SHARITY MINISTRIES INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHARITY MINISTRIES INC (EIN 83-1050344)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349307553
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T15:07:17-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582412540 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORRESTALL CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5328 LANIER ISLANDS PKWY STE 201 | AddressLine1Txt |
| City | BUFORD | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 305189056 | 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 | 831050344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINITY HEALTHSHARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIN | BusinessNameControlTxt |
| Phone | 4044001852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 PEACHTREE DUNWOODY RD C-160 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H THEAD III | PersonNm |
| Person Title | CHAIRMAN, DIRECTOR | PersonTitleTxt |
| Phone | 4044001852 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF FORRESTALL | PreparerPersonNm |
| PTIN | P00028415 | PTIN |
| Phone | 7709458328 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 15:07:17 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 29379F0A50BDAB55A43828322C4805D73C88AA21 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B55C4D3D622F76260887AF1108DCD217F57F4727 | 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 | WILLIAM H THEAD III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 PEACHTREE DUNWOODY RD C-160 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,461,259 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRINITYHEALTHSHARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THROUGH GOD'S GUIDANCE, BRING TOGETHER PEOPLE OF A COMMON SET OF RELIGIOUS BELIEFS FOR THE PURPOSE OF VOLUNTARILY SHARING ONE ANOTHER'S MEDICAL EXPENSE BURDENS AND SO FULFILL THE LAW OF CHRIST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,231,106 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,461,259 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $8,231,106 | PYTotalRevenueAmt |
| CY Total Revenue | $92,461,259 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $67,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $97,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $54,880,109 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $57,155 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $228,795 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,954,281 | PYOtherExpensesAmt |
| CY Other Expenses | $38,167,072 | CYOtherExpensesAmt |
| PY Total Expenses | $9,078,436 | PYTotalExpensesAmt |
| CY Total Expenses | $93,372,976 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$847,330 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$911,717 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,690,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,162,124 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,537,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,048,823 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$847,330 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,113,301 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THROUGH GOD'S GUIDANCE, BRING TOGETHER PEOPLE OF A COMMON SET OF RELIGIOUS BELIEFS FOR THE PURPOSE OF VOLUNTARILY SHARING ONE ANOTHER'S MEDICAL EXPENSE BURDENS AND SO FULFILL THE LAW OF CHRIST. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $90,935,199 | ExpenseAmt |
| Grant | $97,000 | GrantAmt |
| Desc | AS A 501(C)(3) NONPROFIT CHARITABLE ORGANIZATION, TRINITY HEALTHSHARE, INC., ("ORGANIZATION") BROUGHT TOGETHER THOUSANDS OF PEOPLE WHO SHARE A COMMON SET OF BELIEFS FOR THE PURPOSE OF SHARING ONE ANOTHER'S MEDICAL EXPENSE BURDENS. THE ORGANIZATION UPHOLDS THE BIBLICAL COMMAND STATED IN GALATIANS 6:2 TO "BEAR ONE OTHER'S BURDENS, AND SO FULFILL THE LAW OF CHRIST." IN 2019, THE ORGANIZATION FACILITATED THE VOLUNTARY SHARING OF 43,861,190 IN MONTHLY FINANCIAL GIFTS AMONG ITS 35,782 MEMBER HOUSEHOLDS TO PAY FOR 176,280 MEDICAL SHARING REQUESTS. ADDITIONALLY, THE ORGANIZATION DONATED 97,000 TO OTHER NONPROFIT CHARITABLE ORGANIZATIONS IN THE U.S. | Desc |
| Total Program Service Expenses | $90,935,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H THEAD III | PersonNm |
| Phone | 4044001852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5901 PEACHTREE DUNWOODY RD C-160 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM H THEAD III | ||||||
| CHAIRMAN, DI | 50.00 | Yes (X) | Yes (X) | $135,000 | $0 | $0 |
| A JOSEPH GUARINO III | ||||||
| PRESIDENT, D | 45.00 | Yes (X) | Yes (X) | $77,692 | $0 | $0 |
| J CHRISTOPHER SIZEMORE | ||||||
