KRIPALU CENTER FOR YOGA & HEALTH INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KRIPALU CENTER FOR YOGA & HEALTH INC (EIN 23-1718197)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201843099349301239
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T11:40:55-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 231718197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRIPALU CENTER FOR YOGA & HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRIP | BusinessNameControlTxt |
| Phone | 4134483224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 309 | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA VACARR | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4134483169 | PhoneNum |
| Signature | 2018-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS WASHBURN CPA | PreparerPersonNm |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2018-10-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.141.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-04 | IPDt |
| IP Tm | 15:43:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F4247996A0DFD92197EA51AEF4558D040C319DAA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0D11AF730C84EA989067D997D1D7D43B936B30F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRIPALU CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA VACARR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 309 | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,296,612 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KRIPALU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ADVANCE THE PHYSICAL, MENTAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF INDIVIDUALS AND SOCIETY BY TEACHING THE ART AND SCIENCE OF YOGA.ACTIVITIES: (1) OPERATE A RESIDENTIAL, YOGA-BASED RETREAT, PROGRAM, AND HEALING CENTER WITH THE CAPACITY TO HOUSE APPROXIMATELY 625 OVER-NIGHT PARTICIPANTS; (2) TRAIN YOGA TEACHERS AND OTHER HOLISTIC PROFESSIONALS; AND (3) OFFER A RANGE OF HOLISTIC HEALTH AND HEALING SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 568 | TotalEmployeeCnt |
| Total Volunteers | 186 | TotalVolunteersCnt |
| Total Gross UBI | $541,919 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $144,214 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,527,716 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,108,155 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,565,531 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,102,369 | CYProgramServiceRevenueAmt |
| PY Investment Income | $122,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $358,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,820,867 | PYOtherRevenueAmt |
| CY Other Revenue | $1,699,190 | CYOtherRevenueAmt |
| PY Total Revenue | $34,036,128 | PYTotalRevenueAmt |
| CY Total Revenue | $33,267,718 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $226,764 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,453 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,618,231 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,447,076 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $231,008 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,274,753 | PYOtherExpensesAmt |
| CY Other Expenses | $16,652,111 | CYOtherExpensesAmt |
| PY Total Expenses | $33,119,748 | PYTotalExpensesAmt |
| CY Total Expenses | $33,149,640 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $916,380 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $118,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,887,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,911,644 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,337,119 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,613,046 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,550,309 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,298,598 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS STATED IN THE BYLAWS, THE FOLLOWING MISSION SHOULD INFORM AND GUIDEALL DECISIONS MADE BY THE BOARD OF TRUSTEES AND MANAGEMENT: (1) ADVANCE THE PHYSICAL, MENTAL, EMOTIONAL, AND SPIRITUAL WELL-BEING OF INDIVIDUALS AND UPLIFT SOCIETY BY PROMOTING THE ART AND SCIENCE OF YOGA; (2) PROMOTE OTHER APPROACHES TO LIFE THAT INTEGRATE BODY, MIND, AND SPIRIT THROUGH PRACTICES AND BELIEFS SIMILAR TO YOGA; (3) PROMOTE TRADITIONAL AND CONTEMPORARY HEALING MODALITIES THAT INTEGRATE BODY, MIND, AND SPIRIT AND CULTIVATE WELL-BEING; (4) PROMOTE THE PHILOSOPHY OF SANATANA DHARMA (THE PERENNIAL WISDOM) WHICH EMBRACES ALL BENEFICIAL APPROACHES TO LIFE AND PROPOUNDS THE UNIVERSAL BROTHERHOOD AND SISTERHOOD OF HUMANKIND; AND (5) ENGAGE IN OTHER ACTIVITIES INCIDENTAL OR RELATED TO THE ABOVE PURPOSE THAT ARE NOT PROHIBITED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OR ANY OTHER LAWS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,159,757 | ExpenseAmt |
