ADVANTAGE CREDIT COUNSELING SERVICE INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ADVANTAGE CREDIT COUNSELING SERVICE INC (EIN 25-1201741)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-09
- IRS object ID
- 201641619349300009
- 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 | 2016-06-09T08:55:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251777567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVE SCHERLE & BAUER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 GRANT STREET SUITE 1020 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152192295 | 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 | 251201741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANTAGE CREDIT COUNSELING SERVICEINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVA | BusinessNameControlTxt |
| Phone | 4123901300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 SIDNEY STREET NO 400 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN J PIOTROWSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4123901300 | PhoneNum |
| Signature | 2016-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL R BAUER | PreparerPersonNm |
| PTIN | P00295610 | PTIN |
| Phone | 4122818270 | PhoneNum |
| 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 | STEPHEN J PIOTROWSKI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 SIDNEY STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,251,132 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADVANTAGECCS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION OFFERS EDUCATION AND PROFESSIONAL CREDIT COUNSELING SERVICES TO THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,470,350 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,121,383 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $865,518 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $686,983 | CYProgramServiceRevenueAmt |
| PY Investment Income | $397,023 | PYInvestmentIncomeAmt |
| CY Investment Income | $353,151 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,732,891 | PYTotalRevenueAmt |
| CY Total Revenue | $2,161,517 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,703,015 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,684,503 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,229 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,148,317 | PYOtherExpensesAmt |
| CY Other Expenses | $1,210,378 | CYOtherExpensesAmt |
| PY Total Expenses | $2,851,332 | PYTotalExpensesAmt |
| CY Total Expenses | $2,894,881 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$118,441 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$733,364 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,905,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,809,696 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $385,049 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $401,053 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,520,803 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,408,643 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS A NONPROFIT ORGANIZATION, THE AGENCY PROVIDES MEANINGFUL, PROFESSIONAL AND CONFIDENTIAL CONSUMER EDUCATION AND BUDGET/CREDIT COUNSELING AND DEVELOPS EFFECTIVE DEBT REDUCTION PROGRAMS FOR ALL SEGMENTS OF THE COMMUNITY. THE AGENCY EDUCATES CONSUMERS ABOUT WISE MONEY MANAGEMENT AND THE RESPONSIBLE USE OF CREDIT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,401,582 | ExpenseAmt |
| Revenue | $590,109 | RevenueAmt |
| Desc | ADVANTAGE CREDIT COUNSELING SERVICE, INC. PROVIDES CREDIT-COUNSELING AND EDUCATIONAL SERVICES TO THE PUBLIC. SINCE ITS INCEPTION, THE AGENCY HAS ASSISTED THOUSANDS OF CLIENTS IN DEVELOPING A BUDGET, DETERMINING OPTIONS FOR REPAYING DEBTS AND WHEN APPROPRIATE, ADMINISTERING A DEBT MANAGEMENT PROGRAM. THE AGENCY ALSO PROVIDES FINANCIAL LITERACY EDUCATION TO ITS CLIENTS AND THE PUBLIC. ADDITIONALLY, THE AGENCY IS APPROVED BY HUD AND THE PENNSYLVANIA HOUSING FINANCE AGENCY TO PROVIDE COMPREHENSIVE HOUSING COUNSELING SERVICES. THIS INCLUDES COUNSELING PENNSYLVANIA HOMEOWNERS IN THREAT OF FORCLOSURE ON VARIOUS LOSS MITIGATION OPTIONS, INTERVENING WITH THEIR MORTGAGE LENDERS AND ASSISTING WITH APPLICATIONS FOR THE STATE'S HOMEOWNERS EMERGENCY MORTGAGE ASSISTANCE PROGRAM. THE AGENCY COUNSELS FIRST TIME HOMEBUYERS ON THE ENTIRE HOME BUYING PROCESS AND PROVIDES REVERSE MORTGAGE COUNSELING TO SENIOR HOMEOWNERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $587,538 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE AGENCY IS APPROVED THROUGH THE PENNSYLVANIA HOUSING FINANCE AGENCY TO PROVIDE LOSS MITIGATION COUNSELING UNDER THE NATIONAL FORECLOSURE MITIGATION COUNSELING PROGRAM. THE AGENCY PROVIDES COUNSELING AND EDUCATION FOR HOMEOWNERS IN THREAT OF FORECLOSURE, AS WELL AS INTERVENTION WITH LENDERS REGARDING LOSS MITIGATION OPTIONS SUCH AS LOAN MODIFICATIONS. THE AGENCY ALSO ASSISTS THESE HOMEOWNERS IN APPLYING FOR STATE EMERGENCY LOANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $190,397 | ExpenseAmt |
| Revenue | $96,874 | RevenueAmt |
