SUBSTANCE MENTAL HEALTH LEADERSHIP COUNCIL OF RI: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUBSTANCE MENTAL HEALTH LEADERSHIP COUNCIL OF RI (EIN 05-0422193)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-13
- IRS object ID
- 201930449349301018
- Schema version
- 2017v2.3
- 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 | 2019-02-13T14:11:00-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050392605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLEN SCORPIO & CERILLI | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 CEDAR STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050422193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUBSTANCE USE AND MENTAL HEALTH | BusinessNameLine1Txt |
| Business Name Line2 | LEADERSHIP COUNCIL OF RI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUBS | BusinessNameControlTxt |
| Phone | 4015215759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 METRO CENTER BLVD NO 10 | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT CROSSLEY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4015275759 | PhoneNum |
| Signature | 2019-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY W SCORPIO | PreparerPersonNm |
| PTIN | P01360145 | PTIN |
| Phone | 4017513860 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.167.19.136 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-12 | IPDt |
| IP Tm | 13:47:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0A287434F87532182F3C5BCD63CE88F4B92EF7F0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A287434F87532182F3C5BCD63CE88F4B92EF7F0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT CROSSLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 METRO CENTER BLVD NO 10 | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,209,969 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUMHLC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE SUBSTANCE USE AND MENTAL HEALTH LEADERSHIP COUNCIL OF RI IS TO PROMOTE A COLLABORATIVE, COORDINATED SYSTEM OF HIGH QUALITY, COMPREHENSIVE COMMUNITY-BASED MENTAL HEALTH AND SUBSTANCE ABUSE PREVENTION AND TREATMENT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $856,116 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,085,182 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,928 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,977 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,691 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,995 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,666 | PYOtherRevenueAmt |
| CY Other Revenue | $13,747 | CYOtherRevenueAmt |
| PY Total Revenue | $933,401 | PYTotalRevenueAmt |
| CY Total Revenue | $1,170,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $541,249 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $560,687 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $378,336 | PYOtherExpensesAmt |
| CY Other Expenses | $523,399 | CYOtherExpensesAmt |
| PY Total Expenses | $919,585 | PYTotalExpensesAmt |
| CY Total Expenses | $1,084,086 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,816 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $86,815 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $523,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $602,561 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $76,169 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,416 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $447,214 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $534,145 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE SUBSTANCE USE AND MENTAL HEALTH LEADERSHIP COUNCIL OF RI IS TO PROMOTE A COLLABORATIVE, COORDINATED SYSTEM OF HIGH QUALITY, COMPREHENSIVE COMMUNITY-BASED MENTAL HEALTH AND SUBSTANCE ABUSE PREVENTION AND TREATMENT SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $132,177 | ExpenseAmt |
| Desc | IN JULY 2013, THE DEPARTMENT OF BEHAVIORAL HEALTH, DEVELOPMENTAL DISABILITIES AND HOSPITALS (BHDDH) SUBMITTED A MEDICAID STATE PLAN AMENDMENT WHICH CREATED THE OPIOD TREATMENT PROGRAM HEALTH HOME. THIS PROGRAM ALLOWS FOR THE STATES FIVE (5) OPIOD TREATMENT PROVIDERS TO DELIVER HEALTH HOME SERVICES TO MEDICAID PATIENTS WHO OPT INTO THE PROGRAM. HEALTH HOMES ARE SERVICE DELIVERY SYSTEMS DESIGNED TO COORDINATE CARE TO PATIENTS. CASE MANAGERS ASSIST PATIENTS WITH ACCESSING PRIMARY HEALTHCARE AND OTHER SOCIAL SERVICES. HEALTH HOME TEAMS INCLUDE A PHYSICIAN, NURSE, CASE MANAGER AND ACCESS TO OTHER SUPPORT STAFF. THE STATE PLAN AMENDMENT EXPIRED ON JUNE 30, 2015. ANOTHER STATE PLAN AMENDMENT (SPA) WHICH INCLUDED THE OTP HEALTH HOME AND EXPANDED THE PROVISION OF SERVICES UNDER THE STRUCTURE OF A CENTER OF EXCELLENCE WAS SUMBITTED AND SUBSEQUENTLY APPROVED. THIS SPA IS CURRENTLY IN PLACE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $224,949 | ExpenseAmt |
| Desc | TRAINING FOR CERTIFICATION PROGRAMS - UNDER THIS PROGRAM, SUMHLC OF RI, DESIGNS, DEVELOPS AND IMPLEMENTS A CURRICULUM THAT PROVIDES PROFESSIONAL DEVELOPMENT TO BEHAVIORAL HEALTHCARE STAFF. THE PROGRAM ALSO ADDRESSES THE CERTIFICATION AND LICENSING REQUIREMENTS, AND RESPONDS TO NEW AND EMERGING ISSUES IN BEHAVIORAL HEALTHCARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $304,942 | ExpenseAmt |
| Desc | GENERAL MEMBERSHIP OF THE ORGANIZATION WORKS TO COORDINATE STATEWIDE AND REGIONAL INITIATIVES BETWEEN GOVERNMENT AND THE PROVIDER COMMUNITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $200,366 | ExpenseAmt |
