FREEDOM INSTITUTE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM INSTITUTE INC (EIN 13-2877912)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349322557
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:55:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132877912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 2128380044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L MILLER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2128380044 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.190.81.120 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 17:55:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9616F4B14A694591D1E716C270910E6FA5556DA3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT L MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,279,429 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FREEDOMINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST AND COUNSEL SUBSTANCE ABUSERS, THEIR FAMILIES, AND THEIR EMPLOYERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $476,136 | PYContributionsGrantsAmt |
| CY Contributions Grants | $412,157 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,709,280 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,389,876 | CYProgramServiceRevenueAmt |
| PY Investment Income | $607,628 | PYInvestmentIncomeAmt |
| CY Investment Income | $543,695 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$25,533 | PYOtherRevenueAmt |
| CY Other Revenue | -$55,572 | CYOtherRevenueAmt |
| PY Total Revenue | $3,767,511 | PYTotalRevenueAmt |
| CY Total Revenue | $3,290,156 | 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 | $2,357,567 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,260,173 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $42,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $44,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $134,911 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,251,715 | PYOtherExpensesAmt |
| CY Other Expenses | $1,834,471 | CYOtherExpensesAmt |
| PY Total Expenses | $4,651,782 | PYTotalExpensesAmt |
| CY Total Expenses | $4,138,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$884,271 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$848,488 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,984,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,926,149 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $405,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $345,306 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,578,378 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,580,843 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1976, FREEDOM INSTITUTE IS A RESOURCE CENTER FOR INDIVIDUALS AND FAMILIES COPING WITH ADDICTION AND CO-OCCURRING ISSUES SUCH AS DEPRESSION AND ANXIETY. WE OFFER PERSONALIZED COUNSEL AND CARE TO THOSE SEEKING TO PREVENT, UNDERSTAND OR RECOVER FROM SUBSTANCE ABUSE AND ADDICTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,241,443 | ExpenseAmt |
| Revenue | $2,389,876 | RevenueAmt |
| Desc | SEE SCHEDULE OIN 2019, THE CLINICAL PROGRAM SAW A CONTINUED DROP IN CENSUS AND REVENUE FROM 2018, DUE PRIMARILY TO AN INCREASE IN THE NUMBER OF PROGRAMS OFFERING SIMILAR SERVICES IN THE AREA. THIS ADDED TO EXISTING CONCERNS ABOUT OUR BUDGET. IN RESPONSE TO THIS, WE EXPLORED VARIOUS NEW PROJECTS AND POSSIBLE PARTNERSHIPS, WITH AN EYE TOWARDS DEVELOPING REVENUE STREAMS IN AREAS OTHER THAN OUR CORE PROGRAMMING. THE GOAL IS TO EXPAND OUR REACH AND REDUCE OUR RELIANCE ON FUNDRAISING DOLLARS TO COVER THE GAP BETWEEN REVENUE AND EXPENSES IN OUR BRICK-AND-MORTAR SERVICES. ONE OF THESE PROJECTS IS WELL INTO DEVELOPMENT IN 2020, WHILE ANOTHER WILL BE REVISITED ONCE CIRCUMSTANCES AROUND THE PANDEMIC SHIFT. ADDITIONALLY, WE REDEFINED OUR GROUP OFFERINGS INTO PHASES OF TREATMENT THAT SUPPORT MORE FLEXIBLE TREATMENT OPTIONS AND ARE MORE EASILY COMMUNICATED TO CLIENTS AND REFERRAL SOURCES. FINALLY, WE MADE SOME MODIFICATIONS TO OUR INTENSIVE OUTPATIENT PROGRAM AS THE DATA WAS SUGGESTING THAT CLIENTS NEEDED MORE ENGAGEMENT AND TIME IN TREATMENT.AS PREVIOUSLY PREDICTED, WE MADE SIGNIFICANT CHANGES TO HALLWAYS, OUR SCHOOL-BASED PROGRAM, IN 2019. AT THE END OF THE 2018-19 SCHOOL YEAR, WE ELIMINATED PROGRAM FUNCTIONS CENTERED AROUND INDIVIDUAL STUDENTS (STUDENT ASSISTANCE PROGRAM AND HALLWAYS INDICATED PREVENTION PROGRAM) SO THAT WE COULD MORE EFFICIENTLY FOCUS RESOURCES ON WORK WITH GROUPS OF STUDENTS, FACULTY AND PARENTS. THIS RESULTED IN STAFF REDUCTION AND COST SAVINGS. WE THEN ENGAGED A FUNDRAISING CONSULTANT TO ASSIST US WITH DEVELOPING A STRATEGY AND STRUCTURE FOR INCREASED PARENT INVOLVEMENT AND FUNDRAISING, WITH THE GOAL OF SOLICITING DONATIONS SPECIFICALLY FOR THE HALLWAYS PROGRAM FROM THE HALLWAYS COMMUNITY. WE DEVELOPED AND IMPLEMENTED SEVERAL INITIATIVES, INCLUDING A PARENT ACTION COMMITTEE, HOSTED A NUMBER OF FUNDRAISING EVENTS, AND EXPLORED BOTH GRANT AND DONOR CULTIVATION OPPORTUNITIES. HALLWAYS ALSO COMPLETED ITS LONG-AWAITED HANDBOOK FOR PARENTS AND FACULTY, WHICH WAS PUBLISHED IN OCTOBER. ONE GOAL WAS TO MAKE THIS HANDBOOK THE CENTERPIECE OF VARIOUS FUNDRAISING EFFORTS IN 2020. | Desc |
| Total Program Service Expenses | $3,241,443 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 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 | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | 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 | RACHEL RUSSELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128380044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| RACHEL J RUSSELL | ||||||||
| CHIEF CLINICAL OFFICER | 35.00 | Yes (X) | $192,184 | $0 | $26,373 | |||
| PETER LAZAR | ||||||||
