CHANGE MACHINE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHANGE MACHINE (EIN 76-0833915)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-05-13
- IRS object ID
- 201641349349304209
- 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 | 2016-05-13T12:45:25-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 PARK AVE FL 10 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101691001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760833915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FINANCIAL CLINIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FINA | BusinessNameControlTxt |
| Phone | 6468104050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 30TH ST NO 700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100014063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAE WATSON GROTE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6468104050 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT HAUMERSEN CPA | PreparerPersonNm |
| PTIN | P00084908 | PTIN |
| Phone | 2125511724 | PhoneNum |
| 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 | MAE WATSON GROTE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 30TH ST NO 700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100014063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,888,619 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THEFINANCIALCLINIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE FINANCIAL CLINIC BUILDS WORKING POOR FAMILIES' FINANCIAL SECURITY BY ADDRESSING THEIR IMMEDIATE FINANCIAL CHALLENGES AND HELPING THEM SET LONG-TERM GOALS TO ACHIEVE FINANCIAL MOBILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 195 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $388,974 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,681,627 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $805,203 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,199,616 | CYProgramServiceRevenueAmt |
| PY Investment Income | $522 | PYInvestmentIncomeAmt |
| CY Investment Income | $691 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,539 | CYOtherRevenueAmt |
| PY Total Revenue | $1,194,699 | PYTotalRevenueAmt |
| CY Total Revenue | $2,877,395 | 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 | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,825,996 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $50,320 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $9,074 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $249,661 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,323,077 | PYOtherExpensesAmt |
| CY Other Expenses | $686,028 | CYOtherExpensesAmt |
| PY Total Expenses | $1,373,397 | PYTotalExpensesAmt |
| CY Total Expenses | $2,521,098 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$178,698 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $356,297 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $456,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $765,220 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $818,472 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $771,308 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$362,385 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$6,088 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FINANCIAL CLINIC BUILDS WORKING POOR FAMILIES' FINANCIAL SECURITY BY ADDRESSING THEIR IMMEDIATE FINANCIAL CHALLENGES AND HELPING THEM SET LONG-TERM GOALS TO ACHIEVE FINANCIAL MOBILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $557,103 | ExpenseAmt |
| Revenue | $261,332 | RevenueAmt |
| Desc | CAPACITY BUILDING.THE CLINIC PROVIDES TECHNICAL ASSISTANCE AND TRAINING TO BUILD FINANCIAL SECURITY STRATEGIES INTO THE DAILY INTERACTIONS OF FRONT-LINE STAFF OF SOCIAL SERVICE ORGANIZATIONS. THE CLINIC HAS EVIDENCE THAT INTEGRATING STRATEGIES TO BUILD FINANCIAL SECURITY INTO THE WORK OF OTHER SECTORS - FOR EXAMPLE WORKFORCE DEVELOPMENT-IMPROVES OUTCOMES. FOR EXAMPLE, IN A PROJECT WHERE THE CLINIC TRAINED CAREER COACHES TO DO SOME FINANCIAL COACHING, LOW-WAGE WORKERS WHOSE CAREER COACHES ASSISTED THEM IN ESTABLISHING AUTOMATIC SAVINGS DEMONSTRATED A 31 PERCENT HIGHER WEEKLY INCREASE IN INCOME THAN THOSE WHO DID NOT RECEIVE ANY FINANCIAL COACHING SERVICES.THROUGH ITS TRADITIONAL CAPACITY BUILDING AND ITS WEB-BASED PLATFORM, CHANGE MACHINE, THE FINANCIAL CLINIC HAS TRAINED THOUSANDS OF PRACTITIONERS AT MORE THAN 300 SOCIAL SERVICE ORGANIZATIONS IN MORE THAN 28 STATES TO EMBED FINANCIAL SECURITY BUILDING AND FINANCIAL COACHING STRATEGIES INTO THEIR WORK.CURRENTLY CHANGE MACHINE HAS OVER 1000 PRACTITIONER-USERS SERVING MORE THAN 7,000 CUSTOMERS NATIONWIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,027,735 | ExpenseAmt |
| Revenue | $935,741 | RevenueAmt |
| Desc | DIRECT SERVICES.THE CLINIC DELIVERS ONE-ON-ONE FINANCIAL COACHING AND LEGAL SUPPORTS TO CUSTOMERS. FINANCIAL COACHING (DIRECT SERVICE) IS A PROVEN STRATEGY FOR BUILDING FINANCIAL SECURITY. THE CLINIC'S COACHING MODEL WAS EVALUATED THROUGH A RANDOMIZED CONTROL TRIAL STUDY COMMISSIONED BY THE CONSUMER FINANCE PROTECTION BUREAU AND CONDUCTED BY URBAN INSTITUTE. PLEASE VISIT HTTP://THEFINANCIALCLINIC.ORG/WP-CONTENT/UPLOADS/2015/10/CLINIC_AND_BRANCHES_PRACTITIONER_SUMMARY.PDFFOR THE RESULTS. THE FINANCIAL CLINIC'S FINANCIAL COACHES SEE ABOUT 3,000 CUSTOMERS PER YEAR AND ACHIEVE ABOUT 1,000 FINANCIAL SECURITY OUTCOMES EACH YEAR INCLUDING: AVERAGE CUSTOMER SAVINGS OF $1,365; CREDIT SCORES IMPROVED BY AN AVERAGE OF 44 POINTS; AND AVERAGE DEBT REDUCTION OF OVER $3,000 PER CUSTOMER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $191,915 | ExpenseAmt |