| Desc | THIS CATEGORY REFLECTS A VARIETY OF ACTIVITIES INCLUDING INNOVATIVE PROGRAMMING PERTAINING TO WORKFORCE DEVELOPMENT (I.E., THE DEVELOPMENT OF SEMINARS AND WORKSHOPS ADDRESSING ADDICTION AND MENTAL HEALTH ISSUES SPECIFICALLY TAILORED TO NURSES EMPLOYED IN A VARIETY OF SETTINGS); THE CONTINUING SUPPORT OF THE HOPE AND RECOVERY LINE - A 24/7 HELP LINE ANSWERED BY EXPERIENCED CLINICIANS AND DESIGNED TO ASSIST INDIVIDUALS SEEKING TREATMENT FOR A SUBSTANCE USE DISORDER; AND THE PROVISION OF TRAINING AND ON-SITE TECHNICAL ASSISTANCE TO HEALTHCENTRICS ADVISORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $200,366 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $862,434 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON LP KELLY | PersonNm |
| Phone | 4015275759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 METRO CENTER BLVD UNIT 10 | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| SUSAN A STORTI | |||||||
| PRESIDENT/CEO AS OF 8/19/17 | 40.00 | Yes (X) | Yes (X) | $116,961 | $0 | $8,243 | |
| GREG MCWILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GINA MERCURE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE HARKINS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOY VAUDREUIL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTY SINNOTT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA HURLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY SKURKA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM HOCHSTRASSER-WALSH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN FOSS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA PAUL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIONEL FERNANDEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN SYLVESTRE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE DUFRESNE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER MUMMA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY MURRAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH DINKLAGE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE GOUVEIA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH RICHARDSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL KUBAS-MEYER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY FITTING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH DESANTIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT CROSSLEY | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYNN COSTIGAN | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WENDY LOOKER | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMIE LEHANE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL WALL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED TRAPASSI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID F SPENCER | |||||||
| PRESIDENT/CEO UNTIL 8/18/17 | 40.00 | $130,975 | $0 | $8,669 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $247,936 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,912 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $221,895 | MembershipDuesAmt |
| Government Grants | $863,287 | GovernmentGrantsAmt |
| Total Contributions | $1,085,182 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING FEES | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $64,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,977 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,977 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,444 | TotalRevenueColumnAmt |
| Exclusion | $5,444 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,619 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,068 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,551 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,551 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,551 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,747 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,747 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,170,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $80,275 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,853 | TotalAmt |
| Program Services | $350,140 | ProgramServicesAmt |
| Management And General | $116,713 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,211 | TotalAmt |
| Program Services | $41,408 | ProgramServicesAmt |
| Management And General | $13,803 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,623 | TotalAmt |
| Program Services | $28,967 | ProgramServicesAmt |
| Management And General | $9,656 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,925 | TotalAmt |
| Program Services | $352,379 | ProgramServicesAmt |
| Management And General | $18,546 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,302 | TotalAmt |
| Program Services | $6,151 | ProgramServicesAmt |
| Management And General | $6,151 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,676 | TotalAmt |
| Program Services | $32,241 | ProgramServicesAmt |
| Management And General | $14,435 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512 | TotalAmt |
| Management And General | $1,512 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,313 | TotalAmt |
| Management And General | $8,313 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,007 | TotalAmt |
| Program Services | $806 | ProgramServicesAmt |
| Management And General | $201 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,662 | TotalAmt |
