FREEDOM INSTITUTE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM INSTITUTE INC (EIN 13-2877912)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-02
- IRS object ID
- 201643079349301769
- 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 | 2016-11-02T17:27:53-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 132877912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 2128380044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 21ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L MILLER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2128380044 | PhoneNum |
| Signature | 2016-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA VAN BERGEN | PreparerPersonNm |
| PTIN | P00967804 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2016-11-02 | 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 L MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 21ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,377,871 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FREEDOMINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST AND COUNSEL SUBSTANCE ABUSERS, THEIR FAMILIES, AND THEIR EMPLOYERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $660,088 | PYContributionsGrantsAmt |
| CY Contributions Grants | $603,610 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,581,037 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,119,291 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,043,094 | PYInvestmentIncomeAmt |
| CY Investment Income | $276,973 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$19,376 | PYOtherRevenueAmt |
| CY Other Revenue | -$166 | CYOtherRevenueAmt |
| PY Total Revenue | $3,264,843 | PYTotalRevenueAmt |
| CY Total Revenue | $2,999,708 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,726,037 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,019,150 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $30,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $30,605 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $128,898 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,400,446 | PYOtherExpensesAmt |
| CY Other Expenses | $1,902,438 | CYOtherExpensesAmt |
| PY Total Expenses | $3,156,483 | PYTotalExpensesAmt |
| CY Total Expenses | $3,952,193 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $108,360 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$952,485 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,676,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,656,899 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $785,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $470,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,890,701 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,186,598 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN 1976, FREEDOM INSTITUTE IS A RESOURCE CENTER FOR FAMILIES IN CRISIS WHO ARE COPING WITH THE EFFECTS OF ADDICTION, AS WELL AS CONTRIBUTING FACTORS LIKE ANXIETY AND DEPRESSION. OUR MISSION IS TO OFFER PERSONALIZED AND CONFIDENTIAL COUNSEL AND CARE TO INDIVIDUALS AND FAMILIES SEEKING TO LEARN ABOUT, PREVENT, AND TREAT SUBSTANCE ABUSE AND ADDICTION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,332,558 | ExpenseAmt |
| Revenue | $2,119,291 | RevenueAmt |
| Desc | SEE SCHEDULE OFREEDOM INSTITUTE'S CORE CHEMICAL DEPENDENCY TREATMENT SERVICES REMAIN LARGELY THE SAME AS 2014. HOWEVER, 2015 SAW A NUMBER OF ENHANCEMENTS. WE IMPLEMENTED ON-SITE DRUG TESTING, WITH INSTANT RESULTS AND LAB VALIDATION, TO BETTER MONITOR CLIENT COMPLIANCE WITH OUR ABSTINENCE POLICY AND BETTER SUPPORT THEIR MOTIVATION. GIVEN THE INCREASING NUMBERS OF OPIATE ADDICTS NOW IN OUR PROGRAMS, WE APPLIED FOR AND RECEIVED OVERDOSE PREVENTION KITS FROM THE STATE, AND HAD THE ENTIRE STAFF TRAINED TO ADMINISTER THEM. ALL STAFF MEMBERS HAVE THEIR OWN KITS. IN ADDITION, WE HAD SEVERAL STAFF TRAINED AS TRAINERS, SO THEY CAN TEACH CLIENTS AND THEIR FAMILIES HOW TO PREVENT OVERDOSE DEATH, AND PROVIDE THEM WITH FREE KITS TO TAKE HOME. FREEDOM INSTITUTE CONTINUED TO GROW ITS DIALECTICAL BEHAVIOR THERAPY PROGRAM, TRAINING NEW MEMBERS FOR THE TEAM AND STRENGTHENING THE CURRICULUM TO MAKE IT MORE EXPERIENTIAL. ON A RELATED NOTE, THE CLINICAL TEAM IS EXPLORING THE ROLE OF MEDITATION PRACTICE IN TREATMENT AND RECOVERY. TO THAT END, THE ENTIRE STAFF TRAINED IN TRANSCENDENTAL MEDITATION IN 2015, AND PLANS ARE IN PLACE TO RUN A PILOT PROJECT WITH CLIENTS IN 2016. FINALLY, WE TOOK STEPS TO UNDERTAKE AN OBJECTIVE ASSESSMENT PROJECT TO MEASURE PROGRAM EFFECTIVENESS, TO BE CONDUCTED IN 2016, AND IMPLEMENTED COMPONENTS TO MEASURE CLIENT SATISFACTION. THE FAMILY PROGRAM CONTINUES TO GROW AND BROADEN ITS RANGE OF SERVICES. IN 2015, THE PROGRAM DEVELOPED A NEW MODALITY FOR MULTI-FAMILY TREATMENT GROUPS, BASED ON WORK PREVIOUSLY DONE WITH FAMILIES WHO HAD A MEMBER SUFFERING FROM OTHER CHRONIC ILLNESSES. THE FIRST ROUND WAS RUN AND THE CURRICULUM WAS MODIFIED. WORK IS UNDERWAY TO PUBLISH AN ARTICLE ABOUT THE METHODOLOGY, AND THE PROGRAM DIRECTOR WILL BE PRESENTING AT A NATIONAL CONFERENCE THIS SUMMER. WE LAUNCHED OUR ADOLESCENT OUTPATIENT PROGRAM IN JUNE OF 2015. THIS PROGRAM IS TARGETED AT ADOLESCENTS WITH SUBSTANCE ABUSE/ADDICTION WHO NEED A HIGH LEVEL OF SERVICES BUT WHOSE FAMILIES WANT TO BRING THEM HOME AFTER AN INPATIENT STAY (AS OPPOSED TO SENDING THEM TO LONG-TERM RESIDENTIAL TREATMENT) OR AVOID AN INPATIENT STAY ALTOGETHER. WE HAVE RUN TWO ROUNDS OF THE PROGRAM, AND ARE DEALING WITH VARIOUS CHALLENGES IN GETTING IT FULLY UP AND RUNNING. FREEDOM INSTITUTE REBRANDED ITS SCHOOL-BASED PREVENTION PROGRAM IN 2015 TO REFLECT ITS NEW MODEL, EXPANDED PROGRAMMING, AND BROADER SOCIAL-EMOTIONAL WELLNESS FOCUS. HALLWAYS IS THE NEW NAME; THE PROGRAM HAS ITS OWN WEBSITE, AND ADDITIONAL STAFF HAVE BEEN HIRED TO HANDLE THE GROWTH IN BUSINESS. OUR PARTNERSHIPS WITH SCHOOLS ARE DEEPENING, AS WE NOW OFFER MORE COMPREHENSIVE ASSESSMENT AND CURRICULA AND HAVE TAKEN ON MORE POLICY CONSULTATION AND ADVISORY WORK. WORKSHOP VOLUME IN THIS PROGRAM HAS DOUBLED SINCE 2014. | Desc |
