FRIENDS OF THE PALO ALTO JR MUSEUM AND ZOO: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS OF THE PALO ALTO JR MUSEUM AND ZOO (EIN 77-0296155)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-08-07
- IRS object ID
- 202022209349300432
- Schema version
- 2018v3.2
- 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 | 2020-08-07T18:51:26-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770051130 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBOTT STRINGHAM & LYNCH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 MERIDIAN AVE 2ND FLR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770296155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF THE PALO ALTO JUNIOR | BusinessNameLine1Txt |
| Business Name Line2 | MUSEUM & ZOO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 6503266338 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4050 MIDDLEFIELD ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN AMSTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6503266338 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA L CROSS | PreparerPersonNm |
| PTIN | P01271713 | PTIN |
| Phone | 4083778700 | PhoneNum |
| Preparation | 2020-07-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.217.167.71 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-02 | IPDt |
| IP Tm | 15:53:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B918F1C00FFED2661C5A43BEF2252A4B9D042A70 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C708D454AFCDE1C06929EB7DF7BA3D00022D16FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAUREN ANGELO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4050 MIDDLEFIELD RD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,559,579 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FRIENDSJMZ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE FRIENDS OF PALO ALTO JUNIOR MUSEUM AND ZOO WORK TO SUPPORT AND ENHANCE THE PALO ALTO JUNIOR MUSEUM & ZOO, WHOSE MISSION IS TO ENGAGE A CHILD'S CURIOSITY IN SCIENCE AND NATURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,467,531 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,650,592 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $183,685 | PYInvestmentIncomeAmt |
| CY Investment Income | $560,593 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$11,353 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,639,863 | PYTotalRevenueAmt |
| CY Total Revenue | $2,211,185 | 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 | $224,218 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $187,079 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $90,054 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,963,442 | PYOtherExpensesAmt |
| CY Other Expenses | $12,495,570 | CYOtherExpensesAmt |
| PY Total Expenses | $2,187,660 | PYTotalExpensesAmt |
| CY Total Expenses | $12,682,649 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,452,203 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$10,471,464 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,284,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,211,931 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $655,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,907,326 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,629,231 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,304,605 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FRIENDS OF PALO ALTO JUNIOR MUSEUM AND ZOO WORKS TO SUPPORT AND ENHANCE THE PALO ALTO JUNIOR MUSEUM & ZOO, WHOSE MISSION IS TO ENGAGE A CHILD'S CURIOSITY IN SCIENCE AND NATURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,397,758 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE MISSION OF THE FRIENDS OF PALO ALTO JUNIOR MUSEUM AND ZOO (PAJMZ) IS TO SUPPORT AND ENHANCE THE PAJMZ, AN EARLY YEARS' SCIENCE EDUCATION FACILITY. THE PAJMZ IS VISITED BY 150,000 PATRONS ANNUALLY AND SERVES 13,000 ELEMENTARY STUDENTS PER YEAR THROUGH ITS SCIENCE EDUCATION PROGRAM, ON AND OFF SITE. THE PAJMZ SPECIALIZES IN HANDS-ON LEARNING, AND CHILD-CENTRIC EXPLORATION TECHNIQUES SO OFTEN LACKING IN A TRADITIONAL SCIENCE CLASS. THE PAJMZ BUILDING HAS 20 INTERACTIVE SCIENCE EXHIBITS AND A SMALL ZOO, FEATURING 200 LIVE SPECIMENS REPRESENTATIVE OF 50 ANIMAL SPECIES, MANY OF THEM LOCAL RESCUES. THE FRIENDS OF THE PAJMZ WORKS CLOSELY WITH THE CITY OF PALO ALTO TO PROVIDE FREE SCIENCE EDUCATION CLASSES TO STUDENTS AT FOUR ELEMENTARY SCHOOLS IN EAST PALO ALTO, WHERE BUDGETARY CUTS HAVE ELIMINATED MANY OF THE SCIENCE PROGRAMS. MORE THAN 1,600 ELEMENTARY SCHOOL STUDENTS PARTICIPATE IN THE PROGRAM. IN ADDITION, THE FRIENDS OF THE PAJMZ RAISES FUNDS FOR THE UPKEEP AND MAINTENANCE OF ZOO AND MUSEUM FACILITIES AND NEW EXCITING EXHIBITS.IN FISCAL YEAR 2018, THE FRIENDS OF THE JMZ FINALIZED THE DESIGN OF THE NEW $25 MILLION FACILITY AND ITS AGREEMENT WITH THE CITY OF PALO ALTO TO REBUILD AND MODERNIZE THE JMZ. THE COLLABORATIVE EFFORT RESULTED IN THE GROUNDBREAKING AND DEMOLITION SHORTLY AFTER THE CLOSE OF THE YEAR. THE ANTICIPATED COMPLETION DATE OF THE NEW AND IMPROVED FACILITIES IS APPROXIMATELY FALL 2020. THE LARGER, GREENER JMZ FACILITY WILL CORRECT STRUCTURAL AND SAFETY DEFICIENCIES THAT INHIBIT THE JMZ'S OUTREACH AND HAMPER ITS ESSENTIAL SCIENCE EDUCATION. WITH ENLARGED SPACE AND IMPROVED FACILITIES, SCIENCE PROGRAMMING WILL BE SCALABLE TO MEET THE GROWING NEEDS OF THE COMMUNITY. THE NEW BUILDING, SCIENCE EXHIBITS, AND ZOO WILL ENHANCE THE VISITOR EXPERIENCE FOR ALL AGES AND LEARNING STYLES, WHILE RETAINING THE INTIMATE ENVIRONMENT THAT MAKES THE JMZ A BELOVED COMMUNITY RESOURCE. THE JMZ INITIATIVE WILL MAKE IT POSSIBLE TO KEEP THIS CHILD-SIZED, LEARN-THROUGH-PLAY RESOURCE VIABLE FOR FUTURE GENERATIONS. | Desc |
