THE INSTITUTE FOR EXCELLENCE IN EDUCATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE INSTITUTE FOR EXCELLENCE IN EDUCATION (EIN 38-3635927)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-10-30
- IRS object ID
- 201803039349301380
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-30T14:55:17-04:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382706146 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEO & YEO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 248 | AddressLine1Txt |
| City | ALMA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383635927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE INSTITUTE FOR EXCELLENCE IN | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 9893173510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 WEST PICKARD STREET | AddressLine1Txt |
| City | MT PLEASANT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES GOENNER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9893173510 | PhoneNum |
| Signature | 2018-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS COULTER | PreparerPersonNm |
| PTIN | P00039190 | PTIN |
| Phone | 9894636108 | PhoneNum |
| Preparation | 2018-10-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.34.166.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-30 | IPDt |
| IP Tm | 13:55:17 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8547113CCEDFF0FB9130C8C29CBB62B413ABD7E4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 269AC780E10E0A4A8D2350D51E74DF6A206880ED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES GOENNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 WEST PICKARD ST | AddressLine1Txt |
| City | MOUNT PLEASANT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48858 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,823,107 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://EXCELLENCEINED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | THROUGH PROFESSIONAL DEVELOPMENT AND COACHING, IEE SERVES AS A CATALYST TO EMPOWER EDUCATORS TO EXCEED THE DEMANDS OF AN EVER-EVOLVING EDUCATION ENVIRONMENT IN ORDER TO MEET THE UNIQUE LEARNING NEEDS OF EVERY STUDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 66 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $803,551 | PYContributionsGrantsAmt |
| CY Contributions Grants | $856,601 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,248,242 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,914,606 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,765 | PYOtherRevenueAmt |
| CY Other Revenue | $49,272 | CYOtherRevenueAmt |
| PY Total Revenue | $6,062,558 | PYTotalRevenueAmt |
| CY Total Revenue | $5,820,479 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,324,574 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,036,363 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,986,912 | PYOtherExpensesAmt |
| CY Other Expenses | $1,714,633 | CYOtherExpensesAmt |
| PY Total Expenses | $6,311,486 | PYTotalExpensesAmt |
| CY Total Expenses | $5,750,996 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$248,928 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $69,483 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,010,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,776,052 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,537,294 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,233,803 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,472,766 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,542,249 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THROUGH PROFESSIONAL DEVELOPMENT AND COACHING, IEE SERVES AS A CATALYST TO EMPOWER EDUCATORS TO EXCEED THE DEMANDS OF AN EVER-EVOLVING EDUCATION ENVIRONMENT IN ORDER TO MEET THE UNIQUE LEARNING NEEDS OF EVERY STUDENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $442,417 | ExpenseAmt |
| Revenue | $439,158 | RevenueAmt |
| Desc | BOARD GOVERNANCE AND OPERATIONS: SERVICES INCLUDE BOARD POLICY SERVICES, ADMINISTRATIVE GUIDELINES, BOARD TRAINING, AND POLICY UPDATES. THE INSTITUTE PROVIDES CHARTER PUBLIC SCHOOL BOARDS WITH A SERVICE TO CREATE THEIR OWN SCHOOL POLICY MANUAL, ENSURING MANUALS ARE APPLICABLE TO CURRENT STATE AND FEDERAL STATUTES AND REGULATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,278,856 | ExpenseAmt |
| Revenue | $2,262,071 | RevenueAmt |
| Desc | CONSULTING, COACHING AND TRAINING: THE INSTITUTE PROVIDES A CUSTOMIZED PROGRAM OF COACHING, TRAINING AND PROFESSIONAL DEVELOPMENT WHICH ADDRESSES THE NEEDS OF INDIVIDUAL SCHOOLS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,229,801 | ExpenseAmt |
| Revenue | $2,213,377 | RevenueAmt |
| Desc | EPICENTER SOFTWARE ACCESS: THE INSTITUTE PROVIDES A SOFTWARE TOOL, EPICENTER, THAT PROVIDES SCHOOLS A TOOL TO PROCESS CHARTER APPLICATIONS, MANAGE COMPLIANCE, AUTOMATE WORKFLOW AND EVALUATE PERFORMANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,951,074 | 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 | false | 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 | false | 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 | false | 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 | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 66 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | 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 | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE MULLIKIN | PersonNm |
| Phone | 9893173510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 WEST PICKARD STREET | AddressLine1Txt |
| City | MT PLEASANT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48858 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 |
|---|---|---|---|---|---|---|---|
| JILL URBAN | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $102,718 | $0 | $23,512 | |
| W SIDNEY SMITH | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHARON WISE | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERALD G PALL | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN M WILBUR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR GEORGE ROSS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BARRETT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHEREE SPEAKMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD BERGMANN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN ANDREWS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES GOENNER | |||||||
| PRESIDENT/CE | 1.00 | Yes (X) | $238,528 | $0 | $48,781 | ||
| SHERRY LAMBERTSON | |||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $167,718 | $0 | $18,624 | ||
| DARLENE CHAMBERS | |||||||
| VP FOR PROGR | 40.00 | $175,508 | $0 | $38,354 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $684,472 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $129,271 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAULKNER TECH | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 239 S COCHRAN AVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | SOFTWARE | ServicesDesc |
| Compensation | $884,755 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $500,000 | GovernmentGrantsAmt |
| All Other Contributions | $356,601 | AllOtherContributionsAmt |
| Total Contributions | $856,601 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE REVENUE | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $4,914,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,914,606 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,914,606 | TotalProgramServiceRevenueAmt |
| Gross Sales Of Inventory | $6,608 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,628 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,980 | TotalRevenueColumnAmt |
| Exclusion | $3,980 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $45,292 | TotalRevenueColumnAmt |
