BLUE COATS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BLUE COATS INC (EIN 34-6560968)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201913159349300726
- 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 | 2019-11-11T09:33:00-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WHITE POND DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443201118 | 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 | 346560968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUECOATS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 3308825795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2060 W NIMISILA RD | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KOLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3308825795 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.153.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 07:58:04 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F0A8FFECFC2478071177CEA9CF586BB1F86CC97E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAMERON A MOSLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2060 W NIMISILA RD | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $407,751 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO AID FAMILIES OF THOSE IN THE PROTECTIVE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $165,657 | PYContributionsGrantsAmt |
| CY Contributions Grants | $158,360 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,835 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,712 | CYInvestmentIncomeAmt |
| PY Other Revenue | $915 | PYOtherRevenueAmt |
| CY Other Revenue | $2,793 | CYOtherRevenueAmt |
| PY Total Revenue | $205,407 | PYTotalRevenueAmt |
| CY Total Revenue | $248,865 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $111,028 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $34,089 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,475 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,525 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $70,537 | PYOtherExpensesAmt |
| CY Other Expenses | $69,246 | CYOtherExpensesAmt |
| PY Total Expenses | $221,040 | PYTotalExpensesAmt |
| CY Total Expenses | $139,860 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$15,633 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $109,005 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,234,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,129,435 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,944 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,865 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,209,010 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,110,570 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AID FOR FAMILIES OF INDIVIDUALS IN THE PROTECTIVE SERVICES WHO HAVE BECOME DISABLED, HAVE LOST THEIR LIVES IN THE LINE OF DUTY, OR HAVE FINANCIAL NEED BEYOND THEIR CONTROL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $73,849 | ExpenseAmt |
| Grant | $34,089 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDED AID FOR FAMILIES OF INDIVIDUALS IN THE PROTECTIVE SERVICES WHO HAVE BECOME DISABLED, HAVE LOST THEIR LIVES IN THE LINE OF DUTY, OR HAVE A FINANCIAL NEED BEYOND THEIR CONTROL. PROVIDED CONSULTING SERVICES AND COMMUNICATIONS WITH MEMBERS OF THE PROTECTIVE SERVICES.FOUR INDIVIDUALS AND FIVE ORGANIZATIONS WERE ASSISTED. | Desc |
| Total Program Service Expenses | $73,849 | 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 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | 0 | 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 | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMERON MOSLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3308825795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2060 W NIMISILA RD | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOEL R ABERTH | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL R BECK JR | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY A BERINGER SR | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C BERK | ||||||
| VICE PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES M BILLOW | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRANCES SEIBERLING BUCHHOLZER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN C FAIRWEATHER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BILL GINTER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HAMLIN | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID M KOLY | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES D KRAUS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRIAN MOORE | ||||||
| PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SEAN O'CONNOR | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALAN PAPA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JIM ROLLINS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DR THOMAS STOVER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM VANAUKER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM WELSH | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PAM WILLIAMS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARK J YANKE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CAMERON MOSLEY | ||||||
| EXECUTIVE DIRECTOR | 10.00 | $36,525 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $36,525 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | 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 |
| Membership Dues | $75,500 | MembershipDuesAmt |
| Fundraising | $42,300 | FundraisingAmt |
| All Other Contributions | $40,560 | AllOtherContributionsAmt |
| Total Contributions | $158,360 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,102 | TotalRevenueColumnAmt |
| Exclusion | $45,102 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,029 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,419 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,610 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,610 | TotalRevenueColumnAmt |
| Exclusion | $42,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,260 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $42,300 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $35,467 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,793 | TotalRevenueColumnAmt |
| Exclusion | $2,793 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $90,505 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,069 | TotalAmt |
| Program Services | $2,069 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,020 | TotalAmt |
| Program Services | $32,020 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,525 | TotalAmt |
| Program Services | $18,263 | ProgramServicesAmt |
| Management And General | $18,262 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,857 | TotalAmt |
| Management And General | $15,857 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,599 | TotalAmt |
| Program Services | $1,101 | ProgramServicesAmt |
| Management And General | $12,498 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,872 | TotalAmt |
| Program Services | $2,436 | ProgramServicesAmt |
| Management And General | $2,436 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,140 | TotalAmt |