| Program Services | $3,331 | ProgramServicesAmt |
| Management And General | $3,331 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OTHER EXPENSES | $55,381 | $36,642 | $18,739 |
| TELEPHONE | $7,751 | $6,201 | $1,550 |
| REPAIRS AND MAINTENANCE | $5,210 | $4,168 | $1,042 |
| BANK CHARGES | $1,660 | $1,660 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,084,086 | TotalAmt |
| Program Services | $862,434 | ProgramServicesAmt |
| Management And General | $221,652 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,568 | BOYAmt |
| EOY | $103,618 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,391 | BOYAmt |
| EOY | $304,320 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,284 | BOYAmt |
| EOY | $3,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $52,717 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,840 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,606 | BOYAmt |
| EOY | $11,877 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,534 | BOYAmt |
| EOY | $179,026 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,383 | BOYAmt |
| EOY | $602,561 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,169 | BOYAmt |
| EOY | $68,416 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,169 | BOYAmt |
| EOY | $68,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,214 | BOYAmt |
| EOY | $534,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,214 | BOYAmt |
| EOY | $534,145 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,383 | BOYAmt |
| EOY | $602,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $86,815 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $116 | 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 | $304,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $670,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $856,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,085,182 | CurrentTaxYearAmt |
| Total | $3,234,056 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $670,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $856,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,085,182 | CurrentTaxYearAmt |
| Total | $3,234,056 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,234,056 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,110 | CurrentTaxYearAmt |
| Total | $31,407 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,748 | CurrentTaxYearAmt |
| Total | $26,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,291,850 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $124,905 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,717 | OtherCostOrOtherBasisAmt |
| Depreciation | $40,840 | DepreciationAmt |
| Book Value | $11,877 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,877 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES | Desc |
| Book Value | $179,026 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $179,026 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,169,351 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,169,351 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,550 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,550 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,170,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,084,086 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,084,086 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,084,086 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING GUIDANCE FOR CONTINGENCIES AS CONTAINED IN U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ORGANIZATION WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WERE NOT PROVIDED FOR. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET REALIZED GAINS (LOSSES) ON INVESTMENTS 1,550. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN A STORTI | ||||||||||||||
| PRESIDENT/CEO AS OF 8/19/17 | $116,961 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,243 | $0 | $125,204 | $0 | $0 | $0 |
| DAVID F SPENCER | ||||||||||||||
| PRESIDENT/CEO UNTIL 8/18/17 | $130,975 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,669 | $0 | $139,644 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | DAVID SPENCER RECEIVED $33,000 FOR SEVERANCE PAYMENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION HAS UPDATED THEIR BY-LAWS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE REVISIONS TO THEIR BY-LAWS. THE FOLLOWING REVISIONS WERE MADE: -ELIMINATION OF THE 12-MEMBER BOARD OF DIRECTORS AND HAVING A DIRECTOR APPOINTED BY EACH MEMBER -ADDITION OF AN EXECUTIVE COMMITTEE OF THE BOARD COMPRISED OF THE OFFICERS AND BOARD STANDING COMMITTEE CHAIRS -INCREASE THE BOARD STANDING COMMITTEES FROM 2 TO 3 BY ADDING THE EXECUTIVE COMMITTEE -ASSIGNMENT OF TERMS FOR CURRENT OFFICERS AND BOARD COMMITTEE CHAIRS -DEFINE MAJORITY AS 50% PLUS 1 |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ROUTINELY INQUIRES OFFICERS AND DIRECTORS AS TO THE EXISTENCE OF ANY CONFLICTS OF INTEREST WITH BUSINESS ISSUES OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. ALSO, THE FORM 990 CAN BE VIEWED ON GUIDESTAR. |
| FORM 990, PART IX, LINE 11G | OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 352,379. MANAGEMENT AND GENERAL EXPENSES 18,546. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 370,925. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. |
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