| Exclusion | $45,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,292 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,820,479 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,914,606 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $49,272 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,984 | TotalAmt |
| Program Services | $523,193 | ProgramServicesAmt |
| Management And General | $85,791 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,730,101 | TotalAmt |
| Program Services | $2,444,753 | ProgramServicesAmt |
| Management And General | $285,348 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,722 | TotalAmt |
| Program Services | $138,941 | ProgramServicesAmt |
| Management And General | $27,781 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,861 | TotalAmt |
| Program Services | $239,621 | ProgramServicesAmt |
| Management And General | $71,240 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,695 | TotalAmt |
| Program Services | $187,059 | ProgramServicesAmt |
| Management And General | $32,636 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,293 | TotalAmt |
| Program Services | $25,658 | ProgramServicesAmt |
| Management And General | $12,635 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,500 | TotalAmt |
| Management And General | $14,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,211 | TotalAmt |
| Program Services | $9,286 | ProgramServicesAmt |
| Management And General | $925 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,183 | TotalAmt |
| Program Services | $69,022 | ProgramServicesAmt |
| Management And General | $7,161 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,339 | TotalAmt |
| Program Services | $163,091 | ProgramServicesAmt |
| Management And General | $16,248 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,204 | TotalAmt |
| Program Services | $34,743 | ProgramServicesAmt |
| Management And General | $3,461 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,777 | TotalAmt |
| Program Services | $87,680 | ProgramServicesAmt |
| Management And General | $9,097 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,247 | TotalAmt |
| Program Services | $348,525 | ProgramServicesAmt |
| Management And General | $34,722 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,038 | TotalAmt |
| Program Services | $20,041 | ProgramServicesAmt |
| Management And General | $1,997 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,774 | TotalAmt |
| Management And General | $32,774 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,904 | TotalAmt |
| Program Services | $581,296 | ProgramServicesAmt |
| Management And General | $155,608 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,262 | TotalAmt |
| Program Services | $50,973 | ProgramServicesAmt |
| Management And General | $5,289 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Total | $29,901 | TotalAmt |
| Program Services | $27,192 | ProgramServicesAmt |
| Management And General | $2,709 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,750,996 | TotalAmt |
| Program Services | $4,951,074 | ProgramServicesAmt |
| Management And General | $799,922 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,544 | BOYAmt |
| EOY | $431,313 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,910 | BOYAmt |
| EOY | $90,910 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,600 | BOYAmt |
| EOY | $363,114 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,222 | BOYAmt |
| EOY | $36,562 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,128 | BOYAmt |
| EOY | $68,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $209,838 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $168,811 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,894 | BOYAmt |
| EOY | $41,027 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,708,762 | BOYAmt |
| EOY | $2,744,843 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,010,060 | BOYAmt |
| EOY | $3,776,052 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,340 | BOYAmt |
| EOY | $564,164 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,521 | BOYAmt |
| EOY | $85,929 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,433 | BOYAmt |
| EOY | $583,710 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,294 | BOYAmt |
| EOY | $1,233,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,766 | BOYAmt |
| EOY | $2,542,249 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,472,766 | BOYAmt |
| EOY | $2,542,249 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,010,060 | BOYAmt |
| EOY | $3,776,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $69,483 | 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 | false | 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 | $800,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $900,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $854,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $803,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $856,601 | CurrentTaxYearAmt |
| Total | $4,214,752 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $800,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $900,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $854,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $803,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $856,601 | CurrentTaxYearAmt |
| Total | $4,214,752 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,563,717 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,651,035 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3 | CurrentTaxYearMinus2YearsAmt |
| Total | $15 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,281 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,900 | CurrentTaxYearAmt |
| Total | $99,395 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,314,162 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,692,102 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61390 | 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 REVENUE 99,395 | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,254 | DepreciationAmt |
| Book Value | $19,744 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $93,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,557 | DepreciationAmt |
| Book Value | $21,283 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,027 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $5,820,479 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $5,820,479 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $5,820,479 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,750,996 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,750,996 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,750,996 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| JAMES GOENNER | ||||
| PRESIDENT/CEO | $238,528 | $23,853 | $24,928 | $287,309 |
| SHERRY LAMBERTSON | ||||
| EXECUTIVE DIRECTOR | $167,718 | $16,772 | $1,852 | $186,342 |
| DARLENE CHAMBERS | ||||
| VP FOR PROGRAMS | $175,508 | $17,551 | $20,803 | $213,862 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 WILL FIRST BE REVIEWED BY THE DIRECTOR OF ADMINISTRATION AND THE FINANCIAL MANAGER. THEN THE FORM 990 WILL BE REVIEWED BY THE PRESIDENT/CEO. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ABSTAIN FROM VOTING ON MATTERS WHERE A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS ELECTS A COMMITTEE TO EVALUATE THE CEO. THE COMMITTEE MEMBERS RESEARCH THE PAY AND BENEFITS OF LIKE POSITIONS. BASED ON PERFORMANCE AND RESEARCH THEY RECOMMEND THE COMPENSATION TO THE FULL BOARD WHO THEN TAKES ACTION/APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD OF DIRECTORS AND THE APPROPRIATE LEVEL OF MANAGEMENT DRAFT UP EMPLOYMENT AGREEMENTS FOR EACH OFFICER AND KEY EMPLOYEE WHICH IS THEN SIGNED BY THE EMPLOYEE. THE CONTRACT/RATE IS REVIEWED ON A REGULAR BASES CAUSING INCREASES OR DECREASES IN WAGES |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
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