| SR. DIRECTOR, BUSINESS DEV. | 28.00 | $111,133 | $0 | $24,487 | Yes (X) | |||
| ALEXANDER DAYTON | ||||||||
| CLINICAL DIRECTOR | 28.00 | $110,485 | $0 | $12,432 | Yes (X) | |||
| ROBERT L MILLER | ||||||||
| CHAIRMAN | 5.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| JACQUELINE R WILLIAMS | ||||||||
| SECRETARY | 0.20 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| JESSICA AMBROSE | ||||||||
| TRUSTEE | 0.20 | $0 | $0 | $0 | Yes (X) | |||
| ANSON BARRETT FRELINGHUYSEN | ||||||||
| TRUSTEE | 0.20 | $0 | $0 | $0 | Yes (X) | |||
| JOHN LOEFFLER | ||||||||
| TRUSTEE | 0.20 | $0 | $0 | $0 | Yes (X) | |||
| PATRICK ROBINSON | ||||||||
| TRUSTEE | 0.20 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $413,802 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,292 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $236,810 | FundraisingAmt |
| All Other Contributions | $175,347 | AllOtherContributionsAmt |
| Noncash Contributions | $30,410 | NoncashContributionsAmt |
| Total Contributions | $412,157 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COUNSELING FEES | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $2,389,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,389,876 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,389,876 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,247 | TotalRevenueColumnAmt |
| Exclusion | $42,247 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,380,149 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $878,701 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $501,448 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $501,448 | TotalRevenueColumnAmt |
| Exclusion | $501,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $55,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $236,810 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $110,572 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$55,572 | TotalRevenueColumnAmt |
| Exclusion | -$55,572 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,290,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,389,876 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $488,123 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,557 | TotalAmt |
| Program Services | $163,918 | ProgramServicesAmt |
| Management And General | $54,639 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,705,743 | TotalAmt |
| Program Services | $1,363,519 | ProgramServicesAmt |
| Management And General | $312,830 | ManagementAndGeneralAmt |
| Fundraising | $29,394 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,456 | TotalAmt |
| Program Services | $26,048 | ProgramServicesAmt |
| Management And General | $5,812 | ManagementAndGeneralAmt |
| Fundraising | $596 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,767 | TotalAmt |
| Program Services | $123,052 | ProgramServicesAmt |
| Management And General | $28,018 | ManagementAndGeneralAmt |
| Fundraising | $2,697 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,650 | TotalAmt |
| Program Services | $118,877 | ProgramServicesAmt |
| Management And General | $28,455 | ManagementAndGeneralAmt |
| Fundraising | $2,318 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,451 | TotalAmt |
| Program Services | $3,882 | ProgramServicesAmt |
| Management And General | $514 | ManagementAndGeneralAmt |
| Fundraising | $55 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,008 | TotalAmt |
| Management And General | $75,008 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,000 | TotalAmt |
| Fundraising | $44,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,190 | TotalAmt |
| Management And General | $23,190 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,826 | TotalAmt |
| Program Services | $334,059 | ProgramServicesAmt |
| Management And General | $3,403 | ManagementAndGeneralAmt |
| Fundraising | $364 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,411 | TotalAmt |
| Program Services | $56,764 | ProgramServicesAmt |
| Management And General | $101,010 | ManagementAndGeneralAmt |
| Fundraising | $17,637 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,601 | TotalAmt |
| Program Services | $133,301 | ProgramServicesAmt |
| Management And General | $8,592 | ManagementAndGeneralAmt |
| Fundraising | $4,708 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,511 | TotalAmt |
| Program Services | $66,735 | ProgramServicesAmt |
| Management And General | $8,832 | ManagementAndGeneralAmt |
| Fundraising | $944 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,608 | TotalAmt |
| Program Services | $714,008 | ProgramServicesAmt |
| Management And General | $94,494 | ManagementAndGeneralAmt |
| Fundraising | $10,106 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,625 | TotalAmt |
| Program Services | $1,417 | ProgramServicesAmt |
| Management And General | $188 | ManagementAndGeneralAmt |
| Fundraising | $20 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231 | TotalAmt |
| Program Services | $201 | ProgramServicesAmt |
| Management And General | $27 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,805 | TotalAmt |
| Program Services | $46,058 | ProgramServicesAmt |
| Management And General | $6,095 | ManagementAndGeneralAmt |
| Fundraising | $652 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,476 | TotalAmt |
| Program Services | $21,349 | ProgramServicesAmt |
| Management And General | $2,825 | ManagementAndGeneralAmt |
| Fundraising | $302 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAX EXPENSE | $5,901 | $4,688 | $1,122 | $91 |
| ACCUPUNCTURE/DRUG TESTI | $60,695 | $60,695 | ||
| SPECIAL EVENTS | $20,983 | $20,983 | ||
