PARK FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PARK FAMILY FOUNDATION (EIN 20-2210340)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-21
- IRS object ID
- 201841419349100409
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-21T11:40:10-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382338815 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLDREY SENCHUK ROULEAU & WILLIAMS CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 S STATE AVE | AddressLine1Txt |
| City | ALPENA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 497072844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202210340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 9892052871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 YACHT CLUB CIR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C PARK | PersonNm |
| Person Title | PRES / SECRE | PersonTitleTxt |
| Phone | 9893541100 | PhoneNum |
| Signature | 2018-05-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE F WILLIAMS CPA | PreparerPersonNm |
| PTIN | P00344821 | PTIN |
| Phone | 9893569065 | PhoneNum |
| Preparation | 2018-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,879,298 | 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 | $348,203 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $180 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $180 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $180 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,984 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,984 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $436,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,038 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $341,880 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $341,880 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $748,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,202 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $366,044 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,275 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,320 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,548 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $1,548 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $324 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $304 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $20 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $122,947 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $122,947 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $137,846 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $86,092 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $51,754 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $356,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $259,048 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,921 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $624,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $470,666 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $153,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $647,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $470,666 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,060 | CashBOYAmt |
| Cash EOY | $122,847 | CashEOYAmt |
| Cash EOYFMV | $122,847 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $792,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,006,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,061,497 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,404 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,469 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,404 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,404 | AcctRcvblEOYFMVAmt |
| Inventories BOY | $16,159 | InventoriesBOYAmt |
| Inventories EOY | $28,349 | InventoriesEOYAmt |
| Inventories EOYFMV | $28,349 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $2,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,045 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,045 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,849,196 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,191,040 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,779,613 | LandBOYAmt |
| Land EOY | $3,658,156 | LandEOYAmt |
| Land EOYFMV | $3,658,156 | LandEOYFMVAmt |
| Total Assets BOY | $4,726,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,824,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,879,298 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,335 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,700 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $2,000 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $24,475 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,437 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $38,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,137 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,688,018 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,788,574 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,688,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,788,574 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,726,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,824,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,688,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,556 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,788,574 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,788,574 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $427,977 | GrossSalesPriceAmt |
