HEALTH ADVOCATES FOR OLDER PEOPLE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH ADVOCATES FOR OLDER PEOPLE INC (EIN 13-4165807)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349308985
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:21:32-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | 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 | 134165807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH ADVOCATES FOR OLDER PEOPLE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2129801700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GRAND CENTRAL 155 E 44TH ST FL 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SCHAEFER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2129801700 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J REILLY | PreparerPersonNm |
| PTIN | P00183769 | PTIN |
| Phone | 2126617777 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.74.172.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 09:25:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | ROBERT SCHAEFER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GRAND CENTRAL 155 E 44TH ST FL 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,608,832 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAFOP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE HEALTHY AGING BY PROVIDING OLDER PEOPLE LIVING IN NEW YORK CITY WITH TOOLS, TECHNIQUES AND SUPPORT TO LIVE WITH INDEPENDENCE AND VITALITY IN NEW YORK CITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,232,714 | PYContributionsGrantsAmt |
| CY Contributions Grants | $939,525 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $32,474 | PYInvestmentIncomeAmt |
| CY Investment Income | $67,942 | CYInvestmentIncomeAmt |
| PY Other Revenue | $76,504 | PYOtherRevenueAmt |
| CY Other Revenue | -$6,147 | CYOtherRevenueAmt |
| PY Total Revenue | $1,341,692 | PYTotalRevenueAmt |
| CY Total Revenue | $1,001,320 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,019 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,075 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $170,962 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $207,689 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,158 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $159,706 | PYOtherExpensesAmt |
| CY Other Expenses | $147,947 | CYOtherExpensesAmt |
| PY Total Expenses | $333,687 | PYTotalExpensesAmt |
| CY Total Expenses | $358,711 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,008,005 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $642,609 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,701,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,183,619 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,175 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,300 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,688,305 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,170,319 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE HEALTHY AGING THROUGH WELLNESS, EXERCISE CLASSES AND HOME SAFETY VISITS AND PROVIDE FOR THE GROWING FRAIL ELDERLY POPULATION WITH THE TOOLS, TECHNIQUES AND SUPPORT NEEDED TO AGE WITH VITALITY AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $230,320 | ExpenseAmt |
| Grant | $3,075 | GrantAmt |
| Desc | THE HEALTHY AGING PROGRAM BLENDS THE TALENTS OF STAFF, CONSULTANTS AND VOLUNTEERS TO PROVIDE A RICH VARIETY OF COURSES AND SERVICES TO MAXIMIZE THE QUALITY OF LIFE FOR SENIORS AND SUPPORT THEIR EFFORTS TO LIVE INDEPENDENTLY. OUR CORE PROGRAMS SUPPORT THE BROAD GOALS OF HEALTHY AGING, IMPORTANT INITIATIVES PROVIDE INFORMATION AND RESOURCES THAT TARGET SPECIFIC NEEDS AND CONCERNS OF SENIORS. WE FOCUS ON FALL PREVENTION IN OUR EXERCISE CLASSES, INFORMATION SESSIONS AND WORKSHOPS, AND THROUGH OUR COMPREHENSIVE LIVING COMFORTABLE AND SAFELY AT HOME INITIATIVES. THESE INITIATIVES INCLUDE HOME SAFETY ASSESSMENTS, DOWNSIZING, AND EQUIPMENT EXCHANGE AND INCLUDE OUR PRODUCT RESOURCE GUIDE. IN ADDITION TO WORKING WITH OUR PARTICIPANTS, WE ARE WORKING WITH SOCIAL WORKERS AT A NUMBER OF CITY AGENCIES TO ENCOURAGE HOME SAFETY ASSESSMENTS AS PART OF EVERY SOCIAL WORK HOME VISIT. WE WORKED WITH THE UNION SETTLEMENT SENIOR CENTERS IN EAST HARLEM TO SPONSOR A SUCCESSFUL EQUIPMENT FAIR THERE ON 116TH STREET. HEALTH ADVOCATES PROVIDED THE EQUIPMENT FOR THE SENIORS IN THEIR CENTER. AN IMPORTANT PART OF THE PROGRAM IS A NEW INITIATIVE BASED ON OUR RECENTLY PUBLISHED EAT WELL, AGE WELL, A COLLECTION OF EASY TO PREPARE MEALS FEATURING PLENTY OF FRESH FRUITS AND VEGETABLES, AS WELL AS TIPS ON MAINTAINING A HEALTHY DIET. THIS NUTRITION HANDBOOK WILL BE FEATURED IN OUR NUTRITION WORKSHOPS GOING FORWARD AND WILL BE AVAILABLE ON OUR WEBSITE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,577 | ExpenseAmt |
| Desc | HOME SAFETY - HOME SAFETY VISITS ENSURE THAT DWELLINGS ARE AS SAFE AND AS FREE OF HAZARDS AS POSSIBLE. OFTEN, INSTALLATION OF SIMPLE MODIFICATIONS SUCH AS GRAB BARS, NON-SKID BATH MATS, SHOWER CHAIRS AND ANCHORED RUGS CAN MAKE A DIFFERENCE. THIS YEAR, WE HAVE EXPANDED OUR COLLABORATION WITH THE MET COUNCIL FOR JEWISH PROVERTY TO INCLUDE INSTALLATION OF POLES THAT MAKE RISING FROM A CHAIR, A BED OR THE BATH TUB MORE SECURE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,076 | ExpenseAmt |
