,773 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $4,877 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $227,228 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $155,778 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $71,450 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $640 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $42,210 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,328 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,773 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,419 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $60,370 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,080 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOE O'REILLY AND AMY O'REILLY ARE MARRIED AND SHARE THE PARENT ADVOCATE BOARD SEAT. |
| FORM 990, PART VI, SECTION B, LINE 11B | ALL BOARD MEMBERS HAVE THE OPPORTUNITY TO VIEW FORM 990 AFTER IT IS PREPARED BY THE ACCOUNTANT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ISSUES REGARDING CONFLICT OF INTERESTS ARE DISCUSSED FOR NEW BOARD MEMBERS. ALL BOARD MEMBERS EVALUATE CONFLICTS OF INTEREST ANNUALLY. |
| 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. |
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