WINDRUSH FARM THERAPEUTIC EQUITATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WINDRUSH FARM THERAPEUTIC EQUITATION INC (EIN 04-2476717)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-09-30
- IRS object ID
- 201612749349300416
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-30T08:53:12-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042476717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDRUSH FARM THERAPEUTIC EQUITATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 9786827855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 LACY STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018453381 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GORE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9786827855 | PhoneNum |
| Signature | 2016-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE A COUTO CPA | PreparerPersonNm |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2016-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT GORE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 186 MAIN STREET | AddressLine1Txt |
| City | BOXFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,123,181 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.windrushfarm.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION PROVIDES EQUINE ASSISTED ACTIVITIES AND THERAPIES TO CHILDREN AND ADULTS WITH SPECIAL NEEDS AND YOUTH AT RISK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 260 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $692,471 | PYContributionsGrantsAmt |
| CY Contributions Grants | $600,679 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $316,124 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $285,096 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$6,616 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,913 | CYInvestmentIncomeAmt |
| PY Other Revenue | $213,975 | PYOtherRevenueAmt |
| CY Other Revenue | $147,615 | CYOtherRevenueAmt |
| PY Total Revenue | $1,215,954 | PYTotalRevenueAmt |
| CY Total Revenue | $1,035,303 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $145,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $668,775 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $687,778 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $81,228 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $380,498 | PYOtherExpensesAmt |
| CY Other Expenses | $362,429 | CYOtherExpensesAmt |
| PY Total Expenses | $1,194,273 | PYTotalExpensesAmt |
| CY Total Expenses | $1,050,207 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$14,904 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,576,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,506,177 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $213,898 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $155,455 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,362,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,350,722 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION PROVIDES EQUINE | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $914,251 | ExpenseAmt |
| Revenue | $285,847 | RevenueAmt |
| Desc | EACH YEAR WINDRUSH FARM PROVIDES EFFECTIVE, INNOVATIVE EQUINE ASSISTED ACTIVITIES, THERAPIES AND EDUCATIONAL SERVICES TO CHILDREN, ADULTS AND THEIR FAMILIES. | Desc |
| Total Program Service Expenses | $914,251 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM NIEVES | PersonNm |
| Phone | 9786827855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 LACY STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| AMANDA HOGAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $77,288 | $0 | $12,881 | |
| JOSSELYN SHAUGHNESSY | ||||||
| ASSOCIATE DIRECTOR | 40.00 | Yes (X) | $69,755 | $0 | $13,570 | |
| ROBERT GORE | ||||||
| PRESIDENT | 16.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BENJAMIN NUTTER | ||||||
| DIRECTOR | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JANET SCHICKLING | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALISON VAILL | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES J KITTREDGE JR | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DEBRA SHADE | ||||||
| DIRECTOR | 2.50 | $0 | $0 | $0 | Yes (X) | |
| CANDACE ALSOP | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| NATHANIEL COOLIDGE | ||||||
| DIRECTOR EMERITUS | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN ADAMS | ||||||
| SECRETARY | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BRAD HILDT | ||||||
| DIRECTOR | 1.50 | $0 | $0 | $0 | Yes (X) | |
| CORNELIUS J MURRAY III | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN FEDERICO | ||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,043 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $26,451 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $600,679 | AllOtherContributionsAmt |
| Noncash Contributions | $11,390 | NoncashContributionsAmt |
| Total Contributions | $600,679 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| INSTRUCTION | 611600 | $285,096 |
| HORSE BOARDING | 900099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $285,096 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,162 | TotalRevenueColumnAmt |
| Exclusion | $1,162 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $751 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $751 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $751 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $235,493 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $87,878 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,615 | TotalRevenueColumnAmt |
| Exclusion | $147,615 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,035,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $285,847 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $148,777 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,494 | TotalAmt |
| Program Services | $140,010 | ProgramServicesAmt |
| Management And General | $10,947 | ManagementAndGeneralAmt |
| Fundraising | $22,537 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,835 | TotalAmt |
| Program Services | $365,699 | ProgramServicesAmt |
| Management And General | $25,242 | ManagementAndGeneralAmt |
| Fundraising | $46,894 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,022 | TotalAmt |
| Program Services | $27,077 | ProgramServicesAmt |
| Management And General | $1,783 | ManagementAndGeneralAmt |
| Fundraising | $3,162 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,427 | TotalAmt |
| Program Services | $36,792 | ProgramServicesAmt |
| Management And General | $2,622 | ManagementAndGeneralAmt |
| Fundraising | $5,013 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,139 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $12,139 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,199 | TotalAmt |
| Program Services | $26,582 | ProgramServicesAmt |
| Management And General | $1,995 | ManagementAndGeneralAmt |
| Fundraising | $3,622 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,622 | TotalAmt |
| Program Services | $87,622 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,566 | TotalAmt |
| Program Services | $30,566 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAINTENANCE & REPAIRS | $42,688 | $42,688 | $0 | $0 |
| HORSE EXPENSES | $93,594 | $93,594 | $0 | $0 |
| EDUCATION | $14,118 | $14,118 | $0 | $0 |
| UTILITIES | $13,601 | $13,601 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,902 | TotalAmt |
| Program Services | $35,902 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,207 | TotalAmt |
| Program Services | $914,251 | ProgramServicesAmt |
| Management And General | $54,728 | ManagementAndGeneralAmt |
| Fundraising | $81,228 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,613 | BOYAmt |
| EOY | $193,350 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,248 | BOYAmt |
| EOY | $605,181 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $5,300 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,040 | BOYAmt |
