URBAN JACKSONVILLE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- URBAN JACKSONVILLE INC (EIN 23-7024899)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-05
- IRS object ID
- 201802179349300205
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-05T16:07:08-04:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640394922 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATKINS WARD AND STAFFORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1345 | AddressLine1Txt |
| City | STARKVILLE | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237024899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URBAN JACKSONVILLE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | URBA | BusinessNameControlTxt |
| Phone | 9048071203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LAKESIDE DRIVE SUITE 300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE E WILSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9048071203 | PhoneNum |
| Signature | 2017-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S KEITH WINFIELD CPA | PreparerPersonNm |
| PTIN | P00245943 | PTIN |
| Phone | 6623239071 | PhoneNum |
| Preparation | 2018-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGING TRUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TERESA K BARTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LAKESIDE DRIVE SUITE 300 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,223,674 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AGINGTRUE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 160 | TotalEmployeeCnt |
| Total Volunteers | 648 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $736,622 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,316,505 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,145,437 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,898,303 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,382 | PYOtherRevenueAmt |
| CY Other Revenue | $8,866 | CYOtherRevenueAmt |
| PY Total Revenue | $7,883,441 | PYTotalRevenueAmt |
| CY Total Revenue | $8,223,674 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,230,877 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,233,017 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,423,783 | PYOtherExpensesAmt |
| CY Other Expenses | $4,863,680 | CYOtherExpensesAmt |
| PY Total Expenses | $7,654,660 | PYTotalExpensesAmt |
| CY Total Expenses | $8,096,697 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $228,781 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $126,977 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,859,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,913,308 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,436,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,363,245 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,423,086 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,550,063 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,742,715 | ExpenseAmt |
| Revenue | $1,626,694 | RevenueAmt |
| Desc | URBAN JACKSONVILLE, INC. IS AN APPROVED ACHC AND MEDICARE CERTIFIED HOME HEALTH AGENCY AND PROVIDES HOME HEALTH SERVICES PRIMARILY TO ELDERLY AND HANDICAPPED PERSONS. SERVICES INCLUDE SKILLED NURSING; PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY; MEDICAL SOCIAL WORK SERVICES; AND HOME HEALTH AIDE SERVICES. DURING THE YEAR ENDED 09/30/2017, 548 CLIENTS WERE SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,256,465 | ExpenseAmt |
| Revenue | $608,717 | RevenueAmt |
| Desc | THE MEALS ON WHEELS PROGRAM PROVIDES QUALIFIED ELDERLY OR DISABLED PEOPLE WITH HOT, NUTRITIOUS MEALS DELIVERED TO THEIR HOMES EACH DAY. 192,517 MEALS WERE DELIVERED DURING THE YEAR ENDED 9/30/2017. . | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $969,756 | ExpenseAmt |
| Revenue | $162,981 | RevenueAmt |
| Desc | RESPITE SERVICES PROVIDE IN-HOME ASSISTANCE AND RELIEF TO CAREGIVERS OF FRAIL, HOMEBOUND ELDERS AGED SIXTY AND OVER. THE INTENT OF RESPITE IS TO PROVIDE FAMILY CAREGIVERS WITH A MUCH-NEEDED BREAK IN ORDER TO ALLOW THE FAMILY UNIT TO CONTINUE CARING FOR A HOMEBOUND ELDER WITHOUT BECOMING ILL THEMSELVES. THE ORGANIZATION PROVIDED 90,190 HOURS OF RESPITE SERVICES DURING THE YEAR ENDED 9/30/2017. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,636,416 | ExpenseAmt |
| Revenue | $4,499,911 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE A NUMBER OF PROGRAMS THAT ARE DESIGNED TO MAINTAIN THE ELDERLY AND DISABLED IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, AVOIDING PREMATURE INSTITUTIONALIZATION. THIS INCLUDES VARIOUS PROGRAM SERVICES INCLUDING HOMEMAKING, PERSONAL CARE, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE, AND CAREGIVER TRAINING AND SUPPORT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,636,416 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $4,499,911 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,605,352 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 160 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE E WILSON CFO | BusinessNameLine1Txt |
| Business Name Line2 | LEE E WILSON CFO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9048071203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LAKESIDE DR STE 300 | AddressLine1Txt |
