FOREFRONT LIVING: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOREFRONT LIVING (EIN 75-1910084)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-14
- IRS object ID
- 201912879349300446
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-14T09:11:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5001 SPRING VALLEY ROAD SUITE 600W | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75244 | 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 | 751910084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESBYTERIAN COMMUNITIES AND SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 2144131577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12467 MERIT DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM MALLAD | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 2144131577 | PhoneNum |
| Signature | 2019-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SIEGEL | PreparerPersonNm |
| PTIN | P01587323 | PTIN |
| Phone | 9723835700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-09 | IPDt |
| IP Tm | 10:47:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3E2BB42D0F6BDD0D6290097EBAA362A2911B321E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D7ECAC24BED8FE0C1EC4160CA76EBB2118F6713B | 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 | TIM MALLAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12467 MERIT DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,300,625 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRESCS.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION (PCSF) RAISES AND MANAGES CHARITABLE FUNDS TO ASSIST THE MISSION OF THE OTHER NON-PROFIT ENTITIES AND PROGRAMS IN THE PRESBYTERIAN COMMUNITIES AND SERVICES (PCS) FAMILY OF ORGANIZATIONS TO ENRICH THE LIVES OF THOSE THEY SERVE BY EXTENDING EXCEPTIONAL CARE AND SERVICES IN A FAITH-BASED CULTURE. PCSF RELIES ON PHILANTHROPY AND FUNDRAISING TO FUND PROJECTS AND SERVICES FOR INDIVIDUALS SERVED BY THE PCS AFFILIATED ENTITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 71 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,422,931 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,580,307 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $944,374 | PYInvestmentIncomeAmt |
| CY Investment Income | $681,831 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$147,531 | PYOtherRevenueAmt |
| CY Other Revenue | -$168,971 | CYOtherRevenueAmt |
| PY Total Revenue | $9,219,774 | PYTotalRevenueAmt |
| CY Total Revenue | $2,093,167 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,960,650 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,240,897 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $932,007 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $826,874 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $79,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $82,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $216,658 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $541,899 | PYOtherExpensesAmt |
| CY Other Expenses | $437,816 | CYOtherExpensesAmt |
| PY Total Expenses | $4,513,556 | PYTotalExpensesAmt |
| CY Total Expenses | $9,587,587 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,706,218 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,494,420 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,906,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,974,028 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $204,725 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $184,379 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,701,566 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,789,649 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENRICH THE LIVES OF THOSE WE SERVE BY EXTENDING EXCEPTIONAL CARE AND SERVICES IN A FAITH-BASED CULTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,210,851 | ExpenseAmt |
| Grant | $8,210,851 | GrantAmt |
| Desc | THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO GRACE PRESBYTERIAN MINISTRIES (WHICH ARE COMPRISED OF GRACE PRESBYTERIAN VILLAGE AND FAITH PRESBYTERIAN HOSPICE) AND AFFILIATED ORGANIZATIONS TO PROVIDE CARING FUND BENEVOLENT ASSISTANCE TO RESIDENTS THAT HAVE OUTLIVED THEIR RETIREMENT RESOURCES. EXPENSES AND GRANTS FOR GPV'S CARING FUND TOTALED $7,233, AND EXPENSES AND GRANTS FOR FPH'S CARING FUND TOTALED 153,892. EXPENSES AND GRANTS FOR GRACE PRESBYTERIAN MINISTRIES OUTSIDE OF THE CARING FUNDS WAS $8,007,121, WHICH INCLUDED A ONE TIME RELEASE OF FUNDS IN THE AMOUNT OF $4,906,000 IN 2018 TO FUND HISTORICAL GPV CASH OPERATING LOSSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,650 | ExpenseAmt |
| Grant | $16,650 | GrantAmt |
