VALERIE FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VALERIE FUND (EIN 22-2126867)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201903159349302770
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T12:14:10-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221655803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN ABRAMS MUSIC LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 PEHLE AVE SUITE 702 | AddressLine1Txt |
| City | SADDLE BROOK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222126867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VALERIE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALE | BusinessNameControlTxt |
| Phone | 9737610422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 MILLBURN AVENUE | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY KIRSCHNER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9737610422 | PhoneNum |
| Signature | 2019-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA DIAZ CPA | PreparerPersonNm |
| PTIN | P01362006 | PTIN |
| Phone | 2014039750 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.22.41.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-18 | IPDt |
| IP Tm | 10:31:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 722CF5F8781A2F7D49B7CAB36F6F15E6878C8135 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72801F05FCDC4F1FB6E5A7637EBB8FB54822E0A2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARRY KIRSCHNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 MILLBURN AVENUE | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,601,213 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEVALERIEFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THE VALERIE FUND IS A 501(C)3 NOT FOR PROFIT ORGANIZATION ESTABLISHED ON 1976 IN MEMORY OF NINE YEAR OLD VALERIE GOLDSTEIN BY HER PARENTS, ED AND SUE. THE VALERIE FUND'S MISSION IS TO PROVIDE SUPPORT FOR THE COMPREHENSIVE HEALTH CARE OF CHILDREN WITH CANCER AND BLOOD DISORDERS. FAMILIES TURN TO THE VALERIE FUND BECAUSE OF THE UNIQUE COMBINATION OF MEDICAL CARE, COUNSELING, AND OTHER SERVICES IT PROVIDES. THE VALERIE FUND CHILDREN'S CENTERS COMPRISE THE LARGEST NETWORK OF HEALTHCARE FACILITIES FOR CHILDREN WITH CANCER AND BLOOD DISORDERS IN NEW JERSEY, AND ONE OF THE LARGEST IN THE NATION. THE SEVEN CENTERS HOST APPROXIMATELY 25,000 PATIENT VISITS EACH YEAR. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,720,104 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,839,189 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $182,829 | PYInvestmentIncomeAmt |
| CY Investment Income | $195,987 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,232,290 | PYOtherRevenueAmt |
| CY Other Revenue | $1,257,639 | CYOtherRevenueAmt |
| PY Total Revenue | $5,135,223 | PYTotalRevenueAmt |
| CY Total Revenue | $6,292,815 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,808,150 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,076,328 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,023,616 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,066,737 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $694,726 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,117,247 | PYOtherExpensesAmt |
| CY Other Expenses | $940,504 | CYOtherExpensesAmt |
| PY Total Expenses | $4,949,013 | PYTotalExpensesAmt |
| CY Total Expenses | $5,083,569 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $186,210 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,209,246 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,919,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,515,568 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $447,012 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $277,636 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,472,754 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,237,932 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RAISE FUNDS TO SUPPORT COMPREHENSIVE HEALTH CARE FOR CHILDREN WITHCANCER AND BLOOD DISORDERS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,041,428 | ExpenseAmt |
| Grant | $2,628,203 | GrantAmt |
| Desc | THE VALERIE FUND SUPPORTS PSYCHOSOCIAL PROGRAMS INCLUDING THE CHILD LIFE ACTIVITIES AND SOCIAL WORK PROGRAMS AT SEVEN HOSPITAL-BASED VALERIE FUND CENTERS IN NEW YORK & NEW JERSEY. CHILDREN AND THEIR FAMILIES VISITED THE CENTERS MORE THAN 25,000 TIMES IN 2018, ALL TO BE TREATED FOR CANCER AND OTHER BLOOD DISORDERS.THE VALERIE FUND ALSO HOSTS HOLIDAY PARTIES AT ITS CENTERS DURING THE YEAR.HOLIDAY FUNCTIONS HOSTED BY THE VALERIE FUND DURING 2018 SERVED APPROXIMATELY 3,000 PATIENTS AND THEIR FAMILIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $402,584 | ExpenseAmt |
| Desc | CAMP HAPPY TIMESTHE VALERIE FUND OPERATES CAMP HAPPY TIMES, A FREE ONE-WEEK SUMMER CAMP FOR CHILDREN WITH CANCER. CAMP HAPPY TIMES SERVES APPROXIMATELY 200 CHILDREN AND TEENAGE PATIENT LEADERS-IN-TRAINING.ADDITIONALLY, THE VALERIE FUND PROVIDES TRANSPORTATION AND FUNDINGFOR APPROXIMATELY 100 CHILDREN WITH CANCER AND BLOOD DISORDERSTO ATTEND OTHER CAMP PROGRAMS DESIGNED FOR THEIR NEEDS THROUGHOUT THE YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $793,076 | ExpenseAmt |