| Revenue | $23,814,819 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS, KRIPALU R&R, AND KRIPALU SCHOOLS TRAININGSFOR MORE THAN 40 YEARS, KRIPALU HAS BEEN TEACHING SKILLS FOR OPTIMAL LIVING THROUGH EDUCATION FOR THE WHOLE PERSON: BODY, MIND, HEART, AND SPIRIT. IT IS THE LARGEST AND MOST ESTABLISHED RETREAT CENTER FOR YOGA, HEALTH, AND HOLISTIC LIVING IN NORTH AMERICA, OFFERING ABOUT 700 PROGRAMS EACH YEAR.INVITED PRESENTER PROGRAMMINGPROGRAMS AT KRIPALU ARE LED BY MANY OF THE WORLD'S MOST ACCOMPLISHED TEACHERS IN YOGA, SELF-DISCOVERY, AND HOLISTIC HEALTH AND ARE DESIGNED TO PROVIDE PEOPLE WITH TOOLS THEY CAN APPLY IN THEIR DAILY LIVES. PROGRAM TOPICS INCLUDE WELLNESS, AYURVEDA, NUTRITION, FITNESS, PERSONAL GROWTH, RELATIONSHIPS, MEDITATION, SPIRITUAL PRACTICE, AND MUCH MORE. YOGA PROGRAMS ARE OFFERED FOR PEOPLE AT ALL LEVELS AND FEATURE ALL YOGA TRADITIONS AND STYLES. MANY KRIPALU PROGRAMS OFFER CONTINUING EDUCATION CREDITS FOR PROFESSIONALS IN FIELDS SUCH AS SOCIAL WORK, NURSING, AND BODYWORK.KRIPALU R&RKRIPALU R&R GIVES GUESTS THE OPPORTUNITY TO DO AS LITTLE OR AS MUCH AS THEY WANT. PARTICIPANTS CHOOSE FROM A VARIETY OF WORKSHOPS, OUTDOOR ACTIVITIES, AND YOGA AND MOVEMENT CLASSES THAT INCLUDE HIKING, KAYAKING, QIGONG, STAND UP PADDLEBOARDING, AND MORE. WE OFFER A RICH DAILY SCHEDULE THAT ALLOWS GUESTS TO DO JUST WHAT THEY WANT, WHETHER IT'S SOUL-SEARCHING, CELEBRATING, OR SIMPLY ENJOY BEING IN A SPACE NOT ABSORBED BY THE FLURRY OF FAMILY, WORK, AND LIFE. GROUP RETREATS OFFER CUSTOMIZED EXPERIENCES FOR FAMILIES, FRIENDS, COLLEAGUES, OR STUDENTS. THESE GROUPS MAY FOLLOW OUR REGULAR R&R WORKSHOP SCHEDULES OR CREATE CUSTOMIZED EXPERIENCES FROM A RICH SELECTION OF THEMES AND TOPICS TO SUIT THEIR GROUPS' OBJECTIVES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,537,176 | ExpenseAmt |
| Revenue | $3,473,023 | RevenueAmt |
| Desc | PROFESSIONAL TRAININGS - KRIPALU SCHOOLSTHE KRIPALU SCHOOLS OF YOGA, AYURVEDA, AND INTEGRATIVE YOGA THERAPY OFFER A VARIETY OF INSPIRING RESIDENTIAL IMMERSION TRAININGS THAT ALLOW STUDENTS TO DEEPEN THEIR PRACTICE AND PREPARE THEM TO TEACH YOGA AND SHARE THEIR PASSION WITH THE WORLD.THE KRIPALU SCHOOL OF YOGA OFFERS 200-HOUR, 300-HOUR, AND 1000-HOUR TRAINING CERTIFICATIONS. GUIDED BY EXPERT FACULTY AND SOUGHT-AFTER GUEST TEACHERS, STUDENTS STUDY FOUNDATIONAL ASANAS AND PRANAYAMA, EXPLORE YOGA PHILOSOPHY, LEARN ANATOMY, PRACTICE TEACHING, AND MORE. THE KRIPALU SCHOOL OF AYURVEDA OFFERS COMPREHENSIVE STUDY AND PROFESSIONAL CERTIFICATIONS THAT ARE EMPOWERING, EFFECTIVE, AND INSPIRED BY THE WISDOM OF NATURE. STUDENTS MAY ENROLL IN 200-HOUR FOUNDATIONS OF AYURVEDA, 300-HOUR AYURVEDA YOGA TEACHER TRAINING, OR 650-HOUR AYURVEDIC HEALTH COUNSELOR CERTIFICATION. THE KRIPALU SCHOOL OF INTEGRATIVE YOGA THERAPY (IYT) BRINGS THE ANCIENT INSIGHTS OF YOGA INTO MAINSTREAM WELLNESS PROGRAMS. WE OFFER TWO TRACKS OF CERTIFICATION, 300-HOUR ADVANCED TEACHER OF THERAPEUTIC YOGA AND THE 800-HOUR PROFESSIONAL YOGA THERAPIST PROGRAM. IYT BRINGS TOGETHER YOGA'S MOST POWERFUL TOOLS--ASANA, PRANAYAMA, MUDRA, YOGA NIDRA, MANTRA, AND MEDITATION--TO CREATE AN EFFECTIVE PACKAGE THAT CAN BE USED FOR THERAPEUTIC CLASSES DIRECTED TOWARD SPECIFIC GROUPS OR FOR ONE-ON-ONE SESSIONS.GRADUATES OF THE KRIPALU SCHOOLS CAN ALSO CHOOSE TO JOIN THE KRIPALU YOGA AND AYURVEDA ASSOCIATION, A SUPPORTIVE PROFESSIONAL NETWORK OF MORE THAN 1,500 MEMBERS OFFERING A VARIETY OF EXCLUSIVE BENEFITS, CONTINUING EDUCATION, AND MARKETING SUPPORT COMMUNITY. THE KRIPALU SCHOOLS PROVIDES SCHOLARSHIPS THROUGH VARIOUS GRANTS FOCUSED ON PROVIDING EDUCATION TO UNDERSERVED POPULATIONS AND IN SUPPORT OF PROGRAMS FOCUSED ON INDIVIDUAL AND ORGANIZATIONAL WELL-BEING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,147,400 | ExpenseAmt |
| Revenue | $2,449,196 | RevenueAmt |
| Desc | HEALING ARTSIN BETWEEN PROGRAM SESSIONS AND YOGA CLASSES, GUESTS MAY CHOOSE TO TAKE TIME TO INTEGRATE THEIR KRIPALU EXPERIENCE WITH A KRIPALU HEALING ARTS APPOINTMENT. WITH MORE THAN 35 MODALITIES TO CHOOSE FROM, THEY ARE THE PERFECT OPPORTUNITY TO EXPLORE THE STATE OF MIND AND BODY WITH THE GUIDANCE OF ONE OF OUR SKILLED PRACTITIONERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,431,162 | ExpenseAmt |
