DREAM FUND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DREAM FUND (EIN 31-1584231)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-25
- IRS object ID
- 201822689349300007
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-25T08:30:53-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751044330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE GORMAN TRUBITT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2626 HOWELL ST SUITE 700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75204 | 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 | 311584231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREAM FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DREA | BusinessNameControlTxt |
| Phone | 2142889909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1533 | AddressLine1Txt |
| City | COPPELL | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750191533 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM NOVAK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2142889909 | PhoneNum |
| Signature | 2018-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A YOUNGBLOOD CPA | PreparerPersonNm |
| PTIN | P00047431 | PTIN |
| Phone | 2148717500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.202.44.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-17 | IPDt |
| IP Tm | 11:49:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DAC6BC04A5BBF53FEE3A4D4D05270D521B99A8DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4A19D88AD8D37A3E00E6529B6B035770F5B62B93 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JIM NOVAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1533 | AddressLine1Txt |
| City | COPPELL | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750191533 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $211,920 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DREAMFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE DREAM FUND IS ORGANIZED TO OPERATE A CHARITABLE FUND FOR THE RELIEF OR SUPPORT OF PERSONS IN THE ADVERTISING INDUSTRY WHO SUFFER UNEXPECTED, PRECIPITOUS OR CATASTROPHIC EVENTS THAT RENDER THEM INDIGENT, HOMELESS, HUNGRY, INFIRM, OR IN NEED OF MEDICAL CARE OR PSYCHOLOGICAL COUNSELING SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 52 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $213,575 | PYContributionsGrantsAmt |
| CY Contributions Grants | $163,835 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,092 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$41,359 | PYOtherRevenueAmt |
| CY Other Revenue | -$9,217 | CYOtherRevenueAmt |
| PY Total Revenue | $179,308 | PYTotalRevenueAmt |
| CY Total Revenue | $165,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $110,380 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $195,646 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $91,200 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,992 | PYOtherExpensesAmt |
| CY Other Expenses | $19,743 | CYOtherExpensesAmt |
| PY Total Expenses | $224,572 | PYTotalExpensesAmt |
| CY Total Expenses | $263,389 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$45,264 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$97,496 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $482,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $377,436 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $482,269 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $377,436 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE DREAM FUND IS ORGANIZED TO OPERATE A CHARITABLE FUND FOR THE RELIEF OR SUPPORT OF PERSONS IN THE ADVERTISING INDUSTRY WHO SUFFER UNEXPECTED, PRECIPITOUS OR CATASTROPHIC EVENTS THAT RENDER THEM INDIGENT, HOMELESS, HUNGRY, INFIRM, OR IN NEED OF MEDICAL CARE OR PSYCHOLOGICAL COUNSELING SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $195,646 | ExpenseAmt |
| Grant | $195,646 | GrantAmt |
| Desc | PROVIDED ASSISTANCE TO 102 INDIVIDUALS OF THE ADVERTISING & MEDIAINDUSTRY. | Desc |
| Total Program Service Expenses | $195,646 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM NOVAK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142889909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1533 | AddressLine1Txt |
| City | COPPELL | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 750191533 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MELODIE COTTINGHAM | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHY SPARKS | ||||||
| FUNDRAISING CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE PILAND | ||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN O'CONNELL | ||||||
| PHILANTHROPY CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHIRLEY WARD | ||||||
| FOUNDER/PAST PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FARRAH REID | ||||||
| OUTREACH CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM NOVAK | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARIE MORIN | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAUREN ALBIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA BOURESTROM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAELIN BRUZZONE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN DILLON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK DILLON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDSEY DOBBS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN KELBE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY KEMP | ||||||
| OKLAHOMA CITY CHAPTER PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICK MILLS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRET MADOLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULEANN PASQUALINI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIELLE SCHOFIELD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUZY SCHOUP | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE SHEPARD | ||||||
| HOUSTON CHAPTER PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER TREMBLAY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF ZIMMERMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA NOVAK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $48,000 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $48,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $136,610 | FundraisingAmt |
| All Other Contributions | $27,225 | AllOtherContributionsAmt |
| Total Contributions | $163,835 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,155 | TotalRevenueColumnAmt |
| Exclusion | $8,155 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,120 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,120 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,120 | TotalRevenueColumnAmt |
| Exclusion | $3,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $136,610 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $46,027 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$46,027 | TotalRevenueColumnAmt |
| Exclusion | -$46,027 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUS. DEVT. INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $36,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,810 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,810 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,810 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$34,752 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,646 | TotalAmt |
| Program Services | $195,646 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Management And General | $48,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465 | TotalAmt |
| Management And General | $2,465 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENERAL OPERATING EXP. | Desc |
| Total | $17,278 | TotalAmt |
| Management And General | $17,278 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,389 | TotalAmt |
| Program Services | $195,646 | ProgramServicesAmt |
| Management And General | $67,743 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,739 | BOYAmt |
| EOY | $64,787 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,807 | BOYAmt |
| EOY | $71,396 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,723 | BOYAmt |
| EOY | $241,253 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,269 | BOYAmt |
| EOY | $377,436 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,269 | BOYAmt |
| EOY | $377,436 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,269 | BOYAmt |
| EOY | $377,436 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,269 | BOYAmt |
| EOY | $377,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$97,496 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,337 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,835 | CurrentTaxYearAmt |
| Total | $493,897 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $235,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $197,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $627,518 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $275,741 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $226,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $242,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,835 | CurrentTaxYearAmt |
| Total | $1,121,415 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,640 | CurrentTaxYearAmt |
| Total | $11,770 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,300 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,640 | CurrentTaxYearAmt |
| Total | $11,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,109,645 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,155 | CurrentTaxYearAmt |
| Total | $40,917 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,155 | CurrentTaxYearAmt |
| Total | $40,917 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $39,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,810 | CurrentTaxYearAmt |
| Total | $92,604 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $273,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $253,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $235,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $208,800 | CurrentTaxYearAmt |
| Total | $1,254,936 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92590 | PublicSupportPY509Pct |
| Investment Income CY | 0.03260 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03090 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHILI COOKOFF | Event1Nm |
| Gross Receipts Event1 | $14,673 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,673 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $3,329 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,244 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,404 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $200 | OtherDirectExpensesEvent1Amt |
| Event2 | MONTE CARLO | Event2Nm |
| Gross Receipts Event2 | $117,501 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $117,501 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $21,155 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,571 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,758 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $366 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $4,436 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,436 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $136,610 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $136,610 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $24,484 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,815 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,162 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $566 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,027 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$46,027 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MEDICAL AND LIVING ASSISTANCE | GrantTypeTxt |
| Recipient | 102 | RecipientCnt |
| Cash Grant | $195,646 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING OF GRANTS | FormAndLineReferenceDesc |
| Explanation | APPLICATIONS FOR GRANTS ARE REVIEWED AND RECOMMENDED TO A BOARD VOTE BY THE PHILANTHROPY COMMITTEE, THEN FUNDS ARE DISBURSED TO PROVIDERS FOR MEDICAL AND LIVING EXPENSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY AND BUSINESS RELATIONSHIPS TERESA AND JIM NOVAK - FAMILY RELATIONSHIP PATRICK AND BRIAN DILLON - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW PROCESS THE ORGANIZATION PROVIDES A COPY OF FORM 990 TO EACH BOARD MEMBER BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST THE ORGANIZATION ENFORCES A CONFLICT OF INTEREST POLICY BY REQUIRING ANNUAL DISCLOSURE OF ANY POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
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