| SECRETARY, D | 2.00 | Yes (X) | Yes (X) | $4,500 | $0 | $0 |
| DAVID R THEAD | ||||||
| SECRETARY, T | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $217,192 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALIERA HEALTHCARE INC | |||||
| 990 HAMMOND DRIVE STE 700 | ATLANTA | GA | 30328 | MANAGEMENT | $32,138,105 |
| BAKER HOSTETLER LLP | |||||
| 1170 PEACHTREE STREET STE 2400 | ATLANTA | GA | 30309 | LEGAL SERVICES | $1,824,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHARE CONTRIBUTIONS | 524298 | $91,756,409 | $91,756,409 |
| MEMBERSHIP APPLICATION | 524298 | $704,850 | $704,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,461,259 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,461,259 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,461,259 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,000 | TotalAmt |
| Program Services | $97,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,880,109 | TotalAmt |
| Program Services | $54,880,109 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,192 | TotalAmt |
| Management And General | $217,192 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,603 | TotalAmt |
| Management And General | $11,603 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,138,105 | TotalAmt |
| Program Services | $32,138,105 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,840,662 | TotalAmt |
| Program Services | $15,877 | ProgramServicesAmt |
| Management And General | $1,824,785 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,730 | TotalAmt |
| Management And General | $89,730 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,472 | TotalAmt |
| Program Services | $213,774 | ProgramServicesAmt |
| Management And General | $36,698 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,365,803 | TotalAmt |
| Program Services | $3,365,803 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,595 | TotalAmt |
| Management And General | $1,595 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,814 | TotalAmt |
| Management And General | $39,814 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,652 | TotalAmt |
| Management And General | $59,652 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,708 | TotalAmt |
| Management And General | $6,708 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HEALTHCARE NETWORK FEES | $167,060 | $167,060 | |
| FINES AND PENALTIES | $150,000 | $150,000 | |
| TELEMEDICINE | $57,471 | $57,471 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,372,976 | TotalAmt |
| Program Services | $90,935,199 | ProgramServicesAmt |
| Management And General | $2,437,777 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,207 | BOYAmt |
| EOY | $3,146,446 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,176,341 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,658,958 | BOYAmt |
| EOY | $10,724 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,954 | BOYAmt |
| EOY | $4,954 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,690,460 | BOYAmt |
| EOY | $3,162,124 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,846 | BOYAmt |
| EOY | $1,048,823 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,774,029 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,740,915 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,537,790 | BOYAmt |
| EOY | $1,048,823 | 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 | -$847,330 | BOYAmt |
| EOY | $2,113,301 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$847,330 | BOYAmt |
| EOY | $2,113,301 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,690,460 | BOYAmt |
| EOY | $3,162,124 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$911,717 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $3,872,348 | PriorPeriodAdjustmentsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 Minus1 Year | $8,231,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,461,259 | CurrentTaxYearAmt |
| Total | $100,692,365 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $8,231,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,461,259 | CurrentTaxYearAmt |
| Total | $100,692,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $100,692,365 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $8,231,106 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,461,259 | CurrentTaxYearAmt |
| Total | $100,692,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHILDRENS CANCER CENTER | |||||||
| 4901 W CYPRESS ST | TAMPA | FL | 33607 | 591779035 | 501(C) | $10,000 | FUNDRAISING |
| RONALD MCDONALD HOUSE | |||||||
| 267-07 76TH AVE | NEW HYDE PARK | NY | 11040 | 112764747 | 501(C) | $10,000 | HOUSING |
| RONALD MCDONALD HOUSE | |||||||
| 4707 BENGAL ST | DALLAS | TX | 75235 | 751609401 | 501(C) | $5,500 | HOUSING |
