PERSON TO PERSON INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PERSON TO PERSON INC (EIN 06-1422248)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-22
- IRS object ID
- 201841739349300809
- Schema version
- 2017v2.2
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-22T10:24:35-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061422248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERSON-TO-PERSON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERS | BusinessNameControlTxt |
| Phone | 2036550048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1864 POST ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CECILIA MAHER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2036550048 | PhoneNum |
| Signature | 2018-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT M BRENNER | PreparerPersonNm |
| PTIN | P01247233 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CECILIA MAHER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1864 POST ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,950,343 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.P2PHELPS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | PERSON-TO-PERSON IS A VOLUNTEER DRIVEN, COMMUNITY SUPPORTED AGENCY WHICH, THROUGH THE SHARING OF GOODS AND TALENTS, RESPONDS TO INDIVIDUALS AND FAMILIES WHO LACK THE BASIC NECESSITIES OR RESOURCES TO IMPROVE THEIR LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 4219 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,058,472 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,807,569 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,443 | CYProgramServiceRevenueAmt |
| PY Investment Income | $345,317 | PYInvestmentIncomeAmt |
| CY Investment Income | $847,982 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$18,060 | PYOtherRevenueAmt |
| CY Other Revenue | $8,047 | CYOtherRevenueAmt |
| PY Total Revenue | $13,385,729 | PYTotalRevenueAmt |
| CY Total Revenue | $14,675,041 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,172,700 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,899,770 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,544,230 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,679,416 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $548,213 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $703,467 | PYOtherExpensesAmt |
| CY Other Expenses | $656,507 | CYOtherExpensesAmt |
| PY Total Expenses | $13,420,397 | PYTotalExpensesAmt |
| CY Total Expenses | $13,235,693 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$34,668 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,439,348 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,437,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,540,209 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $104,674 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $95,321 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,332,675 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,444,888 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PERSON-TO-PERSON IS A VOLUNTEER DRIVEN, COMMUNITY SUPPORTED AGENCY WHICH, THROUGH THE SHARING OF GOODS AND TALENTS, RESPONDS TO INDIVIDUALS AND FAMILIES WHO LACK THE BASIC NECESSITIES OR RESOURCES TO IMPROVE THEIR LIVES. PERSON-TO-PERSON PROVIDES RAPID RESPONSE TO CLIENT EMERGENCIES AS WELL AS ACCESS TO INTERCONNECTED SERVICES, WHICH SUPPORT OUR CLIENT'S JOURNEY TO SELF SUFFICIENCY. THESE SERVICES INCLUDE: PRACTICAL HELP, PROBLEM SOLVING, ADVOCACY AND EDUCATION FOR OUR COMMON FUTURE. OUR COMMITMENTS DIRECT US TO PROMOTE POSITIVE CHANGE IN THE LIVES OF OUR CLIENTS AND VOLUNTEERS, AND INCREASED COMMUNITY AWARENESS OF NEEDS AND PROBLEMS. PERSON-TO-PERSON INTENDS TO REMAIN FLEXIBLE, NON-BUREAUCRATIC AND RELIANT ON VOLUNTEERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,685,094 | ExpenseAmt |
| Grant | $10,320,689 | GrantAmt |
| Desc | EMERGENCY ASSISTANCE - PROGRAMS WHICH HELP ALLEVIATE SITUATIONAL CRISES FACED BY LOW-INCOME FAMILIES THROUGH THE PROVISION OF FOOD, CLOTHING, AND EMERGENCY FINANCIAL ASSISTANCE. 25,077 PERSONS SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $390,317 | ExpenseAmt |
| Grant | $295,731 | GrantAmt |
| Desc | THROUGH THE HARRIET T. MCCORKLE SCHOLARSHIP PROGRAM, GRANTS WERE AWARDED TO 119 LOW-INCOME STUDENTS, MANY OF WHOM ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $363,742 | ExpenseAmt |
| Grant | $283,350 | GrantAmt |
| Revenue | $11,443 | RevenueAmt |
| Desc | CAMPERSHIPS PROVIDE THE OPPORTUNITY FOR 506 CHILDREN FROM LOW-INCOME HOUSEHOLDS TO ATTEND LOCAL DAY CAMPS FREE OF CHARGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,439,153 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 35 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECILIA MAHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2036550048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1864 POST ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| AVERY WHIDDEN | |||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARIE RADCLIFF | |||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRIS WHITNEY | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAYSIE UNIACKE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BILL BRADLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN CHIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA DE TOLEDO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM DICKINSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEN FORLIZZI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY GOLD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HYMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARE KRETZMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSIE LINDENBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL LOTA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ MACKIE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA MADON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VALERIE MCNEIL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY WILSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CECILIA MAHER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $168,247 | $0 | $33,145 | ||