| Address Line2 | 4250 LAKESIDE DRIVE | AddressLine2Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| KATHERINE B MOOREHEAD | |||||||
| VICE CHAIRWO | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REBECCA L BERG | |||||||
| CHAIRWOMAN/D | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E JORGENSEN | |||||||
| SECRETARY/DI | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN D CORSE | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| ALFRED W RUTLAND | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL R WEATHERBY | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| SHARON T WILBURN | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| ANDREW HARMON | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| DR WHITNEY GEORGE | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| PASQUALE GILBERTO | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| ALLAHYAR NEJAD | |||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |||
| TERESA K BARTON | |||||||
| CEO/EXEC DIR | Yes (X) | $0 | $220,002 | $25,951 | 5.00 | 37.00 | |
| LEE E WILSON | |||||||
| CFO | Yes (X) | $0 | $115,003 | $2,113 | 5.00 | 37.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $335,005 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,064 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Business Name Line2ContractorName/BusinessName/BusinessNameLine2Txt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|---|
| COMFORT KEEPERS | |||||||
| COMFORT KEEPERS | 1301 NORTH ORANGE AVE | SUITE 104 | GREEN COVE SPRINGS | FL | 32043 | IN-HOME SERVICE | $497,721 |
| UNDERHILL | |||||||
| UNDERHILL | 3575 HENDRICKS AVE | 3575 HENDRICKS AVE | JACKSONVILLE | FL | 32201 | IN HOME SERVICE | $339,971 |
| ARCADIA SERVICES | |||||||
| ARCADIA SERVICES | PO BOX 673174 | PO BOX 673174 | DETROIT | MI | 482673174 | IN HOME SERVICE | $148,867 |
| BROOKS AMERICARE | |||||||
| BROOKS AMERICARE | 5836 RICHARD STREET | 5836 RICHARD STREET | JACKSONVILLE | FL | 32216 | IN-HOME SERVICE | $128,670 |
| AMERICAN IN-HOME | |||||||
| AMERICAN IN-HOME | 9471 BAY MEADOWS ROAD | 9471 BAY MEADOWS ROAD | JACKSONVILLE | FL | 32256 | IN-HOME SERVICE | $110,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $747,412 | RelatedOrganizationsAmt |
| Government Grants | $151,007 | GovernmentGrantsAmt |
| All Other Contributions | $418,086 | AllOtherContributionsAmt |
| Total Contributions | $1,316,505 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| COMMUNITY CARE FOR ELDER | $3,263,516 | $3,263,516 |
| REVENUE - HOME HEALTH | $1,626,694 | $1,626,694 |
| FEDERAL TITLE III PROGRAMS | $996,236 | $996,236 |
| MANAGED CARE SERVICES | $252,672 | $252,672 |
| ADM GUARDIANSHIP ASSESSMENT | $215,374 | $215,374 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,811 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $543,811 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,898,303 | TotalProgramServiceRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $8,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,866 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,866 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,223,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,907,169 | RelatedOrExemptFuncIncomeAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,798,035 | TotalAmt |
| Program Services | $2,512,635 | ProgramServicesAmt |
| Management And General | $285,400 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,086 | TotalAmt |
| Program Services | $41,213 | ProgramServicesAmt |
| Management And General | $2,873 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,114 | TotalAmt |
| Program Services | $155,410 | ProgramServicesAmt |
| Management And General | $23,704 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,782 | TotalAmt |
| Program Services | $193,991 | ProgramServicesAmt |
| Management And General | $17,791 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,478 | TotalAmt |
| Program Services | $241,991 | ProgramServicesAmt |
| Management And General | $27,487 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,513 | TotalAmt |
| Program Services | $6,747 | ProgramServicesAmt |
| Management And General | $766 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,391 | TotalAmt |
| Program Services | $124,275 | ProgramServicesAmt |
| Management And General | $14,116 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,301 | TotalAmt |
| Program Services | $4,020 | ProgramServicesAmt |
| Management And General | $8,281 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,006 | TotalAmt |
| Program Services | $89,805 | ProgramServicesAmt |
| Management And General | $10,201 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,400 | TotalAmt |
| Program Services | $87,167 | ProgramServicesAmt |
| Management And General | $3,233 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,287 | TotalAmt |
| Program Services | $139,011 | ProgramServicesAmt |
| Management And General | $28,276 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,486 | TotalAmt |
| Program Services | $191,711 | ProgramServicesAmt |