| Desc | THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO PRESBYTERIAN VILLAGE NORTH, AND AFFILIATED ORGANIZATIONS FOR THE DEVELOPMENT OF NEW SERVICES, PROGRAMS, PROJECTS AND CAPITAL IMPROVEMENTS TO THE AFFILIATED ORGANIZATION'S CAMPUS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,396 | ExpenseAmt |
| Grant | $13,396 | GrantAmt |
| Desc | THE FOUNDATION RAISES AND TRANSFERS CHARITABLE SUPPORT TO THE EMPLOYEE GRANT ASSISTANCE FUND FOR FINANCIAL HARDSHIPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,240,897 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN AILEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2144131561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12467 MERIT DRIVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75251 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM W DAVIS | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEAN CASTILLO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSS COLEMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JORDAN COWMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDYE FACTOR | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RON GAFFORD | ||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRIMES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA HALL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NOE HINOJOSA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARK HODGES | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ANN HYDE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MCENTEE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMMYE MYERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL WENTWORTH | ||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM MALLAD | ||||||||
| PRESIDENT/CEO | 5.00 | 35.00 | Yes (X) | $0 | $379,080 | $9,277 | ||
| STEVEN AILEY | ||||||||
| CFO/TREASURER | 5.00 | 35.00 | Yes (X) | $0 | $242,800 | $15,205 | ||
| PETER LYNCH | ||||||||
| FOUNDATION EXEC. DIRECTOR/SECRETARY | 40.00 | 0.00 | Yes (X) | $181,443 | $0 | $9,433 | ||
| SCOTT POLZIN | ||||||||
| CORPORATE DIRECTOR OF OPERATIONS | 0.00 | 40.00 | $0 | $219,600 | $10,627 | Yes (X) | ||
| JOHN MEZO | ||||||||
| EXECUTIVE DIRECTOR - FPH | 0.00 | 40.00 | $0 | $169,426 | $10,859 | Yes (X) | ||
| MICHAEL SIMS | ||||||||
| ASSOCIATE EXECUTIVE DIRECTOR - PVN | 0.00 | 40.00 | $0 | $158,401 | $1,602 | Yes (X) | ||
| CHRISTOPHER SONGER | ||||||||
| DIRECTOR OF PROJECT DEVELOPMENT | 0.00 | 40.00 | $0 | $156,356 | $5,461 | Yes (X) | ||
| BARBARA MATAMOROS | ||||||||
| DIRECTOR OF SALES & MARKETING | 0.00 | 40.00 | $0 | $153,868 | $8,303 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $181,443 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,479,531 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,767 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 | $468,155 | FundraisingAmt |
| All Other Contributions | $1,112,152 | AllOtherContributionsAmt |
| Total Contributions | $1,580,307 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $478,818 | TotalRevenueColumnAmt |
| Exclusion | $478,818 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,013 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,013 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,013 | TotalRevenueColumnAmt |
| Exclusion | $203,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,840 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $468,155 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $207,458 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$169,618 | TotalRevenueColumnAmt |
| Exclusion | -$169,618 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $647 | TotalRevenueColumnAmt |
| Exclusion | $647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $647 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,093,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $512,860 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,227,501 | TotalAmt |
| Program Services | $8,227,501 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,396 | TotalAmt |
| Program Services | $13,396 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,443 | TotalAmt |
| Management And General | $181,443 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,650 | TotalAmt |
| Management And General | $527,650 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,447 | TotalAmt |
| Management And General | $4,447 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,513 | TotalAmt |
| Management And General | $61,513 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,821 | TotalAmt |
| Management And General | $51,821 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,811 | TotalAmt |
