ASCENTRIA CARE ALLIANCE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ASCENTRIA CARE ALLIANCE INC (EIN 04-2496563)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-07
- IRS object ID
- 201600989349301200
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-07T21:45:04-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042496563 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASCENTRIA CARE ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASCE | BusinessNameControlTxt |
| Phone | 7742433900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST WORCESTER STREET NO 300 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA COHEN | PersonNm |
| Person Title | EXECUTIVE VP & CFO | PersonTitleTxt |
| Phone | 7742433900 | PhoneNum |
| Signature | 2016-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDY DALEY | PreparerPersonNm |
| PTIN | P01294075 | PTIN |
| Phone | 6179848100 | PhoneNum |
| Preparation | 2016-02-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANGELA BOVILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST WORCESTER STREET NO 300 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,338,393 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 6011 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASCENTRIA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1872 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION PROVIDES SUPPORT TO SUBSIDIARY CHARITABLE ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $861,449 | PYContributionsGrantsAmt |
| CY Contributions Grants | $847,624 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,388,958 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,907,534 | CYProgramServiceRevenueAmt |
| PY Investment Income | $179,096 | PYInvestmentIncomeAmt |
| CY Investment Income | $386,980 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $25,412 | CYOtherRevenueAmt |
| PY Total Revenue | $6,429,503 | PYTotalRevenueAmt |
| CY Total Revenue | $7,167,550 | 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 | $4,602,456 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,772,356 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $452,780 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,707,742 | PYOtherExpensesAmt |
| CY Other Expenses | $2,316,544 | CYOtherExpensesAmt |
| PY Total Expenses | $6,310,198 | PYTotalExpensesAmt |
| CY Total Expenses | $7,088,900 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $119,305 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $78,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,390,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,082,478 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,530,969 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,213,504 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,859,825 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,868,974 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE ARE CALLED TO STRENGTHEN COMMUNITIES BY EMPOWERING PEOPLE TO RESPOND TO LIFE'S CHALLENGES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,636,120 | ExpenseAmt |
| Revenue | $5,932,946 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES BOARD DEVELOPMENT, PUBLIC RELATIONS, CHURCH RELATIONS, HUMAN RESOURCE MANAGEMENT, WORKER'S COMPENSATION AND UNEMPLOYMENT CLAIMS MANAGEMENT, GROUP PURCHASING, DEBT MANAGEMENT, ACCOUNTING, COMPLIANCE, AND BENEFITS MANAGEMENT TO ITS RELATED ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $6,636,120 | 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 | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | LISA COHEN | PersonNm |
| Phone | 7742433900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 EAST WORCESTER STREET SUITE 300 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFF KINNEY | ||||||||
| CHAIR | 0.30 | 4.20 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM MAYO | ||||||||
| VICE CHAIR | 0.30 | 4.20 | Yes (X) | $0 | $0 | $0 | ||
| KAREN GAYLIN | ||||||||
| SECRETARY | 0.30 | 4.20 | Yes (X) | $0 | $0 | $0 | ||
| GARTH GREIMANN | ||||||||
| FINANCIAL SECRETARY | 0.30 | 4.20 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BALINSKAS | ||||||||
| DIRECTOR | 0.30 | 4.20 | Yes (X) | $0 | $0 | $0 | ||
| DR DON SWEET | ||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REVEREND HANNAH ANDERSON | ||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN BOHLIN | ||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIANA LANGILLE | ||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA RUHE | ||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV ROSS GOODMAN | ||||||||
| DIRECTOR | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA BOVILL | ||||||||
| PRESIDENT & CEO | 2.40 | 37.60 | Yes (X) | $217,683 | $0 | $10,577 | Yes (X) | |
| LISA COHEN | ||||||||
| EXECUTIVE VP & CFO | 2.40 | 37.60 | $161,553 | $0 | $3,267 | Yes (X) | ||
| DANA RAMISH | ||||||||
| EXECUTIVE VP & COO | 2.40 | 37.60 | $183,646 | $0 | $10,561 | Yes (X) | ||
| NICHOLAS RUSSO | ||||||||
| TREASURER | 2.40 | 37.60 | $121,117 | $0 | $4,829 | Yes (X) | ||
| ALANA GEARY | ||||||||
| CLERK | 2.40 | 37.60 | $59,486 | $0 | $8,385 | Yes (X) | ||
| JEAN M JACKSON | ||||||||
| VP OF HR | 2.40 | 37.60 | $158,304 | $0 | $730 | Yes (X) | ||
