CONNIE MAXWELL CHILDRENS HOME: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CONNIE MAXWELL CHILDRENS HOME (EIN 57-0324927)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-07-19
- IRS object ID
- 201722009349300442
- Schema version
- 2015v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-19T13:51:47-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 Lakes Parkway STE 130 | AddressLine1Txt |
| City | Lawrenceville | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570324927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Connie Maxwell Children's Home | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8649421400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 Maxwell Avenue | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Wright | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8649421400 | PhoneNum |
| Signature | 2017-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daren Daiga | PreparerPersonNm |
| PTIN | P01074795 | PTIN |
| Phone | 6785185301 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James Wright | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 Maxwell Avenue | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,128,195 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ConnieMaxwell.Com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1892 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | To care for children while developing & strengthening relationships in a Christian environment. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 148 | TotalEmployeeCnt |
| Total Volunteers | 2500 | TotalVolunteersCnt |
| Total Gross UBI | $418 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,749,469 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,358,725 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $259,185 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $311,166 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,272,725 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,855,322 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,975 | PYOtherRevenueAmt |
| CY Other Revenue | $24,280 | CYOtherRevenueAmt |
| PY Total Revenue | $11,303,354 | PYTotalRevenueAmt |
| CY Total Revenue | $10,549,493 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $98,219 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $137,677 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,542,379 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,753,767 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $903,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,512,307 | PYOtherExpensesAmt |
| CY Other Expenses | $3,694,108 | CYOtherExpensesAmt |
| PY Total Expenses | $9,152,905 | PYTotalExpensesAmt |
| CY Total Expenses | $9,585,552 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,150,449 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $963,941 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $103,160,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,007,842 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,735,582 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,942,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,424,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,065,842 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A Baptist ministry for children and families of South Carolina that provides residential care for children in need along with counseling, educational and referral services while developing and strengthening positive relationships in a Christian environment. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,377,003 | ExpenseAmt |
| Grant | $137,677 | GrantAmt |
| Revenue | $311,166 | RevenueAmt |
| Desc | Connie Maxwell Children's Home is a high quality, not for profit ministry that served more than 250 hurting children and family members during this past year which is its 124th year of service. The Home provided shelter, food, clothing, medical, and educational needs at locations in Greenwood, Orangeburg, Florence, Mauldin, and Chesterfield. Help for hurting children was accomplished through residential campuses, emergency shelters, and a counseling and intake office. | Desc |
| Total Program Service Expenses | $7,377,003 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 148 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Steven Shiflet | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8649421400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 Maxwell Ave | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29646 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Paul Turner | ||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Richard Lackey | ||||||
| Vice Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Louanne Stewart | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BM Cave | ||||||
| Chairman Part Year | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Carol Whitfield | ||||||
| Secretary Part Year | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Janet Cofield | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Benny Cooper | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Dority | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Herb Gladden | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marie Hancock | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Hite | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Martin Hogg | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bart Kelley | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jason Klue | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Little | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JR McGee | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Alleen Miller | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Moody | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Johnny Muller Sr | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Saxon | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brancie Stephens | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Leslie Taylor | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brenda Tucker | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Danny West | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Katie Williamson | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dick Young | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ron Caroll | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Glenn Bolt | ||||||
| Trustee Part Year | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Donald Padgett | ||||||
| Trustee Part Year | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Thomas | ||||||
| Trustee Part Year | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Randy Harling | ||||||
| President | 40.00 | Yes (X) | $125,804 | $0 | $24,959 | |
| Mark Steven Shiflet | ||||||
| Vice-President - Finance | 40.00 | Yes (X) | $98,506 | $0 | $22,825 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $224,310 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,784 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Cobb | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 Northgate Street | AddressLine1Txt |