| Total Program Service Expenses | $3,332,558 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 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 | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 48 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL RUSSELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128380044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 MADISON AVENUE 21ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT MILLER | ||||||||
| CHAIRMAN/TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE R WILLIAMS | ||||||||
| SECRETARY | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLARKE R KEOUGH | ||||||||
| SECRETARY-TERM ENDED DEC. 4, 2015 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN LOEFFLER | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK ROBINSON | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| DONNA WICK | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| ANSON BARRETT FRELINGHUYSEN | ||||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DEVON FREDERICKS | ||||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |||
| RACHEL J RUSSELL | ||||||||
| CHIEF CLINICAL OFFICER | 35.00 | $170,965 | $0 | $14,466 | Yes (X) | |||
| CARRIE H SANDERS | ||||||||
| COUNSELOR | 35.00 | $131,587 | $0 | $9,406 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $302,552 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,872 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $260,139 | FundraisingAmt |
| All Other Contributions | $343,471 | AllOtherContributionsAmt |
| Noncash Contributions | $15,239 | NoncashContributionsAmt |
| Total Contributions | $603,610 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COUNSELING FEES | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $2,119,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,119,291 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,119,291 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $175,178 | TotalRevenueColumnAmt |
| Exclusion | $175,178 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,500 | TotalRevenueColumnAmt |
| Exclusion | $22,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,388,542 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,286,747 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,795 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,795 | TotalRevenueColumnAmt |
| Exclusion | $101,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $260,139 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $91,416 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,666 | TotalRevenueColumnAmt |
| Exclusion | -$22,666 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,999,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,119,291 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $276,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,431 | TotalAmt |
| Program Services | $139,073 | ProgramServicesAmt |
| Management And General | $46,358 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,769 | TotalAmt |
| Program Services | $1,409,856 | ProgramServicesAmt |
| Management And General | $83,120 | ManagementAndGeneralAmt |
| Fundraising | $14,793 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,008 | TotalAmt |
| Program Services | $51,114 | ProgramServicesAmt |
| Management And General | $3,345 | ManagementAndGeneralAmt |
| Fundraising | $549 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,319 | TotalAmt |
| Program Services | $131,503 | ProgramServicesAmt |
| Management And General | $9,437 | ManagementAndGeneralAmt |
| Fundraising | $1,379 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,623 | TotalAmt |
| Program Services | $117,493 | ProgramServicesAmt |
| Management And General | $9,959 | ManagementAndGeneralAmt |
| Fundraising | $1,171 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349 | TotalAmt |
| Program Services | $310 | ProgramServicesAmt |
| Management And General | $33 | ManagementAndGeneralAmt |
| Fundraising | $6 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,072 | TotalAmt |
| Management And General | $125,072 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,605 | TotalAmt |
| Fundraising | $30,605 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,382 | TotalAmt |
| Management And General | $59,382 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,634 | TotalAmt |
| Program Services | $359,634 | ProgramServicesAmt |
| Management And General | $40,321 | ManagementAndGeneralAmt |
| Fundraising | $2,679 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,916 | TotalAmt |
| Program Services | $48,912 | ProgramServicesAmt |
| Fundraising | $4,004 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,401 | TotalAmt |
| Program Services | $199,919 | ProgramServicesAmt |
| Management And General | $16,367 | ManagementAndGeneralAmt |
| Fundraising | $3,115 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,263 | TotalAmt |
| Program Services | $76,460 | ProgramServicesAmt |
| Management And General | $8,234 | ManagementAndGeneralAmt |
| Fundraising | $1,569 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,375 | TotalAmt |
| Program Services | $640,287 | ProgramServicesAmt |
| Management And General | $68,954 | ManagementAndGeneralAmt |
| Fundraising | $13,134 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,089 | TotalAmt |
| Program Services | $8,943 | ProgramServicesAmt |
| Management And General | $963 | ManagementAndGeneralAmt |
| Fundraising | $183 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,727 | TotalAmt |
| Program Services | $2,417 | ProgramServicesAmt |
| Management And General | $260 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,155 | TotalAmt |