| Total Program Service Expenses | $12,397,758 | 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 |
| Temp Or Permanent Endowments | 0 | 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 | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCAL ADMINISTRATIVE SUPPORT SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085138703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 ALAMEDA EXPWY SUITE 10 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CAROLYN AMSTER | ||||||
| BOARD TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILEY ANDERSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN ANGELO | ||||||
| BOARD CO-PRESIDENT | 12.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLY BAVOR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNETTE BIALSON | ||||||
| BOARD MEMBER | 7.00 | Yes (X) | $0 | $0 | $0 | |
| ALETHA COLEMAN | ||||||
| BOARD PRESIDENT | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE EMSLIE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA HELFT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL HOPKINS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JON KIYA | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MARSHALL KOCH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK MURRAY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE RELLER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANE RYTINA | ||||||
| BOARD SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS SKARAKIS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM STITT | ||||||
| BOARD MEMBER | 20.00 | Yes (X) | $0 | $0 | $0 | |
| MARIAELENA COMAROTO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
| Membership Dues | $27,160 | MembershipDuesAmt |
| Government Grants | $320,902 | GovernmentGrantsAmt |
| All Other Contributions | $1,302,530 | AllOtherContributionsAmt |
| Total Contributions | $1,650,592 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,136 | TotalRevenueColumnAmt |
| Exclusion | $283,136 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $625,851 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $347,497 | SecuritiesAmt |
| Other | $897 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,354 | SecuritiesAmt |
| Other | -$897 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $277,457 | TotalRevenueColumnAmt |
| Exclusion | $277,457 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,211,185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $560,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,540 | TotalAmt |
| Program Services | $46,711 | ProgramServicesAmt |
| Management And General | $55,888 | ManagementAndGeneralAmt |
| Fundraising | $57,941 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,879 | TotalAmt |
| Program Services | $2,415 | ProgramServicesAmt |
| Management And General | $7,133 | ManagementAndGeneralAmt |
| Fundraising | $5,331 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,660 | TotalAmt |
| Program Services | $2,823 | ProgramServicesAmt |
| Management And General | $4,494 | ManagementAndGeneralAmt |
| Fundraising | $4,343 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,100 | TotalAmt |
| Management And General | $39,100 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,944 | TotalAmt |
| Management And General | $65,944 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,235,748 | TotalAmt |
| Program Services | $12,231,748 | ProgramServicesAmt |
| Management And General | $4,000 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,034 | TotalAmt |
| Program Services | $505 | ProgramServicesAmt |
| Management And General | $52 | ManagementAndGeneralAmt |
| Fundraising | $6,477 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,971 | TotalAmt |
| Program Services | $61 | ProgramServicesAmt |
| Management And General | $2,838 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,235 | TotalAmt |
| Management And General | $1,878 | ManagementAndGeneralAmt |
| Fundraising | $2,357 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276 | TotalAmt |
| Management And General | $276 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,188 | TotalAmt |
| Program Services | $4,782 | ProgramServicesAmt |
| Management And General | $4,836 | ManagementAndGeneralAmt |
| Fundraising | $3,570 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731 | TotalAmt |
| Management And General | $731 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,247 | TotalAmt |
| Program Services | $2,801 | ProgramServicesAmt |
| Management And General | $4,510 | ManagementAndGeneralAmt |
| Fundraising | $2,936 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLASS INSTRUCTION | $99,897 | $99,897 | ||
| FEES & CHARGES | $9,152 | $222 | $2,469 | $6,461 |
| MEMBER EVENTS | $1,799 | $1,233 | $566 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,248 | TotalAmt |
| Program Services | $4,560 | ProgramServicesAmt |
| Management And General | $688 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,682,649 | TotalAmt |
| Program Services | $12,397,758 | ProgramServicesAmt |
| Management And General | $194,837 | ManagementAndGeneralAmt |
