EASTER SEALS SOUTHWEST FLORIDA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EASTER SEALS SOUTHWEST FLORIDA INC (EIN 59-0638490)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-05-07
- IRS object ID
- 202021289349300427
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-07T13:58:42-05:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592142260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER SMITH LEONARD ET AL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 3RD AVE W SUITE 700 | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590638490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTER SEALS SOUTHWEST | BusinessNameLine1Txt |
| Business Name Line2 | FLORIDA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 9413557637 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 BRADEN AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34243 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM WATERS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9413557637 | PhoneNum |
| Signature | 2020-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDY C DILLINGHAM | PreparerPersonNm |
| PTIN | P00280769 | PTIN |
| Phone | 9417481040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.90.13.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-07 | IPDt |
| IP Tm | 13:58:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4C9F4289DD5652F34E35D4B4DEDBEDBE0C203E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM WATERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 BRADEN AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,729,272 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWFL.EASTERSEALS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | EASTER SEALS SOUTHWEST FLORIDA CREATES SOLUTIONS THAT CHANGE LIVES FOR CHILDREN, ADULTS AND FAMILIES THROUGH HIGH QUALITY THERAPEUTIC, EDUCATIONAL AND SUPPORT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 131 | TotalEmployeeCnt |
| Total Volunteers | 210 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,052,096 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,266,686 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,876,900 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,333,349 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,540 | PYInvestmentIncomeAmt |
| CY Investment Income | -$24,939 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,130 | PYOtherRevenueAmt |
| CY Other Revenue | $1,980 | CYOtherRevenueAmt |
| PY Total Revenue | $4,939,666 | PYTotalRevenueAmt |
| CY Total Revenue | $5,577,076 | 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 | $3,216,076 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,904,060 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $403,186 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,385,402 | PYOtherExpensesAmt |
| CY Other Expenses | $1,662,030 | CYOtherExpensesAmt |
| PY Total Expenses | $4,601,478 | PYTotalExpensesAmt |
| CY Total Expenses | $5,566,090 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $338,188 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,986 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,436,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,791,560 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $328,083 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $687,538 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,108,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,104,022 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EASTER SEALS SOUTHWEST FLORIDA, INC. IS A NOT-FOR-PROFIT ORGANIZATION WITH LICENSE TO OPERATE IN MANATEE, SARASOTA, HIGHLANDS, HARDEE AND DESOTO COUNTIES. EASTER SEALS SOUTHWEST FLORIDA CREATES SOLUTIONS THAT CHANGE LIVES FOR CHILDREN, ADULTS AND FAMILIES THROUGH HIGH QUALITY THERAPEUTIC, EDUCATIONAL AND SUPPORT SERVICES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,851,170 | ExpenseAmt |
| Revenue | $1,333,977 | RevenueAmt |
| Desc | DAY PROGRAM AND EMPLOYMENT SERVICES - PROVIDES OPPORTUNITIESFOR SOCIAL AND VOCATIONAL INTERACTION IN AN ENVIRONMENT THATSUPPORTS ADULTS WITH DISABILITIES. ALSO PROVIDES DEVELOPMENT OF EMPLOYMENT SKILLS FOLLOWED WITH JOB COACHING TO ASSURE SUCCESS IN THE WORKPLACE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,548,063 | ExpenseAmt |
| Revenue | $848,411 | RevenueAmt |
| Desc | REHABILITATION SERVICES - PROVIDES PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY TO CHILDREN AND ADULTS WITH DISABILITIES. THIS THERAPY FACILITATES THEIR ABILITY TO LEARN, CARE FOR THEMSELVES AND ACHIEVE INDEPENDENCE AT HOME, SCHOOL, WORK AND IN OTHER COMMUNITY ENVIRONMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,467,835 | ExpenseAmt |
| Revenue | $1,084,990 | RevenueAmt |
| Desc | COMMUNITY SERVICES-PROVIDES RESPITE CARE TO FAMILIES OF MEDICALLY FRAGILE, CRITICALLY ILL, DEVELOPMENTALLY DISABLED CHILDREN, HELPING TO STABILIZE THE FAMILY. PROVIDES OPPORTUNITIES FOR RECREATIONAL EVENTS FOR CHILDREN WITH DISABILITIES AND THEIR FAMILIES. PROVIDES ASSESSMENT AND TRAINING FOR ANY INDIVIDUAL WITH A DISABILITY WHO NEEDS TO LEARN TO ACCESS THE PUBLIC TRANSPORTATION SYSTEMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $173,356 | ExpenseAmt |
| Revenue | $65,971 | RevenueAmt |
| Desc | CHILDREN'S EDUCATIONAL PROGRAM- OFFERS CHILDREN WHO ARE BOTH TYPICALLY AND DIFFERENTLY ABLED AN EQUAL OPPORTUNITY TO LEARN IN A CREATIVE ATMOSPHERE BY PROVIDING HIGH QUALITY EDUCATION AND CARE THAT CHILDREN NEED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $173,356 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $65,971 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,040,424 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 131 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | 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 |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM WATERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9413557637 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 BRADEN AVENUE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34243 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JOHN BERKEY | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LA VERNE GREEN | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KRISTIN JENSEN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVE OTTERNESS | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH NAJMY | |||||||
