CELL PHONES FOR SOLDIERS INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CELL PHONES FOR SOLDIERS INC (EIN 20-1343425)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-14
- IRS object ID
- 201622589349300232
- 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 | 2016-09-14T11:41:39-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042842388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST FOSTER STREET | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201343425 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CELL PHONES FOR SOLDIERS INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT BERGQUIST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CELL | BusinessNameControlTxt |
| Phone | 7816597789 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 WINTER STREET | AddressLine1Txt |
| City | NORWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BERGQUIST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7816597789 | PhoneNum |
| Signature | 2016-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID J MCCAUGHIN | PreparerPersonNm |
| PTIN | P00529034 | PTIN |
| Phone | 7816657100 | PhoneNum |
| 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 BERGQUIST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 WINTER STREET | AddressLine1Txt |
| City | NORWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,527,651 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CELLPHONESFORSOLDIERS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | AID ACTIVE DUTY SERVICE MEN AND WOMEN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 8000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $569,899 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,526,241 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,456 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,410 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $571,355 | PYTotalRevenueAmt |
| CY Total Revenue | $2,527,651 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $418 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,392 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,905 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $90,646 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $142,246 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $627,217 | PYOtherExpensesAmt |
| CY Other Expenses | $571,933 | CYOtherExpensesAmt |
| PY Total Expenses | $698,540 | PYTotalExpensesAmt |
| CY Total Expenses | $669,971 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$127,185 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,857,680 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $968,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,790,102 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,395 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $907,027 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,764,707 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CELL PHONES FOR SOLDIERS INC. IS A 501(C)(3) NONPROFIT ORGANIZATION DEDICATED TO PROVIDING COST-FREE COMMUNICATION SERVICES TO ACTIVE-DUTY MILITARY MEMBERS AND VETERANS ALSO TO PROVIDE EMERGENCY FUNDS FOR RETURNING VETERANS TO ALLEVIATE COMMUNICATION CHALLENGES AS WELL AS PHYSICAL, EMOTIONAL AND ASSIMILATION HARDSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $436,247 | ExpenseAmt |
| Grant | $7,392 | GrantAmt |
| Desc | ORGANIZATION RAISES FUNDS TO PROVIDE SUPPORT TO PURSUE ITS MISSION OF PROVIDING AID TO SERVICE MEN AND WOMEN. THIS IS ACHEIVED BY DONATIONS FROM THE PUBLIC OF MONEY AND CELL PHONES WHICH ARE SOLD IN A RECYCLING PROGRAM. THE PROCEEDS ARE THEN USED TO PURCHASE PREPAID CALLING CARDS WHICH ARE SENT TO THE SERVICE MEN AND WOMEN. | Desc |
| Total Program Service Expenses | $436,247 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BERGQUIST | PersonNm |
| Phone | 7816597789 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 WINTER STREET | AddressLine1Txt |
| City | NORWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02061 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT BERGQUIST | ||||||
| PRESIDENT | 30.00 | Yes (X) | Yes (X) | $21,667 | $0 | $0 |
| GAIL BERGQUIST | ||||||
| CLERK | 30.00 | Yes (X) | Yes (X) | $13,542 | $0 | $0 |
| DONALD BENNETT | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ANGIE KENWORTHY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TAMMY WASHINGTON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $35,209 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,526,241 | AllOtherContributionsAmt |
| Total Contributions | $2,526,241 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,410 | TotalRevenueColumnAmt |
| Exclusion | $1,410 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,527,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,410 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,392 | TotalAmt |
| Program Services | $7,392 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,208 | TotalAmt |
| Program Services | $24,646 | ProgramServicesAmt |
| Management And General | $3,521 | ManagementAndGeneralAmt |
| Fundraising | $7,041 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,083 | TotalAmt |
| Program Services | $31,200 | ProgramServicesAmt |
| Management And General | $20,883 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,355 | TotalAmt |
| Program Services | $2,146 | ProgramServicesAmt |
| Management And General | $938 | ManagementAndGeneralAmt |
| Fundraising | $271 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,785 | TotalAmt |
| Management And General | $4,785 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,900 | TotalAmt |
| Management And General | $8,900 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,715 | TotalAmt |
| Management And General | $1,030 | ManagementAndGeneralAmt |
| Fundraising | $13,685 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,876 | TotalAmt |
| Program Services | $21,940 | ProgramServicesAmt |
| Management And General | $7,575 | ManagementAndGeneralAmt |
