THE SOMERVILLE HOME INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SOMERVILLE HOME INC (EIN 04-2105741)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349303607
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T09:26:59-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOMERVILLE HOME INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOME | BusinessNameControlTxt |
| Phone | 6177760260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 SUMMER STREET | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWIN J SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6176256094 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDY DALEY | PreparerPersonNm |
| PTIN | P01294075 | PTIN |
| Phone | 6179848100 | PhoneNum |
| Preparation | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 16:02:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 499B49BEE9E95068E93680D69C996EB6A62D8814 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A78F1062FA74E90C671D16910DB17AD2D08C9BAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWIN J SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 SUMMER STREET | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,031,322 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOMERVILLEHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1898 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING QUALITY RESIDENTIAL CARE TO THE ELDERLY FROM SOMERVILLE AND SURROUNDING COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $65,036 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,656 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,803,665 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,839,504 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,886 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,424 | CYInvestmentIncomeAmt |
| PY Other Revenue | $50,834 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,957,421 | PYTotalRevenueAmt |
| CY Total Revenue | $1,871,584 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $738,274 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $932,304 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,540,690 | PYOtherExpensesAmt |
| CY Other Expenses | $1,217,040 | CYOtherExpensesAmt |
| PY Total Expenses | $2,278,964 | PYTotalExpensesAmt |
| CY Total Expenses | $2,149,344 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$321,543 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$277,760 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,370,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,041,175 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,116,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,054,011 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,253,460 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,987,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SINCE 1898, THE SOMERVILLE HOME, A PRIVATE NONPROFIT ORGANIZATION, HAS PROVIDED LONG-TERM RESIDENTIAL CARE TO ELDERLY MEN AND WOMEN FROM SOMERVILLE AND SURROUNDING COMMUNITIES. WE ARE COMMITTED TO OFFERING SENIOR CITIZENS A REASONABLY PRICED OPTION FOR QUALITY RESIDENTIAL SERVICES. WE BELIEVE THAT OUR RESIDENTS SHOULD BE ENCOURAGED TO UTILIZE THEIR BODIES, MINDS AND SPIRITS TO THE MAXIMUM WITHIN THE LIMITS OF THEIR POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,894,945 | ExpenseAmt |
| Revenue | $1,839,504 | RevenueAmt |
| Desc | REST HOME - OPERATION OF A 59-BED REST HOME LOCATED IN SOMERVILLE, MASSACHUSETTS LOCATED AT 117 SUMMER STREET. THE REST HOME'S CHARACTER AND CHARM HAS RESPONDED TO THE DOMESTIC NEEDS OF RETIRED PERSONS FOR THE PAST 71 YEARS AND INTENDS TO DO SO FOR MANY MORE YEARS. THE ORGANIZATION'S LONG-TERM PLAN IS TO PROVIDE A SAFE AND SECURE HOMELIKE ENVIRONMENT WHILE ASSURING DIGNITY TO AND PROMOTING THE INDIVIDUAL WORTH OF ALL RESIDENTS. | Desc |
| Total Program Service Expenses | $1,894,945 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLEY SFERRAZZA | PersonNm |
| Phone | 6177760260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 SUMMER STREET | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| EDWIN J SMITH | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROD LAURENZ | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT H COSTELLO JR | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN BRADY | ||||||
| CLERK | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SALVATORE BERTOLAMI | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA L MCGOLDRICK | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH CIAMPA | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M CONNOLLY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCES GAYRON | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ARNOLD KNOX JR | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE MCLEAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID F O'BRIEN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH J SULLIVAN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN CLEARY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNETTE AMAZEEN THOMAS | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA COSTELLO | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PETER MAJANE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA BRAYDEN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | 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 |
| All Other Contributions | $7,656 | AllOtherContributionsAmt |
| Total Contributions | $7,656 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 623000 | $1,829,514 | $1,829,514 |
| OTHER OPERATING INCOME | 623000 | $9,990 | $9,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,839,504 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,418 | TotalRevenueColumnAmt |
| Exclusion | $21,418 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $162,744 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $159,738 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,006 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,006 | TotalRevenueColumnAmt |
| Exclusion | $3,006 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,871,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,839,504 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,155 | TotalAmt |
| Program Services | $631,141 | ProgramServicesAmt |
| Management And General | $166,014 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,822 | TotalAmt |
| Program Services | $14,413 | ProgramServicesAmt |
| Management And General | $5,409 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,936 | TotalAmt |
| Program Services | $47,944 | ProgramServicesAmt |
| Management And General | $17,992 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,391 | TotalAmt |
| Program Services | $35,914 | ProgramServicesAmt |
| Management And General | $13,477 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,497 | TotalAmt |
| Management And General | $14,497 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,095 | TotalAmt |
| Management And General | $31,095 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,414 | TotalAmt |
| Program Services | $615,887 | ProgramServicesAmt |
| Management And General | $4,527 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800 | TotalAmt |
| Program Services | $1,800 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,050 | TotalAmt |
| Program Services | $48,662 | ProgramServicesAmt |
| Management And General | $1,388 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61 | TotalAmt |
| Program Services | $61 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,973 | TotalAmt |
| Program Services | $108,973 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,412 | TotalAmt |
| Program Services | $3,412 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,919 | TotalAmt |
| Program Services | $42,919 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,898 | TotalAmt |
| Program Services | $207,898 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,053 | TotalAmt |
| Program Services | $11,053 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BAD DEBT | $72,874 | $72,874 |
| SUPPLIES | $26,626 | $26,626 |
| MAINTENANCE | $13,000 | $13,000 |
| MISCELLANEOUS EXPENSE | $8,706 | $8,706 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,662 | TotalAmt |
| Program Services | $3,662 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,149,344 | TotalAmt |
| Program Services | $1,894,945 | ProgramServicesAmt |
| Management And General | $254,399 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543 | BOYAmt |
