WINSHAPE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WINSHAPE FOUNDATION INC (EIN 58-1595471)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201723139349100102
- Schema version
- 2016v3.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T07:45:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581595471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINSHAPE FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRENT RAGSDALE | InCareOfNm |
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 4047658000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUFFINGTON ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30349 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD M CATHY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4047658000 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.128.86.125 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 67287120173135000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 45B53345E81276B0CCF6FCFC7F3190CB1B73E8A0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45B53345E81276B0CCF6FCFC7F3190CB1B73E8A0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $459,974,079 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $41,979,368 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $219,358 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $219,358 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $219,358 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $174,651 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,651 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $174,651 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $17,700 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $17,700 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $17,700 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $15,607 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$126,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,757,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $19,096 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $34,590 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $12,922,951 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $12,922,951 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $55,187,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,709 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,388,346 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $302,830 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $302,830 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,216,175 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $3,768,695 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,981,405 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,804,051 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $985,306 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,802,221 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $214,782 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $8,493 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $195,544 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $419,993 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $419,993 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,253 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $507 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,746 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $27,857 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $27,857 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $165,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,659 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $53,619 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $99,524 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,373,114 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $510,716 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,244,964 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $455,780 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $788,577 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $308,269 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $92,710 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $210,096 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,980,655 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,543 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,059,989 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,209,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,061,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,935,815 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,040,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,607,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,935,815 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,585,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,580,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $452,531 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $350,715 | CashBOYAmt |