| Fundraising | $90,054 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $890,064 | BOYAmt |
| EOY | $489,901 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,672,572 | BOYAmt |
| EOY | $1,362,361 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,882 | BOYAmt |
| EOY | $374,928 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,179 | BOYAmt |
| EOY | $137,907 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,068 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,038 | BOYAmt |
| EOY | $1,050 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,295,674 | BOYAmt |
| EOY | $15,845,784 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,284,409 | BOYAmt |
| EOY | $18,211,931 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,178 | BOYAmt |
| EOY | $2,907,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,178 | BOYAmt |
| EOY | $2,907,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,468 | BOYAmt |
| EOY | $1,596,636 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,412,763 | BOYAmt |
| EOY | $13,707,969 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,629,231 | BOYAmt |
| EOY | $15,304,605 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,284,409 | BOYAmt |
| EOY | $18,211,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$10,471,464 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $119,831 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $27,007 | 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 | $4,480,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,362,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,900,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,467,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,650,592 | CurrentTaxYearAmt |
| Total | $29,862,239 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,480,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,362,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,900,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,467,531 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,650,592 | CurrentTaxYearAmt |
| Total | $29,862,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,069,718 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,792,521 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,828 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,136 | CurrentTaxYearAmt |
| Total | $642,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,504,683 | TotalSupportAmt |
| Public Support CY170 | 0.48490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46070 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,118 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,068 | DepreciationAmt |
| Book Value | $1,050 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,050 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,371,010 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $119,832 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $78,930 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $198,762 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,172,248 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $65,944 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$27,007 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $38,937 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,211,185 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,695,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $78,931 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $78,931 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,616,705 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,944 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $65,944 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,682,649 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD RELATED TO UNCERTAINTIES IN INCOME TAXES. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION; THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AS OF JUNE 30, 2019 AND 2018. THE ORGANIZATION IS SUBJECT TO EXAMINATION BY A MAJOR TAX JURISDICTION BACK TO 2014. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECOVERY OF PLEDGE RECEIVABLE -250,000. BOOK TAX DIFFERENCE ON REALIZED GAIN ON SALE OF INVESTMENTS 222,993. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION ENGAGED A PUBLIC ACCOUNTING FIRM TO PREPARE THE FORM 990. THE DRAFT FORM 990 WAS THEN FORWARDED TO THE TREASURER FOR REVIEW. UPON REVIEW, THE TREASURER PRESENTED THE DRAFT TO THE BOARD OF TRUSTEES PRIOR TO FILING. THE ACCOUNTING FIRM AND THE TREASURER ADDRESSED QUESTIONS FROM THE BOARD, AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND EMPLOYEES. CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES ARE UPDATED ANNUALLY AND REVIEWED BY THE BOARD'S GOVERNANCE COMMITTEE. STAFF COMPLETE THE FORM UPON HIRE. BOARD MEMBERS WITH ANY POTENTIAL CONFLICT OF INTEREST ARE EXCUSED FROM INVOLVEMENT IN THE ORGANIZATION'S INTERACTION WITH ANY CONFLICTING ENTITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUESTORS ARE ABLE TO CONTACT OUR OFFICE DIRECTLY IN WRITING OR IN PERSON. FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
| FORM 990, PART IX, LINE 11G | CONSTRUCTION: PROGRAM SERVICE EXPENSES 12,231,748. MANAGEMENT AND GENERAL EXPENSES 4,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,235,748. |
| FORM 990, PART XI, LINE 9: | BOOK TAX DIFFERENCE FROM REALIZED GAINS ON INVESTMENTS -222,993. RECOVERY OF PLEDGE RECEIVABLE 250,000. |