| EOY | $196 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896 | BOYAmt |
| EOY | $40,682 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,415 | BOYAmt |
| EOY | $107,178 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,773 | BOYAmt |
| EOY | $36,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,293,360 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,575,607 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,905,446 | BOYAmt |
| EOY | $1,717,753 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,320,533 | BOYAmt |
| EOY | $1,138,892 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,510 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,370,116 | BOYAmt |
| EOY | $3,041,175 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,783 | BOYAmt |
| EOY | $140,203 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $928,412 | BOYAmt |
| EOY | $907,895 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,461 | BOYAmt |
| EOY | $5,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,656 | BOYAmt |
| EOY | $1,054,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,631,592 | BOYAmt |
| EOY | $1,415,023 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,104 | BOYAmt |
| EOY | $402,377 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,764 | BOYAmt |
| EOY | $169,764 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,253,460 | BOYAmt |
| EOY | $1,987,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,370,116 | BOYAmt |
| EOY | $3,041,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$277,760 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,464 | 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 | $31,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,656 | CurrentTaxYearAmt |
| Total | $218,126 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,664,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,650,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,940,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,872,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,839,504 | CurrentTaxYearAmt |
| Total | $8,967,564 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,695,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,712,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,993,399 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,937,309 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,847,160 | CurrentTaxYearAmt |
| Total | $9,185,690 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $635,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $599,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $687,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $629,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $774,414 | CurrentTaxYearAmt |
| Total | $3,326,353 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $635,281 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $599,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $687,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $629,025 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $774,414 | CurrentTaxYearAmt |
| Total | $3,326,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $5,859,337 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,418 | CurrentTaxYearAmt |
| Total | $180,773 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,418 | CurrentTaxYearAmt |
| Total | $180,773 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,731,816 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,750,758 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,039,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,976,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,868,578 | CurrentTaxYearAmt |
| Total | $9,366,463 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.62560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.63030 | PublicSupportPY509Pct |
| Investment Income CY | 0.01930 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02070 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $400 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $400 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $621,868 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,273 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,000 | OtherExpendituresAmt |
| End Year Balance | $572,141 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $686,192 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$30,324 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,000 | OtherExpendituresAmt |
| End Year Balance | $621,868 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $678,013 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $48,825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,646 | OtherExpendituresAmt |
| End Year Balance | $686,192 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $638,378 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $86,733 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $47,098 | OtherExpendituresAmt |
| End Year Balance | $678,013 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $600,006 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $77,823 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $39,451 | OtherExpendituresAmt |
| End Year Balance | $638,378 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.70330 | 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 | $30,460 | OtherCostOrOtherBasisAmt |
| Book Value | $30,460 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $250,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $250,789 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,523,419 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,964,056 | DepreciationAmt |
| Book Value | $1,559,363 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $413,700 | OtherCostOrOtherBasisAmt |
| Depreciation | $309,895 | DepreciationAmt |
| Book Value | $103,805 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,867 | DepreciationAmt |
| Book Value | $24,125 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,717,753 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO THIRD-PARTY PAYERS | Desc |
| Amt | $5,913 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,883,048 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,464 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,464 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,871,584 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,871,584 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,149,344 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,149,344 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,149,344 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TEMPORARILY RESTRICTED NET ASSETS ARE INTENDED TO BE USED FOR PERMANENTLY RESTRICTED NET ASSET APPRECIATION LIMITED AS TO EXPENDITURE BY STATE LAW, THE LUXURY FUND AND VARIOUS OTHER USES. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED NET ASSETS IS INTENDED TO BE USED TO IMPROVE THE QUALITY OF CARE AND QUALITY OF LIFE OF THE RESIDENTS. THE CORPUS IS INVESTED IN PERPETUITY. |
| PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE ORGANIZATION DELEGATES BROAD AUTHORITY OF DISCRETIONARY VOTING OVER FINANCIAL AND FIDUCIARY MATTERS TO AN EXECUTIVE COMMITTEE (COMPOSED OF BOARD MEMBERS INCLUDING FOUR OFFICERS AND FOUR VOTING MEMBERS). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD IS PROVIDED A COMPLETE COPY OF FORM 990. THE FORM 990 IS THEN DISCUSSED AT THE NEXT BOARD MEETING WHERE THE IT IS SIGNED BY THE TREASURER AFTER IT HAS BEEN VOTED FOR APPROVAL. THE APPROVAL IS THEN RECORDED IN MINUTES OF THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY INSTANCES OF A CONFLICT OF INTEREST WOULD GO THROUGH AN INVESTIGATION OF THE EXECUTIVE COMMITTEE AND THEN PRESENTED TO THE FULL BOARD. IF NEEDED THE BOARD MEMBER COULD BE REMOVED BY VOTE AND LEGAL ACTION TAKEN IF NEEDED. ROD LAURENZ, VICE PRESIDENT, MUST LEAVE ROOM DURING ANY DISCUSSION AND ABSTAIN FROM ANY VOTE CONCERNING INVESTMENT PORTFOLIO. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INDEPENDENT BOARD REVIEWS COMPARABLE COMPENSATION DATA TO DETERMINE AN APPROPRIATE SALARY. A VOTE IS CAST BY THE BOARD TO APPROVE OR DENY THE SALARY AND THE OUTCOME IS RECORDED IN THE MINUTES OF THE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 615,887. MANAGEMENT AND GENERAL EXPENSES 4,527. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 620,414. |
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