MYRON STRATTON HOME: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MYRON STRATTON HOME (EIN 84-0404260)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-25
- IRS object ID
- 201921769349100112
- 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
- Accounting Fees Schedule
- Cash Distribution Expln Stmt
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-25T13:17:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKMAN KAST RYAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 N CASCADE AVENUE SUITE 400 | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80903 | 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 | 840404260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON STRATTON HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE MYRON STRATTON HOME | InCareOfNm |
| Business Name Control | MYRO | BusinessNameControlTxt |
| Phone | 7195790930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD PASS HEIGHTS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL O'REAR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7195790930 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN B MERZ | PreparerPersonNm |
| PTIN | P00841439 | PTIN |
| Phone | 7196301186 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.227.191.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 84355620191765000005 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-06-25 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C385A786F3A0E95E9E7024D10C577A4B8A4AD5ED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A40A782555DF013B161847E6538FCB9794CCE8A5 | AtSubmissionFilingDeviceId |
| 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 | $196,543,863 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $402 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $43,994 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,994 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $43,994 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,611,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,611,778 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,611,778 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,033,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,482,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,033,286 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $159,197 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $400,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,301,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,088,222 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,301,020 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,990,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,777,280 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,515,989 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $241,185 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,309 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $33,309 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $207,876 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,805,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,027 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $9,027 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,849,973 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $983,380 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,917 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $4,917 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $978,463 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $638 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $638 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $9,830 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,830 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $324,928 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $280,280 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $280,280 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $44,648 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $816,475 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $816,475 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $38,816 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,816 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,310,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $232,015 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,507,404 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,541,159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $337,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,385,853 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,637,648 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $413,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,954,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $337,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,385,853 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,009,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,035,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,439,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,130,136 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,703 | CashBOYAmt |
| Cash EOY | $2,327 | CashEOYAmt |
| Cash EOYFMV | $2,327 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,225,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,892,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,892,766 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,068,388 | AcctRcvblAmt |
| Acct Rcvbl BOY | $403,157 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,068,388 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,068,388 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $24,366 | InventoriesBOYAmt |
| Inventories EOY | $26,032 | InventoriesEOYAmt |