| Management And General | $21,775 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,602 | TotalAmt |
| Program Services | $13,822 | ProgramServicesAmt |
| Management And General | $3,780 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,379 | TotalAmt |
| Program Services | $92,717 | ProgramServicesAmt |
| Management And General | $43,662 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SERVICE PROVIDERS | $2,237,769 | $2,237,769 |
| FOOD & SUPPLIES | $639,656 | $639,656 |
| IN KIND PERSONNEL | $521,211 | $521,211 |
| ALL OTHER EXPENSES | $186,866 | $186,866 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,335 | TotalAmt |
| Program Services | $125,335 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,096,697 | TotalAmt |
| Program Services | $7,605,352 | ProgramServicesAmt |
| Management And General | $491,345 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,427 | BOYAmt |
| EOY | $657,710 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $600,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,697,469 | BOYAmt |
| EOY | $1,593,146 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,930 | BOYAmt |
| EOY | $15,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $757,802 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $711,319 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,960 | BOYAmt |
| EOY | $46,483 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,859,786 | BOYAmt |
| EOY | $2,913,308 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,216 | BOYAmt |
| EOY | $659,408 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,484 | BOYAmt |
| EOY | $666,908 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $36,929 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,436,700 | BOYAmt |
| EOY | $1,363,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,230 | BOYAmt |
| EOY | $1,550,063 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,856 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,423,086 | BOYAmt |
| EOY | $1,550,063 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,859,786 | BOYAmt |
| EOY | $2,913,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $126,977 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $1,851,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,689,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,805,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $736,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,316,505 | CurrentTaxYearAmt |
| Total | $7,400,175 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,851,497 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,689,881 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,805,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $736,622 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,316,505 | CurrentTaxYearAmt |
| Total | $7,400,175 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,400,175 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $360,105 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,866 | CurrentTaxYearAmt |
| Total | $412,530 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,812,705 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,907,169 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 412,530 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $249,590 | BeginningBalanceAmt |
| Additions During Year | $535,926 | AdditionsDuringYearAmt |
| Distributions During Year | $551,210 | DistributionsDuringYearAmt |
| Ending Balance | $234,306 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $120,202 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,252 | DepreciationAmt |
| Book Value | $11,950 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $637,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $603,067 | DepreciationAmt |
| Book Value | $34,533 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,483 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $36,929 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $36,929 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,223,674 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $8,223,674 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,223,674 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,096,697 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $8,096,697 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,096,697 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART IV, LINE 1B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SERVES AS CUSTODIAN FOR CERTAIN CLIENT-OWNED FUNDS UNDER TWO PROGRAMS. UNDER THE PROTECTIVE SERVICES COUNSELING PROGRAM, THE ORGANIZATION PROVIDES DAILY MONEY MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO ARE IN FINANCIAL CRISIS IN ORDER THAT THEY MAY REMAIN IN INDEPENDENT LIVING SITUATIONS. THE FUNDS ARE RECEIVED FROM SOCIAL SECURITY, SSI AND OTHER SOURCES, AND REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT, TO BE DISBURSED ONLY AS AUTHORIZED OR REQUESTED. THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. UNDER THE GUARDIANSHIP PROGRAM, THE ORGANIZATION PROVIDES GUARDIANSHIP SERVICES AND FUNDS MANAGEMENT FOR FRAIL ELDERLY AND DISABLED INDIVIDUALS WHO HAVE NO ONE ELSE TO ASSIST THEM. QUALIFIED INDIVIDUALS ARE DETERMINED BY A PHYSICIAN, AND THE COURT AUTHORIZES EACH GUARDIANSHIP. THE FUNDS MANAGED BY THE ORGANIZATION REMAIN THE SOLE PROPERTY OF EACH RESPECTIVE CLIENT. ACCORDINGLY, THESE FUNDS ARE EXCLUDED FROM THE ACCOMPANYING FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA K BARTON | PersonNm |