| Management And General | $4,811 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,045 | TotalAmt |
| Management And General | $3,045 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,461 | TotalAmt |
| Management And General | $23,461 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,000 | TotalAmt |
| Fundraising | $82,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,570 | TotalAmt |
| Management And General | $29,570 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,069 | TotalAmt |
| Management And General | $54,307 | ManagementAndGeneralAmt |
| Fundraising | $41,762 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,278 | TotalAmt |
| Management And General | $10,278 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,830 | TotalAmt |
| Management And General | $7,746 | ManagementAndGeneralAmt |
| Fundraising | $16,084 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,371 | TotalAmt |
| Management And General | $30,371 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,868 | TotalAmt |
| Management And General | $100,868 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,156 | TotalAmt |
| Management And General | $3,156 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,922 | TotalAmt |
| Management And General | $2,922 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MISCELLANEOUS | $97,857 | $21,045 | $76,812 |
| DUES AND SUBSCRIPTIONS | $7,795 | $7,795 | |
| FOOD | $3,783 | $3,783 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,587,587 | TotalAmt |
| Program Services | $8,240,897 | ProgramServicesAmt |
| Management And General | $1,130,032 | ManagementAndGeneralAmt |
| Fundraising | $216,658 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,241,644 | BOYAmt |
| EOY | $1,671,546 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,091 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065,727 | BOYAmt |
| EOY | $525,680 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,201 | BOYAmt |
| EOY | $15,724 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,461 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,338 | BOYAmt |
| EOY | $6,318 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,645,103 | BOYAmt |
| EOY | $16,113,268 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,187 | BOYAmt |
| EOY | $641,492 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,906,291 | BOYAmt |
| EOY | $18,974,028 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,076 | BOYAmt |
| EOY | $130,816 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,649 | BOYAmt |
| EOY | $53,563 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,725 | BOYAmt |
| EOY | $184,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,164,815 | BOYAmt |
| EOY | $1,816,510 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,423,983 | BOYAmt |
| EOY | $10,163,124 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,112,768 | BOYAmt |
| EOY | $6,810,015 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,701,566 | BOYAmt |
| EOY | $18,789,649 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,906,291 | BOYAmt |
| EOY | $18,974,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,494,420 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,275,940 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$141,557 | 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 | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $7,063,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,668,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,412,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,457,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,580,307 | CurrentTaxYearAmt |
| Total | $26,183,779 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,063,778 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,668,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,412,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,457,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,580,307 | CurrentTaxYearAmt |
| Total | $26,183,779 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,068,339 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,115,440 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $313,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $351,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $470,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $478,818 | CurrentTaxYearAmt |
| Total | $2,090,346 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $647 | CurrentTaxYearAmt |
| Total | $844 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,274,969 | TotalSupportAmt |
