OCONNOR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OCONNOR FOUNDATION (EIN 36-4409382)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-20
- IRS object ID
- 202011419349100201
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-20T05:31:49-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363248614 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sullivan & Sullivan Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13101 Rivercrest Drive | AddressLine1Txt |
| City | Crestwood | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364409382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCONNOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | NEXT STEPS OF OCONNOR FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCON | BusinessNameControlTxt |
| Phone | 7088395605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8434 CORCORAN ROAD | AddressLine1Txt |
| City | WILLOW SPRINGS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN O'CONNOR | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2020-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Raymond J Sullivan Jr | PreparerPersonNm |
| PTIN | P00074015 | PTIN |
| Phone | 7083885600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $906,817 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $52,005 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Savings Adj Net Incm | $26 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $739,052 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $791,083 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $398,616 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $398,616 | OthEmplSlrsWgsAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $4,600 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $17,998 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $17,998 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $108,579 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $108,579 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $11,665 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $11,665 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $42,407 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $42,407 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $47,349 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $47,349 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,654 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $2,654 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $238,048 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $238,048 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $871,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $871,916 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $881,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $871,916 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,023 | CashBOYAmt |
| Cash EOY | $111,106 | CashEOYAmt |
| Cash EOYFMV | $111,106 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $16,427 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,884 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,884 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,521,106 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $729,279 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $776,093 | LandBOYAmt |
| Land EOY | $791,827 | LandEOYAmt |
| Land EOYFMV | $791,827 | LandEOYFMVAmt |
| Total Assets BOY | $1,022,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $906,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $906,817 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,811 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,811 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $302,568 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $277,675 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $304,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279,486 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $718,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $627,331 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $718,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $627,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,022,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $906,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $718,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,833 | ExcessRevenueOverExpensesAmt |
| Subtotal | $627,331 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $627,331 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NEXTSTEPSCHICAGO.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN OCONNOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7088395605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8434 CORCORAN RD | AddressLine1Txt |