| City | Greenwood | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29649 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Construction | ServicesDesc |
| Compensation | $815,053 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,162,369 | RelatedOrganizationsAmt |
| All Other Contributions | $4,196,356 | AllOtherContributionsAmt |
| Noncash Contributions | $1,895,093 | NoncashContributionsAmt |
| Total Contributions | $5,358,725 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Government support | 900099 | $246,214 | $246,214 |
| Gov't reimbursements | 900099 | $38,462 | $38,462 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,490 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,490 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $311,166 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,014,657 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $418 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,014,239 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,915 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,915 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,915 | TotalRevenueColumnAmt |
| Exclusion | $20,915 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,218,433 | SecuritiesAmt |
| Other | $183,629 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,245,494 | SecuritiesAmt |
| Other | $315,903 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,972,939 | SecuritiesAmt |
| Other | -$132,274 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,840,665 | TotalRevenueColumnAmt |
| Exclusion | $2,840,665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,670 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $17,305 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,365 | TotalRevenueColumnAmt |
| Exclusion | $3,365 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,549,493 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $311,166 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $418 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,879,184 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,677 | TotalAmt |
| Program Services | $137,677 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,598 | TotalAmt |
| Management And General | $190,183 | ManagementAndGeneralAmt |
| Fundraising | $81,415 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,924,915 | TotalAmt |
| Program Services | $3,289,344 | ProgramServicesAmt |
| Management And General | $233,278 | ManagementAndGeneralAmt |
| Fundraising | $402,293 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,552 | TotalAmt |
| Program Services | $265,471 | ProgramServicesAmt |
| Management And General | $19,766 | ManagementAndGeneralAmt |
| Fundraising | $26,315 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $957,035 | TotalAmt |
| Program Services | $781,830 | ProgramServicesAmt |
| Management And General | $85,372 | ManagementAndGeneralAmt |
| Fundraising | $89,833 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,667 | TotalAmt |
| Program Services | $229,793 | ProgramServicesAmt |
| Management And General | $28,593 | ManagementAndGeneralAmt |
| Fundraising | $30,281 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,871 | TotalAmt |
| Management And General | $8,871 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,070 | TotalAmt |
| Management And General | $42,070 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,773 | TotalAmt |
| Management And General | $537,773 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,078 | TotalAmt |
| Program Services | $30,078 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,904 | TotalAmt |
| Program Services | $2,450 | ProgramServicesAmt |
| Fundraising | $43,454 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,769 | TotalAmt |
| Program Services | $203,560 | ProgramServicesAmt |
| Management And General | $4,686 | ManagementAndGeneralAmt |
| Fundraising | $78,523 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,127 | TotalAmt |
| Program Services | $3,743 | ProgramServicesAmt |
| Management And General | $78 | ManagementAndGeneralAmt |
| Fundraising | $1,306 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $964,650 | TotalAmt |
| Program Services | $920,912 | ProgramServicesAmt |
| Management And General | $34,299 | ManagementAndGeneralAmt |
| Fundraising | $9,439 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,265 | TotalAmt |
| Program Services | $109,396 | ProgramServicesAmt |
| Management And General | $4,545 | ManagementAndGeneralAmt |
| Fundraising | $56,324 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,516 | TotalAmt |
| Program Services | $55,775 | ProgramServicesAmt |
| Management And General | $3,855 | ManagementAndGeneralAmt |
| Fundraising | $7,886 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,341 | TotalAmt |
| Program Services | $746,407 | ProgramServicesAmt |
| Management And General | $74,641 | ManagementAndGeneralAmt |
| Fundraising | $8,293 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,547 | TotalAmt |
| Program Services | $85,341 | ProgramServicesAmt |
| Management And General | $1,375 | ManagementAndGeneralAmt |
| Fundraising | $831 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Food and clothing | $322,897 | $322,897 |
| Recreation | $32,632 | $32,632 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,668 | TotalAmt |
| Program Services | $159,697 | ProgramServicesAmt |
| Management And General | $35,297 | ManagementAndGeneralAmt |
| Fundraising | $67,674 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,585,552 | TotalAmt |
| Program Services | $7,377,003 | ProgramServicesAmt |
| Management And General | $1,304,682 | ManagementAndGeneralAmt |
| Fundraising | $903,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,643 | BOYAmt |
| EOY | $155,983 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,943,666 | BOYAmt |
| EOY | $6,962,517 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,523 | BOYAmt |
| EOY | $85,467 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,048 | BOYAmt |
| EOY | $129,808 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,970 | BOYAmt |
| EOY | $45,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,313,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,421,794 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,992,236 | BOYAmt |
| EOY | $6,891,657 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,891,729 | BOYAmt |
| EOY | $61,159,018 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,593,535 | BOYAmt |
| EOY | $19,953,484 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,287,152 | BOYAmt |
| EOY | $10,624,823 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,160,502 | BOYAmt |
| EOY | $106,007,842 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,244 | BOYAmt |