| Cash EOY | $668,093 | CashEOYAmt |
| Cash EOYFMV | $668,093 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,427,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,943,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,818,477 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,605,355 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,517,836 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,605,355 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,605,355 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $2,357 | PledgesRcvblBOYAmt |
| Inventories BOY | $12,134 | InventoriesBOYAmt |
| Inventories EOY | $15,606 | InventoriesEOYAmt |
| Inventories EOYFMV | $15,606 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $273,544 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $737,661 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $737,661 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $306,760,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $306,760,938 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $376,479,333 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $297,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $297,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $297,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $307,100 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $6,413,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,586,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,581,022 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $69,746,492 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,985,060 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $38,078,493 | LandBOYAmt |
| Land EOY | $35,761,432 | LandEOYAmt |
| Land EOYFMV | $35,761,432 | LandEOYFMVAmt |
| Total Assets BOY | $376,133,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,375,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $459,974,079 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,039,752 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,189,225 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $4,969,239 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $4,433,084 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $7,394 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $56,139 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,016,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,678,448 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | -$7,645,711 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$12,782,275 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $377,762,578 | RetainedEarningBOYAmt |
| Retained Earning EOY | $397,479,485 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $370,116,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $384,697,210 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,133,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $390,375,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $370,116,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,580,345 | ExcessRevenueOverExpensesAmt |
| Subtotal | $384,697,212 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $384,697,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES LT | P | $7,269,175 | $7,432,274 | -$163,099 | -$163,099 |
| FIDELITY STCG DIST | P | $5,664 | $5,664 | $5,664 | |
| FIDELITY LTCG DIST | $6,462 | $6,462 | $6,462 | ||
| PUBLICLY TRADED SECURITIES ST | $4,284,981 | $4,271,548 | $13,433 | $13,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$137,540 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,096 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,716,218 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $174,532,058 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.130155 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,508,583 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,679,960 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.731207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,665,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,100,529 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.581466 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,150,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,434,679 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.582662 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,871,713 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,508,568 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.842864 | DistributionYr5Rt |
| Total Distribution | 2.868354 | TotalDistributionRt |