| Public Support CY170 | 0.74680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2015 AMOUNT: $ 197. 2018 AMOUNT: $ 647. | ExplanationTxt |
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 | $6,088,112 | BeginningYearBalanceAmt |
| Contributions | $35,247 | ContributionsAmt |
| Investment Earnings Or Losses | $1,345,565 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $248,068 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,220,856 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,224,189 | BeginningYearBalanceAmt |
| Contributions | $13,579 | ContributionsAmt |
| Investment Earnings Or Losses | $1,331,904 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $356,560 | GrantsOrScholarshipsAmt |
| Other Expenditures | $125,000 | OtherExpendituresAmt |
| End Year Balance | $6,088,112 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,199,093 | BeginningYearBalanceAmt |
| Contributions | $25,096 | ContributionsAmt |
| Investment Earnings Or Losses | $251,202 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $251,202 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,224,189 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,648,366 | BeginningYearBalanceAmt |
| Contributions | $550,727 | ContributionsAmt |
| Investment Earnings Or Losses | $102,309 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $102,309 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,199,093 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,289,838 | BeginningYearBalanceAmt |
| Contributions | $358,528 | ContributionsAmt |
| Investment Earnings Or Losses | $163,515 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $163,515 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,648,366 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.94000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,779 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,461 | DepreciationAmt |
| Book Value | $6,318 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,318 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE | Desc |
| Amt | $53,563 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,563 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,024,685 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,275,940 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $207,458 | OtherRevenueAmt |
| Revenue Not Reported | -$1,068,482 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,093,167 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,093,167 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,015,289 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $427,702 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $427,702 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,587,587 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,587,587 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATIONS INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNREALIZED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THOSE ACTIVITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING COSTS 207,458. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING COSTS 207,458. LOSSES ON UNCOLLECTIBLE PLEDGES 220,244. |
| PART V, LINE 1C | THE TOTAL OF $1,345,565 NET INVESTMENT EARNINGS, GAINS, AND LOSSES INCLUDES $1,662,000 RELATED TO A RECLASSIFICATION TO PERMANENT ENDOWMENTS, $248,068 RELATED TO INVESTMENT INCOME, AND A $564,503 UNREALIZED LOSS ON ENDOWMENTS. |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PHILANTHROPIC HORIZONS | ||||||||
| 3045 LAKESIDE DRIVE | HIGHLAND VILLAGE | TX | 75077 | FUNDRAISING CONSULTING | 0 | $0 | $75,000 | $0 |
| BRIAN LACY & ASSOCIATES | ||||||||
| 3122 GANNETT STREET | HOUSTON | TX | 77025 | FUNDRAISING CONSULTING | 0 | $0 | $7,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $82,000 | TotalRetainedByContractorsAmt |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EMM LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $505,995 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $468,155 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,840 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $60,933 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $50,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $96,524 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $505,995 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $468,155 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,840 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $60,933 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $50,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $96,524 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $207,457 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$169,617 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| GRACE PRESBYTERIAN MINISTRIES INC | ||||||||