| ELIZABETH FINN | |||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $135,000 | $0 | $7,562 | ||
| MARIANNE DELANEY | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $103,060 | $0 | $21,696 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $406,307 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $62,403 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $11,214 | MembershipDuesAmt |
| Fundraising | $426,121 | FundraisingAmt |
| Government Grants | $139,600 | GovernmentGrantsAmt |
| All Other Contributions | $13,230,634 | AllOtherContributionsAmt |
| Noncash Contributions | $10,000,483 | NoncashContributionsAmt |
| Total Contributions | $13,807,569 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAMP REGISTRATION | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $11,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,443 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,443 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,923 | TotalRevenueColumnAmt |
| Exclusion | $108,923 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,808,258 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,069,199 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $739,059 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $739,059 | TotalRevenueColumnAmt |
| Exclusion | $739,059 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $214,150 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $426,121 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $206,103 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,047 | TotalRevenueColumnAmt |
| Exclusion | $8,047 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,675,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,443 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $856,029 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,899,770 | TotalAmt |
| Program Services | $10,899,770 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,954 | TotalAmt |
| Program Services | $214,284 | ProgramServicesAmt |
| Management And General | $36,115 | ManagementAndGeneralAmt |
| Fundraising | $93,555 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,280 | TotalAmt |
| Program Services | $664,916 | ProgramServicesAmt |
| Management And General | $112,064 | ManagementAndGeneralAmt |
| Fundraising | $290,300 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,161 | TotalAmt |
| Program Services | $18,167 | ProgramServicesAmt |
| Management And General | $3,062 | ManagementAndGeneralAmt |
| Fundraising | $7,932 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,809 | TotalAmt |
| Program Services | $75,887 | ProgramServicesAmt |
| Management And General | $12,790 | ManagementAndGeneralAmt |
| Fundraising | $33,132 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,212 | TotalAmt |
| Program Services | $73,023 | ProgramServicesAmt |
| Management And General | $12,307 | ManagementAndGeneralAmt |
| Fundraising | $31,882 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,725 | TotalAmt |
| Management And General | $16,725 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,544 | TotalAmt |
| Management And General | $23,544 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,868 | TotalAmt |
| Program Services | $14,487 | ProgramServicesAmt |
| Management And General | $10,381 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,247 | TotalAmt |
| Program Services | $30,063 | ProgramServicesAmt |
| Management And General | $2,129 | ManagementAndGeneralAmt |
| Fundraising | $29,055 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,780 | TotalAmt |
| Program Services | $121,373 | ProgramServicesAmt |
| Management And General | $6,119 | ManagementAndGeneralAmt |
| Fundraising | $6,288 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,753 | TotalAmt |
| Program Services | $9,753 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,041 | TotalAmt |
| Program Services | $90,574 | ProgramServicesAmt |
| Management And General | $5,083 | ManagementAndGeneralAmt |
| Fundraising | $6,384 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD AND SUPPLIES | $80,071 | $80,071 | ||
| EQUIP. MAINT. & SUPPORT | $68,710 | $56,564 | $4,091 | $8,055 |
| COMMUNICATIONS | $55,693 | $26,307 | $400 | $28,986 |
| VOLUNTEERS AND TRAINING | $21,308 | $18,130 | $952 | $2,226 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,767 | TotalAmt |
| Program Services | $45,784 | ProgramServicesAmt |
| Management And General | $2,565 | ManagementAndGeneralAmt |
| Fundraising | $10,418 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,235,693 | TotalAmt |
| Program Services | $12,439,153 | ProgramServicesAmt |
| Management And General | $248,327 | ManagementAndGeneralAmt |
| Fundraising | $548,213 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,516,866 | BOYAmt |
| EOY | $1,132,217 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,993 | BOYAmt |
| EOY | $682,725 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,893 | BOYAmt |
| EOY | $310,474 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,006 | BOYAmt |
| EOY | $3,027 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,114 | BOYAmt |
| EOY | $206,815 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,826 | BOYAmt |
| EOY | $51,376 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,496,669 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $682,004 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,688 | BOYAmt |
| EOY | $814,665 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,734,692 | BOYAmt |
| EOY | $3,328,323 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,271 | BOYAmt |
| EOY | $10,587 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,437,349 | BOYAmt |
| EOY | $6,540,209 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,770 | BOYAmt |