| JODIE JUSTOFIN | ||||||||
| VP OF STRATEGIC MARKETING & COMMUNICATION | 2.40 | 37.60 | $147,953 | $0 | $4,606 | Yes (X) | ||
| CANDANCE CRAMER | ||||||||
| CHIEF DEVELOPMENT OFFICER | 2.40 | 37.60 | $150,180 | $0 | $195 | Yes (X) | ||
| WILLIAM AMES | ||||||||
| SENIOR REGIONAL VP OF OPERATIONS | 2.40 | 37.60 | $129,254 | $0 | $963 | Yes (X) | ||
| MICHAEL ALDEN | ||||||||
| VP OF BUSINESS DEVELOPMENT | 2.40 | 37.60 | $101,345 | $0 | $9,312 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,430,521 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,425 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
| All Other Contributions | $847,624 | AllOtherContributionsAmt |
| Total Contributions | $847,624 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $5,907,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,907,534 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,907,534 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,955 | TotalRevenueColumnAmt |
| Exclusion | $61,955 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $495,868 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $170,843 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $325,025 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $325,025 | TotalRevenueColumnAmt |
| Exclusion | $325,025 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $25,412 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,412 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,412 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,167,550 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,932,946 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $386,980 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,103 | TotalAmt |
| Program Services | $781,103 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,259,521 | TotalAmt |
| Program Services | $2,956,201 | ProgramServicesAmt |
| Fundraising | $303,320 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,496 | TotalAmt |
| Program Services | $416,147 | ProgramServicesAmt |
| Fundraising | $38,349 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,236 | TotalAmt |
| Program Services | $258,348 | ProgramServicesAmt |
| Fundraising | $18,888 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,415 | TotalAmt |
| Program Services | $34,415 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,015 | TotalAmt |
| Program Services | $27,015 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,913 | TotalAmt |
| Program Services | $385,331 | ProgramServicesAmt |
| Fundraising | $16,582 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,176 | TotalAmt |
| Program Services | $56,948 | ProgramServicesAmt |
| Fundraising | $228 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,342 | TotalAmt |
| Program Services | $236,299 | ProgramServicesAmt |
| Fundraising | $5,043 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,323 | TotalAmt |
| Program Services | $143,323 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,954 | TotalAmt |
| Program Services | $703,807 | ProgramServicesAmt |
| Fundraising | $44,147 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,109 | TotalAmt |
| Program Services | $95,588 | ProgramServicesAmt |
| Fundraising | $9,521 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,242 | TotalAmt |
| Program Services | $23,242 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,255 | TotalAmt |
| Program Services | $64,255 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,802 | TotalAmt |
| Program Services | $156,802 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,925 | TotalAmt |
| Program Services | $10,925 | ProgramServicesAmt |
| Fundraising | $5,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| OPERATING SUPPLIES & EX | $281,848 | $270,146 | $11,702 |
| MISCELLANEOUS EXPENSES | $16,225 | $16,225 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,088,900 | TotalAmt |
| Program Services | $6,636,120 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $452,780 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,944,122 | BOYAmt |
| EOY | $2,454,022 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,578 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,628 | BOYAmt |
| EOY | $91,526 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,821 | BOYAmt |
| EOY | $46,501 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,588 | BOYAmt |
| EOY | $711,973 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,054 | BOYAmt |
| EOY | $384,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,661,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,050,863 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,359 | BOYAmt |
| EOY | $610,469 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,140,615 | BOYAmt |
| EOY | $1,117,351 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,623,029 | BOYAmt |
| EOY | $2,666,307 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,390,794 | BOYAmt |
| EOY | $8,082,478 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,116 | BOYAmt |
| EOY | $734,731 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,122 | BOYAmt |
| EOY | $705,869 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,107,924 | BOYAmt |