| EOY | $331,853 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,452,338 | BOYAmt |
| EOY | $2,610,147 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,735,582 | BOYAmt |
| EOY | $2,942,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,232,314 | BOYAmt |
| EOY | $87,525,654 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,689,778 | BOYAmt |
| EOY | $3,741,104 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,502,828 | BOYAmt |
| EOY | $11,799,084 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,424,920 | BOYAmt |
| EOY | $103,065,842 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,160,502 | BOYAmt |
| EOY | $106,007,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $963,941 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,394,361 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $282,620 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,303,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,400,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,588,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,749,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,358,725 | CurrentTaxYearAmt |
| Total | $21,401,358 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,303,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,400,820 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,588,434 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,749,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,358,725 | CurrentTaxYearAmt |
| Total | $21,401,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,267,105 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,134,253 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,884,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,902,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,909,151 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,890,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,035,154 | CurrentTaxYearAmt |
| Total | $9,620,696 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $418 | CurrentTaxYearAmt |
| Total | $616 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $2,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,670 | CurrentTaxYearAmt |
| Total | $122,093 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,144,763 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,176,816 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Miscellaneous - 2011 Amount: $ 64,221. 2012 Amount: $ 35,152. 2014 Amount: $ 2,050. Fundraising event income - 2015 Amount: $ 20,670. | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,091,498 | BeginningYearBalanceAmt |
| Contributions | $2,398,082 | ContributionsAmt |
| Investment Earnings Or Losses | $5,000,197 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,161,058 | OtherExpendituresAmt |
| End Year Balance | $78,328,719 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,550,771 | BeginningYearBalanceAmt |
| Contributions | $236,865 | ContributionsAmt |
| Investment Earnings Or Losses | $901,235 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,597,373 | OtherExpendituresAmt |
| End Year Balance | $76,091,498 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,754,667 | BeginningYearBalanceAmt |
| Contributions | $619,880 | ContributionsAmt |
| Investment Earnings Or Losses | $6,443,871 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,267,647 | OtherExpendituresAmt |
| End Year Balance | $79,550,771 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,735,702 | BeginningYearBalanceAmt |
| Contributions | $1,001,842 | ContributionsAmt |
| Investment Earnings Or Losses | $8,026,123 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,009,000 | OtherExpendituresAmt |
| End Year Balance | $76,754,667 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,641,224 | BeginningYearBalanceAmt |
| Contributions | $1,049,068 | ContributionsAmt |
| Investment Earnings Or Losses | $10,815,035 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,769,625 | OtherExpendituresAmt |
| End Year Balance | $71,735,702 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.93190 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03210 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $779,437 | OtherCostOrOtherBasisAmt |
| Book Value | $779,437 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,942,304 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,827,378 | DepreciationAmt |
| Book Value | $5,114,926 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,591,710 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,594,416 | DepreciationAmt |
| Book Value | $997,294 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,891,657 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Real estate | $190,410 | C |
| Other assets | $208,502 | C |
| Alternative strategies | $10,922,553 | F |
| Bonds | $8,632,019 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,953,484 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets held in trust | $1,236,868 |
| Beneficial interest in funds held by others | $9,287,560 |
| Cash surrender value of life insurance | $100,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,624,823 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities & unitrust payable | $1,357,784 |
| Post-retirement benefit obligation | $1,252,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,610,147 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,706,006 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,394,361 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $299,925 | OtherRevenueAmt |
| Revenue Not Reported | $1,694,286 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,011,720 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $537,773 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $537,773 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,549,493 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,065,084 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $17,305 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,305 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,047,779 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $537,773 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $537,773 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,585,552 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | To provide operating income to Connie Maxwell Children's Home for the present while preserving principle and growing the endowment to provide for more needed income in the future. |
| Part X, Line 2: | The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of September 30, 2016 and 2015, the Home had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. The Home files information tax returns in the U.S. and South Carolina. The Home is generally no longer subject to U.S. Federal and state income tax examinations by tax authorities for years before 2013. |
| Part XI, Line 2d - Other Adjustments: | Change in value of trusts 9,742. Actuarial gain on annuities 15,029. Increase in cash surrender value 2,553. Change in value of beneficial interests in funds held by others 255,296. Fundraising event expenses 17,305. |