| Grant | $448,125 | GrantAmt |
| Desc | ADVOCACYTHE VALERIE FUND ENGAGES IN YEAR ROUND ADVOCACY AND SUPPORT FOR THE CHILDREN TREATED WITH CANCER AND BLOOD DISORDERS. BEYOND PSYCHO-SOCIAL CARE PROVIDED FOR BY THE VALERIE FUND YEAR ROUND, EACH DECEMBER CHILDREN TREATED AT EACH OF THE CENTERS ARE INVITED TO ENJOY FESTIVE HOLIDAY PARTIES WITH THEIR PARENTS AND SIBLINGS.THESE PARTIES BRING TOGETHER AS MANY AS 500 AT A TIME FOR JOYOUS HOLIDAY CELEBRATIONS WHERE PATIENTS CAN ENJOY THEIR CAREGIVERS IN AN ENTIRELY DIFFERENT SETTING. THE FUND HAS CREATED A SCHOLARSHIP PROGRAM TO PROMOTE EDUCATION AND ADVANCEMENT OF CHILDREN TREATED AT THE CENTERS. IN 2018 OVER 100 CANCER AND BLOOD DISORDER STUDENTS RECEIVED HIGHER EDUCATION SCHOLARSHIPS.THE FUND ALSO PROVIDES FUNDING FOR THE PSYCHO-SOCIAL STAFF TO ATTEND NATIONAL CONFERENCES TO ENHANCE THE PSYCHOLOGICAL AND EMOTIONAL CARE OF THE CHILDREN UNDER TREATMENT, | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,237,088 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | 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 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | BARRY KIRSCHNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9737610422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 MILLBURN AVE | AddressLine1Txt |
| City | MAPLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07040 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOSEPH M CYRIAC | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT DENICHILO | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRIET GREENHOLTZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID NOVAK | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET KEATING | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NOEMI ROSA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENN SCHIFFMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN SQUERI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MERRIE BERNSTEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTA MCKERRACHER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON WEINTRAUB | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER FRIEDMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DOMINIC DIBARI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE RUBINSTEIN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TARA FAVORS | |||||||
| TRUSTEE - TERM 6/18 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE SCHILLER | |||||||
| TRUSTEE - TERM 9/18 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE YOUNG MD | |||||||
| TRUSTEE - TERM 6/18 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL YARIS | |||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOSEPH UVA | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIAN FUHRO ESQ | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BARRY KIRSCHNER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $182,763 | $0 | $5,562 | Yes (X) | ||
| DONALD ROBINSON | |||||||
| DIRECTOR OF FINANCE | 40.00 | $55,727 | $0 | $0 | Yes (X) | ||
| BERNICE FLANDERS | |||||||
| COMMUNICATIONS DIRECTOR | 40.00 | $139,503 | $0 | $4,265 | Yes (X) | ||
| LORI ABRAMS | |||||||
| DEVELOPMENT DIRECTOR | 40.00 | $117,884 | $0 | $11,261 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $495,877 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,088 | 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 | $602,400 | FundraisingAmt |
| All Other Contributions | $4,236,789 | AllOtherContributionsAmt |
| Noncash Contributions | $306,158 | NoncashContributionsAmt |
| Total Contributions | $4,839,189 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $197,696 | TotalRevenueColumnAmt |
| Exclusion | $197,696 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $711,725 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $713,434 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,709 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,709 | TotalRevenueColumnAmt |
| Exclusion | -$1,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,852,603 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $602,400 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $594,964 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,257,639 | TotalRevenueColumnAmt |
| Exclusion | $1,257,639 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,292,815 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,453,626 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,628,203 | TotalAmt |
| Program Services | $2,628,203 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $448,125 | TotalAmt |
| Program Services | $448,125 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,052 | TotalAmt |
| Program Services | $112,399 | ProgramServicesAmt |
| Management And General | $27,765 | ManagementAndGeneralAmt |
| Fundraising | $103,888 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,720 | TotalAmt |
| Program Services | $307,512 | ProgramServicesAmt |
| Management And General | $76,477 | ManagementAndGeneralAmt |
| Fundraising | $283,731 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,825 | TotalAmt |
| Program Services | $42,349 | ProgramServicesAmt |