| EOY | $2,070,724 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,807 | BOYAmt |
| EOY | $702,180 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,530,969 | BOYAmt |
| EOY | $4,213,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$727,042 | BOYAmt |
| EOY | -$1,194,905 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,853,158 | BOYAmt |
| EOY | $4,353,064 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,709 | BOYAmt |
| EOY | $710,815 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,859,825 | BOYAmt |
| EOY | $3,868,974 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,390,794 | BOYAmt |
| EOY | $8,082,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $78,650 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$40,066 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,839,509 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$2,868,944 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $417,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $997,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $797,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $861,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $847,624 | CurrentTaxYearAmt |
| Total | $3,921,401 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,283,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,374,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,523,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,291,245 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,907,534 | CurrentTaxYearAmt |
| Total | $29,379,791 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,700,344 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,371,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,321,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,152,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,755,158 | CurrentTaxYearAmt |
| Total | $33,301,192 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $33,301,192 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,955 | CurrentTaxYearAmt |
| Total | $103,525 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,955 | CurrentTaxYearAmt |
| Total | $103,525 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $25,412 | CurrentTaxYearAmt |
| Total | $25,412 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,700,389 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,400,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,326,570 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,160,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,842,525 | CurrentTaxYearAmt |
| Total | $33,430,129 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99820 | PublicSupportPY509Pct |
| Investment Income CY | 0.00310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00180 | 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 | $733,709 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$22,894 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $710,815 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $672,614 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $61,095 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $733,709 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $652,029 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,585 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $672,614 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $690,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$38,028 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $652,029 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $582,871 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $107,186 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $690,057 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,200 | OtherCostOrOtherBasisAmt |
| Book Value | $181,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,908 | DepreciationAmt |
| Book Value | $17,612 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $381,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $176,740 | DepreciationAmt |
| Book Value | $204,980 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $910,215 | OtherCostOrOtherBasisAmt |
| Depreciation | $765,105 | DepreciationAmt |
| Book Value | $145,110 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,152,677 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,091,110 | DepreciationAmt |
| Book Value | $61,567 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $610,469 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ELCA ENDOWMENT FUND | $424,109 | F |
| INVESTMENT HELD IN TRUST | $693,242 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,117,351 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTIES | $454,232 |
| CONSTRUCTION IN PROCESS | $290,663 |
| PENSION ASSET | $238,775 |
| BENEFICIAL INTEREST IN NET ASSETS | $9,405 |
| BENEFICIAL INTEREST IN LIFE INSURANCE | $104,745 |
| OTHER RECEIVABLES | $1,525,348 |
| OTHER ASSETS | $43,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,666,307 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRAVELERS PENSION PLAN | $406,153 |