| Cost Or Other Basis | $402,484 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,493 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,493 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,038 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $740,761 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.254664 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,509 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $561,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.271714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,462 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $448,273 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.429341 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,959 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $400,337 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.382076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $296,345 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $232,001 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.277344 | DistributionYr5Rt |
| Total Distribution | 2.615139 | TotalDistributionRt |
| Average Distribution | 0.523028 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $944,030 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $493,754 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $494,336 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $177,063 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,164 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,164 | SubtotalAmt |
| Tax Based On Investment Income | $1,164 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $328 | OverpaymentAmt |
| Applied To ES Tax | $328 | AppliedToESTaxAmt |
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 | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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.APLEX.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES C PARK | IndividualWithBooksNm |
| Phone | 9892052871 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 YACHT CLUB CIR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES C PARK | ||||||||
| 12805 YACHT CLUB CIRCLE | FORT MYERS | FL | 33919 | PRES / SECRE | 1.00 | $0 | $0 | $0 |
| PHILIP SCOTT PARK | ||||||||
| 500 ROOSEVELT RD STE 300 | GLEN ELLYN | IL | 60137 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| JAMES C PARK | ||||||||
| 12805 YACHT CLUB CIR | FORT MYERS | FL | 33919 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATING THE ALPENA APLEX, FORMERLY KNOWN AS THE THUNDER BAY RECREATION CENTER(PROVIDING ECONOMICAL RECREATION TO THE COMMUNITY). THIS INCLUDES A VENUE FOR THE ALPENA TENNIS ASSOCIATION TEAMS, WORKOUT FACILITIES AND GROUP EXERCISE FOR THE COMMUNITY AT LARGE, A VENUE FOR LOCAL ROTARY CLUB MEETINGS, OFFICE SPACE FOR THE LOCAL UNITED WAY AND BALLROOM AVAILABILITY FOR LARGE COMMUNITY EVENTS AND WEDDINGS. | Description1Txt |
| Expenses1 | $614,503 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $821,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $958,406 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $958,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $944,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,202 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,202 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,164 | TotalTaxAmt |
| Distributable Before Adj | $46,038 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,038 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,038 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,063 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $177,063 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $177,063 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,038 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $284,929 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $133,048 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $170,381 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,739 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $865,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,063 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,025 | RemainingDistriFromCorpusAmt |
| Total Corpus | $996,033 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $284,929 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $711,104 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $133,048 | ExcessFromYear4Amt |
| Excess From Year3 | $170,381 | ExcessFromYear3Amt |
| Excess From Year2 | $124,739 | ExcessFromYear2Amt |
| Excess From Year1 | $151,911 | ExcessFromYear1Amt |
| Excess From Current Year | $131,025 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES C PARK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12805 YACHT CLUB CIR | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9892052871 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORM, NO RESTRICTIONS | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REGENTS OF THE UNIV OF MICHIGAN | |||||||
| 3003 S STATE ST | STE 8000 | ANN ARBOR | MI | 481091288 | NONE | ATHLETIC CAMPUS FACILITIES PROJECT | $20,000 |
| FRIENDS OF GLEN ELLYN PARKS | |||||||
