OCONNOR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OCONNOR FOUNDATION (EIN 36-4409382)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349101546
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T14:14:08-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363248614 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sullivan & Sullivan Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13101 Rivercrest Drive | AddressLine1Txt |
| City | Crestwood | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364409382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCONNOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | NEXT STEPS OF OCONNOR FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCON | BusinessNameControlTxt |
| Phone | 7088395605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8434 CORCORAN ROAD | AddressLine1Txt |
| City | WILLOW SPRINGS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN O'CONNOR | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND J SULLIVAN JR | PreparerPersonNm |
| PTIN | P00074015 | PTIN |
| Phone | 7083885600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,006,116 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $51,404 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $738 | InterestOnSavRevAndExpnssAmt |
| Interest On Savings Adj Net Incm | $738 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $912,045 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $964,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $738 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $355,280 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $355,280 | OthEmplSlrsWgsAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,489 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $1,489 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $15,277 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $15,277 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $86,544 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $86,544 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $17,172 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $17,172 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $28,319 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $28,319 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $44,082 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $44,082 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $272,344 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $272,344 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $820,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $820,507 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $870,507 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $820,507 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $356,393 | CashBOYAmt |
| Cash EOY | $230,023 | CashEOYAmt |
| Cash EOYFMV | $230,023 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $16,427 | PrepaidExpensesEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $1,458,023 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $681,930 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $820,175 | LandBOYAmt |
| Land EOY | $776,093 | LandEOYAmt |
| Land EOYFMV | $776,093 | LandEOYFMVAmt |
| Total Assets BOY | $1,176,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,022,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,006,116 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,811 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,811 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $550,273 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $302,568 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $552,084 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $304,379 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $624,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $718,164 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $624,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $718,164 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,176,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,022,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $624,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,680 | ExcessRevenueOverExpensesAmt |
| Subtotal | $718,164 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $718,164 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NEXTSTEPSCHICAGO.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN OCONNOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7088395605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8434 CORCORAN RD | AddressLine1Txt |