| Grant | $50,453 | GrantAmt |
| Revenue | $1,522,602 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,431,162 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $50,453 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,522,602 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,275,495 | 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 | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 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 | 428 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 568 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 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 | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL HARRISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134483224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 INTERLAKEN ROAD | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01262 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVID ELLNER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE FUCHS | |||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH HANCOCK | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL O'NEIL | |||||||
| BOARD MEMBER, CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL PULITZER JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN TUNNICLIFFE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CHU | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANINE SHELFFO | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSE ELSE-MITCHELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NITA PRASAD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TEMPLE SCHAUBLE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LIANA STERLING | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA VACARR | |||||||
| CEO | 50.00 | $299,257 | $0 | $9,668 | Yes (X) | ||
| CHRISTINE LAFRANCHI | |||||||
| DIR LEGAL AFFAIRS & SECRETARY | 45.00 | $106,500 | $0 | $638 | Yes (X) | ||
| PAUL HARRISON | |||||||
| CFO - CONSULTANT | 40.00 | $179,635 | $0 | $0 | Yes (X) | ||
| JOHN GILLESPIE | |||||||
| VP OF FINANCE (FORMER) | 45.00 | $77,306 | $0 | $3,333 | Yes (X) | ||
| STEPHEN COPE | |||||||
| GLOBAL AMBASSADOR | 45.00 | $137,682 | $0 | $6,783 | Yes (X) | ||
| ERIN PECK | |||||||
| EXECUTIVE VP | 50.00 | $185,771 | $0 | $12,247 | Yes (X) | ||
| KEVIN CARLON | |||||||
| VP OF BUSINESS | 45.00 | $159,993 | $0 | $6,801 | Yes (X) | ||
| DENISE BARACK | |||||||
| DIR. LUMINARY PROGRAMMING INNOVATION | 40.00 | $126,812 | $0 | $6,358 | Yes (X) | ||
| JEREMY SMITH | |||||||
| EXECUTIVE CHEF | 45.00 | $103,652 | $0 | $12,172 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,376,608 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MAROIS CONSTRUCTION CO INC | |||||
| 262 OLD LYMAN ROAD | SOUTH HADLEY | MA | 01075 | CONSTRUCTION | $622,703 |
| QUADGRAPHICS INC | |||||
| PO BOX 842858 | BOSTON | MA | 02284 | PRINTING | $548,933 |
| QUALITY PRINTING COMPANY | |||||
| 3 FREDERICO DRIVE | PITTSFIELD | MA | 01201 | PRINTING | $450,310 |
| LB CORPORATION | |||||
| PO BOX 388 | LEE | MA | 01238 | CONSTRUCTION | $421,546 |
| ALADCO INC - 673800 | |||||
| PO BOX 151 | ADAMS | MA | 01220 | LINENS/LAUNDRY SERVICE | $253,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,108,155 | AllOtherContributionsAmt |
| Noncash Contributions | $69,930 | NoncashContributionsAmt |
| Total Contributions | $1,108,155 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RETREATS, EDUCATION AND SEMINARS | 611600 | $27,287,842 | $27,287,842 | |
| HOLISTIC THERAPIES | 812900 | $2,610,564 | $2,449,196 | $161,368 |
| ANCILLARY | 611600 | $203,963 | $203,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,102,369 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $327,711 | TotalRevenueColumnAmt |
| Exclusion | $327,711 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,018,559 | SecuritiesAmt |
| Other | $79,908 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,015,302 | SecuritiesAmt |
| Other | $52,872 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,257 | SecuritiesAmt |
| Other | $27,036 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,293 | TotalRevenueColumnAmt |
| Exclusion | $30,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,406,041 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,960,720 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,445,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,069,549 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $375,772 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EMPLOYEE MEALS | 722210 | $156,187 | $156,187 | |