| City | WILLOW SPRINGS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KELLY HENEGHAN | ||||||
| 1451 N MOHAWK | CHICAGO | IL | 60610 | Director | 10.00 | $0 |
| JOHN O'CONNOR | ||||||
| 8434 CORCORAN RD | WILLOW SPRINGS | IL | 60480 | Director | 10.00 | $0 |
| GAYE M O'CONNOR | ||||||
| 1000 VILLAGE CENTER DRIVE 211 | BURR RIDGE | IL | 60527 | Director | 10.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CORY SILVER | ||||||
| 16801 BRENTWOOD CT | HOMER GLEN | IL | 60491 | PHYSICAL THERAPIST | 40.00 | $64,795 |
| JIM BORRE | ||||||
| 873 N LARRABEE ST APT 501 | CHICAGO | IL | 60610 | PHYS THER ASST | 40.00 | $57,833 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NGU INC | |||||
| 2306 TIMBER TRAIL | PLAINFIELD | IL | 60586 | TRAINER | $71,787 |
| EVIDENCE INC | |||||
| 16517 S 106TH CT | ORLAND PARK | IL | 60467 | CONSULTANT | $76,920 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHRISTOPHER & DANA REEVE FOUNDATION | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $194,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,000 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,000 | CurrentYearAmt |
| Year1 | $50,000 | Year1Amt |
| Year2 | $115,294 | Year2Amt |
| Year3 | $25,853 | Year3Amt |
| Total | $201,147 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,000 | CurrentYearAmt |
| Year1 | $50,000 | Year1Amt |
| Year2 | $115,294 | Year2Amt |
| Year3 | $25,853 | Year3Amt |
| Total | $201,147 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $906,817 | CurrentYearAmt |
| Year1 | $1,022,543 | Year1Amt |
| Year2 | $1,158,596 | Year2Amt |
| Year3 | $1,031,816 | Year3Amt |
| Total | $4,119,772 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $906,817 | CurrentYearAmt |
| Year1 | $1,022,543 | Year1Amt |
| Year2 | $1,158,596 | Year2Amt |
| Year3 | $1,031,816 | Year3Amt |
| Total | $4,119,772 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN O'CONNOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8434 CORCORAN ROAD | AddressLine1Txt |
| City | WILLOW SPRINGS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Written letter of request including any substantiation desired | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER & DANA REEVE FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 636 MORRIS TURNPIKE SUITE 3A | AddressLine1Txt |
| City | SHORT HILLS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | EOF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT RESEARCH IN CURING SPINAL CORD INJURY | GrantOrContributionPurposeTxt |
| Amt | $10,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISC INCOME | $1,150 |
| REHAB SERVICE FEES | $726,741 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,613 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,613 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $727,917 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $731,530 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GENERAL IRON INDUSTRIES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 N CLIFTON AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL & ACCOUNTING SERVICES | CategoryTxt |
| Amt | $17,998 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,998 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2010-06-11 | $579,800 | $126,993 | SL | 0.0256 | $14,866 |
| CRAWLING-ASSIST MACHINE | 2012-03-31 | $3,271 | $3,236 | 200DB | 0.0109 | $35 |
| COMPUTER | 2012-05-31 | $948 | $915 | 200DB | 0.0333 | $33 |
| CRAWLING-ASSIST MACHINE | 2012-06-30 | $2,000 | $1,931 | 200DB | 0.0333 | $69 |
| RTI BIKE UPGRADE | 2012-07-31 | $2,195 | $2,073 | 200DB | 0.0553 | $122 |
| ELECTRIC STIM PADS | 2012-07-31 | $1,009 | $952 | 200DB | 0.0553 | $57 |
| COMPUTER | 2012-08-31 | $1,969 | $1,859 | 200DB | 0.0553 | $110 |
| ELECTRIC STIM PADS | 2012-10-31 | $1,135 | $1,049 | 200DB | 0.0764 | $86 |
| RTI BIKE ACCESS | 2012-10-31 | $1,476 | $1,364 | 200DB | 0.0764 | $112 |
| STEP WALKER | 2012-11-30 | $3,395 | $3,134 | 200DB | 0.0764 | $261 |
| ELECTRIC STIM PADS | 2012-12-01 | $577 | $533 | 200DB | 0.0764 | $44 |
| WEIGHT SET | 2012-12-01 | $2,000 | $1,848 | 200DB | 0.0764 | $152 |
| RTI BIKE | 2012-12-01 | $26,876 | $24,821 | 200DB | 0.0764 | $2,055 |
| WALKING TRACK EQUIP | 2012-12-01 | $10,450 | $9,651 | 200DB | 0.0764 | $799 |
| FURNITURE | 2012-12-01 | $1,732 | $1,600 | 200DB | 0.0764 | $132 |
| EXPAND PARKING LOT | 2012-11-01 | $3,390 | $1,613 | 150DB | 0.0590 | $200 |
| CARPENTRY BUILDOUT | 2012-12-01 | $12,215 | $1,891 | SL | 0.0256 | $313 |