| RONALD MCDONALD HOUSE | |||||||
| 520 SAND HILL RD | PALO ALTO | CA | 94304 | 942538615 | 501(C) | $10,000 | HOUSING |
| RONALD MCDONALD HOUSE | |||||||
| 5130 40TH AVE NE | SEATTLE | WA | 98105 | 911061043 | 501(C) | $10,000 | HOUSING |
| PROVIDENCE HEALTHCARE FOUNDATION | |||||||
| 101 W EIGHTH AVE | SPOKANE | WA | 99204 | 320014330 | 501(C) | $10,000 | HOUSING |
| BAYLOR SCOTT & WHITE CENTRAL TX FUN | |||||||
| 2401 S 31ST ST STE MS20 S103 | TEMPLE | TX | 76508 | 273513154 | 501(C) | $9,000 | NICU FAMILY SUPPORT |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD STE 210 | SHERMAN OAKS | CA | 91403 | 953954352 | 501(C) | $10,000 | SPONSOR |
| FAITH DRIVEN LIFE CHURCH | |||||||
| 2822 RANDALL ST | EAST POINT | GA | 30344 | 237002419 | 501(C) | $7,500 | SPONSOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS WERE GIVEN TO LONG ESTABLISHED LARGE 501(C)(3) PUBLIC ORGANIZATIONS AND DO NOT REQUIRE FURTHER REVIEW. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI | LINE(S) 13 AND 14: IN 2020 THE BOARD CAUSED THE ADOPTION OF A WRITTEN WHISTLEBLOWER POLICY AND A WRITTEN DOCUMENT DESTRUCTION POLICY EVEN THOUGH THE ORGANIZATION CURRENTLY STILL HAS ONLY TWO (2) FULL TIME EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 2 | WILLIAM H. THEAD III DAVID R. THEAD CHAIRMAN SECRETARY SIBLINGS |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE ORGANIZATION ENGAGED ALIERA HEALTHCARE, INC. TO PROVIDE IT WITH A VARIETY OF MANAGEMENT SERVICES. IN 2019, ALIERA WAS PAID 32,138,105 FOR THESE SERVICES. ON DECEMBER 4, 2019, THE ORGANIZATION COMPLETED AND SIGNED CONTRACTUAL AGREEMENTS TO TAKE EFFECT JANUARY 1, 2020, WITH FOUR SERVICE VENDORS OF A HEALTH CARE SERVICES HOLDING COMPANY TO ASSIST WITH ITS PROGRAM SERVICES. |
| FORM 990, PAGE 6, PART VI, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS IN 2019 TO PROVIDE FOR MORE DETAILED PROVISIONS ON NONPROFIT CORPORATE GOVERNANCE, CORPORATE STRUCTURE, ITS HEALTH CARE SHARING PROGRAMS AND SPECIFIC PROTECTIONS CONCERNING ITS SECTION 501(C)(3) TAX-EXEMPT STATUS. |
| FORM 990, PAGE 6, PART VI, LINE 8B | IN 2019, THE ORGANIZATION HAD NO COMMITTEES IN PLACE THAT WOULD ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM WHICH SENDS A DRAFT RETURN TO COUNSEL AND THE BOARD OF DIRECTORS FOR REVIEW. A MEETING BETWEEN ALL PARTIES IS SCHEDULED TO REVIEW THE TAX RETURN IN DETAIL. ANY CHANGES DECIDED ON AT THIS MEETING WILL BE INCORPORATED INTO THE FINAL RETURN BEFORE SUBMISSION TO THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD AND ANY RELEVANT PARTIES. ADDITIONALLY, THE POLICY IS REVIEWED WITH ANY NEW BOARD MEMBER(S) OR KEY EMPLOYEE(S) UPON THEIR ADDITION TO THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS REVIEWED SALARY DATA FROM COMPARABLE INDUSTRY SOURCES, INCLUDING SIMILAR ORGANIZATIONS. THE SALARY PAID WAS AT - OR IN MOST CASES WELL BELOW - INDUSTRY STANDARDS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS WERE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII | LINE 1A: THROUGH JULY 16, 2019, THE ORGANIZATION HAD ONLY ONE EMPLOYEE, THE CHAIRMAN OF THE BOARD OF DIRECTORS (THE "BOARD"). ON JULY 17, 2019, THE ORGANIZATION HIRED ITS SECOND EMPLOYEE AS ITS PRESIDENT, WHO IS A NATIONALLY KNOWN EXPERT IN THE FIELD OF HEALTH CARE SHARING MINISTRIES LIKE THAT OPERATED BY THE ORGANIZATION. THIS SUBSTANTIALLY ENHANCED THE ORGANIZATION'S ABILITY TO CARRY OUT ITS TAX EXEMPT CHARITABLE MINISTRY. AN INDEPENDENT DIRECTOR WAS ADDED ON OCTOBER 23, 2019. AS OF THIS FILING DATE, THE BOARD HAD BEEN EXPANDED FROM THREE (3) DIRECTORS IN 2019 TO FIVE (5) DIRECTORS, THE THIRD, FOURTH AND FIFTH SUCH DIRECTORS BEING INDEPENDENT, THUS ENABLING THE ORGANIZATION TO MAKE BOARD DECISIONS THROUGH THE MAJORITY VOTE OF INDEPENDENT DIRECTORS. THE BOARD OF DIRECTORS WILL CONTINUE TO AGGRESSIVELY RECRUIT QUALIFIED AND INDEPENDENT BOARD MEMBERS. |
| FORM 990, PART X | THE ORGANIZATION IS REPORTING 'BEGINNING OF YEAR' AMOUNTS THAT ARE CONSISTENT WITH WHAT WAS FILED AS PART OF THE ORGANIZATION'S 2018 FORM 990. FOR 2019, THE ORGANIZATION HAS CORRECTED ITS ACCOUNTING TO MORE ACCURATELY REFLECT ASSET AND LIABILITY AMOUNTS. |
| FORM 990, PART XI, LINE 9 | AS NOTED FOR PART X, THE ORGANIZATION HAS CORRECTED ITS ACCOUNTING TO MORE ACCURATELY REFLECT ASSET AND LIABILITY AMOUNTS AND HAS NOT YET AMENDED ITS 2018 FORM 990 (AND ITS 2018 ENDING 'NET ASSETS OR FUND BALANCES' AS REPORTED ON LINE 4). AS SUCH, A PRIOR PERIOD ADJUSTMENT AMOUNT IS REPORTED TO PROPERLY REFLECT THE 2019 ENDING 'NET ASSETS OR FUND BALANCES'. |
| FORM 990, PAGE 12, PART XII, LINE 2C | THE 2018 AUDIT FIRM SELECTION WAS PERFORMED BY ALIERA HEALTHCARE, INC. FOR 2019 THE AUDIT OVERSIGHT AND SELECTION WAS PERFORMED BY THE ORGANIZATIONS'S BOARD OF DIRECTORS. |
Comments