| OTHER REVENUE | 900099 | $92,903 | $92,903 | |
| MAILING LIST RENTAL | 541860 | $4,779 | $0 | $4,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $253,869 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,267,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,259,640 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $541,919 | UnrelatedBusinessRevenueAmt |
| Exclusion | $358,004 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,453 | TotalAmt |
| Program Services | $50,453 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,846 | TotalAmt |
| Program Services | $256,248 | ProgramServicesAmt |
| Management And General | $234,586 | ManagementAndGeneralAmt |
| Fundraising | $12 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,192,437 | TotalAmt |
| Program Services | $12,028,318 | ProgramServicesAmt |
| Management And General | $1,064,486 | ManagementAndGeneralAmt |
| Fundraising | $99,633 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,517,409 | TotalAmt |
| Program Services | $1,424,750 | ProgramServicesAmt |
| Management And General | $68,938 | ManagementAndGeneralAmt |
| Fundraising | $23,721 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,246,384 | TotalAmt |
| Program Services | $1,131,131 | ProgramServicesAmt |
| Management And General | $97,263 | ManagementAndGeneralAmt |
| Fundraising | $17,990 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,354 | TotalAmt |
| Program Services | $165,522 | ProgramServicesAmt |
| Management And General | $198,832 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,629 | TotalAmt |
| Program Services | $10,535 | ProgramServicesAmt |
| Management And General | $97,094 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,398 | TotalAmt |
| Program Services | $101,573 | ProgramServicesAmt |
| Management And General | $17,825 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,489 | TotalAmt |
| Management And General | $48,489 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,214 | TotalAmt |
| Program Services | $107,534 | ProgramServicesAmt |
| Management And General | $17,680 | ManagementAndGeneralAmt |
| Fundraising | $12,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,585,597 | TotalAmt |
| Program Services | $2,521,044 | ProgramServicesAmt |
| Management And General | $62,725 | ManagementAndGeneralAmt |
| Fundraising | $1,828 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,241 | TotalAmt |
| Program Services | $182,015 | ProgramServicesAmt |
| Management And General | $19,196 | ManagementAndGeneralAmt |
| Fundraising | $2,030 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,825 | TotalAmt |
| Program Services | $379,895 | ProgramServicesAmt |
| Management And General | $40,746 | ManagementAndGeneralAmt |
| Fundraising | $39,184 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,162,242 | TotalAmt |
| Program Services | $2,118,526 | ProgramServicesAmt |
| Management And General | $41,856 | ManagementAndGeneralAmt |
| Fundraising | $1,860 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,221 | TotalAmt |
| Program Services | $67,477 | ProgramServicesAmt |
| Management And General | $10,201 | ManagementAndGeneralAmt |
| Fundraising | $10,543 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,617 | TotalAmt |
| Program Services | $17,128 | ProgramServicesAmt |
| Management And General | $3,989 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,303,398 | TotalAmt |
| Program Services | $2,273,752 | ProgramServicesAmt |
| Management And General | $29,646 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,194 | TotalAmt |
| Program Services | $175,843 | ProgramServicesAmt |
| Management And General | $87,351 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACT FACULTY | $3,073,197 | $3,072,115 | $1,082 | |
| CAMPUS OPERATIONS | $2,571,689 | $2,568,476 | $3,213 | |
| CREDIT CARD FEES | $806,863 | $802,866 | $3,997 | |
| SEMINAR EXPENSE | $417,632 | $417,632 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,311 | TotalAmt |
| Program Services | $402,662 | ProgramServicesAmt |
| Management And General | $497,939 | ManagementAndGeneralAmt |
| Fundraising | $15,710 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,149,640 | TotalAmt |
| Program Services | $30,275,495 | ProgramServicesAmt |
| Management And General | $2,643,137 | ManagementAndGeneralAmt |