| BAD DEBT | $6,855 | $6,855 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,294 | TotalAmt |
| Program Services | $2,872 | ProgramServicesAmt |
| Management And General | $381 | ManagementAndGeneralAmt |
| Fundraising | $41 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,138,644 | TotalAmt |
| Program Services | $3,241,443 | ProgramServicesAmt |
| Management And General | $762,290 | ManagementAndGeneralAmt |
| Fundraising | $134,911 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,776 | BOYAmt |
| EOY | $248,584 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,266 | BOYAmt |
| EOY | $14,308 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,500 | BOYAmt |
| EOY | $15,114 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,515 | BOYAmt |
| EOY | $220,761 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,829 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,039 | BOYAmt |
| EOY | $3,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $824,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $748,093 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,082 | BOYAmt |
| EOY | $76,277 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,366,900 | BOYAmt |
| EOY | $1,339,086 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,984,078 | BOYAmt |
| EOY | $1,926,149 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,255 | BOYAmt |
| EOY | $194,680 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,993 | BOYAmt |
| EOY | $70,200 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,452 | BOYAmt |
| EOY | $80,426 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $405,700 | BOYAmt |
| EOY | $345,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,476,036 | BOYAmt |
| EOY | $1,463,335 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,342 | BOYAmt |
| EOY | $117,508 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,578,378 | BOYAmt |
| EOY | $1,580,843 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,984,078 | BOYAmt |
| EOY | $1,926,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$848,488 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$149,047 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $603,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $555,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $502,216 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $476,136 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $412,157 | CurrentTaxYearAmt |
| Total | $2,549,416 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,119,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,394,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,796,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,709,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,389,876 | CurrentTaxYearAmt |
| Total | $12,409,165 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,722,901 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,949,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,298,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,185,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,802,033 | CurrentTaxYearAmt |
| Total | $14,958,581 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,077 | CurrentTaxYearAmt |
| Total | $479,416 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,935 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,077 | CurrentTaxYearAmt |
| Total | $479,416 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,479,165 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,247 | CurrentTaxYearAmt |
| Total | $657,552 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $235,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,247 | CurrentTaxYearAmt |
| Total | $657,552 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,920,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,185,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,403,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,262,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,844,280 | CurrentTaxYearAmt |
| Total | $15,616,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91360 | PublicSupportPY509Pct |
| Investment Income CY | 0.04210 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05210 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,381,140 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $395,442 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,400,000 | OtherExpendituresAmt |
| Administrative Expenses | $23,190 | AdministrativeExpensesAmt |
| End Year Balance | $1,353,392 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,016,629 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$24,101 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,575,000 | OtherExpendituresAmt |
| Administrative Expenses | $36,388 | AdministrativeExpensesAmt |
| End Year Balance | $2,381,140 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,913,205 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $519,861 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,375,000 | OtherExpendituresAmt |
| Administrative Expenses | $41,437 | AdministrativeExpensesAmt |
| End Year Balance | $4,016,629 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,901,951 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $439,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,375,000 | OtherExpendituresAmt |
| Administrative Expenses | $52,907 | AdministrativeExpensesAmt |
| End Year Balance | $4,913,205 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,315,406 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,927 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,400,000 | OtherExpendituresAmt |
| Administrative Expenses | $59,382 | AdministrativeExpensesAmt |
