FRIENDS BOARDING HOME OF BUCKS QUARTERLY MEETING: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS BOARDING HOME OF BUCKS QUARTERLY MEETING (EIN 23-1365330)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201632259349301763
- 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 | 2016-08-12T10:15:52-00:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Accounting Plus Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Oxford Valley Road Suite 506B | AddressLine1Txt |
| City | Yardley | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19067 | 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 | 231365330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS BOARDING HOME OF BUCKS QUARTERLY MEETING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 2159683346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH CONGRESS STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL ASHTON-HERGENHAN | PersonNm |
| Person Title | CHAIRPERSON | PersonTitleTxt |
| Signature | 2016-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Douglas Ofcharsky | PreparerPersonNm |
| Phone | 2153693400 | PhoneNum |
| Preparation | 2016-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROL ASHTON-HERGENHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH CONGRESS STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,873,284 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FHVPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1905 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | RESIDENTIAL RETIREMENT COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 0 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $599,345 | PYContributionsGrantsAmt |
| CY Contributions Grants | $622,388 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,573,515 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,719,799 | CYProgramServiceRevenueAmt |
| PY Investment Income | $58,624 | PYInvestmentIncomeAmt |
| CY Investment Income | $76,769 | CYInvestmentIncomeAmt |
| PY Other Revenue | $160,249 | PYOtherRevenueAmt |
| CY Other Revenue | $154,328 | CYOtherRevenueAmt |
| PY Total Revenue | $2,391,733 | PYTotalRevenueAmt |
| CY Total Revenue | $2,573,284 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,189,055 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,300,415 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,217,456 | PYOtherExpensesAmt |
| CY Other Expenses | $1,212,187 | CYOtherExpensesAmt |
| PY Total Expenses | $2,406,511 | PYTotalExpensesAmt |
| CY Total Expenses | $2,512,602 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,778 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,682 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,531,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,703,668 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,682,557 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,541,285 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,848,525 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,162,383 | NetAssetsOrFundBalancesEOYAmt |
| Mission | FRIENDS HOME VILLAGE OFFERS SENIORS MODERATELY PRICED HOUSING OPTIONS TWO CAMPUSES ALLOW A CHOICE OF HISTORIC SMALL TOWN, OR GARDEN CAMPUS LIVING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,013,056 | ExpenseAmt |
| Revenue | $1,874,127 | RevenueAmt |
| Desc | FRIENDS HOME VILLAGE HAS BEEN PROVIDING MODERATELY PRICED, SMALL COMMUNITY RETIREMENT LIVING SINCE 1897, OFFERING INDEPENDENT LIVING AND PERSONAL CARE SERVICES TO SENIORS WHO WISH TO LIVE INDEPENDENTLY BUT SURROUNDED BY THE GENEROUS ARMS OF A COMMUNITY. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, FAMILY-STYLE DINING, TRANSPORTATION, ON-SITE MAINTENANCE AND LAUNDRY SERVICES. MANY RESIDENTS LIVE INDEPENDENTLY, BUT THOSE WHO REQUIRE A EXTRA PERSONAL CARE ARE ASSISTED BY A STAFF OF HEALTH CARE PROFESSIONALS OFFERING SUPPORT. | Desc |
| Total Program Service Expenses | $2,013,056 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 0 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE POPPLEWELL | PersonNm |
| Phone | 2159683346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH CONGRESS STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL ASHTON-HERGENHAN | ||||||||
| PRESIDENT | 005.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DON GRIFFIN | ||||||||
| VICE PRESIDENT | 005.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIM DWYER | ||||||||
| TREASURER | 005.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LISA COLLINS | ||||||||
| SECRETARY | 005.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JIM ALDEN | ||||||||
| MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL DALY | ||||||||
| MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN FARNETH | ||||||||
| MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY TAYLOR | ||||||||
| MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |||
| TYLER HOFF | ||||||||
| EXECUTIVE DIRECTOR | 040.00 | $100,000 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $622,388 | AllOtherContributionsAmt |
| Total Contributions | $622,388 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT FROM RETIREMENT COMMUNITY | Desc |
| Business | 721310 | BusinessCd |
| Total Revenue Column | $1,719,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,719,799 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,719,799 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,956 | TotalRevenueColumnAmt |
| Exclusion | $48,956 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $327,813 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $300,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $27,813 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,813 | TotalRevenueColumnAmt |
| Exclusion | $27,813 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ENTRANCE FEES | 721310 | $148,463 | $148,463 |
| APPLICATION FEES | 721310 | $5,150 | $5,150 |
| MISCELLANEOUS FEES | 721310 | $715 | $715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $154,328 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,573,284 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,874,127 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $76,769 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Management And General | $100,000 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $956,446 | TotalAmt |
| Program Services | $860,801 | ProgramServicesAmt |
| Management And General | $95,645 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,715 | TotalAmt |
| Program Services | $18,643 | ProgramServicesAmt |
| Management And General | $2,072 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,999 | TotalAmt |
| Program Services | $111,599 | ProgramServicesAmt |
| Management And General | $12,400 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,255 | TotalAmt |
| Program Services | $89,330 | ProgramServicesAmt |
| Management And General | $9,925 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,280 | TotalAmt |
| Management And General | $14,280 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,049 | TotalAmt |
| Management And General | $14,049 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,686 | TotalAmt |
| Program Services | $22,933 | ProgramServicesAmt |
| Management And General | $2,753 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,383 | TotalAmt |
| Management And General | $25,383 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,577 | TotalAmt |
| Program Services | $8,184 | ProgramServicesAmt |
| Management And General | $17,393 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,918 | TotalAmt |
| Program Services | $405,871 | ProgramServicesAmt |
| Management And General | $10,047 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,112 | TotalAmt |
| Management And General | $98,112 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,942 | TotalAmt |