| Desc | EXERCISE, WELLNESS, COMMUNITY VOLUNTEERS, AND PET PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $286,973 | 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 | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY HOUGHTONTHE ORG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129801700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 GRAND CENTRAL 155 E 44TH ST FL 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LINDA M HARTLEY | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GWENDOLEN WADE | ||||||
| 1ST VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL LINBURN | ||||||
| 2ND VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT SCHAEFER | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA J REID | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUNE COSTIKYAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY ANNE DINEEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL ENTWISTLE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF PATUTO | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID L ROWE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARGUERITE YATES | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY G CARR | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| WOLF POPPER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN R KROHN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE J DOYLE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CECILIA CROWHURST | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIELLE DINEEN EARLS | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY WITTMER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD JOHNSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY HOUGHTON | ||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $91,860 | $0 | $6,358 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $91,860 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,358 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $174,048 | FundraisingAmt |
| All Other Contributions | $765,477 | AllOtherContributionsAmt |
| Total Contributions | $939,525 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,532 | TotalRevenueColumnAmt |
| Exclusion | $40,532 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $581,590 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $554,180 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,410 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,410 | TotalRevenueColumnAmt |
| Exclusion | $27,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,185 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $174,048 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,332 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,147 | TotalRevenueColumnAmt |
| Exclusion | -$6,147 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,001,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,795 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,075 | TotalAmt |
| Program Services | $3,075 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,109 | TotalAmt |
| Program Services | $92,962 | ProgramServicesAmt |
| Management And General | $4,147 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,450 | TotalAmt |
| Program Services | $97,450 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,130 | TotalAmt |
| Program Services | $13,130 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,074 | TotalAmt |
| Program Services | $3,500 | ProgramServicesAmt |
| Management And General | $23,574 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,061 | TotalAmt |
| Management And General | $18,061 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,213 | TotalAmt |
| Program Services | $2,189 | ProgramServicesAmt |
| Management And General | $4,346 | ManagementAndGeneralAmt |
| Fundraising | $3,678 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,437 | TotalAmt |
| Program Services | $3,371 | ProgramServicesAmt |
| Management And General | $1,066 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,441 | TotalAmt |
| Program Services | $21,896 | ProgramServicesAmt |
| Management And General | $2,545 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,344 | TotalAmt |
| Program Services | $4,799 | ProgramServicesAmt |
| Management And General | $545 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,256 | TotalAmt |
| Program Services | $33,256 | ProgramServicesAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,209 | TotalAmt |
| Management And General | $4,209 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $19,912 | TotalAmt |
| Program Services | $11,345 | ProgramServicesAmt |
| Management And General | $8,087 | ManagementAndGeneralAmt |
| Fundraising | $480 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,711 | TotalAmt |
| Program Services | $286,973 | ProgramServicesAmt |
| Management And General | $67,580 | ManagementAndGeneralAmt |
| Fundraising | $4,158 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,095 | BOYAmt |
| EOY | $63,977 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,557,930 | BOYAmt |
| EOY | $2,114,720 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,455 | BOYAmt |
| EOY | $4,922 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,480 | BOYAmt |
| EOY | $2,183,619 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,175 | BOYAmt |
| EOY | $13,300 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,175 | BOYAmt |
| EOY | $13,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,656,016 | BOYAmt |