| 12477 MERIT DRIVE | DALLAS | TX | 75251 | 751094140 | 501(C)(3) | $8,168,246 | $0 | RESIDENT CARE SUBSIDIES, CAPITAL PROJECTS AND IMPROVEMENTS, FUND HISTORICAL GPV CASH LOSSES. |
| PRESBYTERIAN VILLAGE NORTH | ||||||||
| 8600 SKYLINE DRIVE | DALLAS | TX | 75243 | 510190369 | 501(C)(3) | $59,255 | $0 | DONOR DESIGNATED CAPEX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EMPLOYEE GRANT ASSISTANCE FUND FOR FINANCIAL HARDSHIPS | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $13,396 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES ASSISTANCE TO RESIDENTS OF ITS CCRC CAMPUS WHO REACH FINANCIAL HARDSHIP AND ARE UNABLE TO PAY A PORTION OF THEIR MONTHLY FEES. AN APPLICATION FOR ASSISTANCE IS COMPLETED AND SUBMITTED TO THE EXECUTIVE DIRECTOR AND COMMITTEE FOR REVIEW AND APPROVAL PRIOR TO PROVIDING ASSISTANCE. THE RESIDENT'S FINANCIAL CIRCUMSTANCES ARE PERIODICALLY REVIEWED TO DETERMINE IF THE RESIDENT STILL QUALIFIES FOR ASSISTANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIM MALLAD | ||||||||||||||
| PRESIDENT/CEO | $0 | $333,720 | $0 | $45,360 | $0 | $0 | $0 | $5,137 | $0 | $4,140 | $0 | $388,357 | $0 | $0 |
| STEVEN AILEY | ||||||||||||||
| CFO/TREASURER | $0 | $218,200 | $0 | $24,600 | $0 | $0 | $0 | $12,675 | $0 | $2,530 | $0 | $258,005 | $0 | $0 |
| PETER LYNCH | ||||||||||||||
| FOUNDATION EXEC. DIRECTOR/SECRETARY | $162,843 | $0 | $18,600 | $0 | $0 | $0 | $9,226 | $0 | $207 | $0 | $190,876 | $0 | $0 | $0 |
| SCOTT POLZIN | ||||||||||||||
| CORPORATE DIRECTOR OF OPERATIONS | $0 | $197,400 | $0 | $22,200 | $0 | $0 | $0 | $5,470 | $0 | $5,157 | $0 | $230,227 | $0 | $0 |
| JOHN MEZO | ||||||||||||||
| EXECUTIVE DIRECTOR - FPH | $0 | $163,026 | $0 | $6,400 | $0 | $0 | $0 | $10,651 | $0 | $208 | $0 | $180,285 | $0 | $0 |
| MICHAEL SIMS | ||||||||||||||
| ASSOCIATE EXECUTIVE DIRECTOR - PVN | $0 | $158,401 | $0 | $0 | $0 | $0 | $0 | $1,440 | $0 | $162 | $0 | $160,003 | $0 | $0 |
| CHRISTOPHER SONGER | ||||||||||||||
| DIRECTOR OF PROJECT DEVELOPMENT | $0 | $156,356 | $0 | $0 | $0 | $0 | $0 | $1,799 | $0 | $3,662 | $0 | $161,817 | $0 | $0 |
| BARBARA MATAMOROS | ||||||||||||||
| DIRECTOR OF SALES & MARKETING | $0 | $142,614 | $0 | $11,254 | $0 | $0 | $0 | $4,603 | $0 | $3,700 | $0 | $162,171 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | ON 5/1/2008, PRESBYTERIAN COMMUNITIES & SERVICES WAS FORMED TO PROVIDE MANAGEMENT AND SHARED SERVICES TO PRESBYTERIAN COMMUNITIES AND SERVICES FOUNDATION AND OTHER AFFILIATED ORGANIZATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO AND CEO WILL REVIEW. THE DRAFT REPORT WILL BE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW. ONE BOARD MEMBER WITH PARTICULAR KNOWLEDGE IN THIS AREA WILL REVIEW THE FINAL RETURN BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A COMPLIANCE OFFICER (CO) WHO REVIEWS ALL TRANSACTIONS OF THE ORGANIZATION THAT MAY RESULT IN A CONFLICT OF INTEREST. THE CO DETERMINES IF THE TRANSACTION WOULD RESULT IN UNDUE INFLUENCE AS A RESULT OF THE RELATIONSHIP AND NOT BE PURSUED. THE CO REPORTS ALL CONFLICTS OF INTEREST TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD HAS A COMPENSATION COMMITTEE THAT REVIEWS THE CURRENT COMPENSATION WITH AN OUTSIDE CONSULTANT WHICH INCLUDES COMPARISONS TO LIKE ENTITIES AND SALARY SURVEYS. THE COMPENSATION COMMITTEE RECOMMENDS CHANGES TO THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | NET ASSET TRANSFER FROM AFFILIATE 78,687. LOSSES ON UNCOLLECTIBLE PLEDGES -220,244. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. NEITHER THE OVERSIGHT PROCESS NOR THE SELECTION PROCESS HAS CHANGED DURING THE FILING YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRESBYTERIAN COMMUNITIES AND SERVICES | |||||||||||
| 12457 MERIT DRIVE | DALLAS | TX | 75251 | 261459224 | SHARED SERVICES MANAGEMENT | TX | 501(C)(3) | LINE 12B, II | N/A | 0 | |
| GRACE PRESBYTERIAN MINISTRIES INC | |||||||||||
| 12477 MERIT DRIVE | DALLAS | TX | 75251 | 751094140 | CCRC/HOSPICE SERVICES | TX | 501(C)(3) | LINE 10 | 0 | PRESBYTERIAN COMMUNITIES AND SERVICES | |
| PRESBYTERIAN VILLAGE NORTH | |||||||||||
| 8600 SKYLINE DR | DALLAS | TX | 75243 | 510190369 | CCRC | TX | 501(C)(3) | LINE 10 | 0 | PRESBYTERIAN COMMUNITIES AND SERVICES | |
| FAITH PRESBYTERIAN PROVIDERS INC | |||||||||||
| 12477 MERIT DRIVE | DALLAS | TX | 75251 | 383800779 | HOSPICE SERVICES | TX | 501(C)(3) | LINE 10 | 0 | PRESBYTERIAN COMMUNITIES AND SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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