| DUE TO RELATED PARTIES | $296,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $702,180 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN ACCORDANCE WITH THE DONOR REQUIREMENTS THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY UNTIL APPROPRIATED FOR EXPENDITURE TO BE USED FOR GENERAL PURPOSES OF THE ORGANIZATION. |
| PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE ENTITY'S 2011 THROUGH 2014 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANGELA BOVILL | ||||||||||||||
| PRESIDENT & CEO | $217,683 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,577 | $0 | $228,260 | $0 | $0 | $0 |
| LISA COHEN | ||||||||||||||
| EXECUTIVE VP & CFO | $161,553 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,267 | $0 | $164,820 | $0 | $0 | $0 |
| DANA RAMISH | ||||||||||||||
| EXECUTIVE VP & COO | $183,646 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,561 | $0 | $194,207 | $0 | $0 | $0 |
| JEAN M JACKSON | ||||||||||||||
| VP OF HR | $158,304 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $730 | $0 | $159,034 | $0 | $0 | $0 |
| JODIE JUSTOFIN | ||||||||||||||
| VP OF STRATEGIC MARKETING & COMMUNIC | $147,953 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,606 | $0 | $152,559 | $0 | $0 | $0 |
| CANDANCE CRAMER | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $150,180 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $195 | $0 | $150,375 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FINANCIAL MANAGEMENT WILL REVIEW THE FORM 990 WHEN IT IS COMPLETED. ASCENTRIA CARE ALLIANCE, INC.'S (ACA) AUDIT COMMITTEE PROVIDES SECONDARY REVIEW AND APPROVAL PRIOR TO SUBMISSION TO THE IRS. THE COMPLETE FORM 990 IS POSTED TO THE BOARD INTRANET FOR REVIEW BY THE ACA FINANCE COMMITTEE AS WELL AS ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY TO DISCLOSE ANY CONFLICTS. CONFLICTS ARE REVIEWED BY THE CEO AND THE GOVERNANCE COMMITTEE. BOARD MEMBERS WITH CONFLICTS ARE RESTRICTED ON VOTING ON ANY ACTIONS RELATED TO THE CONFLICT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF RELATED PARTY -1,792,795. EQUITY TRANSFER -1,085,550. BENEFICIAL INTEREST IN NET ASSETS OF RELATED PARTY 9,405. ROUNDING ADJUSTMENT -4. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELATED ORGANIZATIONS FILE UNDER GROUP EXEMPTION 6011 - DISCLOSURE NOT REQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | MA | LegalDomicileStateCd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (36 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASCENTRIA COMMUNITY SERVICESINC | ||
| I | $599,095 | BENEFICIAL INTEREST IN NA |
| ASCENTRIA COMMUNITY SERVICESINC | ||
| E | $1,784,623 | LOAN PAYABLE |
| ASCENTRIA COMMUNITY SERVICESINC | ||
| D | $301,101 | LOAN RECEIVABLE |
| ASCENTRIA COMMUNITY SERVICESINC | ||
| L | $3,376,013 | MANAGEMENT FEE |
| ASCENTRIA COMMUNITY CARE INC | ||
| L | $540,794 | MANAGEMENT FEE |
| EMANUEL DEVELOPMENT CORPORATION | ||
| L | $91,686 | MANAGEMENT FEE |
| EMANUEL DEVELOPMENT CORPORATION | ||
| Q | $20,372 | REIMBURSED EXPENSES |
| EMANUEL DEVELOPMENT CORPORATION | ||
| I | $6,666 | BENEFICIAL INTEREST IN NA |
| FAIR HAVENS INC | ||
| S | $2,000,000 | EQUITY TRANSFER |
| FAIR HAVENS INC | ||
| R | $45,965 | EQUITY TRANSFER |
| FAIR HAVENS INC | ||
| Q | $41,612 | PAYROLL LIABILITY |
| GOOD NEWS GARAGE - LSS INC | ||
| J | $14,632 | OFFICE LEASE |
| GOOD NEWS GARAGE - LSS INC | ||
| L | $461,243 | CENTRAL OFFICE FEES |
| GOOD NEWS GARAGE - LSS INC | ||
| S | $105,517 | EQUITY TRANSFER |
| LUTHER RIDGE AT MIDDLTOWN INC | ||
| I | $478,168 | BENEFICIAL INTEREST IN NA |
| LUTHERAN ASSISTED LIVING AT MIDDLETOWN | ||
| J | $300,000 | GROUND LEASE |
| LUTHERAN ASSISTED LIVING AT MIDDLETOWN | ||
| L | $39,718 | MANAGEMENT FEE |
| LUTHERAN ASSISTED LIVING AT MIDDLETOWN | ||
| L | $15,228 | BOOKKEEPING FEE |
| LUTHERAN COMMUNITY SERVICES-CREATIVE | ||
| L | $5,798 | MANAGEMENT FEE |
| LUTHERAN COMMUNITY SERVICES-CREATIVE | ||
| L | $2,842 | BOOKKEEPING FEE |
| LUTHERAN COMMUNITY SERVICES-CREATIVE | ||
| Q | $28,039 | REIMBURSED EXPENSES |
| LUTHERAN COMMUNITY SERVICES-CREATIVE | ||
| I | $14,500 | BENEFICIAL INTEREST IN NA |
| LUTHERAN HOME OF SOUTHBURY INC | ||
| L | $623,372 | MANAGEMENT FEE |
| LUTHERAN HOME OF SOUTHBURY INC | ||
| L | $29,678 | GIFT FUND ASSESSMENT |
| LUTHERAN HOME OF SOUTHBURY INC | ||
| I | $843,699 | BENEFICIAL INTEREST IN NA |
| LUTHERAN HOME OF SOUTHBURY INC | ||
| S | $279,888 | EQUITY TRANSFER |
| LUTHERAN HOME OF WORCESTER INC | ||
| S | $168,717 | NET ASSETS EQUITY TRANSFER |
| LUTHERAN HOME OF WORCESTER INC | ||
| I | $9,600 | BENEFICIAL INTEREST IN NA |
| LUTHERAN HOUSING CORPORATION BROCKTON | ||
| L | $59,391 | MANAGEMENT FEE |
| LUTHERAN HOUSING CORPORATION BROCKTON | ||
| I | $177,875 | BENEFICIAL INTEREST IN NA |
| LUTHERAN HOUSING CORPORATION BROCKTON | ||
| D | $85,549 | LOAN RECEIVABLE |
| LUTHERAN HOUSING CORPORATION AT MIDDLETOWN | ||
| J | $19,493 | GROUND LEASE |
| LUTHERAN HOUSING CORPORATION AT MIDDLETOWN | ||
| L | $72,330 | MANAGEMENT FEE |
| LUTHERAN SERVICE ASSOCIATION INC | ||
| I | $118,600 | BENEFICIAL INTEREST IN NA |
| LUTHERAN SERVICE ASSOCIATION INC | ||
| L | $27,540 | MANAGEMENT FEE |
| LUTHERAN SERVICE ASSOCIATION INC | ||
| Q | $39,974 | REIMBURSED EXPENSES |
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