| Management And General | $7,425 | ManagementAndGeneralAmt |
| Fundraising | $42,051 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,140 | TotalAmt |
| Program Services | $29,119 | ProgramServicesAmt |
| Management And General | $5,106 | ManagementAndGeneralAmt |
| Fundraising | $28,915 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,000 | TotalAmt |
| Program Services | $3,472 | ProgramServicesAmt |
| Management And General | $10,157 | ManagementAndGeneralAmt |
| Fundraising | $4,371 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,406 | TotalAmt |
| Program Services | $3,481 | ProgramServicesAmt |
| Management And General | $10,186 | ManagementAndGeneralAmt |
| Fundraising | $68,739 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,519 | TotalAmt |
| Program Services | $143,966 | ProgramServicesAmt |
| Management And General | $7,466 | ManagementAndGeneralAmt |
| Fundraising | $44,087 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,584 | TotalAmt |
| Program Services | $22,715 | ProgramServicesAmt |
| Management And General | $1,470 | ManagementAndGeneralAmt |
| Fundraising | $9,399 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,885 | TotalAmt |
| Program Services | $9,594 | ProgramServicesAmt |
| Management And General | $1,926 | ManagementAndGeneralAmt |
| Fundraising | $7,365 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER PROGRAM EXPENSES | $173,746 | $173,746 | ||
| CHILDREN'S ACTIVITIES | $151,242 | $151,242 | ||
| COMMUNICATIONS | $126,920 | $58,249 | $1,297 | $67,374 |
| SUPPLIES | $57,707 | $42,716 | $1,450 | $13,541 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,495 | TotalAmt |
| Program Services | $60,200 | ProgramServicesAmt |
| Management And General | $1,030 | ManagementAndGeneralAmt |
| Fundraising | $21,265 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,083,569 | TotalAmt |
| Program Services | $4,237,088 | ProgramServicesAmt |
| Management And General | $151,755 | ManagementAndGeneralAmt |
| Fundraising | $694,726 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $654,527 | BOYAmt |
| EOY | $639,503 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,791 | BOYAmt |
| EOY | $1,304,160 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,476,366 | BOYAmt |
| EOY | $2,822,327 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,653 | BOYAmt |
| EOY | $116,476 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,137 | BOYAmt |
| EOY | $107,592 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $539,419 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $293,489 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,138 | BOYAmt |
| EOY | $245,930 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,588,154 | BOYAmt |
| EOY | $6,279,580 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,919,766 | BOYAmt |
| EOY | $11,515,568 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,768 | BOYAmt |
| EOY | $126,992 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,244 | BOYAmt |
| EOY | $150,644 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,012 | BOYAmt |
| EOY | $277,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,873,103 | BOYAmt |
| EOY | $5,314,296 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,026,142 | BOYAmt |
| EOY | $4,349,658 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,573,509 | BOYAmt |
| EOY | $1,573,978 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,472,754 | BOYAmt |
| EOY | $11,237,932 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,919,766 | BOYAmt |
| EOY | $11,515,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,209,246 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$414,906 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$29,162 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $4,168,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,052,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,127,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,720,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,839,189 | CurrentTaxYearAmt |
| Total | $19,907,233 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,168,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,052,550 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,127,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,720,104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,839,189 | CurrentTaxYearAmt |
| Total | $19,907,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $247,474 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,659,759 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $182,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,696 | CurrentTaxYearAmt |
| Total | $656,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,563,789 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,766,318 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94530 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,087,187 | BeginningYearBalanceAmt |
| Contributions | $469 | ContributionsAmt |
| Investment Earnings Or Losses | -$107,874 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,459 | OtherExpendituresAmt |
