ELEAZAR WHEELOCK SOCIETY INC: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ELEAZAR WHEELOCK SOCIETY INC (EIN 27-0652971)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-01-31
IRS object ID
201820319349200737
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2018-01-31T15:31:54-08:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Alliance of Financial Professionals LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111400 ATLANTIS PLACE STE 100AddressLine1Txt
CityALPHARETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP300221156ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270652971EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELEAZAR WHEELOCK SOCIETY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELEABusinessNameControlTxt
Phone8667751188PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 WEST WHEELOCKAddressLine1Txt
CityHANOVERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03755ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID ALLMANPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-01-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM JR THOMAS CPAPreparerPersonNm
PTINP00851203PTIN
Phone7707527677PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website Addresseleazarwheelock.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$87,250GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$87,250ContributionsGiftsGrantsEtcAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Total Revenue$87,250TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$29,475FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$4,942PrintingPublicationsPostageAmt
Other Expenses Total$23,168OtherExpensesTotalAmt
Total Expenses$57,585TotalExpensesAmt
Excess Or Deficit For Year$29,665ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$85,343NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$6,852OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$108,156NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$85,343BOYAmt
EOY$108,156EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$85,343BOYAmt
EOY$108,156EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$85,343BOYAmt
EOY$108,156EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeEDUCATIONAL PROGRAMS AND ETHICAL DEVELOPMENTPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomEDUCATIONAL ACTIVITIES INCLUDING SEMINARS, PUBLICATIONS, LECTURES AND SYMPOSIA AIMED AT ELEVATING REASON, PROMOTING DEVELOPMENT OF ROBUST ETHICAL SYSTEMS, STIMULATING CONSTRUCTIVE DISCUSSION AMONG FAITHS AND SERVICE ACTIVITIES AIMED AT BETTERING THE LIVES AND WELL-BEING OF THOSE IN THE DARTMOUTH COMMUNITY WORLDWIDE.DescriptionProgramSrvcAccomTxt
Grants And Allocations$57,585GrantsAndAllocationsAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$57,585TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (18 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID ALLMAN
Trustee2.00$0
DAVID STONE
Trustee0.50$0
GREGG FAIRBROTHERS
Trustee10.00$0
ANDREW SCHUMAN
Trustee3.00$0
JAKE CASALE
Trustee1.00$0
BRUCE MCKENZIE
Trustee0.50$0
KADITA TSHIBAKA
Trustee0.50$0
JONATHAN CRANE
Trustee0.50$0
LINDSAY WHALEY
Trustee1.00$0
RALPH AYE
Trustee1.00$0
SARA HOLSTON
Trustee1.00$0
BETH JOHNSTON STEPHENSON
Trustee1.00$0
HILARY JOHNSON
Trustee1.00$0
CLAIR LAUDONE
Trustee1.00$0
ANNE MCCUNE
Trustee0.50$0
LOUIS TUCKER
Trustee0.50$0
LUANNE ZURLO
Trustee1.00$0
RICHARD WILLIAMS
Trustee1.00$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREGG FAIRBROTHERSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 189AddressLine1Txt
CityHANOVERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03755ZIPCd
FieldValueIRS element (for citing)
Phone8667751188PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,160CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,912CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,418CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,125,591CurrentTaxYearMinus1YearAmt
Current Tax Year$87,250CurrentTaxYearAmt
Total$1,515,331TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,160CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,912CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,418CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,125,591CurrentTaxYearMinus1YearAmt
Current Tax Year$87,250CurrentTaxYearAmt
Total$1,515,331TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,515,331PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,515,331TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1701.00000PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Expenses.1007Conferences, Conventions, and Meetings $21791
Other Expenses.2WEBSITE $1160
Other Expenses.3MISCELLANEOUS EXPENSES $154
Other Expenses.4BANK FEES $63

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