| Inventories EOYFMV | $26,032 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $49,616 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $64,724 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $64,724 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $69,936,980 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,457,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,457,887 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,114,796 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,767,553 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,767,553 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $84,956,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,095,052 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $79,983,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,315,730 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,549,607 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $23,997,740 | LandBOYAmt |
| Land EOY | $25,766,123 | LandEOYAmt |
| Land EOYFMV | $38,089,848 | LandEOYFMVAmt |
| Other Assets BOY | $741,391 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,191,338 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,191,338 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $193,453,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $181,332,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $196,543,863 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,002,330 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $536,762 | AccountsPayableEOYAmt |
| Grants Payable BOY | $51,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $65,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $945,658 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $655,709 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,998,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,257,471 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $188,031,179 | UnrestrictedBOYAmt |
| Unrestricted EOY | $176,795,704 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $3,422,878 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $3,279,015 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $191,454,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $180,074,719 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $193,453,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $181,332,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $191,454,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,035,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $458,769 | OtherIncreasesAmt |
| Subtotal | $198,948,647 | SubtotalAmt |
| Other Decreases | $18,873,928 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $180,074,719 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LT CAP GAIN ON SALE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $21,482,942 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,449,656 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,033,286 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,033,286 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,033,286 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $159,197 | NetShortTermCapitalGainLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-03-17 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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.MYRONSTRATTON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MYRON STRATTON HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7195790930 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD HEIGHTS PASS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL O'REAR | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | EXECUTIVE DIRECTOR | 40.0 | $156,185 | $33,394 | $0 |
| JON MEDVED | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | PRESIDENT | 3.0 | $24,000 | $0 | $0 |
| NECHIE HALL | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Retired April 2018 | 1.5 | $4,000 | $0 | $0 |
| LEONARD A FARR | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Trustee | 1.5 | $12,000 | $0 | $0 |
| C DAVID MCDERMOTT | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Vice President | 1.5 | $12,000 | $0 | $0 |
| THOMAS J NAUGHTON | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Secretary/Treasurer | 1.5 | $12,000 | $0 | $0 |
| Meredith Vaughan | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Trustee | 1.5 | $11,000 | $0 | $0 |
| Stephen D Woodford | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | Trustee | 1.5 | $10,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CANDICE K HARVEY | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | BUSINESS MANAGER | 40.0 | $89,320 | $48,987 | $0 |
| LINDA BUENDORF | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | SENIOR SVCS DIRECTOR | 40.0 | $97,289 | $24,391 | $0 |
| MARGARET HUNTER | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | NURSING SUPERVISOR | 40.0 | $81,003 | $24,050 | $0 |
| RICK WHITE | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIR. OF SPEC. PRJCTS | 40.0 | $81,557 | $10,896 | $0 |
| SCOTT CRAWFORD | ||||||||
| 555 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | DIR. OF MAINTENANCE | 40.0 | $59,148 | $5,823 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| H W Houston Construction | |||||
| 210 S VICTORIA AVE | PUEBLO | CO | 81003 | Construction | $2,180,956 |
| Olson Plumbing | |||||
| 121 W Cucharras St | COLORADO SPRINGS | CO | 80903 | Plumbing/Utilities | $135,915 |
| Colorado Springs Utilities | |||||
| 111 S Cascade Ave | COLORADO SPRINGS | CO | 80903 | Utilities | $312,312 |
| Meritain Health | |||||
| 9605 S KINGSTON CT | ENGLEWOOD | CO | 80112 | Health Plan Premiums | $224,303 |
| Dodge & Cox | |||||
| 555 California St | SAN FRANCISCO | CA | 94104 | Investment Mgmt | $120,904 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADULT SERVICES: THE HOME PROVIDES RESIDENTIAL SERVICES TO OVER 100 ELDERLY PERSONS WITH LIMITED INCOME. | Description1Txt |
| Expenses1 | $4,555,983 | Expenses1Amt |
