ARIZONA ANIMAL WELFARE LEAGUE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ARIZONA ANIMAL WELFARE LEAGUE INC (EIN 23-7149453)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349306255
- 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 | 2017-11-15T08:44:33-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMBARD & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4143 N 12TH ST STE 100 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850144955 | 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 | 237149453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Arizona Animal Welfare League | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARIZ | BusinessNameControlTxt |
| Phone | 6022736852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 North 40th Street | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH GARDNER | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6022736852 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA B LUMBARD CPA CGFM | PreparerPersonNm |
| Phone | 6022749966 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.166.108.119 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 08:44:26 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F9A01981C68BB93F98B6EF71A5EE443E6D2CCB79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 960FF290F3CBD431C994B9410B402FC5395E33E8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JUDITH GARDNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 N 40th Street | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,745,705 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aawl.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | AAWL provides medical care, behavior evaluation and training, food and shelter for homeless dogs and cats; to place animals in stable and loving homes; to promote and provide spay/neuter surgeries to reduce the unwanted animal population; and to educate the community on the proper care and treatment of animals. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 162 | TotalEmployeeCnt |
| Total Volunteers | 1200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,363,905 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,975,980 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,322,710 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,378,260 | CYProgramServiceRevenueAmt |
| PY Investment Income | $53,183 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,773 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$13,065 | PYOtherRevenueAmt |
| CY Other Revenue | -$20,380 | CYOtherRevenueAmt |
| PY Total Revenue | $3,726,733 | PYTotalRevenueAmt |
| CY Total Revenue | $4,374,633 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,210,512 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,204,870 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,964 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $31,421 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $348,878 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,258,552 | PYOtherExpensesAmt |
| CY Other Expenses | $1,375,295 | CYOtherExpensesAmt |
| PY Total Expenses | $3,471,028 | PYTotalExpensesAmt |
| CY Total Expenses | $3,611,586 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $255,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $763,047 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,158,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,872,344 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $225,324 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $167,895 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,932,776 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,704,449 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AAWL provides medical care, behavior evaluation | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,631,164 | ExpenseAmt |
| Revenue | $755,439 | RevenueAmt |
| Desc | AAWL & SPCA COMPLETES APPROXIMATELY 4,500 ADOPTIONS EACH YEAR. ANIMALS TYPICALLY COME FROM OPEN INTAKE SHELTERS IN THE VALLEY AND ARE GIVEN COMPLETE MEDICAL AND BEHAVIOR EVALUATIONS. DURING THEIR TIME AT AAWL, ANIMALS ARE VERY WELL CARED FOR, WITH TOP OF THE LINE FOOD, DAILY WALKS/EXERCISE, PLAY TIME, SOCIALIZATION AND ANY SPECIAL BEHAVIOR MODIFICATIONS THEY MIGHT NEED TO BECOME MORE ADOPTABLE. POST ADOPTION, AAWL & SPCA IS THE ONLY ORGANIZATION THAT OFFERS ADOPTERS FREE MEDICAL AND BEHAVIOR HELPLINES FOR THE FIRST 30 DAYS TO HELP THE ANIMAL SUCCESSFULLY TRANSITION INTO THE HOME. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,319 | ExpenseAmt |
| Revenue | $214,658 | RevenueAmt |
| Desc | AAWL & SPCA OFFERS THE MOST CREATIVE, PROFESSIONAL AND SUCCESSFUL HUMANE EDUCATION PROGRAMS IN THE VALLEY. OUR EDUCATION DEPARTMENT OFFERS CAMPS FOR CHILDREN OF ALL AGES DURING SCHOOL BREAKS; A SPECIALIZED VET CAMP FOR YOUNGSTERS INTERESTED IN ANIMAL MEDICAL CAREERS, A TEEN TRACKS LEADERSHIP PROGRAM AND MANY OTHER WORKSHOPS AND SPECIAL PROGRAMS. OUR EDUCATION STAFF ALSO WORKS CLOSELY WITH THE UNDERSERVED POPULATION OFFERING SCHOOL PROGRAMS, FREE PROGRAMS, SCHOLARSHIPS AND SPECIALLY CREATED PROGR | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $214,191 | ExpenseAmt |
| Revenue | $408,163 | RevenueAmt |
| Desc | AAWL'S PETMD IS A LOW-COST VETERINARIAN CLINIC TO HELP THOSE THAT CAN'T AFFORD THE HIGH COST OF ANIMAL MEDICAL CARE. THIS SERVICE ALSO HELPS TO KEEP ANIMALS OUT OF THE SHELTER SYSTEM AND IN THEIR HOMES WHERE THEY BELONG. IN ADDITION, THOSE WHO ADOPT AN ANIMAL FROM AAWL HAVE ACCESS TO THIS CLINIC FOR THE LIFETIME OF THEIR PET. AAWL ALSO OFFERS LOW-COST VACCINE AND MICROCHIP CLINICS ONCE OR TWICE EACH MONTH THAT ARE VERY WELL ATTENDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,878,674 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 162 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6022736852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 North 40th Street | AddressLine1Txt |
| City | Phoenix | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85034 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DIANE LIBERMAN | ||||||
| Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMRITA SAHSRABUDHE | ||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEANNE BALDWIN | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM RICH | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHANE E OLAFSON | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET HENSCHEL | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUDITH GARDNER | ||||||
| CEO | 40.00 | Yes (X) | $101,892 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $101,892 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $3,360 | MembershipDuesAmt |
| Fundraising | $288,556 | FundraisingAmt |
| All Other Contributions | $2,684,064 | AllOtherContributionsAmt |
| Noncash Contributions | $154,672 | NoncashContributionsAmt |
| Total Contributions | $2,975,980 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| Adoption Fees & Related | 900099 | $755,439 |
| Education Programs | 900099 | $214,658 |
| PetMD | 900099 | $408,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,378,260 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,601 | TotalRevenueColumnAmt |