| Average Distribution | 0.573671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $406,941,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $233,450,264 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,765 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $233,454,029 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,369,778 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 1984-09-10 | RulingLetterDt |
| Investment Income Excise Tax | $7,530 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,530 | SubtotalAmt |
| Tax Based On Investment Income | $7,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,300 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,470 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $2,470 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.winshape.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENT RAGSDALE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4047658000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 BUFFINGTON RD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30349 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD M CATHY | ||||||||
| 5200 BUFFINGTON ROAD | ATLANTA | GA | 30349 | CEO | 1.0 | $0 | $0 | $0 |
| DAN T CATHY | ||||||||
| 5200 BUFFINGTON ROAD | ATLANTA | GA | 30349 | VICE-PRESIDENT | 1.0 | $0 | $0 | $0 |
| BRENT RAGSDALE | ||||||||
| 5200 BUFFINGTON ROAD | ATLANTA | GA | 30349 | SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
| MICHAEL SCHIEFFER | ||||||||
| PO BOX 490007 | ROME | GA | 30149 | PRESIDENT | 40.0 | $302,830 | $58,338 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| BRETT HORTON | |||||||
| 2277 MARTHA BERRY HWY | ROME | GA | 30149 | RETREAT DIRECTOR | 40.0 | $135,204 | $42,528 |
| MATTHEW TURVEY | |||||||
| 5200 BUFFINGTON ROAD | ATLANTA | GA | 30349 | PROGRAM DIRECTOR | 40.0 | $126,041 | $41,447 |
| GARY DONALDSON | |||||||
| 2277 MARTHA BERRY HWY | ROME | GA | 30149 | OPERATIONS DIRECTOR | 40.0 | $125,624 | $41,320 |
| WILLIAM SARRATT | |||||||
| 2277 MARTHA BERRY HWY | ROME | GA | 30149 | PROGRAM DIRECTOR | 40.0 | $102,670 | $37,741 |
| ELLIS BOMER | |||||||
| 5200 BUFFINGTON ROAD | ATLANTA | GA | 30349 | PROGRAM MANAGER | 40.0 | $94,133 | $36,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 90 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ORION TECHNOLOGY SERVICES LLC | |||||
| 100 HARSFIELD CENTRE PARKWAY SUITE | ATLANTA | GA | 30354 | IT SERVICES | $405,665 |
| THE BALDWIN LAW FIRM LLC | |||||
| 237 NORTH 5TH AVE | ROME | GA | 30165 | LEGAL SERVICES | $98,481 |
| JOHN SHAHAN CONSTRUCTION CO | |||||
| 18 BELLS FERRY ROAD NE | ROME | GA | 30161 | CONSTRUCTION SERVICE | $80,560 |
| WHITEBOARD NETWORK LLC | |||||
| 701 CHERRY ST STE 200 | CHATTANOOGA | TN | 37402 | WEB DESIGN | $0 |
| ECHO CREATIVE MEDIA | |||||
| 108 SPRINGFIELD DR | SMYRNA | GA | 37167 | CONSULTING SERVICES | $92,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WINSHAPE CAMPS | Description1Txt |
| Expenses1 | $18,114,715 | Expenses1Amt |
| Description2 | WINSHAPE RETREAT | Description2Txt |
| Expenses2 | $7,884,688 | Expenses2Amt |
| Description3 | WINSHAPE FOSTER HOMES | Description3Txt |
| Expenses3 | $6,617,792 | Expenses3Amt |
| Description4 | WINSHAPE TEAMS | Description4Txt |
| Expenses4 | $2,420,647 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $390,719,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,566,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $851,432 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $413,138,094 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $413,138,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,197,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $406,941,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,347,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,585,978 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,783,800 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $25,369,778 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $25,369,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1984-09-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $452,531 | CurrentYearAmt |
| Year1 | $820,244 | Year1Amt |
| Year2 | $527,960 | Year2Amt |
| Year3 | $543,001 | Year3Amt |
| Total | $2,343,736 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $384,651 | CurrentYearAmt |
| Year1 | $697,207 | Year1Amt |
| Year2 | $448,766 | Year2Amt |
| Year3 | $461,551 | Year3Amt |
| Total | $1,992,175 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,369,778 | CurrentYearAmt |
| Year1 | $22,716,218 | Year1Amt |
| Year2 | $19,514,982 | Year2Amt |
| Year3 | $18,680,899 | Year3Amt |
| Total | $86,281,877 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $25,369,778 | CurrentYearAmt |
| Year1 | $22,716,218 | Year1Amt |
| Year2 | $19,514,982 | Year2Amt |
| Year3 | $18,680,899 | Year3Amt |
| Total | $86,281,877 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $459,974,079 | CurrentYearAmt |
| Year1 | $403,585,795 | Year1Amt |
| Year2 | $379,517,679 | Year2Amt |
| Year3 | $70,650,983 | Year3Amt |