| Desc | THE AGENCY IS APPROVED BY THE EXECUTIVE OFFICE FOR THE UNITED STATES TRUSTEES TO PROVIDE PRE-FILING BANKRUPTCY COUNSELING AND PRE-DISCHARGE BANKRUPTCY EDUCATION. CONSUMERS CONTEMPLATING BANKRUPTCY MUST FIRST HAVE COUNSELING THROUGH AN APPROVED NON-PROFIT PROVIDER AS PRESCRIBED BY THE BANKRUPTCY ABUSE PREVENTION AND CONSUMER PROTECTION ACT OF 2005. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,260 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE AGENCY PROVIDES EDUCATIONAL AND ADMINISTRATIVE SUPPORT FOR UTILITY COMPANIES ENERGY ASSISTANCE PROGRAMS; THESE PROGRAMS ARE GEARED TO LOW AND MODERATE INCOME CONSUMERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,260 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,187,777 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | Yes (1) | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 27 | 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 | 14 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN J PIOTROWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4123901300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2403 SIDNEY STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| G LYNN LOVELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SCHULER | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN J PIOTROWSKI | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $178,266 | $0 | $29,081 | Yes (X) |
| CHARLES BENNETT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH COSETTI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD GRAF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SADIE JOHN KROECK | ||||||
| 1ST VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD PRINGLE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY L SKEANS | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK O'BRIEN | ||||||
| BOARD CHAIRPERSON | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE CLARK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS CULLEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE N JOHN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EVAN C OGRODNIK | ||||||
| 2ND VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY LOFTUS | ||||||
| SECRETARY AND ORG. VP | 40.00 | $117,389 | $0 | $13,872 | Yes (X) | |
| GARY VOLMER | ||||||
| ASSIST. SEC. AND ORG. VP | 40.00 | $132,803 | $0 | $22,964 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $428,458 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,917 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UPMC | |||||
| BOX 371842 | PITTSBURGH | PA | 15250 | HEALTH INSURANCE PREMIUMS | $153,705 |
| RJ EQUITIES | |||||
| 2403 SIDNEY ST SUITE 200 | PITTSBURGH | PA | 15222 | RENT | $142,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $446,426 | GovernmentGrantsAmt |
| All Other Contributions | $674,957 | AllOtherContributionsAmt |
| Total Contributions | $1,121,383 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CLIENT FEES | 900099 | $590,109 | $590,109 |
| BANKRUPTCY COUNSELING | 900099 | $96,874 | $96,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $686,983 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,468 | TotalRevenueColumnAmt |
| Exclusion | $120,468 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,322,298 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,089,615 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $232,683 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $232,683 | TotalRevenueColumnAmt |
| Exclusion | $232,683 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,161,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $686,983 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $353,151 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,458 | TotalAmt |
| Program Services | $250,192 | ProgramServicesAmt |
| Management And General | $178,266 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,587 | TotalAmt |
| Program Services | $755,331 | ProgramServicesAmt |
| Management And General | $150,065 | ManagementAndGeneralAmt |
| Fundraising | $7,191 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,095 | TotalAmt |
| Program Services | $70,407 | ProgramServicesAmt |
| Management And General | $22,177 | ManagementAndGeneralAmt |
| Fundraising | $511 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,662 | TotalAmt |
| Program Services | $123,962 | ProgramServicesAmt |
| Management And General | $29,930 | ManagementAndGeneralAmt |
| Fundraising | $770 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,701 | TotalAmt |
| Program Services | $74,344 | ProgramServicesAmt |
| Management And General | $20,820 | ManagementAndGeneralAmt |
| Fundraising | $537 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,017 | TotalAmt |
| Management And General | $86,017 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,367 | TotalAmt |
| Management And General | $22,367 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,555 | TotalAmt |
| Program Services | $327,111 | ProgramServicesAmt |
| Management And General | $28,444 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,970 | TotalAmt |
| Program Services | $103,987 | ProgramServicesAmt |
| Management And General | $19,983 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,176 | TotalAmt |
| Program Services | $167,770 | ProgramServicesAmt |
| Management And General | $27,186 | ManagementAndGeneralAmt |
| Fundraising | $220 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,777 | TotalAmt |
| Program Services | $10,371 | ProgramServicesAmt |
| Management And General | $6,406 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,084 | TotalAmt |
| Program Services | $57,724 | ProgramServicesAmt |
| Management And General | $3,360 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,289 | TotalAmt |
| Management And General | $37,289 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $147,025 | $122,843 | $24,182 |
| LICENSE, REGISTRATION A | $65,800 | $65,800 | |
| DATA AND VOICE COMMUNIC | $61,880 | $57,735 | $4,145 |
| MEMBERSHIP AND SUBSCRIP | $37,438 | $200 | $37,238 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,894,881 | TotalAmt |
| Program Services | $2,187,777 | ProgramServicesAmt |