| Desc | FIELD SOLUTIONS.THE CLINIC USES DATA AND RESEARCH TO LEVERAGE LESSONS LEARNED FROM ON-THE-GROUND PRACTITIONERS TO CREATE HIGH IMPACT FAR BEYOND AN INITIAL PROGRAM BY INFORMING BEST PRACTICES, THE FIELD AND PUBLIC POLICY. FOR THE PAST DECADE, THE FINANCIAL CLINIC HAS WORKED TO BUILD THE FINANCIAL SECURITY AND IMPROVE THE FINANCIAL MOBILITY OF AMERICA'S WORKING POOR, PUTTING MORE THAN $40 MILLION BACK IN THE POCKETS OF OVER 15,000 FAMILIES AND INDIVIDUALS. TO ACHIEVE ITS VISION OF AN AMERICA WHERE EVERYONE IS FINANCIALLY SECURE, THE CLINIC CHAMPIONS POLICY EFFORTS TO BENEFIT WORKING POOR FAMILIES AND INDIVIDUALS, INCLUDING CO-LEADING THE NEW YORK ASSET DEVELOPMENT COALITION AND THE CASH EARNER'S COALITION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,776,753 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDUARDO BELTRE | PersonNm |
| Phone | 6468104050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 W 30TH ST RM 700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100014063 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MICHAEL BECK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARITA BROSE | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NEERAJ BEWTRA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CASSANDRA PORTER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARC KHOUZAMI | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAISY WADEMAN DOWLING | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JORDANA INGBER GRUNFELD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEN PRESS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL VAN HOOK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| T BAKER SMITH | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RISA FREEDMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW ZISK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| IDA RADEMACHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAE WATSON GROTE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $116,009 | $0 | $17,928 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $116,009 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,928 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRINET GROUP INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SAN LEANDRO BLVD STE 400 | AddressLine1Txt |
| City | SAN LEANDRO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945771670 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | EMPLOYEE LEASING AND HR SERVICES | ServicesDesc |
| Compensation | $1,855,204 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $15,100 | FundraisingAmt |
| Government Grants | $280,757 | GovernmentGrantsAmt |
| All Other Contributions | $1,385,770 | AllOtherContributionsAmt |
| Total Contributions | $1,681,627 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 624190 | $1,188,996 | $1,188,996 |
| OTHER PROGRAM SERVICES | 900099 | $10,620 | $10,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,199,616 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $691 | TotalRevenueColumnAmt |
| Exclusion | $691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,685 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $15,100 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,224 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,539 | TotalRevenueColumnAmt |
| Exclusion | -$4,539 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,877,395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,199,616 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,848 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,201 | TotalAmt |
| Program Services | $105,064 | ProgramServicesAmt |
| Management And General | $22,481 | ManagementAndGeneralAmt |
| Fundraising | $16,656 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,339,974 | TotalAmt |
| Program Services | $976,296 | ProgramServicesAmt |
| Management And General | $208,905 | ManagementAndGeneralAmt |
| Fundraising | $154,773 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,244 | TotalAmt |
| Program Services | $74,494 | ProgramServicesAmt |
| Management And General | $15,940 | ManagementAndGeneralAmt |
| Fundraising | $11,810 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,164 | TotalAmt |
| Program Services | $77,351 | ProgramServicesAmt |
| Management And General | $16,551 | ManagementAndGeneralAmt |
| Fundraising | $12,262 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,413 | TotalAmt |
| Program Services | $97,204 | ProgramServicesAmt |
| Management And General | $20,799 | ManagementAndGeneralAmt |
| Fundraising | $15,410 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,200 | TotalAmt |
| Management And General | $18,200 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,074 | TotalAmt |
| Fundraising | $9,074 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,188 | TotalAmt |
| Program Services | $191,028 | ProgramServicesAmt |
| Management And General | $40,679 | ManagementAndGeneralAmt |
| Fundraising | $5,481 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,033 | TotalAmt |
| Program Services | $49,158 | ProgramServicesAmt |
| Management And General | $22,147 | ManagementAndGeneralAmt |
| Fundraising | $4,728 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,635 | TotalAmt |
| Program Services | $10,635 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,456 | TotalAmt |
| Program Services | $103,549 | ProgramServicesAmt |
| Management And General | $36,917 | ManagementAndGeneralAmt |
| Fundraising | $9,990 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,473 | TotalAmt |
| Program Services | $15,182 | ProgramServicesAmt |
| Management And General | $3,405 | ManagementAndGeneralAmt |
| Fundraising | $1,886 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,039 | TotalAmt |
| Program Services | $31,230 | ProgramServicesAmt |
| Management And General | $16,399 | ManagementAndGeneralAmt |
| Fundraising | $5,410 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,833 | TotalAmt |
| Management And General | $30,833 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,398 | TotalAmt |
| Program Services | $16,065 | ProgramServicesAmt |