| Total | $1,313,728,536 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,564,701 | CurrentYearAmt |
| Year1 | $5,817,735 | Year1Amt |
| Year2 | $889,332 | Year2Amt |
| Year3 | $1,070,017 | Year3Amt |
| Total | $21,341,785 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERRY COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2277 MARTHA BERRY HIGHWAY | AddressLine1Txt |
| City | MT BERRY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $545,280 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $545,280 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| CAMP FEES | $9,438,407 | ||
| TEAMS FEES | $746,400 | 721000 | $6,855 |
| RETREAT INCOME | $1,451,791 | 721000 | $250,642 |
| MARRIAGE INCOME | $291,708 | ||
| COLLEGE FEE INCOME | $4,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219,358 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $15,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$126,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS | $89,354 |
| SALES INCOME | $636,530 |
| BARTER INCOME | $6,625 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $257,497 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $282,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,665,454 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,205,905 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (8 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | BOYS AND GIRLS SUMMER CAMP PROGRAMS WHICH FOSTER SELF WORTH |
| 1B | EDUCATIONAL TRAINING PROGRAM USED TO DEVELOP SELF WORTH, LEADERSHIP AND TEAM BUILDING |
| 1C | EDUCATIONAL RETREAT PROGRAM FOR MARRIAGE ENRICHMENT AND GROUP EDUCATIONAL DEVELOPMENT |
| 1D | MARRIAGE ENRICHMENT PROGRAM |
| 11A | SALES TAX VENDORS COMP AND SPEECH HONORARIA RELATED TO CAMP AND FOSTER CARE PROGRAMS |
| 11B | CAMP AND EDUCATIONAL TRAINING ITEMS |
| 11C | INCOME IN RETURN FOR SERVICES |
| 1E | LEADERSHIP PROGRAMMING FOR COLLEGE STUDENTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHICK-FIL-A INC | |||||||
| 1 | 5200 BUFFINGTON RD | ATLANTA | GA | 30349 | $39,030,940 | Yes (X) | |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 2 | 1100 JOHNSON FERRY RD NE SUITE 24 | ATLANTA | GA | 30342 | $54,496 | Yes (X) | |
| CHICK-FIL-A BOWL | |||||||
| 3 | 235 ANDREW YOUNG INTERNATIONAL BLVD | ATLANTA | GA | 30303 | $170,242 | Yes (X) | |
| FRAZIER DEETER LLC | |||||||
| 4 | 600 PEACHTREE STNE SUITE 1900 | ATLANTA | GA | 30308 | $10,000 | Yes (X) | |
| S TRUETT CATHY ESTATE | |||||||
| 5 | 5200 BUFFINGTON ROAD | ATLANTA | GA | 30349 | $2,428,561 | Yes (X) | |
| TRUDY CATHY WHITE | |||||||
| 6 | 337 SAWMILL ROAD | HAMPTON | GA | 30228 | $67,371 | Yes (X) | |
| ESTATE OF JOSEPH HARRELL | |||||||
| 7 | 107 RUNNYMEADE ROAD | GRIFFIN | GA | 30224 | $25,553 | Yes (X) | |
| JIMMY BLANCHARD | |||||||
| 8 | 6001 RIVER ROAD SUITE 100 | COLUMBUS | GA | 31904 | $49,036 | Yes (X) | Yes (X) |
| COMMUNITY FDN OF THE CHATTACHOOCHE | |||||||
| 9 | 6001 RIVER ROAD SUITE 100 | COLUMBUS | GA | 31904 | $50,000 | Yes (X) | |
| JAKE AND CHRISTINE LOGGINS | |||||||
| 10 | 27 E ORCHARD STREET | SOMERVILLE | NJ | 08876 | $48,374 | Yes (X) | |
| ISLANDS MANAGEMENT COMPANY | |||||||
| 11 | 7000 LANIER ISLAND PARKWAY | BUFORD | GA | 30518 | $5,340 | Yes (X) | |
| MICHAEL JERI NAZARY | |||||||
| 12 | 5603 MAXON MARSH DRIVE | HIRAM | GA | 30141 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 8 | ContributorNum |
| Noncash Property | SYNOVUS STOCK | NoncashPropertyDesc |
| Fair Market Value | $49,036 | FairMarketValueAmt |
| Received | 2016-01-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BABUSH, NEIMAN, KORNMAN & JOHN | $9,400 | $9,400 |
| KPMG | $410,593 | $410,593 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | ORION TECHNOLOGY SERVICES LLC | ContractorPersonNm |
| Explanation | IT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| WinS | WinS | WinShape Foundation, Inc. is the sole member of WinShape Homes, LLC and WinShape Foster Care, LLC. The financial information for WinShape Homes, LLC and WinShape Foster Care,LLC are included in the 990PF return for WinShape Foundation, Inc. and there is no separate filing for WinShape Homes, LLC or WinShape Foundation, LLC. |
| 2016 DEPRECIATION SCHEDULE | 2016 DEPRECIATION SCHEDULE | WinShape Foundation, Inc. 58-1595471 2016 Form 990-PF Part I, Line 19/Part II, Line 14 CLASS ACQUISITIONVALUE PRIORTOTAL ACCUM DEPRC EXP TOT ACCUM DEPRC AUTOS 2,033,525 1,332,396 171,008 1,503,404 BUILDINGS 7,841,056 2,027,790 199,251 2,227,041 EQUIPMENT 4,390,862 3,349,712 301,439 3,651,151 FURNITURE & FIX 4,688,898 4,178,871 169,835 4,348,706 LAND IMPROVEMENTS 292,369 190,700 7,458 198,158 LEASEHOLD IMP 47,076,391 18,762,663 2,257,239 21,019,902 OFFICE EQUIPMENT 980,882 777,249 74,177 851,427 COMPUTER SOFTWARE 794,427 314,220 192,708 506,928 GRAND TOTALS 68,098,410 30,933,603 3,373,114 34,306,717 LESS DISPOSITION (323,867) (321,656) NET TOTALS 67,774,544 33,985,060 DEPREC ASSETS 67,774,544 LAND 1,971,949 CONSTRUCTION IN PROGRESS - LESS ACCUM DEPRC (33,985,060) NET FIXED ASSETS 35,761,432 INVESTMENT ASSETS REAL ESTATE (FMV) 307,100 COLLECTOR CARS 43,750 36,112,282 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NON VOTING STOCK HELD | StockNm |