| Fundraising | $231,008 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,226,701 | BOYAmt |
| EOY | $1,683,968 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,328,531 | BOYAmt |
| EOY | $712,081 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,521 | BOYAmt |
| EOY | $79,532 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,362 | BOYAmt |
| EOY | $6,867 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $436,482 | BOYAmt |
| EOY | $448,211 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,443 | BOYAmt |
| EOY | $560,147 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,624,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,880,233 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,526,668 | BOYAmt |
| EOY | $34,743,838 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,646,720 | BOYAmt |
| EOY | $12,677,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,887,428 | BOYAmt |
| EOY | $50,911,644 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,136,241 | BOYAmt |
| EOY | $2,062,972 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,064,538 | BOYAmt |
| EOY | $5,425,638 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,999,689 | BOYAmt |
| EOY | $13,981,957 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,651 | BOYAmt |
| EOY | $142,479 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,337,119 | BOYAmt |
| EOY | $21,613,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,089,099 | BOYAmt |
| EOY | $27,831,647 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,020 | BOYAmt |
| EOY | $1,010,311 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,190 | BOYAmt |
| EOY | $456,640 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,550,309 | BOYAmt |
| EOY | $29,298,598 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,887,428 | BOYAmt |
| EOY | $50,911,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $118,078 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $630,211 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,622,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,381,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,351,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,527,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,108,155 | CurrentTaxYearAmt |
| Total | $6,990,523 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,648,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,159,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,220,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,682,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,259,640 | CurrentTaxYearAmt |
| Total | $156,971,183 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,271,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,540,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,571,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,210,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,367,795 | CurrentTaxYearAmt |
| Total | $163,961,706 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,500 | CurrentTaxYearAmt |
| Total | $636,782 | 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 Minus4 Years | $175,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,672 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,500 | CurrentTaxYearAmt |
| Total | $636,782 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $163,324,924 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $514,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $569,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $599,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,711 | CurrentTaxYearAmt |
| Total | $2,280,922 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $514,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $569,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $599,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $270,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,711 | CurrentTaxYearAmt |
| Total | $2,280,922 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $632,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $687,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $592,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $553,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $541,919 | CurrentTaxYearAmt |