| City | WILLOW SPRINGS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KELLY HENEGHAN | ||||||
| 1451 N MOHAWK | CHICAGO | IL | 60610 | Director | 10.00 | $0 |
| JOHN O'CONNOR | ||||||
| 8434 CORCORAN RD | WILLOW SPRINGS | IL | 60480 | Director | 10.00 | $0 |
| GAYE M O'CONNOR | ||||||
| 1000 VILLAGE CENTER DRIVE 211 | BURR RIDGE | IL | 60527 | Director | 10.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORY SILVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16801 BRENTWOOD CT | AddressLine1Txt |
| City | HOMER GLEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PHYSICAL THERAPIST | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,773 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NGU INC | |||||
| 2306 TIMBER TRAIL | PLAINFIELD | IL | 60586 | TRAINER | $74,286 |
| EVIDENCE INC | |||||
| 16517 S 106TH CT | ORLAND PARK | IL | 60467 | CONSULTANT | $83,989 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | US REGENTS DONATION TO SUPPORT MARK TUSZYNSKI MD PhD RESEARCH | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,040 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,040 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $224,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $220,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $50,000 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $50,000 | CurrentYearAmt |
| Year1 | $115,294 | Year1Amt |
| Year2 | $25,853 | Year2Amt |
| Year3 | $35,071 | Year3Amt |
| Total | $226,218 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $50,000 | CurrentYearAmt |
| Year1 | $115,294 | Year1Amt |
| Year2 | $25,853 | Year2Amt |
| Year3 | $35,071 | Year3Amt |
| Total | $226,218 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,022,543 | CurrentYearAmt |
| Year1 | $1,158,596 | Year1Amt |
| Year2 | $1,031,816 | Year2Amt |
| Year3 | $1,103,359 | Year3Amt |
| Total | $4,316,314 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,022,543 | CurrentYearAmt |
| Year1 | $1,158,596 | Year1Amt |
| Year2 | $1,031,816 | Year2Amt |
| Year3 | $1,103,359 | Year3Amt |
| Total | $4,316,314 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN O'CONNOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8434 CORCORAN ROAD | AddressLine1Txt |
| City | WILLOW SPRINGS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Written letter of request including any substantiation desired | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UC REGENTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9500 GILMAN DRIVE | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | EOF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | US REGENTS DONATION TO SUPPORT MARK TUSZYNSKI, MD PhD RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISC INCOME | $15,281 |
| REHAB SERVICE FEES | $882,764 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $738 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,135 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,135 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $898,783 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $906,918 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GENERAL IRON INDUSTRIES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 N CLIFTON AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL & ACCOUNTING SERVICES | CategoryTxt |
| Amt | $15,277 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,277 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2010-06-11 | $579,800 | $112,127 | SL | 0.0256 | $14,866 |
| CRAWLING-ASSIST MACHINE | 2012-03-31 | $3,271 | $2,950 | 200DB | 0.0875 | $286 |
| COMPUTER | 2012-05-31 | $948 | $831 | 200DB | 0.0887 | $84 |
| CRAWLING-ASSIST MACHINE | 2012-06-30 | $2,000 | $1,754 | 200DB | 0.0887 | $177 |
| RTI BIKE UPGRADE | 2012-07-31 | $2,195 | $1,879 | 200DB | 0.0885 | $194 |
| ELECTRIC STIM PADS | 2012-07-31 | $1,009 | $863 | 200DB | 0.0885 | $89 |
| COMPUTER | 2012-08-31 | $1,969 | $1,685 | 200DB | 0.0885 | $174 |
| ELECTRIC STIM PADS | 2012-10-31 | $1,135 | $950 | 200DB | 0.0873 | $99 |
| RTI BIKE ACCESS | 2012-10-31 | $1,476 | $1,235 | 200DB | 0.0873 | $129 |
| STEP WALKER | 2012-11-30 | $3,395 | $2,838 | 200DB | 0.0873 | $296 |
| ELECTRIC STIM PADS | 2012-12-01 | $577 | $483 | 200DB | 0.0873 | $50 |
| WEIGHT SET | 2012-12-01 | $2,000 | $1,673 | 200DB | 0.0873 | $175 |
| RTI BIKE | 2012-12-01 | $26,876 | $22,475 | 200DB | 0.0873 | $2,346 |
| WALKING TRACK EQUIP | 2012-12-01 | $10,450 | $8,739 | 200DB | 0.0873 | $912 |
| FURNITURE | 2012-12-01 | $1,732 | $1,449 | 200DB | 0.0873 | $151 |