| Program Services | $29,387 | ProgramServicesAmt |
| Management And General | $3,165 | ManagementAndGeneralAmt |
| Fundraising | $603 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,885 | TotalAmt |
| Program Services | $23,830 | ProgramServicesAmt |
| Management And General | $2,566 | ManagementAndGeneralAmt |
| Fundraising | $489 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| ACCUPUNCTURE/DRUG TESTI | $88,976 | $88,976 | ||
| SPECIAL EVENTS | $54,500 | $54,500 | ||
| BAD DEBT | $12,771 | $12,771 | ||
| MOVING EXPENSE | $2,654 | $2,353 | $48 | $253 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,289 | TotalAmt |
| Program Services | $2,091 | ProgramServicesAmt |
| Management And General | $177 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,952,193 | TotalAmt |
| Program Services | $3,332,558 | ProgramServicesAmt |
| Management And General | $490,737 | ManagementAndGeneralAmt |
| Fundraising | $128,898 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,005 | BOYAmt |
| EOY | $251,731 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,683 | BOYAmt |
| EOY | $185,686 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,635 | BOYAmt |
| EOY | $74,785 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,502 | BOYAmt |
| EOY | $138,502 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,585 | BOYAmt |
| EOY | $48,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $778,893 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $563,552 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,767 | BOYAmt |
| EOY | $215,341 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,098,540 | BOYAmt |
| EOY | $5,736,648 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,412 | BOYAmt |
| EOY | $5,617 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,676,129 | BOYAmt |
| EOY | $6,656,899 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,934 | BOYAmt |
| EOY | $150,076 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $90,182 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,494 | BOYAmt |
| EOY | $230,043 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,428 | BOYAmt |
| EOY | $470,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,801,551 | BOYAmt |
| EOY | $6,097,667 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,635 | BOYAmt |
| EOY | $34,416 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,515 | BOYAmt |
| EOY | $54,515 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,890,701 | BOYAmt |
| EOY | $6,186,598 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,676,129 | BOYAmt |
| EOY | $6,656,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$952,485 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$235,686 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $484,068 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 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 | $489,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $496,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $642,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $660,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $603,610 | CurrentTaxYearAmt |
| Total | $2,892,696 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,183,728 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,296,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,569,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,581,037 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,119,291 | CurrentTaxYearAmt |
| Total | $7,749,777 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,673,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,793,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,211,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,241,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,722,901 | CurrentTaxYearAmt |
| Total | $10,642,473 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,900 | CurrentTaxYearAmt |
| Total | $317,324 | 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 | $34,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,900 | CurrentTaxYearAmt |
| Total | $317,324 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,325,149 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $246,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,678 | CurrentTaxYearAmt |
| Total | $1,092,270 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,583 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $246,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,678 | CurrentTaxYearAmt |
| Total | $1,092,270 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,939,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,039,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,417,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,417,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,920,579 | CurrentTaxYearAmt |
| Total | $11,734,743 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87390 | PublicSupportPY509Pct |
| Investment Income CY | 0.09310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10300 | 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 | $7,315,406 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,927 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,400,000 | OtherExpendituresAmt |
| Administrative Expenses | $59,382 | AdministrativeExpensesAmt |
| End Year Balance | $5,901,951 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,923,860 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $400,528 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $950,000 | OtherExpendituresAmt |
| Administrative Expenses | $58,982 | AdministrativeExpensesAmt |
| End Year Balance | $7,315,406 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,464,839 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,042,304 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $525,000 | OtherExpendituresAmt |