| PO BOX 2402 | GLEN ELLYN | IL | 60137 | FACILITY ADDITIONS | $3,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APLEX OPERATIONS | Desc |
| Related Or Exempt Function Incm | $341,880 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,984 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34,038 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,164 | ExclusionAmt |
| Related Or Exempt Function Incm | $375,918 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $400,082 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | OPERATING ALPENA APLEX IN ALPENA MI - PROVIDING ECONOMICAL RECREATION TO THE COMMUNITY TO PROMOTE HEALTH AND GENERAL WELFARE THROUGH VARIOUS RECREATIONAL ACTIVITIES INCLUDING A WELLNESS CENTER AND TENNIS LESSONS AND EVENTS |
| 1A | COMMUNITY EVENTS CENTER RENTAL AND EVENTS FOR BENEFIT OF COMMUNITY SERVED |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES C PARK | ||||||
| 1 | 12805 YACHT CLUB CIR | FORT MYERS | FL | 33919 | $26,000 | Yes (X) |
| JAMES C PARK CHARITABLE LEAD | ||||||
| 2 | 12805 YACHT CLUB CIR | FORT MYERS | FL | 33919 | $302,203 | Yes (X) |
| CITY OF ALPENA | ||||||
| 3 | 208 N 1ST AVE | ALPENA | MI | 49707 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,595 | Amt |
| Adjusted Net Income | $2,275 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,320 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL EXPENSES | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2008-06-30 | AcquiredCompletedOrExpendedDt |
| Amortized | $14,040 | AmortizedAmt |
| Deduction For Prior Years | $8,424 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0000 | AmortizationPeriodRt |
| Current Year Amortization | $936 | CurrentYearAmortizationAmt |
| Adjusted Net Income | $936 | AdjustedNetIncomeAmt |
| Total Amortization | $9,360 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 2007-12-31 | $2,708,619 | $630,854 | S/L | 39.0000 | $69,452 | $69,452 |
| VOLLEYBALL COURTS & RELATED IMPROVEMENTS | 2009-05-31 | $62,246 | $12,170 | S/L | 39.0000 | $1,596 | $1,596 |
| APLEX CONFERENCE CENTER | 2010-02-19 | $210,270 | $37,067 | S/L | 39.0000 | $5,391 | $5,391 |
| APLEX CONFERENCE CENTER | 2010-05-20 | $343,886 | $58,417 | S/L | 39.0000 | $8,817 | $8,817 |
| APLEX CONFERENCE CENTER | 2010-07-19 | $355,952 | $58,945 | S/L | 39.0000 | $9,127 | $9,127 |
| ENERGY EFFICIENT LIGHTS IMPROVEMENT | 2010-09-20 | $22,379 | $3,610 | S/L | 39.0000 | $574 | $574 |
| APLEX CONFERENCE CENTER | 2010-08-23 | $208,484 | $34,079 | S/L | 39.0000 | $5,346 | $5,346 |
| APLEX CONFERENCE CENTER | 2010-10-25 | $414,209 | $65,937 | S/L | 39.0000 | $10,621 | $10,621 |
| APLEX CONFERENCE CENTER | 2010-12-08 | $120,000 | $18,590 | S/L | 39.0000 | $3,077 | $3,077 |
| KITCHEN EQUIPMENT | 2010-12-17 | $22,116 | $22,116 | 200DB | 7.0000 | ||
| 60 TABLES AND 628 CHAIRS | 2010-10-25 | $16,460 | $16,460 | 200DB | 7.0000 | ||
| BUILDING IMPROVEMENTS | 2011-05-19 | $240,807 | $34,732 | S/L | 39.0000 | $6,174 | $6,174 |
| KITCHEN EQPT & UPGRADES | 2011-07-01 | $37,250 | $37,250 | 200DB | 7.0000 | ||
| HOCKEY AREA CONSTRUCTION | 2012-06-15 | $4,850 | $565 | S/L | 39.0000 | $124 | $124 |
| TENNIS AREA CONSTRUCTION | 2012-06-15 | $2,400 | $279 | S/L | 39.0000 | $62 | $62 |
| KEGERATORS | 2014-05-23 | $5,100 | $4,031 | 200DB | 7.0000 | $306 | $306 |
| HEAT EXCHANGER | 2014-10-01 | $3,025 | $2,281 | 200DB | 7.0000 | $212 | $212 |
| WATER HEATER | 2014-10-01 | $4,427 | $3,338 | 200DB | 7.0000 | $311 | $311 |
| PORTABLE WATER SPIGOTS | 2014-10-01 | $1,992 | $1,502 | 200DB | 7.0000 | $140 | $140 |
| FITNESS EQUIPMENT | 2014-03-26 | $1,538 | $1,244 | 200DB | 7.0000 | $84 | $84 |
| FITNESS EQUIPMENT | 2014-12-18 | $1,374 | $1,036 | 200DB | 7.0000 | $96 | $96 |
| STAGEDROP | 2015-04-01 | $3,171 | $2,241 | 200DB | 7.0000 | $266 | $266 |
| WATER HEATER | 2015-11-01 | $4,996 | $3,275 | 200DB | 7.0000 | $492 | $492 |
| PHOTO BOOTH | 2017-03-15 | $4,750 | 200DB | 7.0000 | $679 | $679 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $4,849,196 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,191,040 | AccumulatedDepreciationAmt |
| Book Value | $3,658,156 | BookValueAmt |
| EOYFMV | $3,658,156 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| APLEX OPERATIONS | |||
| OFFICE AND JANITORIAL SUPPLIE | $20,189 | $12,609 | $7,580 |
| INSURANCE | $16,055 | $10,027 | $6,028 |
| TELEPHONE | $5,259 | $3,285 | $1,974 |
| SUBCONTRACT LABOR - APLEX TEN | $18,483 | $11,544 | $6,939 |
| MISCELLANEOUS EXPENSE | $1 | $1 | |
| SUBCONTRACTED SERVICES | $118,157 | $73,795 | $44,362 |
| MANAGEMENT FEE - APLEX | $45,000 | $28,105 | $16,895 |
| BANK/CC SERVICE CHARGES | $604 | $377 | $227 |
| SUPPLIES | $7,206 | $4,501 | $2,705 |
| ADVERTISING | $17,106 | $10,682 | $6,424 |
| COST OF GOODS SOLD | $100,862 | $100,862 | |
| EXPENSES | |||
| PROG SVC EXP - MISC GRANTS < | |||
| MISCELLANEOUS EXPENSE | $4,787 | $4,787 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | APLEX OPERATIONS | Desc |
| Revenue And Expenses Per Books | $341,880 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $341,880 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $24,475 | BOYBookValueAmt |
| EOY Book Value | $22,437 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $304 | $304 | |
| LICENSES & PERMITS | $20 | $20 |
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