| Program Services | $284,942 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,991 | TotalAmt |
| Management And General | $90,991 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DINING ROOM FOOD | $162,965 | $162,965 | |
| DINING ROOM SUPPLIES | $38,836 | $38,836 | |
| VAN EXPENSE | $6,186 | $6,186 | |
| ADMINISTRATION | $6,496 | $6,496 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,766 | TotalAmt |
| Program Services | $2,766 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,512,602 | TotalAmt |
| Program Services | $2,013,056 | ProgramServicesAmt |
| Management And General | $499,546 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,650 | BOYAmt |
| EOY | $267,785 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,362 | BOYAmt |
| EOY | $231,328 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,563 | BOYAmt |
| EOY | $15,382 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,991 | BOYAmt |
| EOY | $14,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,696,758 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,712,779 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,102,878 | BOYAmt |
| EOY | $3,983,979 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,653,694 | BOYAmt |
| EOY | $1,682,928 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,161,944 | BOYAmt |
| EOY | $13,508,049 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,531,082 | BOYAmt |
| EOY | $19,703,668 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,809 | BOYAmt |
| EOY | $12,043 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,222 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,510,382 | BOYAmt |
| EOY | $2,448,736 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,144 | BOYAmt |
| EOY | $80,506 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,682,557 | BOYAmt |
| EOY | $2,541,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,623,987 | BOYAmt |
| EOY | $3,590,225 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,944 | BOYAmt |
| EOY | $81,775 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,142,594 | BOYAmt |
| EOY | $13,490,383 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,848,525 | BOYAmt |
| EOY | $17,162,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,531,082 | BOYAmt |
| EOY | $19,703,668 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $60,682 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$94,611 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $347,787 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $589,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $572,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $563,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $599,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $622,388 | CurrentTaxYearAmt |
| Total | $2,947,017 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,691,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,537,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,605,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,733,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,874,127 | CurrentTaxYearAmt |
| Total | $8,442,501 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,280,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,109,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,169,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,333,109 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,496,515 | CurrentTaxYearAmt |
| Total | $11,389,518 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $561,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $545,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $541,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $562,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $557,763 | CurrentTaxYearAmt |
| Total | $2,768,751 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $561,811 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $545,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $541,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $562,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $557,763 | CurrentTaxYearAmt |
| Total | $2,768,751 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,620,767 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,956 | CurrentTaxYearAmt |
| Total | $291,624 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,956 | CurrentTaxYearAmt |
| Total | $291,624 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,346,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,173,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,226,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,389,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,545,471 | CurrentTaxYearAmt |
| Total | $11,681,142 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.73800 | PublicSupportCY509Pct |
| Public Support PY509 | 0.74550 | PublicSupportPY509Pct |
| Investment Income CY | 0.02500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02620 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,239 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,361 | OtherExpendituresAmt |
| End Year Balance | $134,918 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,934 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,441 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,136 | OtherExpendituresAmt |
| End Year Balance | $141,239 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,184 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,219 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,469 | OtherExpendituresAmt |
| End Year Balance | $139,934 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,721 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,426 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,963 | OtherExpendituresAmt |
| End Year Balance | $127,184 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,708 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,115 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,102 | OtherExpendituresAmt |
| End Year Balance | $123,721 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,906 | OtherCostOrOtherBasisAmt |
| Book Value | $12,906 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,285,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,712,779 | DepreciationAmt |
| Book Value | $2,572,577 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $838,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $645,107 | DepreciationAmt |
| Book Value | $838,748 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $559,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $174,426 | DepreciationAmt |
| Book Value | $559,748 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,983,979 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $5,591 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $13,425,440 |
| LOAN ORIGINATION COSTS - NET | $77,018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,508,049 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| SEP contribution payable | $20,714 |
| Refundable deposits | $59,792 |
| Payable to investment brokers |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $80,506 | TotalLiabilityAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Each member of board of directors is provided a final draft of the Form 990 prior to its filing. Any questions are relayed back to the board chair for resolution. |
| Form 990, Part VI, Section B, Line 12c | Before any potential transaction involving a confilct of interest is executed, the Board will review and discuss the material facts, and only approves the transaction if it is found to be fair to the organization. Directors make annual acknowledgments of their knowledge of the policy. |
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