| GOVERNANCE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT L ROCKWELL | |||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVE HERBERT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY M GARNESKI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL KLICK III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STAN MUESSLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GUNNER DAVIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA FERNANDEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG ELMORE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VAN FRANKLIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR TONY FERRETTI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB HUFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEWART MOON JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FARRAH CAVUS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY PAULSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL SUTTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY NASTAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUE RUCH | |||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $48,030 | $0 | $22,243 | ||
| PATRICIA ENTSMINGER | |||||||
| OUTSOURCED CFO | 20.00 | Yes (X) | $0 | $0 | $0 | 20.00 | |
| TOM WATERS | |||||||
| PRESIDENT & CEO | 20.00 | Yes (X) | $180,675 | $0 | $8,831 | 20.00 | |
| JANNON PIERCE | |||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $4,038 | $0 | $141 | ||
| GEORGE PFEIFFER | |||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $106,060 | $0 | $21,454 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $338,803 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,669 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 MAIN ST STE 801 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CFO SERVICES | ServicesDesc |
| Compensation | $150,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $441,157 | FundraisingAmt |
| Related Organizations | $450,000 | RelatedOrganizationsAmt |
| Government Grants | $227,702 | GovernmentGrantsAmt |
| All Other Contributions | $1,147,827 | AllOtherContributionsAmt |
| Noncash Contributions | $568,905 | NoncashContributionsAmt |
| Total Contributions | $2,266,686 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $3,333,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,333,349 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,333,349 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,068 | TotalRevenueColumnAmt |
| Exclusion | $5,068 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,267 | SecuritiesAmt |
| Other | $2,100 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,798 | SecuritiesAmt |
| Other | $35,576 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,469 | SecuritiesAmt |
| Other | -$33,476 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,007 | TotalRevenueColumnAmt |
| Exclusion | -$30,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,343 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $441,157 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $91,822 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,479 | TotalRevenueColumnAmt |
| Exclusion | -$8,479 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,459 | TotalRevenueColumnAmt |
| Exclusion | $10,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,459 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,577,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,333,349 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$22,959 | 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 | $453,350 | TotalAmt |
| Program Services | $426,457 | ProgramServicesAmt |
| Management And General | $5,775 | ManagementAndGeneralAmt |
| Fundraising | $21,118 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,777,232 | TotalAmt |
| Program Services | $2,612,485 | ProgramServicesAmt |
| Management And General | $35,375 | ManagementAndGeneralAmt |
| Fundraising | $129,372 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,687 | TotalAmt |
| Program Services | $382,397 | ProgramServicesAmt |
| Management And General | $7,204 | ManagementAndGeneralAmt |
| Fundraising | $25,086 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,791 | TotalAmt |
| Program Services | $239,223 | ProgramServicesAmt |
| Management And General | $3,865 | ManagementAndGeneralAmt |
| Fundraising | $15,703 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,877 | TotalAmt |
| Program Services | $16,716 | ProgramServicesAmt |
| Management And General | $2,001 | ManagementAndGeneralAmt |
| Fundraising | $7,160 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,730 | TotalAmt |
| Program Services | $13,391 | ProgramServicesAmt |
| Management And General | $1,603 | ManagementAndGeneralAmt |
| Fundraising | $5,736 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,662 | TotalAmt |
| Program Services | $283,371 | ProgramServicesAmt |
| Management And General | $33,915 | ManagementAndGeneralAmt |
| Fundraising | $121,376 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,918 | TotalAmt |
| Fundraising | $32,918 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,999 | TotalAmt |
| Program Services | $12,852 | ProgramServicesAmt |
| Management And General | $1,967 | ManagementAndGeneralAmt |
| Fundraising | $12,180 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,254 | TotalAmt |
| Program Services | $389,305 | ProgramServicesAmt |
| Management And General | $17,919 | ManagementAndGeneralAmt |
| Fundraising | $7,030 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,313 | TotalAmt |
| Program Services | $170,380 | ProgramServicesAmt |
| Management And General | $7,851 | ManagementAndGeneralAmt |
| Fundraising | $3,082 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,376 | TotalAmt |
| Program Services | $33,673 | ProgramServicesAmt |
| Management And General | $703 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $137,101 | $137,101 | ||
| OTHER EXPENSE | $91,700 | $85,147 | $248 | $6,305 |
| TRAVEL AND TRAINING | $81,094 | $67,472 | $582 | $13,040 |
| EASTER SEALS NATIONAL | $45,625 | $45,625 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,381 | TotalAmt |
| Program Services | $124,829 | ProgramServicesAmt |