| Exclusion | $29,601 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,136 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,964 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,172 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,172 | TotalRevenueColumnAmt |
| Exclusion | $11,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $39,769 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $288,556 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $143,349 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$103,580 | TotalRevenueColumnAmt |
| Exclusion | -$103,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $155,959 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $72,759 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,200 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,374,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,461,460 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$62,807 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,892 | TotalAmt |
| Program Services | $33,964 | ProgramServicesAmt |
| Management And General | $33,964 | ManagementAndGeneralAmt |
| Fundraising | $33,964 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,829,804 | TotalAmt |
| Program Services | $1,659,309 | ProgramServicesAmt |
| Management And General | $71,035 | ManagementAndGeneralAmt |
| Fundraising | $99,460 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,010 | TotalAmt |
| Program Services | $98,870 | ProgramServicesAmt |
| Management And General | $6,118 | ManagementAndGeneralAmt |
| Fundraising | $5,022 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,164 | TotalAmt |
| Program Services | $143,025 | ProgramServicesAmt |
| Management And General | $8,869 | ManagementAndGeneralAmt |
| Fundraising | $11,270 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,950 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,950 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,421 | TotalAmt |
| Fundraising | $31,421 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,252 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,252 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,685 | TotalAmt |
| Program Services | $171,685 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,946 | TotalAmt |
| Program Services | $12,398 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $93,548 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,587 | TotalAmt |
| Program Services | $34,864 | ProgramServicesAmt |
| Management And General | $2,546 | ManagementAndGeneralAmt |
| Fundraising | $34,177 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,574 | TotalAmt |
| Program Services | $28,423 | ProgramServicesAmt |
| Management And General | $5,268 | ManagementAndGeneralAmt |
| Fundraising | $12,883 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,452 | TotalAmt |
| Program Services | $215,890 | ProgramServicesAmt |
| Management And General | $1,531 | ManagementAndGeneralAmt |
| Fundraising | $3,031 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,859 | TotalAmt |
| Program Services | $5,132 | ProgramServicesAmt |
| Management And General | $5,163 | ManagementAndGeneralAmt |
| Fundraising | $9,564 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,580 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,580 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,451 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $187,451 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,929 | TotalAmt |
| Program Services | $52,258 | ProgramServicesAmt |
| Management And General | $2,634 | ManagementAndGeneralAmt |
| Fundraising | $4,037 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Education | $26,902 | $26,902 | $0 | $0 |
| Shelter supplies | $209,746 | $209,746 | $0 | $0 |
| Adoption initiatives | $4,415 | $4,415 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,967 | TotalAmt |
| Program Services | $181,793 | ProgramServicesAmt |
| Management And General | $35,673 | ManagementAndGeneralAmt |
| Fundraising | $10,501 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,611,586 | TotalAmt |
| Program Services | $2,878,674 | ProgramServicesAmt |
| Management And General | $384,034 | ManagementAndGeneralAmt |
| Fundraising | $348,878 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,111 | BOYAmt |
| EOY | $1,517,770 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,373 | BOYAmt |
| EOY | $170,835 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,612 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,759 | BOYAmt |
| EOY | $5,912 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,792 | BOYAmt |
| EOY | $82,759 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,120 | BOYAmt |
| EOY | $38,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,926,539 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,910,668 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,115,537 | BOYAmt |
| EOY | $4,015,871 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,621 | BOYAmt |
| EOY | $1,039,088 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,175 | BOYAmt |
| EOY | $1,175 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,158,100 | BOYAmt |
| EOY | $6,872,344 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,608 | BOYAmt |
| EOY | $166,445 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,716 | BOYAmt |
| EOY | $1,450 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,324 | BOYAmt |
| EOY | $167,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,856,713 | BOYAmt |
| EOY | $6,299,607 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,063 | BOYAmt |
| EOY | $404,842 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,932,776 | BOYAmt |
| EOY | $6,704,449 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,158,100 | BOYAmt |
| EOY | $6,872,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $763,047 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,626 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,023,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,905,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,523,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,284,103 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,872,401 | CurrentTaxYearAmt |
| Total | $13,609,338 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $661,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,109,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,379,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,322,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,378,260 | CurrentTaxYearAmt |
| Total | $5,851,584 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,321 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,483 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,959 | CurrentTaxYearAmt |
| Total | $512,255 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,706,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,097,763 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,010,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,751,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,406,620 | CurrentTaxYearAmt |