| EOY | $2,540 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,548 | BOYAmt |
| EOY | $23,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,679,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,003,371 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,694,082 | BOYAmt |
| EOY | $1,676,357 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576,531 | BOYAmt |
| EOY | $2,506,177 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,394 | BOYAmt |
| EOY | $15,828 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,000 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,484 | BOYAmt |
| EOY | $58,607 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,020 | BOYAmt |
| EOY | $81,020 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,898 | BOYAmt |
| EOY | $155,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,160,259 | BOYAmt |
| EOY | $2,183,576 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,374 | BOYAmt |
| EOY | $167,146 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,362,633 | BOYAmt |
| EOY | $2,350,722 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576,531 | BOYAmt |
| EOY | $2,506,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$14,904 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $2,993 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $535,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $495,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $692,471 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $513,679 | CurrentTaxYearAmt |
| Total | $2,237,122 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $318,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $316,124 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $285,096 | CurrentTaxYearAmt |
| Total | $1,203,664 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $854,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $778,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,008,595 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $798,775 | CurrentTaxYearAmt |
| Total | $3,440,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,440,786 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,162 | CurrentTaxYearAmt |
| Total | $5,958 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,502 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $1,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,162 | CurrentTaxYearAmt |
| Total | $5,958 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,446,744 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99780 | PublicSupportPY509Pct |
| Investment Income CY | 0.00170 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00220 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,138,172 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,127 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $87,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,643 | AdministrativeExpensesAmt |
| End Year Balance | $1,039,656 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,007,786 | BeginningYearBalanceAmt |
| Contributions | $145,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,078 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,536 | AdministrativeExpensesAmt |
| End Year Balance | $1,138,172 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $952,449 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $117,576 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $49,250 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,989 | AdministrativeExpensesAmt |
| End Year Balance | $1,007,786 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $954,483 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $58,451 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $45,117 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,368 | AdministrativeExpensesAmt |
| End Year Balance | $952,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $959,966 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $33,273 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,525 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,231 | AdministrativeExpensesAmt |
| End Year Balance | $954,483 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $717,800 | OtherCostOrOtherBasisAmt |
| Book Value | $717,800 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,563,908 | OtherCostOrOtherBasisAmt |
| Depreciation | $690,503 | DepreciationAmt |
| Book Value | $873,405 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $292,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $224,417 | DepreciationAmt |
| Book Value | $68,463 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,140 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,451 | DepreciationAmt |
| Book Value | $16,689 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,676,357 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO WFTE ENDOWMENT TRUST | Desc |
| Amt | $81,020 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $81,020 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,126,174 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $2,993 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,993 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,123,181 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$87,878 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$87,878 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,035,303 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,138,085 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $87,878 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $87,878 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,050,207 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,050,207 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 4b | DIRECT EXPENSES FOR SPECIAL EVENTS |
| Pt XII, Line 2d | DIRECT EXPENSES FOR SPECIAL EVENTS |
| Pt V, Line 4 | TO PROVIDE SUPPORT FOR THE ORGANIZATION AT THE DISCRETION OF THE BOARD OF TRUSTEES |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ULTIMATE PAIRING GALA | Event1Nm |
| Gross Receipts Event1 | $213,781 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $213,781 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $30,952 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $33,621 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $213,781 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $213,781 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $30,952 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,621 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $64,573 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $149,208 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | THE FINANCE DIRECTOR AND ASSOCIATE DIRECTOR REVIEW THE FORM BEFORE FILING |
| Pt VI, Line 12c | BOARD PERIODICALLY REVIEWS INTEREST THAT COULD GIVE RISE TO CONFLICTS |
| Pt VI, Line 15b | THE BOARD REVIEWS AND VOTES ON COMPENSATION |
| Pt VI, Line 19 | INFORMATION IS AVAILABLE UPON REQUEST |
| Pt VI, Line 15a | THE BOARD REVIEWS AND VOTES ON COMPENSATION |
| Form 990EZ, Part II, Line 24 | Accounts Receivable - Net |
| Form 990EZ, Part II, Line 24 | Prepaids |
| Form 990EZ, Part II, Line 24 | Investments |
| Form 990EZ, Part II, Line 26 | Accounts Payable & Accrued Expenses |
| Form 990, Part IX, Line 24e | CONTRACT LABOR 31109. 31109. 0. 0. |
| Form 990, Part IX, Line 24e | RENT 2881. 2881. 0. 0. |
| Form 990, Part IX, Line 24e | TELEPHONE 1912. 1912. 0. 0. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFTE ENDOWMENT TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 479 LACY STREET | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046899644 | EIN |
| Primary Activities | TO SUPPORT WINDRUSH FARM THERAPEUTIC | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11b | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WFTE ENDOWMENT TRUST | ||
| c | $87,000 | ACTUAL GRANT AMOUNT |
| WFTE ENDOWMENT TRUST | ||
| e | $81,020 | LOAN BALANCE |
Comments