| EOY | $78,301 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,904 | BOYAmt |
| EOY | $17,020 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,674 | BOYAmt |
| EOY | $95,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,696,705 | BOYAmt |
| EOY | $1,524,470 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,635,970 | BOYAmt |
| EOY | $4,920,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,332,675 | BOYAmt |
| EOY | $6,444,888 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,437,349 | BOYAmt |
| EOY | $6,540,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,439,348 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$327,135 | 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 | $10,413,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,394,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,010,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,599,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,807,569 | CurrentTaxYearAmt |
| Total | $60,226,827 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,413,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,394,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,010,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,599,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,807,569 | CurrentTaxYearAmt |
| Total | $60,226,827 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $60,226,827 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $359,786 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $323,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,982 | CurrentTaxYearAmt |
| Total | $1,895,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $62,122,769 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $913,679 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,985,686 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $516,181 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $140,000 | OtherExpendituresAmt |
| Administrative Expenses | $23,544 | AdministrativeExpensesAmt |
| End Year Balance | $3,348,323 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,893,162 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $216,921 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,000 | OtherExpendituresAmt |
| Administrative Expenses | $24,397 | AdministrativeExpensesAmt |
| End Year Balance | $2,985,686 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,010,219 | BeginningYearBalanceAmt |
| Contributions | $28,044 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,505 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,000 | OtherExpendituresAmt |
| Administrative Expenses | $32,596 | AdministrativeExpensesAmt |
| End Year Balance | $2,893,162 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,917,811 | BeginningYearBalanceAmt |
| Contributions | $60,000 | ContributionsAmt |
| Investment Earnings Or Losses | $175,111 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,000 | OtherExpendituresAmt |
| Administrative Expenses | $32,703 | AdministrativeExpensesAmt |
| End Year Balance | $3,010,219 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,595,105 | BeginningYearBalanceAmt |
| Contributions | $11,000 | ContributionsAmt |
| Investment Earnings Or Losses | $451,479 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,000 | OtherExpendituresAmt |
| Administrative Expenses | $29,773 | AdministrativeExpensesAmt |
| End Year Balance | $2,917,811 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $735,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $308,669 | DepreciationAmt |
| Book Value | $426,869 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $356,584 | OtherCostOrOtherBasisAmt |
| Depreciation | $166,882 | DepreciationAmt |
| Book Value | $189,702 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $404,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $206,453 | DepreciationAmt |
| Book Value | $198,094 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $814,665 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON STOCKS | $2,135,689 | F |
| MUTUAL FUNDS | $1,192,634 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,328,323 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY LIABILITIES | $14,964 |
| DUE TO SAINT LUKE'S PARISH | $2,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,020 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,611,047 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$327,135 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $263,141 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$63,994 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,675,041 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,675,041 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,498,834 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $263,141 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $263,141 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,235,693 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,235,693 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN 2003, PERSON-TO-PERSON ESTABLISHED THE JANET EVANS ENDOWMENT FUND (THE "FUND"), IN HONOR OF RETIRING EXECUTIVE DIRECTOR JANET EVANS. CONTRIBUTIONS TO THE FUND ARE INVESTED AS DIRECTED BY AN ENDOWMENT COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS. WITHDRAWALS FROM THE FUND, WHICH MAY BE USED AT THE DISCRETION OF THE BOARD OF DIRECTORS, ARE LIMITED TO 6% OF THE AVERAGE YEAR-END MARKET VALUE FOR THE THREE PRECEDING CALENDAR YEARS. |
| PART X, LINE 2: | THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2017, THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPRING BALL 2017 | Event1Nm |
| Gross Receipts Event1 | $206,066 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $130,902 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,164 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $6,189 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,653 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $76,827 | OtherDirectExpensesEvent1Amt |