| Management And General | $3,472 | ManagementAndGeneralAmt |
| Fundraising | $3,080 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,566,090 | TotalAmt |
| Program Services | $5,040,424 | ProgramServicesAmt |
| Management And General | $122,480 | ManagementAndGeneralAmt |
| Fundraising | $403,186 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,380 | BOYAmt |
| EOY | $28,915 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,042 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,692 | BOYAmt |
| EOY | $182,373 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,873 | BOYAmt |
| EOY | $683,297 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,984 | BOYAmt |
| EOY | $129,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,013,742 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,436,963 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,070 | BOYAmt |
| EOY | $1,576,779 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,337 | BOYAmt |
| EOY | $184,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,112 | BOYAmt |
| EOY | $6,745 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,436,490 | BOYAmt |
| EOY | $2,791,560 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,099 | BOYAmt |
| EOY | $552,994 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $984 | BOYAmt |
| EOY | $1,017 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $133,527 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,083 | BOYAmt |
| EOY | $687,538 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,860,388 | BOYAmt |
| EOY | $2,104,022 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,019 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,108,407 | BOYAmt |
| EOY | $2,104,022 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,436,490 | BOYAmt |
| EOY | $2,791,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,986 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,871 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,500 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,702,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,844,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,374,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,052,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,266,686 | CurrentTaxYearAmt |
| Total | $9,239,733 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,702,398 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,844,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,374,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,052,096 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,266,686 | CurrentTaxYearAmt |
| Total | $9,239,733 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $140,510 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,099,223 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,957 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$30,007 | CurrentTaxYearAmt |
| Total | -$4,234 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,980 | CurrentTaxYearAmt |
| Total | $421,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,657,003 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,076,780 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING - 2014 AMOUNT: $ 46,436. 2015 AMOUNT: $ 55,155. 2016 AMOUNT: $ 316,163. 2017 AMOUNT: $ -3,247. 2018 AMOUNT: $ -8,479. MISC INCOME - 2014 AMOUNT: $ -1,138. 2015 AMOUNT: $ 532. 2016 AMOUNT: $ 1,245. 2017 AMOUNT: $ 4,378. 2018 AMOUNT: $ 10,459. ART SALES - | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $30,135 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $30,135 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $133,463 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,432 | OtherExpendituresAmt |
| End Year Balance | $123,083 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $145,893 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,754 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,184 | OtherExpendituresAmt |
| End Year Balance | $133,463 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,952 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,337 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,396 | OtherExpendituresAmt |
| End Year Balance | $145,893 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,721 | BeginningYearBalanceAmt |
| Contributions | $28,507 | ContributionsAmt |
| Investment Earnings Or Losses | $10,110 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,386 | OtherExpendituresAmt |
| End Year Balance | $156,952 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $158,290 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,284 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,285 | OtherExpendituresAmt |
| End Year Balance | $135,721 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $510,671 | OtherCostOrOtherBasisAmt |
| Book Value | $510,671 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,156,284 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,000,535 | DepreciationAmt |
| Book Value | $155,749 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,110,994 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,638,394 | DepreciationAmt |
| Book Value | $472,600 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $919,367 | OtherCostOrOtherBasisAmt |
| Depreciation | $563,246 | DepreciationAmt |
| Book Value | $356,121 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $316,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,788 | DepreciationAmt |
| Book Value | $81,638 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,576,779 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO FOUNDATION | Desc |
| Amt | $133,527 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $133,527 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,653,401 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,871 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $81,216 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,980 | OtherRevenueAmt |