| EXPAND PARKING LOT | 2012-11-01 | $3,390 | $1,413 | 150DB | 0.0590 | $200 |
| CARPENTRY BUILDOUT | 2012-12-01 | $12,215 | $1,578 | SL | 0.0256 | $313 |
| HEATING/AIR | 2012-12-01 | $8,950 | $3,732 | 150DB | 0.0590 | $528 |
| 4 DESKS WITH CHAIRS | 2013-10-31 | $1,988 | $1,278 | SL | 0.1428 | $284 |
| WALKING TRACK REPAIRS | 2013-01-31 | $1,353 | $1,219 | SL | 0.1000 | $134 |
| BOWFLEX GYM EQUIP | 2013-01-31 | $3,186 | $2,047 | SL | 0.1428 | $455 |
| LENOVO THINKPAD | 2013-01-31 | $953 | $859 | SL | 0.1000 | $94 |
| RTI BIKE | 2013-03-31 | $5,109 | $3,969 | 200DB | 0.0892 | $456 |
| RTI BIKE UPGRADE | 2013-05-31 | $7,196 | $5,591 | 200DB | 0.0892 | $642 |
| LENOVO THINKPAD | 2013-07-31 | $925 | $833 | SL | 0.1000 | $92 |
| REWALK EXOSKELETON | 2013-03-31 | $50,000 | $22,500 | SL | 0.1000 | $5,000 |
| COVE BASE | 2013-01-31 | $500 | $225 | SL | 0.1000 | $50 |
| BUILD OUT & MATERIALS | 2013-03-31 | $4,277 | $1,282 | SL | 0.0667 | $285 |
| AIR KING HEATERS | 2013-11-30 | $4,341 | $1,305 | SL | 0.0667 | $290 |
| LIGHTING | 2013-01-31 | $749 | $225 | SL | 0.0667 | $50 |
| SKIK CONSTRUCTION | 2013-06-30 | $1,100 | $329 | SL | 0.0667 | $73 |
| GALILEO PLATFORM | 2014-02-28 | $7,500 | $5,158 | 200DB | 0.0893 | $670 |
| GALILEO DUMBBELLS | 2014-09-30 | $4,570 | $3,142 | 200DB | 0.0893 | $408 |
| REPLACEMENT CABLES FES | 2014-07-31 | $2,260 | $1,553 | 200DB | 0.0893 | $202 |
| DVR SYSTEM | 2014-05-31 | $3,095 | $2,128 | 200DB | 0.0893 | $276 |
| FURN & EQUIP | 2014-11-30 | $4,808 | $3,306 | 200DB | 0.0893 | $429 |
| RIFTON TRAM | 2015-03-31 | $3,731 | $2,656 | 200DB | 0.1152 | $430 |
| WEIGHT SET | 2015-03-31 | $1,500 | $1,068 | 200DB | 0.1152 | $173 |
| TOTAL GYM | 2015-04-30 | $4,600 | $3,275 | 200DB | 0.1152 | $530 |
| METRON DELUXE HI LO MAT T | 2015-12-31 | $3,390 | $2,414 | 200DB | 0.1152 | $391 |
| LOBBY CHAIRS | 2015-03-31 | $3,183 | $1,792 | 200DB | 0.1249 | $398 |
| LOBBY RUG | 2015-03-31 | $488 | $275 | 200DB | 0.1249 | $61 |
| OFFICE EQUIP | 2015-08-31 | $2,981 | $1,677 | 200DB | 0.1249 | $372 |
| OFFICE EQUIP | 2015-12-31 | $1,200 | $675 | 200DB | 0.1249 | $150 |
| BUILDOUT & MATERIALS | 2015-06-30 | $95,369 | $6,217 | SL | 0.0256 | $2,445 |
| SAGE 10 RTI UNIT | 2016-04-30 | $11,840 | $4,592 | 200DB | 0.1749 | $2,071 |
| DESK & CHAIR | 2016-04-27 | $752 | $291 | 200DB | 0.1749 | $132 |
| ROWING MACHINE | 2016-02-29 | $1,004 | $389 | 200DB | 0.1749 | $176 |
| BEAR CRAWL MACHINE | 2016-04-30 | $590 | $228 | 200DB | 0.1749 | $103 |
| EQUIPMENT | 2016-12-31 | $4,568 | $1,772 | 200DB | 0.1749 | $799 |
| POWER NUERI ROCO PARTS | 2016-05-25 | $7,851 | $3,045 | 200DB | 0.1749 | $1,373 |
| AWNING | 2016-02-29 | $2,943 | $1,531 | 200DB | 0.1920 | $565 |
| BUILDOUT & MATERIALS | 2017-09-30 | $115,194 | $863 | SL | 0.0256 | $2,954 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $23,170 | $17,220 | $5,950 | $5,950 |
| Machinery and Equipment | $549,804 | $504,196 | $45,608 | $45,608 |
| Buildings | $579,800 | $126,993 | $452,807 | $452,807 |
| Improvements | $255,249 | $33,521 | $221,728 | $221,728 |
| Land | $50,000 | $50,000 | $50,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MESSER STRICKLER LTD | CategoryTxt |
| Legal Fees | $1,489 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,489 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $302,568 | MortgageAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ADVERTISING | $9,598 | $9,598 |
| BANK CHARGES | $90 | $90 |
| CREDIT CARD CHARGES | $9,248 | $9,248 |
| DUES & SUBSCRIPTIONS | $6,632 | $6,632 |
| FUNDRAISING | $7,484 | $7,484 |
| INSURANCE | $28,659 | $28,659 |
| INSURANCE BILLING SERVICE | $11,315 | $11,315 |
| LICENSES & FEES | $66 | $66 |
| LOKOMAT SERV AGREEMENT | $17,950 | $17,950 |
| MAINTENANCE | $20,207 | $20,207 |
| MISCELLANEOUS | $192 | $192 |
| OUTSIDE SERVICES | $115,783 | $115,783 |
| POSTAGE | $653 | $653 |
| Rental Expenses | $5,865 | $5,865 |
| SALES EXPENSE | $962 | $962 |
| SCAVENGER | $1,510 | $1,510 |
| SUPPLIES | $23,369 | $23,369 |
| TELEPHONE | $974 | $974 |
| TRAINING | $750 | $750 |
| UNIFORMS & LAUNDRY | $68 | $68 |
| UTILITIES | $10,969 | $10,969 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISC INCOME | $15,281 |
| REHAB SERVICE FEES | $882,764 |
| Rental Income - Noninvestment Property | $14,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 401K MGMT | $2,555 | $0 | $2,555 | $0 |
| CONSULTING SERVICES | $83,989 | $0 | $83,989 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $28,319 | Amt |
| Adjusted Net Income | $28,319 | AdjustedNetIncomeAmt |
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