| End Year Balance | $1,952,323 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,901,490 | BeginningYearBalanceAmt |
| Contributions | $7,750 | ContributionsAmt |
| Investment Earnings Or Losses | $196,105 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,159 | OtherExpendituresAmt |
| End Year Balance | $2,087,187 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,730,576 | BeginningYearBalanceAmt |
| Contributions | $12,780 | ContributionsAmt |
| Investment Earnings Or Losses | $158,148 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $14 | AdministrativeExpensesAmt |
| End Year Balance | $1,901,490 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,759,615 | BeginningYearBalanceAmt |
| Contributions | $17,250 | ContributionsAmt |
| Investment Earnings Or Losses | -$45,791 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $498 | AdministrativeExpensesAmt |
| End Year Balance | $1,730,576 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,650,801 | BeginningYearBalanceAmt |
| Contributions | $74,708 | ContributionsAmt |
| Investment Earnings Or Losses | $34,601 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $495 | OtherExpendituresAmt |
| End Year Balance | $1,759,615 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08280 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11100 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,000 | OtherCostOrOtherBasisAmt |
| Book Value | $50,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $235,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,330 | DepreciationAmt |
| Book Value | $105,170 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,864 | DepreciationAmt |
| Book Value | $28,054 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,532 | DepreciationAmt |
| Book Value | $62,706 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,763 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,763 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $245,930 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,957,079 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$414,906 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $108,332 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$306,574 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,263,653 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $29,162 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $29,162 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,292,815 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,191,901 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $108,332 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $108,332 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,083,569 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,083,569 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION ESTABLISHED THE ENDOWMENT FUND FOR BOTH SPECIFIC PURPOSES AND FOR THE GENERAL SUPPORT OF THE ORGANIZATION. |
| PART X, LINE 2: | AS OF DECEMBER 31, 2018, MANAGEMENT BELIEVES THAT BASED ON EVALUATION OF THE FUND'S TAX POSITION THAT ANY LIABILITY AS A RESULT OF UNCERTAIN TAX POSITIONS WOULD NOT BE MATERIAL. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS TO ASSIST US IN EVALUATING THE FUND'S TAX POSITIONS. ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE RECOGNIZED AS PART OF THE INCOME TAX PROVISION. INCOME TAX RETURNS ARE FILED IN THE U.S. FEDERAL JURISDICTION AND STATE JURISDICTIONS. U.S. FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2015 ARE CLOSED. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| 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 | THE MUNSHINE GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 LAUREL DRIVE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,170,872 | GrossReceiptsAmt |
| Retained By Contractor | $64,356 | RetainedByContractorAmt |
| Net To Organization | $2,106,516 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,170,872 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $64,356 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,106,516 | TotalNetToOrganizationAmt |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | THANKSGIVING BALL | Event1Nm |
| Gross Receipts Event1 | $460,471 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $389,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $71,471 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $23,200 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $30,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $35,000 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $56,979 | OtherDirectExpensesEvent1Amt |
| Event2 | WALK-A-THON | Event2Nm |