| Title | CEO/EXEC DIR | TitleTxt |
| Compensation Based On Rltd Orgs | $220,002 | CompensationBasedOnRltdOrgsAmt |
| Nontaxable Benefits Rltd Orgs | $25,951 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Rltd Orgs | $245,953 | TotalCompensationRltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE ORGANIZATION IS TO PROVIDE ESSENTIAL AND INNOVATIVE RESOURCES FOR INDIVIDUALS, FAMILIES AND COMMUNITIES TO PREPARE FOR AND SUPPORT GRACEFUL AGING. THIS IS ACCOMPLISHED PRIMARILY THROUGH PROVIDING A VARIETY OF HOME AND COMMUNITY BASED SERVICES FOR THE ELDERLY, THE HANDICAPPED, AND THEIR CAREGIVERS. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES INCLUDE A NUMBER OF PROGRAMS THAT ARE DESIGNED TO MAINTAIN THE ELDERLY AND DISABLED IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE, AVOIDING PREMATURE INSTITUTIONALIZATION. THIS INCLUDES VARIOUS PROGRAM SERVICES INCLUDING HOMEMAKING, PERSONAL CARE, MEDICAL TRANSPORTATION, COUNSELING, COMPANIONSHIP, ADULT DAY CARE, RESPITE, SPECIALIZED MEDICAL EQUIPMENT, EMERGENCY ALERT RESPONSE, AND CAREGIVER TRAINING AND SUPPORT. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE MEMBERS ARE THE VESTRY OF ST. JOHN'S CATHEDRAL. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE MEMBERS OF THE ORGANIZATION APPROVE ALL BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FINAL VERSION OF THE FORM 990 IS EMAILED TO, AND REVIEWED BY THE CEO/EXECUTIVE DIRECTOR, THE CFO AND ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION HAS A FORMAL CONFLICT OF INTEREST POLICY AND CONFLICT DISCLOSURE PROCEDURE. EACH NEW BOARD MEMBER AND OFFICER RECEIVES AS PART OF THEIR ORIENTATION MATERIALS A COPY OF THE CONFLICT OF INTEREST POLICY AND CONFLICT DISCLOSURE PROCEDURE AND RECEIVES TRAINING ON WHAT CONSTITUTES A CONFLICT OF INTEREST. EACH BOARD MEMBER AND OFFICER MUST COMPLETE AN ANNUAL AFFIRMATION OF COMPLIANCE AND DISCLOSURE STATEMENT, AND AGREES TO REPORT ANY FUTURE POTENTIAL CONFLICTS OF INTEREST TO THE CHAIRMAN OF THE BOARD. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD MEMBER OR OFFICER MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND CONSIDERATION. WHEN A MOTION OR ISSUE IS RAISED IN A BOARD MEETING WHICH CONTAINS POSSIBLE CONFLICTS, THE SPECIFIC BOARD MEMBER MUST ABSTAIN FROM ALL DELIBERATIONS AND VOTING ON THE ISSUE OR TRANSACTION. ALL ACTUAL OR POSSIBLE CONFLICTS OF INTEREST BY OTHER MANAGERS OR EMPLOYEES OTHER THAN BOARD MEMBERS OR OFFICERS MUST BE DISCLOSED TO A COMPLIANCE COMMITTEE, WHO THEN WOULD REPORT ANY SIGNIFICANT ISSUES TO THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR AND THE CFO. THE EXECUTIVE COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT GUIDESTAR COMPENSATION SURVEY OF NON-PROFIT COMPANIES AND FROM FORM 990 COMPENSATION DATA OF OTHER NON-PROFIT COMPANIES IN NORTHEAST FLORIDA. THE EXECUTIVE COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2016 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND BENEFITS FOR THE CEO/EXECUTIVE DIRECTOR AND THE CFO. THE EXECUTIVE COMMITTEE CONSIDERS COMPARABLE INFORMATION FROM THE MOST RECENT GUIDESTAR COMPENSATION SURVEY OF NON-PROFIT COMPANIES AND FROM FORM 990 COMPENSATION DATA OF OTHER NON-PROFIT COMPANIES IN NORTHEAST FLORIDA. THE EXECUTIVE COMMITTEE DETERMINES AND APPROVES CHANGES IN COMPENSATION AND BENEFITS. THE YEAR 2016 WAS THE MOST RECENT YEAR THIS REVIEW AND APPROVAL PROCESS WAS COMPLETED AND COMPENSATION ADJUSTED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHEDRAL FOUNDATION OF JACKSONVILL | ||||||||||||
| CATHEDRAL FOUNDATION OF JACKSONVILL | 4250 LAKESIDE DRIVE SUITE 300 | 4250 LAKESIDE DRIVE SUITE 300 | JACKSONVILLE | FL | 32210 | 596161532 | MGT OF HOU | FL | 501C | 10 | N/A | false |
| CATHEDRAL TERRACE INC | ||||||||||||
| CATHEDRAL TERRACE INC | 4250 LAKESIDE DRIVE SUITE 300 | 4250 LAKESIDE DRIVE SUITE 300 | JACKSONVILLE | FL | 32210 | 237301688 | PROVIDE HO | FL | 501C | 10 | N/A | false |
| CATHEDRAL COURT INC | ||||||||||||
| CATHEDRAL COURT INC | 4250 LAKESIDE DRIVE SUITE 300 | 4250 LAKESIDE DRIVE SUITE 300 | JACKSONVILLE | FL | 32210 | 591842385 | PROVIDE HO | FL | 501C | 10 | N/A | false |
| CATHEDRAL TOWERS 2 INC | ||||||||||||
| CATHEDRAL TOWERS 2 INC | 4250 LAKESIDE DRIVE SUITE 300 | 4250 LAKESIDE DRIVE SUITE 300 | JACKSONVILLE | FL | 32210 | 474251993 | HOUSING | FL | 501C | 10 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Business Name Line2OtherOrganizationName/BusinessNameLine2Txt | Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|---|
| CATHEDRAL FOUNDATION OF JACKSONVILL | |||
| CATHEDRAL FOUNDATION OF JACKSONVILLE | K | $167,287 | ACTUAL PAYMENT |
| CATHEDRAL FOUNDATION OF JACKSONVILL | |||
| CATHEDRAL FOUNDATION OF JACKSONVILLE | M | $407,869 | ACTUAL PAYMENT |
| CATHEDRAL FOUNDATION OF JACKSONVILL | |||
| CATHEDRAL FOUNDATION OF JACKSONVILLE | S | $747,412 | ACTUAL PAYMENT |
Comments