| Administrative Expenses | $58,283 | AdministrativeExpensesAmt |
| End Year Balance | $7,923,860 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,684,156 | BeginningYearBalanceAmt |
| Contributions | $9,052 | ContributionsAmt |
| Investment Earnings Or Losses | $714,504 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $900,000 | OtherExpendituresAmt |
| Administrative Expenses | $42,873 | AdministrativeExpensesAmt |
| End Year Balance | $7,464,839 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,977,733 | BeginningYearBalanceAmt |
| Contributions | $10,831 | ContributionsAmt |
| Investment Earnings Or Losses | $240,588 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| Administrative Expenses | $44,996 | AdministrativeExpensesAmt |
| End Year Balance | $7,684,156 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98510 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00580 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $343,529 | OtherCostOrOtherBasisAmt |
| Depreciation | $264,073 | DepreciationAmt |
| Book Value | $79,456 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $435,364 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,479 | DepreciationAmt |
| Book Value | $135,885 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $215,341 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $230,043 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $230,043 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,764,022 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$235,686 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$235,686 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,999,708 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,999,708 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,952,193 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,952,193 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,952,193 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND WAS CREATED THROUGH A 1980 BOARD OF DIRECTORS RESOLUTION WITH THE PURPOSE OF ESTABLISHING A PERMANENT FUNDING BASIS. THE BOARD OF DIRECTORS, AT ITS DISCRETION, AND BASED ON THE NEEDS OF THE INSTITUTE, CAN DECIDE WHETHER TO REINVEST ENDOWMENT INCOME OR USE IT FOR OPERATING PURPOSES. |
| PART X, LINE 2: | THE INSTITUTE RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE INSTITUTE HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE INSTITUTE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2012. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID BOWEN & COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 596 WARBURTON AVE | AddressLine1Txt |
| City | HASTINGS ON HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING; FUNDRAISING STRATEGIC PLANNING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $30,605 | RetainedByContractorAmt |
| Net To Organization | -$30,605 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $30,605 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$30,605 | TotalNetToOrganizationAmt |
| Licensed States | NY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT DINNER COMMITTEE | Event1Nm |
| Gross Receipts Event1 | $328,889 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $260,139 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,750 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $83,475 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $7,941 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $328,889 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $260,139 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,750 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $83,475 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,941 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $91,416 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,666 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL J RUSSELL | PersonNm |
| Title | CHIEF CLINICAL OFFICER | TitleTxt |
| Base Compensation Filing Org | $170,965 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $5,296 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,170 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $185,431 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | FREEDOM INSTITUTE INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. THE CHAIRMAN OF THE BOARD AND FINANCIAL CONSULTANT MEET WITH THE OUTSIDE ACCOUNTANT AND REVIEW THE FORM 990 IN DETAIL TO ENSURE THAT IT CORRECTLY REFLECTS ALL ACTIVITIES AND POLICIES AT FREEDOM INSTITUTE. THE FINAL VERSION IS ELECTRONICALLY SENT TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 15B | FREEDOM INSTITUTE'S CHIEF MANAGEMENT OFFICER IS CURRENTLY THE CHAIRMAN OF THE BOARD WHO DOES NOT RECEIVE ANY COMPENSATION. IN THE EVENT THAT THE SITUATION SHOULD CHANGE, FREEDOM INSTITUTE WOULD FOLLOW THE PROCEDURES AS SET FORTH BY THE IRS FOR ESTABLISHING REASONABLE COMPENSATION. THE KEY EMPLOYEE'S COMPENSATION IS REVIEWED ANNUALLY BY THE CHAIRMAN OF THE BOARD IN THE CONTEXT OF PERFORMANCE, THE ECONOMIC ENVIRONMENT, COST-OF-LIVING CHANGES, AND OTHER COMPARABLE POSITIONS AT SIMILAR NOT-FOR-PROFIT ORGANIZATIONS. A RECOMMENDATION IS MADE TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE RECOMMENDATION AND PROCESS ARE DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 317,794. MANAGEMENT AND GENERAL EXPENSES 30,605. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 348,399. TEMP. HELP: PROGRAM SERVICE EXPENSES 23,087. MANAGEMENT AND GENERAL EXPENSES 7,696. FUNDRAISING EXPENSES 2,294. TOTAL EXPENSES 33,077. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 18,753. MANAGEMENT AND GENERAL EXPENSES 2,020. FUNDRAISING EXPENSES 385. TOTAL EXPENSES 21,158. |
| FORM 990, PART XI, LINE 9: | LOSS ON DISPOSAL OF FIXED ASSETS -8,209. PENSION LIABILITY SETTLEMENT 492,277. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. |
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