| Description2 | STRATTON CONSORTIUM: THE HOME PROVIDES THE FREE USE OF FACILITIES FOR OTHER NONPROFIT ORGANIZATIONS WITH VARIOUS MISSIONS THAT PROVIDE SERVICES TO LOW INCOME RESIDENTS. | Description2Txt |
| Expenses2 | $453,665 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $165,005,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,082,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,217,204 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $169,305,178 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $169,305,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,539,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,765,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,338,280 | 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 | $5,009,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,805,210 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,814,858 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,814,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,814,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $7,814,858 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,814,858 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1991-07-02 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,130,136 | CurrentYearAmt |
| Year1 | $3,842,503 | Year1Amt |
| Year2 | $3,261,129 | Year2Amt |
| Year3 | $2,294,894 | Year3Amt |
| Total | $16,528,662 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,060,616 | CurrentYearAmt |
| Year1 | $3,266,128 | Year1Amt |
| Year2 | $2,771,960 | Year2Amt |
| Year3 | $1,950,660 | Year3Amt |
| Total | $14,049,364 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,814,858 | CurrentYearAmt |
| Year1 | $7,355,692 | Year1Amt |
| Year2 | $4,475,346 | Year2Amt |
| Year3 | $6,464,918 | Year3Amt |
| Total | $26,110,814 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $372,000 | CurrentYearAmt |
| Year1 | $326,000 | Year1Amt |
| Year2 | $260,100 | Year2Amt |
| Year3 | $280,000 | Year3Amt |
| Total | $1,238,100 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,442,858 | CurrentYearAmt |
| Year1 | $7,029,692 | Year1Amt |
| Year2 | $4,215,246 | Year2Amt |
| Year3 | $6,184,918 | Year3Amt |
| Total | $24,872,714 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,558,853 | CurrentYearAmt |
| Year1 | $5,392,403 | Year1Amt |
| Year2 | $4,757,062 | Year2Amt |
| Year3 | $4,951,107 | Year3Amt |
| Total | $20,659,425 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE MYRON STRATTON HOME | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 GOLD PASS HEIGHTS | AddressLine1Txt |
| City | COLORADO SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7195790930 | RecipientPhoneNum |
| Form And Info And Materials | HOME: NO PRESCRIBED FORMS. GRANTS: CONTACT DANIEL O'REAR AT 719-579-0930 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HOME: NONE GRANTS: MAY 1 AND NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | HOME: APPLICANTS MUST HAVE DEMONSTRATED NEED. GRANTS: APPLICANTS MUST HAVE DEMONSTRATED NEED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Care and Share Food Bank of CS | |||||||
| 2605 Preamble Pt | Colorado Springs | CO | 80915 | NONE | PC | Program Support: Children's Nutrition Initiative | $10,000 |
| Kidpower of Colorado | |||||||
| 10 Boulder Crescent Ste 100 | Colorado Springs | CO | 80903 | NONE | PC | Program Support: Safety Skills Workshops | $7,500 |
| Children's Literacy Center | |||||||
| 2928 Strauss Ln Ste 100 | Colorado Springs | CO | 80907 | NONE | PC | PROGRAM SUPPORT: provide one-on-one literacy tutoring to under performing students | $12,500 |
| Lutheran Family Services Rocky Mnt | |||||||
| 363 S Harlan St | Denver | CO | 80226 | NONE | PC | PROGRAM SUPPORT: Respite Care Programs | $15,000 |
| Pikes Peak Therapeutic Riding Center | |||||||
| 13620 Halleluiah Trail | Elbert | CO | 80106 | NONE | PC | PROGRAM SUPPORT: Equine Assisted Activities and Therapy | $7,500 |
| Westside Cares | |||||||
| 2808 W Colorado Ave | Colorado Springs | CO | 80904 | NONE | PC | PROGRAM SUPPORT: Compassionate Emergency Services Program | $15,000 |
| Ecumenical Social Ministries | |||||||
| 201 N Weber St | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: Food Pantry | $15,000 |
| Pikes Peak Habitat for Humanity | |||||||
| 2802 N Prospect St | Colorado Springs | CO | 80907 | NONE | PC | PROGRAM SUPPORT: Home Building & Rehabilitation Program | $10,000 |
| The Home Front Cares | |||||||
| PO Box 38516 | Colorado Springs | CO | 80937 | NONE | PC | PROGRAM SUPPORT: one-time emergency financial assistance for housing, utilites, food, and transportation | $15,000 |
| Pikes Peak Community College Fndtn | |||||||
| 5765 S Academy Blvd | Colorado Springs | CO | 80906 | NONE | PC | PROGRAM SUPPORT: Teen College Program | $7,500 |
| Discover Goodwill of SW CO | |||||||
| 1460 Garden of the Gods Rd | Colorado Springs | CO | 80907 | NONE | PC | PROGRAM SUPPORT: Fresh Start Laundry Case Manager | $15,000 |
| YMCA of PPR | |||||||
| 316 N Tejon St | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: 7th Grade Initiative | $20,000 |
| Dream Centers of CS | |||||||
| 11025 Voyager Pkwy | Colorado Springs | CO | 80921 | NONE | PC | PROGRAM SUPPORT: Mary's Home-assist homeless families by providing holistic care | $20,000 |
| Catholic Health Initiatives | |||||||
| 2222 N Nevada Av | Colorado Springs | CO | 80907 | NONE | PC | PROGRAM SUPPORT: support Teller County Dental childcare for low income children | $7,500 |
| Atlas Preparatory School | |||||||
| 1602 S Murray Blvd | Colorado Springs | CO | 80916 | NONE | PC | PROGRAM SUPPORT: College Pathway Program | $70,000 |
| CASA of the Pikes Peak Region | |||||||
| 701 S Cascade Ave | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support capital campaign-contingent on pledges/cash raised $620,000 | $25,000 |
| Teller Senior Coalition | |||||||
| 750 E Hwy 24 Bldg 2 Ste 100 | Woodland Park | CO | 80866 | NONE | PC | PROGRAM SUPPORT: General Operating Support | $10,000 |