| Total | $19,973,177 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,973,177 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,773 | CurrentTaxYearAmt |
| Total | $242,671 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,362 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,183 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,773 | CurrentTaxYearAmt |
| Total | $242,671 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,215,848 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98570 | PublicSupportPY509Pct |
| Investment Income CY | 0.01200 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $753,046 | OtherCostOrOtherBasisAmt |
| Book Value | $753,046 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,487,082 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,372,289 | DepreciationAmt |
| Book Value | $3,114,793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $418,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $343,001 | DepreciationAmt |
| Book Value | $75,318 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $268,092 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,378 | DepreciationAmt |
| Book Value | $72,714 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,015,871 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,599,367 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,626 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $8,626 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,590,741 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$216,108 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$216,108 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,374,633 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,827,694 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $216,108 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $216,108 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,611,586 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,611,586 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 4b | Fundraising expenses of $143,348 included in Part VIII Statement of Revenue Line 8b. Cost of goods sold of $72,759 included in Part VIII Statement of Revenue Line 10b |
| Pt XII, Line 2d | Fundraising expenses of $143,348 included in Part VIII Statement of Revenue Line 8b. Cost of goods sold of $72,759 included in Part VIII Statement of Revenue Line 10b |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Phoenix Companies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | ETP | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $213,844 | GrossReceiptsAmt |
| Retained By Contractor | $20,433 | RetainedByContractorAmt |
| Net To Organization | $193,411 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $213,844 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $20,433 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $193,411 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner | Event1Nm |
| Gross Receipts Event1 | $213,844 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $182,893 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,951 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $46,432 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $3,620 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $57,320 | OtherDirectExpensesEvent1Amt |
| Event2 | Walk | Event2Nm |
| Gross Receipts Event2 | $102,101 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $94,316 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,785 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $11,891 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $163 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $19,570 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $12,380 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $11,347 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,033 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,648 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $705 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $328,325 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $288,556 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $39,769 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $61,971 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $3,783 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $77,595 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $143,349 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$103,580 | NetIncomeSummaryAmt |
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 | Phoenix Companies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CEO is former Board Officer | RelationshipDescriptionTxt |
| Transaction | $78,133 | TransactionAmt |
| Transaction | Fundraising & marketing | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 500 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,065 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Capital Equipment | 2 | $53,934 | FMV |
| Yes (X) | Miscel Fundraising Items | 200 | $29,003 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The 990 is reviewed initially by the CFO. After the CFO's initial review, any changes are made to the 990 and it is submitted to the CEO for review and approval. The CEO will approve the 990 to be filed by the Organization's tax accountant. |
| Pt VI, Line 12c | On a yearly basis, all officers, directors or trustees, and key employees are required to disclose any interests that could give rise to conflicts. Each case is reviewed by the board to determine the level of conflict, if any. If ncessary, the board decides the best course of action for the Organization in accordance with IRS guidelines and requirements. |
| Pt VI, Line 15a | The Organization uses an outside professional firm, National PEO, to handle all human resource issues. National PEO provides the board and management with comparative data for executive positions, primarily the CEO, and counsels on appropriate decisions. The Executive Committee of the Board of Directors makes recommendations for any increases or salary/compensation decisions to the full board, and a vote is taken and recorded in board minutes. The President and CEO work with National PEO to determine competitive and comparable salary ranges, and salary decisions for other managers in the Organization. None of the board members receive compensation. |
| Pt VI, Line 19 | The Organization provides full financial disclosure when requested by foundations, grantors, donors, rating organizations, etc. The Form 990 is available online through many different sources, including Guidestar. In addition, key financial statements are included in an annual report which is sent to the Organization's mailing lists and is available on its website. All new board members (and committee members) receive a board orientation packet which includes our conflict of interest policy, by-laws and other governing documents. Board members are provided with updated financial documents at monthly board meetings and review them with the Finance Committee. The Audit Committee oversees the audit of the financial statements and presents any findings to the board. |
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