| Total | $3,007,097 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,417,496 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,797,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,763,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,034,072 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,237,425 | CurrentTaxYearAmt |
| Total | $169,249,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96500 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96700 | PublicSupportPY509Pct |
| Investment Income CY | 0.01350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $838,627 | BeginningYearBalanceAmt |
| Contributions | $10,522 | ContributionsAmt |
| Investment Earnings Or Losses | $64,649 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,652 | OtherExpendituresAmt |
| End Year Balance | $880,146 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $743,799 | BeginningYearBalanceAmt |
| Contributions | $114,037 | ContributionsAmt |
| Investment Earnings Or Losses | $22,599 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,808 | OtherExpendituresAmt |
| End Year Balance | $838,627 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $760,502 | BeginningYearBalanceAmt |
| Contributions | $56,101 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,751 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,053 | OtherExpendituresAmt |
| End Year Balance | $743,799 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $642,835 | BeginningYearBalanceAmt |
| Contributions | $174,145 | ContributionsAmt |
| Investment Earnings Or Losses | $17,182 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,660 | OtherExpendituresAmt |
| End Year Balance | $760,502 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $526,386 | BeginningYearBalanceAmt |
| Contributions | $131,351 | ContributionsAmt |
| Investment Earnings Or Losses | $33,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,638 | OtherExpendituresAmt |
| End Year Balance | $642,835 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.51880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.48120 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,489 | OtherCostOrOtherBasisAmt |
| Book Value | $82,489 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,003,745 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,939,808 | DepreciationAmt |
| Book Value | $32,063,937 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,088,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,071,643 | DepreciationAmt |
| Book Value | $2,017,130 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,449,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,868,782 | DepreciationAmt |
| Book Value | $580,282 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,743,838 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETIREMENT OBLIGATIONS | Desc |
| Amt | $142,479 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $142,479 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,435,703 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $630,211 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$374,457 | OtherRevenueAmt |
| Revenue Not Reported | $255,754 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,179,949 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $48,489 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,960,720 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,912,231 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,267,718 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,687,414 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,960,720 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,960,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,726,694 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $48,489 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $374,457 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $422,946 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,149,640 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME IN BOTH THE FEDERAL AND MASSACHUSETTS JURISDICTIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL OR MASSACHUSETTS INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2013. COMBINED FEDERAL AND MASSACHUSETTS INCOME TAX EXPENSE ON UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016, WAS $24,236 AND $24,128, RESPECTIVELY. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST ACCRUED RELATED TO UNCERTAIN TAX POSITIONS IN INTEREST EXPENSE AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES. THERE WERE NO SUCH EXPENSES IN 2017 OR 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS -374,457. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD NET WITH RETAIL SALES -1,960,720. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,960,720. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS 374,457. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| TEACHING FOR DIVERSITY | 24 | $36,275 | ||