| End Year Balance | $5,901,951 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91260 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04030 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $360,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $331,661 | DepreciationAmt |
| Book Value | $29,198 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $463,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $416,432 | DepreciationAmt |
| Book Value | $47,079 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $76,277 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $80,426 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $80,426 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,117,919 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$149,047 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$149,047 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,266,966 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,190 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $23,190 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,290,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,115,454 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,115,454 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,190 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $23,190 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,138,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND WAS CREATED THROUGH A 1980 BOARD OF DIRECTORS RESOLUTION WITH THE PURPOSE OF ESTABLISHING A PERMANENT FUNDING BASIS. THE BOARD OF DIRECTORS, AT ITS DISCRETION, AND BASED ON THE NEEDS OF THE INSTITUTE, CAN DECIDE WHETHER TO REINVEST ENDOWMENT INCOME OR USE IT FOR OPERATING PURPOSES. |
| PART X, LINE 2: | THE INSTITUTE RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2016. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID BOWEN & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 596 WARBURTON AVE | AddressLine1Txt |
| City | HASTINGS ON HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING; FUNDRAISING STRATEGIC PLANNING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $291,810 | GrossReceiptsAmt |
| Retained By Contractor | $44,000 | RetainedByContractorAmt |
| Net To Organization | $247,810 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $291,810 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $44,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $247,810 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT DINNER COMMITTEE | Event1Nm |
| Gross Receipts Event1 | $291,810 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $236,810 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $92,742 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $17,830 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $291,810 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $236,810 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $55,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $92,742 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,830 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $110,572 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$55,572 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE COMPANY SHALL RECEIVE FROM THE CLIENT AS COMPENSATION FOR ITS SERVICES A FEE OF $44,000, $5,500 OF WHICH IS DUE AND PAYABLE UPON THE SIGNING OF THIS AGREEMENT. THE CLIENT SHALL REIMBURSE THE COMPANY'S OUT-OF-POCKET COSTS AND EXPENSES INCURRED IN CONNECTION WITH THE SERVICES PROVIDED. IN 2019, REIMBURSEMENT OF EXPENSES TOTALED $2,465. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | RACHEL J RUSSELL | PersonNm |
| Title | CHIEF CLINICAL OFFICER | TitleTxt |
| Base Compensation Filing Org | $192,184 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,373 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,557 | 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 | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,410 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS LISTED IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT L. MILLER AND JESSICA AMBROSE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | FREEDOM INSTITUTE INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. THE CHAIRMAN OF THE BOARD AND GENERAL MANAGER MEET WITH THE OUTSIDE ACCOUNTANT AND REVIEW THE FORM 990 IN DETAIL TO ENSURE THAT IT CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES AT FREEDOM INSTITUTE. THE FINAL VERSION IS ELECTRONICALLY SENT TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12 | WHILE THE CURRENT CONFLICT OF INTEREST POLICY OF THE ORGANIZATION DOES NOT CONFORM WITH ALL OF THE REQUIREMENTS OF THE NYS REVITALIZATION ACT, THE POLICY DOES REQUIRE ANNUAL DISCLOSURE STATEMENTS FOR POTENTIAL CONFLICTS OF INTEREST. FURTHERMORE, BOARD MEMBERS AND EMPLOYEES, IN THE COURSE OF MEETING OR ACTIVITIES, ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AS WELL AS RECUSE THEMSELVES FROM DISCUSSION AND VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15B | FREEDOM INSTITUTE'S CHIEF MANAGEMENT OFFICER IS CURRENTLY THE CHAIRMAN OF THE BOARD WHO DOES NOT RECEIVE ANY COMPENSATION. IN THE EVENT THAT THE SITUATION SHOULD CHANGE, FREEDOM INSTITUTE WOULD FOLLOW THE PROCEDURES AS SET FORTH BY THE IRS FOR ESTABLISHING REASONABLE COMPENSATION. THE KEY EMPLOYEE'S COMPENSATION IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD IN THE CONTEXT OF PERFORMANCE, THE ECONOMIC ENVIRONMENT, COST-OF-LIVING CHANGES, AND OTHER COMPARABLE POSITIONS AT SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE RECOMMENDATION AND PROCESS ARE DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
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