| Part XII, Line 2d - Other Adjustments: | Fundraising event expenses 17,305. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Mud Run | Event1Nm |
| Gross Receipts Event1 | $20,670 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $20,670 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $5,463 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $473 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,869 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $20,670 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $20,670 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $5,463 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $473 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,869 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,305 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $3,365 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Direct cash assistance to indigents | 59 | $77,843 |
| Educational scholarships | 11 | $59,834 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Direct cash assistance is available for families who need assistance. A family service worker decides if it is needed and requests the funds to be sent. There is a budgeted amount each year that can be disbursed. Most amounts are paid directly to the utlity provider or the rental company, etc. For student educational grants a committee decides if the student is eligible and the amount to be disbursed. Tuition is paid directly to the college or university. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Randy Harling | PersonNm |
| Title | President | TitleTxt |
| Base Compensation Filing Org | $123,500 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $2,304 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,750 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,960 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $154,514 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,895,093 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV by Consultants | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Heading, Box F and Part II: | Randy Harling, President, was replaced by James Wright, President, after the end of this tax period, 09/30/2016. Accordingly James Wright is not reported on Form 990, Part VII, during this tax period. |
| Form 990, Part VI, Section A, line 1 | The Executive Committee consists of the Chairman, Vice-Chairman, the Secretary, and the Chairman of each of the other standing committees. In addition to attending to any necessary business of the Children's Home that may present itself between the meetings of the Board, the Executive Committee may exercise the Board's authority with the exception of distributions; recommend dissolution, merger, or the sale, pledge or transfer of all of the corporation's assets; fill vacancies on the Board or committees; or adopt, amend, or repeal the articles or bylaws. |
| Form 990, Part VI, Section A, line 7a | Connie Maxwell Children's Home (Home) is a ministry partner of the South Carolina Baptist Convention (Convention). The Convention elects the Home's trustees. |
| Form 990, Part VI, Section A, line 7b | The Convention must approve all changes or amendments to the Home's charter. |
| Form 990, Part VI, Section B, line 11 | Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management. The reviewed Form 990 is then forwarded to the independent board of trustees for review prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | The organization monitors conflicts of interest annually by vetting vendors prior to contracting with them. The organization ensures compliance with the policy by avoiding any and all conflict of interest problems. Officers and directors sign a conflict of interest form each year. Top level management and the Finance Committee of the Board of Trustees review the signed documents. If a conflict were to arise, the organization discontinues the vendor's services to avoid the conflict of interest. |
| Form 990, Part VI, Section B, line 15 | The executive board of the trustees (chairman, vice chairman, secretary and each of the four committee chairs) is tasked with supervising, evaluating, and determining compensation for the President. This process occurs annually prior to the November trustee meeting. The committee members review compensation for Presidents of similar programs in South Carolina and in nearby states. They also take into account the percentage increase of cost of living adjustments and merit raises given to other Connie Maxwell staff members for that year. They review with the President his activities for the past year and discuss plans and goals for the coming year. If financial conditions allow, a decision is made concerning any changes in compensation at that time. The executive committee reports its findings to the full board at the trustee meeting the next day and then gives a signed directive to the VP for Business as to any changes to be made in the President's compensation. All members involved in the compensation process are independent. The compensation approval is documented in the board minutes. The President approves the compensation of other officers using a similar process as described above. The Board of Trustees sets a range of salaries for the other officers using comparability data. All members involved in the compensation process are independent. This process is documented in the minutes upon approval. |
| 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 XI, line 9: | Change in value of trusts 9,742. Actuarial gain on annuities 15,029. Increase in cash surrender value of life insurance 2,553. Change in value of beneficial interests in funds held by others 255,296. |
| Form 990, Part XII, Line 2c: | This process has not changed since the prior year. The organization's board of trustees assume responsibiltiy for oversight of the audit of its financial statements. The organization's independent accountant is selected by the South Carolina Baptist Convention, a related party. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| South Carolina Baptist Convention | ||||||||||
| 190 Stoneridge Drive | Columbia | SC | 29210 | 570360087 | Association of Southern Baptist Churches | SC | 501(c)(3) | Line 1 | N/A | 0 |
| The Baptist Foundation of South Carolina | ||||||||||
| 190 Stoneridge Drive | Columbia | SC | 29210 | 570348054 | Institution of SCBC designated for the management of trust funds | SC | 501(c)(3) | Line 1 | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Unitrusts (6) | |||
| Trust | SC | Connie Maxwell Children's Home | 0 |
| Irrevocable Living Trusts (5) | |||
| Trust | SC | Connie Maxwell Children's Home | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt |
|---|
| South Carolina Baptist Convention |
| C |
| The Baptist Foundation of South Carolina |
| C |
| The Baptist Foundation of South Carolina |
| M |
Comments