| RACHEL GREENE TEACHING FOR DIVERSITY | 13 | $9,810 | FMV | REDUCTION IN TUITION/HOUSING FOR KSY TRAINING |
| SWAMI KRIPALU SENIOR TEACHER FUND | 1 | $5,000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA VACARR | ||||||||||||||
| CEO | $279,257 | $0 | $20,000 | $0 | $0 | $0 | $0 | $0 | $9,668 | $0 | $308,925 | $0 | $0 | $0 |
| PAUL HARRISON | ||||||||||||||
| CFO - CONSULTANT | $179,635 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $179,635 | $0 | $0 | $0 |
| ERIN PECK | ||||||||||||||
| EXECUTIVE VP | $181,771 | $0 | $4,000 | $0 | $0 | $0 | $0 | $0 | $12,247 | $0 | $198,018 | $0 | $0 | $0 |
| KEVIN CARLON | ||||||||||||||
| VP OF BUSINESS | $157,993 | $0 | $2,000 | $0 | $0 | $0 | $0 | $0 | $6,801 | $0 | $166,794 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | JILL BAUMAN, VICE PRESIDENT OF STRATEGY RECEIVED A SEVERANCE PAYMENT OF $20,452. |
| SCHEDULE J PART II | PAUL HARRISON WAS COMPENSATED VIA 1099 AS A CONSULTANT CFO DURING 2017. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2008-06-02 | BondIssuedDt |
| Issue Price | $20,000,000 | IssuePriceAmt |
| Purpose | TO CONSTRUCT A HOUSING ANNEX, WASTE WATER TREATMENT PLANT AND PARKING LOT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,659,857 | RetiredAmt |
| Total Proceeds | $20,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $100,000 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $16,174,003 | CapitalExpendituresAmt |
| Other Spent Proceeds | $3,725,997 | OtherSpentProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN CHU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER OF KRIPALU | RelationshipDescriptionTxt |
| Transaction | $48,972 | TransactionAmt |
| Transaction | JOHN CHU IS AN OWNER OF CHU, RING AND HAZEL, A LEGAL FIRM, WHICH PROVIDED SERVICES TO KRIPALU DURING 2017. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $69,930 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | DONATED SECURITIES ARE SOLD THROUGH A BROKER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: KRIPALU SCHOOL OF AYURVEDA DBA: KRIPALU SCHOOL OF YOGA DBA: KRIPALU YOGA TEACHER'S ASSOCIATION DBA: KRIPALU INSTITUTE FOR EXTRAORDINARY LIVING |
| FORM 990, PART VI, SECTION B, LINE 11B | A RESOLUTION OF THE BOARD OF TRUSTEES DETAILS THE REVIEW PROCESS FOR FORM 990 AND STATES: (1) IT SHALL BE THE POLICY OF KRIPALU THAT THE ANNUAL 990 AND 990-T TAX RETURNS SHALL BE PREPARED IN FIRST DRAFT FORM BY MEMBER OF MANAGEMENT WORKING IN CONCERT WITH THE ORGANIZATIONS ACCOUNTANTS AND LEGAL ADVISORS (2) THESE FIRST DRAFT FORMS SHALL THEN BE SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD TO REVIEW, COMMENT UPON, AND REVISE INTO SECOND DRAFT FORMS (3) THESE SECOND DRAFT FORMS SHALL THEN BE SUBMITTED TO THE FULL BOARD TO REVIEW, COMMENT UPON, AND REVISE INTO FINAL FORMS FOR THE FILING WITH THE IRS AND OTHER GOVERNMENTAL AND REGULATORY AUTHORITIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, ALL BOARD MEMBERS AND ALL OFFICERS ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST DISCLOSURES FORM. THE COMPLETED DISCLOSURE FORMS ARE REVIEWED BY THE ORGANIZATIONS GOVERNANCE COMMITTEE, WITH ANY CONFLICTS NOTED AND BROUGHT TO THE ATTENTION OF THE BOARD CHAIR, THE VICE PRESIDENT OF FINANCE, AND OTHER LEADING TRUSTEES. THE BOARD HANDBOOK CONTAINS A SECTION OF CONFLICTS OF INTEREST. CONFLICTED INDIVIDUALS ARE REQUIRED TO RECUSE THEMSELVES FROM ANY VOTING ON MATTERS WITH WHICH THEY HAVE A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE CEO WAS DETERMINATED AFTER A COMPENSATION ANALYSIS IN THE SUMMER OF 2015. THE STUDY INCLUDED COMPARISONS TO A NUMBER OF SIMILARLY SIZED ORGANIZATIONS IN SEVERAL SECTORS OF THE NONPROFIT INDUSTRY AND WITHIN OUR GEOGRAPHIC AREA. THE BOARDS COMPENSATION DELIBERATION AND DECISION WAS CONTEMPORANEOUSLY SUBSTANTIATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES COPIES OF ALL REQUIRED DOCUMENTS, INCLUDING ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST TO ITS CORPORATE SECRETARY OR VICE PRESIDENT OF FINANCE. SOME INFORMATION HAS BEEN PLACED ON THE ORGANIZATIONS WEBSITE AND MORE IS EXPECTED TO BE POSTED AS RESOURCES ALLOW. |
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