| HEATING/AIR | 2012-12-01 | $8,950 | $4,260 | 150DB | 0.0590 | $528 |
| 4 DESKS WITH CHAIRS | 2013-10-31 | $1,988 | $1,562 | SL | 0.1429 | $284 |
| BOWFLEX GYM EQUIP | 2013-01-31 | $3,186 | $2,502 | SL | 0.1429 | $455 |
| RTI BIKE | 2013-03-31 | $5,109 | $4,425 | 200DB | 0.0893 | $456 |
| RTI BIKE UPGRADE | 2013-05-31 | $7,196 | $6,233 | 200DB | 0.0893 | $643 |
| REWALK EXOSKELETON | 2013-03-31 | $50,000 | $27,500 | SL | 0.1000 | $5,000 |
| COVE BASE | 2013-01-31 | $500 | $275 | SL | 0.1000 | $50 |
| BUILD OUT & MATERIALS | 2013-03-31 | $4,277 | $1,567 | SL | 0.0667 | $285 |
| AIR KING HEATERS | 2013-11-30 | $4,341 | $1,595 | SL | 0.0667 | $290 |
| LIGHTING | 2013-01-31 | $749 | $275 | SL | 0.0667 | $50 |
| SKIK CONSTRUCTION | 2013-06-30 | $1,100 | $402 | SL | 0.0667 | $73 |
| GALILEO PLATFORM | 2014-02-28 | $7,500 | $5,828 | 200DB | 0.0892 | $669 |
| GALILEO DUMBBELLS | 2014-09-30 | $4,570 | $3,550 | 200DB | 0.0892 | $408 |
| REPLACEMENT CABLES FES | 2014-07-31 | $2,260 | $1,755 | 200DB | 0.0892 | $202 |
| DVR SYSTEM | 2014-05-31 | $3,095 | $2,404 | 200DB | 0.0892 | $276 |
| FURN & EQUIP | 2014-11-30 | $4,808 | $3,735 | 200DB | 0.0892 | $429 |
| RIFTON TRAM | 2015-03-31 | $3,731 | $3,086 | 200DB | 0.1152 | $430 |
| WEIGHT SET | 2015-03-31 | $1,500 | $1,241 | 200DB | 0.1152 | $173 |
| TOTAL GYM | 2015-04-30 | $4,600 | $3,805 | 200DB | 0.1152 | $530 |
| METRON DELUXE HI LO MAT T | 2015-12-31 | $3,390 | $2,805 | 200DB | 0.1152 | $391 |
| LOBBY CHAIRS | 2015-03-31 | $3,183 | $2,190 | 200DB | 0.0893 | $284 |
| LOBBY RUG | 2015-03-31 | $488 | $336 | 200DB | 0.0893 | $44 |
| OFFICE EQUIP | 2015-08-31 | $2,981 | $2,049 | 200DB | 0.0893 | $266 |
| OFFICE EQUIP | 2015-12-31 | $1,200 | $825 | 200DB | 0.0893 | $107 |
| BUILDOUT & MATERIALS | 2015-06-30 | $95,369 | $8,662 | SL | 0.0256 | $2,445 |
| SAGE 10 RTI UNIT | 2016-04-30 | $11,840 | $6,663 | 200DB | 0.1249 | $1,479 |
| DESK & CHAIR | 2016-04-27 | $752 | $423 | 200DB | 0.1249 | $94 |
| ROWING MACHINE | 2016-02-29 | $1,004 | $565 | 200DB | 0.1249 | $125 |
| BEAR CRAWL MACHINE | 2016-04-30 | $590 | $331 | 200DB | 0.1249 | $74 |
| EQUIPMENT | 2016-12-31 | $4,568 | $2,571 | 200DB | 0.1249 | $571 |
| POWER NUERI ROCO PARTS | 2016-05-25 | $7,851 | $4,418 | 200DB | 0.1249 | $981 |
| AWNING | 2016-02-29 | $2,943 | $2,096 | 200DB | 0.1152 | $339 |
| BUILDOUT & MATERIALS | 2017-09-30 | $115,194 | $3,817 | SL | 0.0256 | $2,954 |
| XCITE CLINICAL STATION | 2019-01-14 | $21,240 | 200DB | 0.1429 | $3,035 | |
| NUERO REHAB XR CO | 2019-04-30 | $6,000 | 200DB | 0.1429 | $857 | |
| EMG SYSTEM | 2019-09-19 | $18,246 | 200DB | 0.1429 | $2,607 | |
| BUILDOUT & MATERIALS | 2019-12-20 | $17,597 | SL | 0.0011 | $19 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $23,170 | $19,475 | $3,695 | $3,695 |
| Machinery and Equipment | $595,290 | $527,217 | $68,073 | $68,073 |
| Buildings | $579,800 | $141,859 | $437,941 | $437,941 |
| Improvements | $272,846 | $40,728 | $232,118 | $232,118 |
| Land | $50,000 | $50,000 | $50,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FAERMARK & WILLIAMS | $2,525 | $0 | $2,525 | $0 |
| PATENT & TRADEMARK OFFICE | $575 | $0 | $575 | $0 |
| WILLIAMS & KITE | $1,500 | $0 | $1,500 | $0 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $277,675 | MortgageAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ADVERTISING | $13,017 | $13,017 |
| BANK CHARGES | $165 | $165 |
| CREDIT CARD CHARGES | $7,970 | $7,970 |
| DUES & SUBSCRIPTIONS | $8,325 | $8,325 |
| EQUIPMENT RENTAL | $250 | $250 |
| FUNDRAISING | $7,343 | $7,343 |
| INSURANCE | $38,800 | $38,800 |
| INSURANCE BILLING SERVICE | $13,586 | $13,586 |
| LICENSES & FEES | $340 | $340 |
| MAINTENANCE | $20,163 | $20,163 |
| MISCELLANEOUS | $409 | $409 |
| OUTSIDE SERVICES | $71,927 | $71,927 |
| POSTAGE | $316 | $316 |
| Rental Expenses | $7,548 | $7,548 |
| RESEARCH PROJECTS | $8,817 | $8,817 |
| SALES EXPENSE | $2,487 | $2,487 |
| SCAVENGER | $1,854 | $1,854 |
| SUPPLIES | $13,873 | $13,873 |
| TELEPHONE | $6,054 | $6,054 |
| TRAINING | $2,444 | $2,444 |
| UNIFORMS & LAUNDRY | $1,106 | $1,106 |
| UTILITIES | $11,254 | $11,254 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISC INCOME | $1,150 |
| REHAB SERVICE FEES | $726,741 |
| Rental Income - Noninvestment Property | $11,161 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 401K MGMT | $2,659 | $0 | $2,659 | $0 |
| CONSULTING SERVICES | $76,920 | $0 | $76,920 | $0 |
| MARKETING/ADVERTISING | $29,000 | $0 | $29,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 990 T TAXES | $1,248 | $1,248 |
| PAYROLL TAXES | $31,226 | $31,226 |
| PROPERTY TAXES | $9,933 | $9,933 |
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