| EOY | $2,133,465 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,289 | BOYAmt |
| EOY | $36,854 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,688,305 | BOYAmt |
| EOY | $2,170,319 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,480 | BOYAmt |
| EOY | $2,183,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $642,609 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$160,595 | 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $280,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,232,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $765,477 | CurrentTaxYearAmt |
| Total | $2,778,935 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $280,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,232,714 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $765,477 | CurrentTaxYearAmt |
| Total | $2,778,935 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,759,553 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,019,382 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,532 | CurrentTaxYearAmt |
| Total | $70,979 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,798 | CurrentTaxYearMinus1YearAmt |
| Total | $2,924 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,852,838 | TotalSupportAmt |
| Public Support CY170 | 0.35730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46030 | 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 | $187,060 | BeginningYearBalanceAmt |
| Contributions | $59,800 | ContributionsAmt |
| Other Expenditures | $55,235 | OtherExpendituresAmt |
| End Year Balance | $191,625 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $190,337 | BeginningYearBalanceAmt |
| Contributions | $58,000 | ContributionsAmt |
| Other Expenditures | $61,277 | OtherExpendituresAmt |
| End Year Balance | $187,060 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,337 | BeginningYearBalanceAmt |
| Contributions | $80,650 | ContributionsAmt |
| Other Expenditures | $54,650 | OtherExpendituresAmt |
| End Year Balance | $190,337 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $158,237 | BeginningYearBalanceAmt |
| Contributions | $53,600 | ContributionsAmt |
| Other Expenditures | $47,500 | OtherExpendituresAmt |
| End Year Balance | $164,337 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $158,237 | BeginningYearBalanceAmt |
| Contributions | $32,500 | ContributionsAmt |
| Other Expenditures | $32,500 | OtherExpendituresAmt |
| End Year Balance | $158,237 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80770 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.19230 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $875,996 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$160,595 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $53,332 | OtherRevenueAmt |
| Revenue Not Reported | -$107,263 | RevenueNotReportedAmt |
| Revenue Subtotal | $983,259 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,061 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $18,061 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,001,320 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $393,982 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $53,332 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $53,332 | ExpensesNotReportedAmt |
| Expenses Subtotal | $340,650 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,061 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $18,061 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $358,711 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GROSS UP OF SPECIAL EVENT REVENUE 53,332. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXEPENSES 53,332. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TREASURE GALA | Event1Nm |
| Gross Receipts Event1 | $159,868 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $143,548 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,320 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $49,087 | OtherDirectExpensesEvent1Amt |
| Event2 | JAZZ ON THE TERRACE | Event2Nm |
| Gross Receipts Event2 | $43,961 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $28,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,461 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $4,245 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $17,404 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,000 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $15,404 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $221,233 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $174,048 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,185 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $53,332 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,332 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,147 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 WAS MADE AVAILABLE TO ALL BOARD MEMBERS FOR THEIR REVIEW AND COMMENTS. THE BOARD'S PRESIDENT AND TREASURER COMPLETED THE FINAL REVIEW OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO COMPLETE A MANAGEMENT PERSON DISCLOSURE STATEMENT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY USING COMPARABILITY SURVEYS OF COMPENSATION FROM SIMILAR ORGANIZATIONS RECEIVED BY THE OUTSIDE ACCOUNTANTS, WHICH IS APPROVED BY THE BOARD. THE EXECUTIVE DIRECTOR ALONG WITH THE BOARD DETERMINE COMPENSATION FOR OTHERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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