| Event2 | BIG RIG GIG 2017 | Event2Nm |
| Gross Receipts Event2 | $138,051 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $76,092 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $61,959 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $16,184 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,035 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $22,594 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $296,154 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $219,127 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $77,027 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $17,536 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $15,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $39,585 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $640,271 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $426,121 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $214,150 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $39,909 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,688 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $139,006 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $206,103 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,047 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| EMERGENCY ASSISTANCE | 2684 | $379,907 | |||
| SCHOLARSHIP GRANTS | 119 | $295,731 | |||
| CAMPERSHIPS | 506 | $283,350 | |||
| DISTRIBUTION OF CLOTHING, FOOD | 22393 | $9,940,782 | THRIFT SHOP VALUATION, COMMERCIAL VALUE | FREE CLOTHING AND FOOD MEET THE IMMEDIATE NEED OF THE WORKING POOR OR PEOPLE FACING A SITUATION CRISIS. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EMERGENCY ASSISTANCE PROGRAMS: A PERSON-TO-PERSON CASE WORKER ASSESSES INDIVIDUAL SITUATIONS TO DETERMINE APPROPRIATE ACTION NECESSARY TO MEET EACH CLIENT'S NEEDS. DISBURSEMENTS OF FINANCIAL GRANTS AND/OR FOOD ARE BASED ON SPECIFIC CRITERIA AND FINANCIAL NEED. OTHER PROGRAMS INCLUDE PROVIDING FOOD ASSISTANCE AND GIFTS DURING THE HOLIDAY SEASON. THESE PROGRAMS ARE CARRIED OUT NOT ONLY BY THE STAFF OF PERSON-TO-PERSON BUT ALSO BY MANY VOLUNTEERS THROUGHOUT THE AREA AS WELL. CAMPERSHIPS: ALL CHILDREN CONSIDERED FOR CAMPERSHIPS LIVE IN LOW-INCOME HOUSEHOLDS IN STAMFORD AND ARE REFERRED THROUGH THEIR SCHOOLS. QUALIFICATION FOR FREE OR REDUCED-COST LUNCH PROGRAM IN THE SCHOOLS IS A PRIMARY CRITERIA FOR CONSIDERATION. SCHOLARSHIPS: THE HARRIET T. MCCORKLE SCHOLARSHIP FUND PROVIDES FINANCIAL ASSISTANCE FOR LOCAL STUDENTS FROM LOW-INCOME HOUSEHOLDS WHO ARE APPLYING TO OR WHO ARE ALREADY IN COLLEGE AND NEED HELP WITH BOOK AND TUITION PAYMENTS. IF ELIGIBLE, STUDENTS ARE REQUIRED TO APPLY FOR FAFSA, AS WELL AS OTHER FINANCIAL AID AND WORK STUDY, AND ARE INTERVIEWED AS PART OF THE SCREENING PROCESS. GRANTS ARE GIVEN IN BOTH SEMESTERS, AND MENTORING AND BUDGETING SUPPORT ARE PROVIDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CECILIA MAHER | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $168,247 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $33,145 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $201,392 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | A COMPREHENSIVE COMPENSATION REVIEW WAS CONDUCTED IN 2013 BY THE BOARD, LED BY THE FINANCE & RISK COMMITTEE, AND THE EXECUTIVE COMMITTEE. A NUMBER OF LEADING NOT-FOR-PROFIT COMPENSATION SURVEYS WERE UTILIZED TO ADJUST STAFF COMPENSATION TO PREVAILING MARKET RATES IN PERSON-TO-PERSON'S GEOGRAPHIC AREA. THESE CHANGES WENT INTO EFFECT FOR 2014. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $7,659,079 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | THRIFT SHOP VALUES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,222 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,247,389 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMMERCIAL VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | HOLIDAY GIFTS | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,015 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION SHALL BE ST. LUKE'S EPISCOPAL CHURCH. SUCH MEMBER SHALL BE ENTITLED TO VOTE AND SHALL HAVE SUCH RIGHTS AND OBLIGATIONS AS SHALL BE SET FORTH IN THE BY-LAWS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ST. LUKE'S VESTRY MUST APPROVE ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS SENT TO EACH MEMBER OF THE BOARD OF DIRECTORS. AT A MEETING OF THE BOARD THE FORM 990 IS THEN DISCUSSED AND A VOTE IS TAKEN TO ACCEPT THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD MUST ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE DISCLOSURE STATEMENT. THIS IS DONE IMMEDIATELY FOLLOWING THE ANNUAL MEETING, OR FOR NEW BOARD MEMBERS, DURING THEIR ORIENTATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPREHENSIVE COMPENSATION REVIEW WAS CONDUCTED IN 2013 BY THE BOARD, LED BY THE FINANCE & RISK COMMITTEE, AND THE EXECUTIVE COMMITTEE. A NUMBER OF LEADING NOT-FOR-PROFIT COMPENSATION SURVEYS WERE UTILIZED TO ADJUST STAFF COMPENSATION TO PREVAILING MARKET RATES IN PERSON-TO-PERSON'S GEOGRAPHIC AREA. THESE CHANGES WENT INTO EFFECT FOR 2014. |
| FORM 990, PART VI, SECTION C, LINE 19 | INFORMATION FOR CONTACTING PERSON-TO-PERSON ADMINISTRATION IS AVAILABLE ON THE WEBSITE: WWW.P2PHELPS.ORG. ANYONE WISHING TO SEE THESE GOVERNING DOCUMENTS SHOULD CONTACT THE ADMINISTRATION. |
| FORM 990, PART XII LINE 2C | THIS HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S PARISH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1864 POST ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060662180 | EIN |
| Primary Activities | CHURCH | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S PARISH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAINT LUKE'S PARISH - REIMBURSEMENT FOR EXPENSES | ||
| P | $23,787 | CASH |
| SAINT LUKE'S PARISH - CAPITAL CONTRIBUTION | ||
| C | $60,500 | CASH |
| SAINT LUKE'S PARISH - LEASE OF FACILITIES | ||
| K | $48,000 | CASH |
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