| Management And General | $9,333 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,539 | TotalAmt |
| Program Services | $13,523 | ProgramServicesAmt |
| Management And General | $4,497 | ManagementAndGeneralAmt |
| Fundraising | $1,519 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $22,777 | $22,777 | ||
| DUES AND MEMBERSHIPS | $5,309 | $955 | $4,195 | $159 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,148 | TotalAmt |
| Program Services | $11,779 | ProgramServicesAmt |
| Management And General | $3,866 | ManagementAndGeneralAmt |
| Fundraising | $503 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,521,098 | TotalAmt |
| Program Services | $1,776,753 | ProgramServicesAmt |
| Management And General | $494,684 | ManagementAndGeneralAmt |
| Fundraising | $249,661 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,509 | BOYAmt |
| EOY | $973 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,765 | BOYAmt |
| EOY | $211,386 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,650 | BOYAmt |
| EOY | $223,997 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,749 | BOYAmt |
| EOY | $151,088 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,827 | BOYAmt |
| EOY | $27,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $178,689 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,839 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,587 | BOYAmt |
| EOY | $149,850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,087 | BOYAmt |
| EOY | $765,220 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,345 | BOYAmt |
| EOY | $153,994 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,295 | BOYAmt |
| EOY | $122,419 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,832 | BOYAmt |
| EOY | $494,895 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $818,472 | BOYAmt |
| EOY | $771,308 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$518,635 | BOYAmt |
| EOY | -$395,565 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,250 | BOYAmt |
| EOY | $389,477 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$362,385 | BOYAmt |
| EOY | -$6,088 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,087 | BOYAmt |
| EOY | $765,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $356,297 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $47,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $388,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,681,627 | CurrentTaxYearAmt |
| Total | $2,118,170 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $47,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $388,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,681,627 | CurrentTaxYearAmt |
| Total | $2,118,170 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $630,448 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,487,722 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $522 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $691 | CurrentTaxYearAmt |
| Total | $1,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,119,383 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,002,276 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II: | FormAndLineReferenceDesc |
| Explanation | THE 2013 COLUMN ON SCHEDULE A, PART II REPRESENTS THE SHORT TAX YEAR BEGINNING JANUARY 1, 2014 AND ENDING SEPTEMBER 30, 2014. | ExplanationTxt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,330 | DepreciationAmt |
| Book Value | $11,062 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,078 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,084 | DepreciationAmt |
| Book Value | $5,994 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $151,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,425 | DepreciationAmt |
| Book Value | $132,794 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $149,850 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,892,738 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $15,343 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $15,343 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,877,395 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,877,395 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,536,441 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $15,343 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $15,343 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,521,098 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,521,098 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MATTHEW ZISK AND DAISY WADEMAN DOWLING HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PREPARED FORM 990 IS FIRST REVIEWED BY THE DIRECTOR OF FINANCE AND OPERATIONS AND THE EXECUTIVE DIRECTOR AND THEN BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BODY-DELEGATED POWER WHO HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS INVESTMENTS OR FAMILY: (I) AN OWNERSHIP OR INVESTMENT IN ANY ENTITY WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, (II) A COMPENSATION ARRANGEMENT WITH THE ORGANIZATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE ORGANIZATION HAS A TRANSACTION OR ARRANGEMENT, OR (III) A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUALS WITH WHICH THE ORGANIZATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. NO DIRECTOR SHALL VOTE ON ANY MATTER IS WHICH HE OR SHE HAS AN INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY USING COMPARABLE DATA. THE DELIBERATION AND DECISION IS THEN MEMORIALIZED IN AN OFFICIAL LETTER TO THE EXECUTIVE DIRECTOR OF ANY ADJUSTMENT TO COMPENSATION. THE COMPENSATION FOR OTHER TOP MANAGEMENT AND KEY EMPLOYEES IS REVIEWED BY THE EXECUTIVE DIRECTOR USING COMPARABLE DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION BY WAY OF THE EMPLOYEE'S ANNUAL EVALUATION. THIS PROCESS WAS LAST UNDERTAKEN IN 2015. |
| 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. |
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