| Disability Services | |||||||
| 3660 N Academy Blvd | Colorado Springs | CO | 80918 | NONE | PC | PROGRAM SUPPORT: specialized transportation services | $10,000 |
| Pueblo Cooperative Care Center | |||||||
| 326 W 8th St | Pueblo | CO | 81003 | NONE | PC | PROGRAM SUPPORT: Food Sack Program | $15,000 |
| Colo Springs Philharmonic Orchestra | |||||||
| PO Box 1266 | Colorado Springs | CO | 80901 | NONE | PC | PROGRAM SUPPORT: Philharmonic Kids program | $6,000 |
| Big BrothersBig Sisters of Colorado | |||||||
| 111 S Tejon St Ste 302 | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: youth mentoring programs | $10,000 |
| Beautiful Redemption | |||||||
| PO Box 33 | Palmer Lake | CO | 80133 | NONE | PC | PROGRAM SUPPORT: adaption outreach program | $5,000 |
| Project Angel Heart | |||||||
| 4950 Washington St | Denver | CO | 80216 | NONE | PC | PROGRAM SUPPORT: critcially ill seniors home meals delivery | $20,000 |
| Colo Springs Food Rescue | |||||||
| 917 E Moreno Ave | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: no-cost grocery program | $7,500 |
| Diakonia | |||||||
| 2630 Rossmere St | Colorado Springs | CO | 80919 | NONE | PC | PROGRAM SUPPORT: community preschool program | $10,000 |
| Fostering Hope Foundation | |||||||
| 111 S Tejon St Ste 112 | Colorado Springs | CO | 80903 | NONE | PC | PROGRAM SUPPORT: support foster families in the Pikes Peak Regio. Grants to this organization would be dependent upon the appointment of a board member outside the current "family unitthe preparation of audited financial statements) | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Kidpower of Colorado | |||||||
| 10 Boulder Crescent ste 100 | COLORADO SPRINGS | CO | 80903 | NONE | PC | PROGRAM SUPPORT: Safety Skills Workshops | $7,500 |
| Pikes Peak Community College Fndtn | |||||||
| 5765 S Academy Blvd | Colorado Springs | CO | 80906 | NONE | PC | PROGRAM SUPPORT: Teen College Program | $7,500 |
| Pueblo Cooperative Care Center | |||||||
| 326 W 8th St | Pueblo | CO | 81003 | NONE | PC | PROGRAM SUPPORT: Food Sack Program | $15,000 |
| Atlas Preparatory School | |||||||
| 1602 S Murray blvd | Colorado Springs | CO | 80916 | NONE | PC | PROGRAM SUPPORT: College Pathway Program | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $65,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| HOME OPERATING REVENUES | $980,783 |
| CONSORTIUM REIMBURSEMENTS - UTILITIES | $105,863 |
| CONSORTIUM REIMBURSEMENTS - OTHER | $122,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,994 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,611,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $4,087,402 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,033,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| STOCK LITIGATION SETTLEMENT | 18 | $820 |
| MISCELLANEOUS | 01 | $3,347 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,780,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,209,451 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,990,078 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | PROVIDES HOUSING FOR THE ELDERLY |
| 1B | REIMBURSEMENT FROM OTHER NONPROFITS FOR UTILITIES |
| 1C | REIMBURSEMENT FROM ELDERLY FOR A PORTION OF HOUSING |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,660 | Amt |
| Net Investment Income | $9,830 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,830 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,830 | DisbursementsCharitablePrpsAmt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND MUTUAL FUNDS | BondNm |
| EOY Book Value | $6,767,553 | EOYBookValueAmt |
| EOYFMV | $6,767,553 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $23,691,035 | $23,691,035 |
| EQUITY MUTUAL FUNDS | $36,766,852 | $36,766,852 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $35,660 | $2,923,608 |
| ALTERNATIVE INVESTMENTS | $77,059,392 | $77,059,392 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $638 | LegalFeesAmt |
| Disbursements Charitable Prps | $638 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST & DIVIDEND RECEIVABLE | $22,002 | $24,931 | $24,931 |
| ACCRUED ROYALTIES RECEIVABLE | $319,389 | $1,166,407 | $1,166,407 |
| CASA PROMISORY NOTE | $400,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATED USE OF FACILITIES EXPENSE | $168,820 |
| UNREALIZED LOSS | $18,705,108 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WORKERS COMP | $59,076 | $78,401 | |
| EMPLOYEE RELATIONS | $6,162 | $8,178 | |
| INSURANCE | $148,026 | $158,602 | $37,846 |
| DUES & SUBSCRIPTIONS | $9,250 | $12,276 | |
| OFFICE EXPENSE | $53,869 | $71,490 | |
| TELEPHONE | $12,305 | $16,330 | |
| HOUSEKEEPING | $91,327 | $121,201 | |
| MARKETING | $14,500 | $19,243 | |
| UTILITIES | $309,106 | $304,356 | $105,863 |
| REPAIRS & MAINTENANCE | $210,134 | $190,566 | $88,306 |
| RECREATION | $19,419 | $25,771 | |
| EDEN ALTERNATIVE | $3,752 | $4,979 | |
| DIETARY | $160,245 | $212,664 | |
| CONTRACT SERVICES | $149,947 | $198,997 | |
| CONTRIBUTIONS | $1,236 | $1,640 | |
| MISCELLANEOUS | $6,514 | $8,645 | |
| CHARITABLE DIST. UNDER PLR | $55,000 | $72,991 | |
| GAS & FUEL TAX | $809 | $1,074 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY FEES | $4,087,402 | $4,087,402 | $4,087,402 |
| STOCK LITIGATION SETTLEMENT | $820 | $820 | $820 |
| HOME OPERATING REVENUES | $980,783 | $980,783 | |
| UTILITY REIMBURSEMENT | $105,863 | $105,863 | |
| OTHER REIMBURSEMENT | $122,805 | $122,805 | |
| Miscellaneous | $3,347 | $3,347 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED USE OF FACILITIES INCOME | Desc |
| Amt | $458,769 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROMISES TO GIVE - CONSORTIUM | Desc |
| BOY Book Value | $945,658 | BOYBookValueAmt |
| EOY Book Value | $655,709 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $280,280 | $280,280 | $280,280 | $0 |
| CONSULTING FEES | $44,648 | $44,648 |