| Program Services | $14,070 | ProgramServicesAmt |
| Management And General | $14,070 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Total | $6,778 | TotalAmt |
| Program Services | $3,890 | ProgramServicesAmt |
| Management And General | $2,888 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,860 | TotalAmt |
| Program Services | $73,849 | ProgramServicesAmt |
| Management And General | $66,011 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,279 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,267 | BOYAmt |
| EOY | $90,081 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,137,345 | BOYAmt |
| EOY | $2,038,989 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63 | BOYAmt |
| EOY | $365 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,234,954 | BOYAmt |
| EOY | $2,129,435 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,944 | BOYAmt |
| EOY | $18,865 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,944 | BOYAmt |
| EOY | $18,865 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,764 | BOYAmt |
| EOY | $1,127,434 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,246 | BOYAmt |
| EOY | $983,136 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,209,010 | BOYAmt |
| EOY | $2,110,570 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,234,954 | BOYAmt |
| EOY | $2,129,435 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $109,005 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$207,445 | NetUnrlzdGainsLossesInvstAmt |
| 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 | 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 | $135,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,360 | CurrentTaxYearAmt |
| Total | $732,002 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,360 | CurrentTaxYearAmt |
| Total | $732,002 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $732,002 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,567 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,102 | CurrentTaxYearAmt |
| Total | $175,854 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,793 | CurrentTaxYearAmt |
| Total | $122,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,030,081 | TotalSupportAmt |
| Public Support CY170 | 0.71060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70380 | 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 | $2,175,267 | BeginningYearBalanceAmt |
| Contributions | $38,890 | ContributionsAmt |
| Investment Earnings Or Losses | -$121,086 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,857 | AdministrativeExpensesAmt |
| End Year Balance | $2,077,214 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,907,244 | BeginningYearBalanceAmt |
| Contributions | $52,562 | ContributionsAmt |
| Investment Earnings Or Losses | $294,172 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $78,711 | AdministrativeExpensesAmt |
| End Year Balance | $2,175,267 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,723,822 | BeginningYearBalanceAmt |
| Contributions | $34,728 | ContributionsAmt |
| Investment Earnings Or Losses | $164,879 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,185 | AdministrativeExpensesAmt |
| End Year Balance | $1,907,244 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,727,875 | BeginningYearBalanceAmt |
| Contributions | $40,328 | ContributionsAmt |
| Investment Earnings Or Losses | -$27,895 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,486 | AdministrativeExpensesAmt |
| End Year Balance | $1,723,822 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,628,166 | BeginningYearBalanceAmt |
| Contributions | $35,886 | ContributionsAmt |
| Investment Earnings Or Losses | $77,483 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,660 | AdministrativeExpensesAmt |
| End Year Balance | $1,727,875 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.52670 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47330 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,227 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$207,446 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,665 | OtherRevenueAmt |
| Revenue Not Reported | -$193,781 | RevenueNotReportedAmt |
| Revenue Subtotal | $233,008 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,857 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,857 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $248,865 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $137,668 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $13,665 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $13,665 | ExpensesNotReportedAmt |
| Expenses Subtotal | $124,003 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,857 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,857 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $139,860 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE CURRENT PROVISIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3). THEREFORE, NO PROVISIONS FOR FEDERAL AND STATE INCOME TAXES HAVE BEEN RECORDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 13,665. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 13,665. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $80,560 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $42,300 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,260 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $11,241 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $21,803 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $2,423 | EntertainmentEvent1Amt |
| Gross Receipts Total | $80,560 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $42,300 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $38,260 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $11,241 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,803 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $2,423 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $35,467 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,793 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | LIVING EXPENSES | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $32,020 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS REQUESTS WITH THE REQUESTING ORGANIZATION. FOR INDIVIDUAL GRANTS, THE ORGANIZATION VERIFIES REQUESTS WITH THE DEPARTMENT CHIEF/BENEFITS OFFICER AND REVIEWS INTERNALLY WITH DISBURSEMENT COMMITTEE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZATION HAS 333 VOLUNTEER MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS ELECT OFFICERS AND TRUSTEES TO OVERSEE THE OPERATIONS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S INDEPENDENT AUDITING FIRM PREPARES THE FORM 990. THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER AND DISTRIBUTED TO THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD ANNUALLY, AND A COPY IS RETAINED ON FILE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS SUBJECT TO BOARD REVIEW AND APPROVAL. |
| 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 WRITTEN REQUEST. |
| PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED DURING THE CURRENT YEAR. |
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