| EOY Book Value | $306,760,938 | EOYBookValueAmt |
| EOYFMV | $376,479,333 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES | $9,535 | $9,408 |
| INVESTMENT ACCT. | $6,532,884 | $6,527,864 |
| COLLECTOR CARS | $43,750 | $43,750 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (10 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BAKER DONELSON BEARMAN | $4,577 | $976 | $3,601 |
| ARNALL GOLDEN GREGORY LLP | $2,044 | $1,259 | $785 |
| THE BALDWIN LAW FIRM, LLC | $97,491 | $93,621 | |
| CT CORPORATION SYSTEM | $296 | $296 | |
| HALL, ARBREY & GILLIGAN LLP | $38,444 | $4,993 | $26,457 |
| LAW OFFICES OF BETH T PAXTON | $1,846 | $1,137 | $709 |
| TROUTMAN SANDERS LLP | $48,786 | $127 | $47,812 |
| ALSTON & BIRD | $18,353 | $1 | $20,679 |
| MCGUIRE WOODS | $1,584 | ||
| RUBERTI LAW | $2,945 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (53 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $222,572 | $26,460 | $130,714 | $91,586 |
| BAD DEBT EXPENSE | -$2,476 | -$252 | -$2,224 | |
| CABLE TV | $22,928 | $22,961 | ||
| STORE EXPENSE | $371,015 | $209,080 | $166,511 | |
| CANTEEN | $21,583 | $13,290 | $8,293 | |
| CASE WORKERS | $155,494 | $155,529 | ||
| CHILDREN ALLOWANCES | $52,656 | $52,806 | ||
| CLOTHING | $331,467 | $80,273 | $244,803 | |
| CONTRACT LABOR | $628,889 | $220,658 | $396,251 | |
| EQUIPT RENTAL | $217,868 | $129,856 | $87,347 | |
| FOOD | $2,985,560 | $1,239,300 | $1,657,818 | |
| GAS | $164,787 | $35,763 | $125,791 | |
| GUEST ROOM SUPPLIES | $36,637 | $7,488 | $16,796 | |
| HEALTHCARE | $138,660 | $17,511 | $115,584 | |
| HONORARIA | $148,438 | $48,288 | $89,275 | |
| HR EXPENSE | $23,631 | $23,410 | ||
| HYGEINE | $33,407 | $32,814 | ||
| INSURANCE | $405,496 | $566 | $166,229 | $238,653 |
| JANITORIAL | $74,235 | $12,701 | $55,820 | |
| KITCHEN SUPPLIES | $83,489 | $17,608 | $50,980 | |
| LAUNDRY | $22,114 | $10,449 | $12,414 | |
| LAWN CARE | $365,064 | $74,546 | $293,122 | |
| LINENS & TOWELS | $29,591 | $6,057 | $17,787 | |
| MISCELLANEOUS | $56,726 | $16,982 | $31,413 | |
| OFFICE SUPPLIES | $169,956 | $42,822 | $127,724 | |
| PEST CONTROL | $23,839 | $222 | $2,876 | $20,045 |
| PHOTOGRAPHY | $42,166 | $17,523 | $26,140 | |
| PROGRAMMING | $3,884,390 | $1,838,553 | $1,713,042 | |
| RECREATION | $94,857 | $95,848 | ||
| RELIEF HOUSEPARENTS | $473 | $473 | ||
| REPAIRS & MAINTENANCE | $1,163,577 | $1,059 | $116,399 | $943,082 |
| SCHOOL SUPPLIES | $18,380 | $18,747 | ||
| SHARED TUITION (CONNECT) | $1,453,500 | $895,004 | $558,496 | |
| SPECIAL ACTIVITIES | $1,109,207 | $412,831 | $676,975 | |
| SUMMER CAMP | $8,608 | $8,608 | ||
| SUPPORT SERVICES | $561,564 | $561,564 | ||
| TELEPHONE | $177,021 | $23,190 | $153,064 | |
| TRASH | $44,709 | $8,312 | $32,597 | |
| UNIFORMS | $24,287 | $4,964 | $16,948 | |
| UTILITIES | $505,221 | $2,236 | $79,927 | $395,952 |
| ADVERTISING | $1,039,046 | $434,995 | $600,522 | |
| DUES & SUBCRIPTIONS | $24,001 | $3,143 | $28,395 | |
| CASUALTY LOSSES | $3,016 | |||
| TUITION | $472,084 | $467,941 | ||
| EDUCATION INVESTMENT PLAN | $49,064 | $5,560 | $36,258 | |
| VAN & TRUCK RENTAL | $589,219 | $348,795 | $240,351 | |
| FLEX SPENDING EXPENSE | $1,581 | $1,458 | ||
| IT EXPENSE | $311,476 | $76,202 | $243,266 | |
| STAFF DEVELOPMENT | $566,894 | $298,919 | $223,606 | |
| STAFF ACTIVITIES & RECOGNITION | $45,561 | $13,371 | $26,198 | |
| STAFF RELOCATION | $6,324 | $6,324 | ||
| REGISTRATION FEES | $100 | $62 | $38 | |
| CASH SHORT | $703 | $703 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CAMP FEE INCOME | $9,438,407 | $9,438,407 |
| WILDERNESS FEE INCOME | $746,400 | $746,400 |
| RETREAT FEE INCOME | $1,451,791 | $1,451,791 |
| MARRIAGE PROGRAM FEE INCOME | $291,708 | $291,708 |
| MISCELLANEOUS INCOME | $89,354 | $89,354 |
| UNRELATED BUSINESS INCOME | $257,497 | $257,497 |
| SALES INCOME | $636,530 | $636,530 |
| BARTER INCOME | $6,625 | $6,625 |
| COLLEGE FEE INCOME | $4,639 | $4,639 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FLEXIBLE ACCOUNT PAYABLE | $6,881 | $11,949 |
| RETIREMENT PAYABLE | $513 | $369 |
| EQUIPMENT LEASE PAYABLE | $43,821 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CCLI | $248 | $153 | $95 |
| TAMMY NYGREN | $575 | $354 | $221 |
| THOMSON REUTERS INC. | $55 | $55 | |
| DR. ERICA SKIDMORE | $2,375 | $2,375 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL PROPERTY TAXES | $37,843 | $4,659 | $4,659 | $32,427 |
| SALES & USE TAX | $94,400 | $45,138 | $46,867 | |
| PERSONAL PROPERTY TAXES | $3,593 | $726 | $2,535 | |
| OTHER TAXES | $29,962 | $3,096 | $17,695 |
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