| Gross Receipts Event2 | $948,447 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $948,447 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $28,413 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,297 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,775 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $101,298 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,046,085 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $213,400 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $832,685 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $11,275 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $114,325 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $34,788 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $144,314 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,455,003 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $602,400 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,852,603 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $34,475 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $172,738 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $71,085 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,075 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $302,591 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $594,964 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,257,639 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| VALERIE FUND CHILDREN'S CENTER - NEWARK BETH ISRAEL HOSPITAL | |||||||
| 201 LYONS AVE | NEWARK | NJ | 07112 | 222587176 | 501(C)(3) | $901,923 | SUPPORT OF CHILDREN'S CENTER |
| VALERIE FUND CHILDREN'S CENTER - ST BARNABAS MEDICAL CENTER | |||||||
| 94 OLD SHORT HILLS RD | LIVINGSTON | NJ | 07039 | 222378422 | 501(C)(3) | $95,023 | SUPPORT OF CHILDREN'S CENTER |
| VALERIE FUND CHILDREN'S CENTER - OVERLOOKMORRISTOWN HOSPITAL | |||||||
| 33 OVERLOOK RD SUITE 211 | SUMMIT | NJ | 07901 | 510194054 | 501(C)(3) | $521,661 | SUPPORT OF CHILDREN'S CENTER |
| VALERIE FUND CHILDREN'S CENTER - MONMOUTH MEDICAL CENTER | |||||||
| 300 SECOND AVE | LONG BRANCH | NJ | 07740 | 222456079 | 501(C)(3) | $180,595 | SUPPORT OF CHILDREN'S CENTER |
| VALERIE FUND CHILDREN'S CENTER - NY PRESBYTRIAN HOSPITAL | |||||||
| 622 WEST 168TH ST | NEW YORK | NY | 10032 | 743066193 | 501(C)(3) | $280,075 | SUPPORT OF CHILDREN'S CENTER |
| VALERIE FUND CHILDREN'S CENTER - CHILDHOSPOF PHILANJ SECTION OF HEMONC | |||||||
| 100 PENN SQ EAST - 8TH FLOOR N | PHILADELPHIA | PA | 19107 | 232237932 | 501(C)(3) | $290,275 | SUPPORT OF CHILDREN'S CENTER |
| VALERIE FUND CHILDREN'S CENTER - ST JOSEPH'S MEDICAL CENTER FOUNDATION | |||||||
| 703 MAIN STREET | PATERSON | NJ | 07503 | 942941245 | 501(C)(3) | $358,651 | VSALINAS - 10/27/17 04:40PM INTERVIEW FORM 990I-2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 100 | RecipientCnt |
| Cash Grant | $448,125 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MONITORS GRANT FUNDS TO HOSPITAL CENTERS ON A QUARTERLY BASIS AS STATUS REPORTS ARE SENT TO THE MAIN OFFICE. FUNDS TO BE ALLOCATED TO EACH CENTER IS DETERMINED ANNUALLY DURING THE BUDGET PLANNING PROCESS WITH THE BOARD. SCHOLARSHIP APPLICATIONS ARE REVIEWED AND VOTED ON BY THE BOARD. SCHOLARSHIP RECIPIENTS ARE VALERIE FUND PEDIATRIC PATIENTS ENTERING COLLEGE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY KIRSCHNER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $182,763 | 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 | $5,562 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $188,325 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,352 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $91,060 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SPORT TICKETS, TOYS | 65 | $144,191 | FAIR MARKET VALUE |
| Yes (X) | COSMETICS - CAMP HAPPY TIMES | 1 | $63,150 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | FOR ANY AUTOMOBILE DONATIONS WE LIQUIDATE THE CARS THROUGH A THIRD PARTY CALLED CARS, INC, A NATIONAL ORGANIZATION BASED OUT OF CALIFORNIA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN 2018 THE ORGANIZATION EXPANDED THE PSYCHOLOGIST PROGRAM AT CHOP-VOORHEES TO FULL TIME STATUS FOR THE CHILDREN TREATED THERE. ALSO IN 2018, THE ORGANIZATION ADDED A LONG TERM FOLLOW-UP SOCIAL WORKER TO THE SURVIVORSHIP PROGRAM AT MORRISTOWN. ADDITIONALLY IN 2018, THE ORGANIZATION MORETHAN DOUBLED THE NUMBER OF HOURS OF THE INTEGRATIVE MEDICINE PROGRAMS AT NEWARK BETH ISRAEL AND MORRISTOWN. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES REVIEWS ALL INFORMATION ON FORM 990 ALONG WITH OUR OUTSIDE AUDITORS PRIOR TO FILING THE FORM. EXCUTIVE DIRECTOR OR STAFF MEMBERS TAKE NOTES AT QUARTERLY BOARD MEETINGS. THE NOTES ARE REVIEWED AND FORMALLY DISTRIBUTED AND APPROVED BY BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE DIRECTOR MONITORS ANY ACTIVITY THAT WOULD RELATE TO CONFLICTS OF INTEREST RELATED TO VALERIE FUND MATTERS AND REPORTS BACK TO THE BOARD ON ANY INSTANCES THAT MIGHT OCCUR, ALTHOUGH THERE HAVE BEEN NO INSTANCES OF EVEN POTENTIAL CONFLICTS OF INTEREST IN THE PAST. |
| FORM 990, PART VI, SECTION B, LINE 15A | ALL COMPENSATION DECISIONS ARE MADE BY THE EXECUTIVE DIRECTOR AND APPROVED BY THE BOARD OF TRUSTEES FOR ALL OFFICERS AND KEY EMPLOYEES. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR COMPENSATION DECISIONS RELATED TO THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON DEMAND AND ARE POSTED ON THE ORGANIZATION'S WEBSITE. ALSO ALL DOCUMENTS ARE FILED WITH PUBLIC WEBSITES SUCH AS GUIDESTAR AND CHARITY NAVIGATOR. |
| FORM 990, PAGE 11, PART XI, LINE 2C | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND FOR SELECTION OF THE INDEPENDENT AUDITORS. |
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