| Fundraising | $8,361 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,658 | TotalAmt |
| Management And General | $6,658 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,000 | TotalAmt |
| Program Services | $4,500 | ProgramServicesAmt |
| Management And General | $4,500 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,112 | TotalAmt |
| Program Services | $12,034 | ProgramServicesAmt |
| Management And General | $8,023 | ManagementAndGeneralAmt |
| Fundraising | $20,055 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,474 | TotalAmt |
| Management And General | $2,474 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,114 | TotalAmt |
| Management And General | $10,114 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CALLING CARDS | $179,242 | $179,242 | ||
| OUTSIDE SERVICES | $94,868 | $2,000 | $3,178 | $89,690 |
| SHIPPING | $82,047 | $82,047 | ||
| VETERAN ASSISTANCE | $67,214 | $67,214 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,928 | TotalAmt |
| Program Services | $1,886 | ProgramServicesAmt |
| Management And General | $8,899 | ManagementAndGeneralAmt |
| Fundraising | $3,143 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,971 | TotalAmt |
| Program Services | $436,247 | ProgramServicesAmt |
| Management And General | $91,478 | ManagementAndGeneralAmt |
| Fundraising | $142,246 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,991 | BOYAmt |
| EOY | $2,174,140 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,795 | BOYAmt |
| EOY | $565,401 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,982 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,973 | BOYAmt |
| EOY | $6,973 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,839 | BOYAmt |
| EOY | $4,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,131 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,241 | BOYAmt |
| EOY | $23,767 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $968,839 | BOYAmt |
| EOY | $2,790,102 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,812 | BOYAmt |
| EOY | $25,395 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,812 | BOYAmt |
| EOY | $25,395 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,027 | BOYAmt |
| EOY | $2,764,707 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,027 | BOYAmt |
| EOY | $2,764,707 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $968,839 | BOYAmt |
| EOY | $2,790,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,857,680 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,983,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,355,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $465,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $569,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,626 | CurrentTaxYearAmt |
| Total | $4,910,312 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,983,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,355,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $465,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $569,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,626 | CurrentTaxYearAmt |
| Total | $4,910,312 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,000 | CurrentTaxYearMinus1YearAmt |
| Total | $983,500 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $165,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405,000 | CurrentTaxYearMinus1YearAmt |
| Total | $983,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,926,812 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,410 | CurrentTaxYearAmt |
| Total | $12,920 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,999 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,410 | CurrentTaxYearAmt |
| Total | $12,920 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,987,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,359,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $467,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $571,355 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $537,036 | CurrentTaxYearAmt |
| Total | $4,923,232 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.79760 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82470 | PublicSupportPY509Pct |
| Investment Income CY | 0.00260 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00400 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,076 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,309 | DepreciationAmt |
| Book Value | $23,767 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,822 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,767 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,527,651 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,527,651 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,527,651 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $669,971 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $669,971 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $669,971 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF DECEMBER 31,2015, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FOR THE YEARS ENDED DECEMBER 31, 2014, 2013 AND 2012 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE COMMONWEALTH OF MASSACHUSETTS. THE ORGANIZATION DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROBERT AND GAIL BERGQUIST ARE OFFICERS, DIRECTORS AND FOUNDERS OF THE ORGANIZATION AND THEY ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY PERIODIC REVIEWS BY THE BOARD OF DIRECTORS IN CONJUNCTION WITH ADVICE OF LEGAL COUNCIL AND OUTSIDE ACCOUNTANT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION SHALL BY EXECUTIVE COMMITTEE ANNUALLY EVALUATE THE EXECUTIVE DIRECTOR AND OTHER OFFICERS AND KEY EMPLOYEES ON HIS/HER PERFORMANCE, AND ASK FOR HIS/HER INPUT ON MATTERS OF PERFORMANCE AND COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | ORGANIZATION DOCUMENTS ARE MADE PUBLIC ON GUIDESTAR.COM AND UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION DOCUMENTS ARE MADE PUBLIC ON GUIDESTAR.COM AND UPON REQUEST. |
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