| Revenue Not Reported | $76,325 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,577,076 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,577,076 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,657,786 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $81,216 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,480 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $91,696 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,566,090 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,566,090 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE OPERATIONS OF THE ORGANIZATION AT THE DISCRETION OF THE TRUSTEES. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION ADOPTED GUIDANCE ISSUED BY THE FASB ON ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS. THE ADOPTION OF THIS GUIDANCE HAD NO EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX LIABILITIES, INCLUDING ANY POTENTIAL LOSS OF ITS TAX EXEMPT STATUS. THE ORGANIZATION HAS NO ONGOING FEDERAL, STATE, OR LOCAL TAX AUDITS; HOWEVER, THE ORGANIZATION'S TAX RETURNS FOR THE THREE PREVIOUS FISCAL YEARS REMAIN OPEN TO EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST -7,500. FUNDRAISING IN-KIND EXPENSES 10,480. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING IN-KIND EXPENSES 10,480. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ABILITY SHINNING LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $406,358 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $338,542 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,816 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $19,810 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,775 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,926 | OtherDirectExpensesEvent1Amt |
| Event2 | MEADOWS CUP | Event2Nm |
| Gross Receipts Event2 | $118,142 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $102,615 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,527 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $17,783 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $11,078 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,198 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $450 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,173 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Oth Direct Expnss Other Events | $9,629 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $524,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $441,157 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,343 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $17,783 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,078 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,008 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,225 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $34,728 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $91,822 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,479 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM WATERS | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $160,675 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $20,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,831 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $189,506 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 221 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,907 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $72,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | ABA REMODEL | 1 | $15,000 |
| Yes (X) | SILENT AUCTION ITEMS | 1 | $10,480 |
| Yes (X) | TERVIS | 1 | $328 |
| Yes (X) | TURKEYS AND PIES | 1 | $270 |
| Yes (X) | LUNCH BOXES | 1 | $243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE FILING ORGANIZATION ADDED 6 - 8 GRADE CLASSES TO PROVIDE ADDITIONAL SERVICES IN ITS SCHOOL. |
| FORM 990, PART III, LINE 3 | THE FILING ORGANIZATION OPERATES ITS ELEMENTARY AND MIDDLE SCHOOL OUT OF ABA ACADEMY LOCATION. BOTH ORGANIZATION'S COMBINE ITS CLASSES TO ENHANCE LEARNING AND BEHAVIORAL SERVICES FOR THE STUDENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST STATEMENT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | OTHER SENIOR EMPLOYEES ARE EVALUATED BY THE CEO AND COMPENSATION IS SET CONSISTENT WITH JOB FUNCTIONS AND THE MARKET. A BOARD COMMITTEE PROVIDES EVALUATION AND OVERSIGHT OF THE CEO POSITION AND SETS COMPENSATION CONSISTENT WITH THE RESPONSIBILITIES AND COMPETITIVE MARKETPLACE. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL REQUIRED DISCLOSURES ARE MADE AVAILABLE UPON REQUEST OR AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 283,371. MANAGEMENT AND GENERAL EXPENSES 33,915. FUNDRAISING EXPENSES 121,376. TOTAL EXPENSES 438,662. |
| FORM 990, PART IX, LINE 24E | R & M: PROGRAM SERVICE EXPENSES 44,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,000. TRANSPORTATION: PROGRAM SERVICE EXPENSES 31,276. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,276. TELEPHONE: PROGRAM SERVICE EXPENSES 16,348. MANAGEMENT AND GENERAL EXPENSES 463. FUNDRAISING EXPENSES 540. TOTAL EXPENSES 17,351. EQUIPMENT EXPENSE: PROGRAM SERVICE EXPENSES 12,579. MANAGEMENT AND GENERAL EXPENSES 14. FUNDRAISING EXPENSES 613. TOTAL EXPENSES 13,206. LICENSE, FEES AND PERMITS: PROGRAM SERVICE EXPENSES 10,628. MANAGEMENT AND GENERAL EXPENSES 1,615. FUNDRAISING EXPENSES 316. TOTAL EXPENSES 12,559. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 5,786. MANAGEMENT AND GENERAL EXPENSES 539. FUNDRAISING EXPENSES 1,488. TOTAL EXPENSES 7,813. RENT: PROGRAM SERVICE EXPENSES 4,212. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 123. TOTAL EXPENSES 4,335. IN-KIND EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 841. |
| FORM 990, PART XI, LINE 9: | DONATED SERVICES AND USE OF FACILITIES - INCOME 80,570. DONATED SERVICES AND USE OF FACILITIES - EXPENSE -80,570. CHANGE IN VALUE OF SPLIT INTEREST -7,500. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTER SEALS SOUTHWEST FL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 BRADEN AVE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650611186 | EIN |
| Primary Activities | TO SUPPORT EASTER SEALS SOUTHWEST, INC | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE_12A_I_509_TYPE_ | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTER SEALS SW FL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| EASTER SEALS SOUTHWEST FL FOUNDATION | ||
| C | $450,000 | VALUE |
| EASTER SEALS SOUTHWEST FL FOUNDATION | ||
| E | $203,686 | VALUE |
| EASTER SEALS SOUTHWEST FL FOUNDATION | ||
| Q | $133,527 | VALUE |
| EASTER SEALS SOUTHWEST FL FOUNDATION | ||
| D | $2,053 | VALUE |
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