| Management And General | $697,875 | ManagementAndGeneralAmt |
| Fundraising | $9,229 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,421 | BOYAmt |
| EOY | $143,950 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,031 | BOYAmt |
| EOY | $223,944 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,239 | BOYAmt |
| EOY | $131,134 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,081,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $904,604 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,389 | BOYAmt |
| EOY | $176,783 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,799,772 | BOYAmt |
| EOY | $5,133,885 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,905,852 | BOYAmt |
| EOY | $5,809,696 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,333 | BOYAmt |
| EOY | $188,712 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,716 | BOYAmt |
| EOY | $212,341 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,049 | BOYAmt |
| EOY | $401,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,495,220 | BOYAmt |
| EOY | $5,391,320 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,583 | BOYAmt |
| EOY | $17,323 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,520,803 | BOYAmt |
| EOY | $5,408,643 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,905,852 | BOYAmt |
| EOY | $5,809,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$733,364 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$378,796 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 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 | $2,094,490 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,816,936 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,921,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,470,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,121,383 | CurrentTaxYearAmt |
| Total | $8,424,526 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,739,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,277,982 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,047,856 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $865,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $686,983 | CurrentTaxYearAmt |
| Total | $5,617,629 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,833,781 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,094,918 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,969,224 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,335,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,808,366 | CurrentTaxYearAmt |
| Total | $14,042,155 | 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 | $14,042,155 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,468 | CurrentTaxYearAmt |
| Total | $627,482 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $153,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,468 | CurrentTaxYearAmt |
| Total | $627,482 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $400 | CurrentTaxYearMinus3YearsAmt |
| Total | $550 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,949,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,225,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,076,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,489,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,928,834 | CurrentTaxYearAmt |
| Total | $14,670,187 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96560 | PublicSupportPY509Pct |
| Investment Income CY | 0.04280 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03440 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A PART III SECTION B LINE 12 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME CONSISTS OF CLASS REGISTRATION FEES FOR 2011 AND 2012. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $278,435 | BeginningBalanceAmt |
| Additions During Year | $10,917,044 | AdditionsDuringYearAmt |
| Distributions During Year | $10,997,665 | DistributionsDuringYearAmt |
| Ending Balance | $197,814 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,353 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,464 | DepreciationAmt |
| Book Value | $54,889 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,004,034 | OtherCostOrOtherBasisAmt |
| Depreciation | $882,140 | DepreciationAmt |
| Book Value | $121,894 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $176,783 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCED PROGRAM FUNDS | $50,407 |
| DEFERRED COMPENSATION | $161,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $212,341 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,782,721 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$378,796 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$378,796 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,161,517 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,161,517 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,894,881 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,894,881 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,894,881 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS UNDER THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES SUBTOPIC OF THE ASC. THIS SUBTOPIC CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES RECOGNITION THRESHOLDS AND MEASUREMENT PRINCIPLES FOR FINANCIAL STATEMENT DISCLOSURE OF TAX POSITIONS TO BE TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE ORGANIZATION HAS REVIEWED ALL OPEN TAX YEARS (2012 - PRESENT) AND MAJOR JURISDICTIONS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART IV, LINE 1B | THE ORGANIZATION ARRANGES FOR MONTHLY PAYMENTS TO THE ORGANIZATION FROM ITS CLIENTS. THE ORGANIZATION ACTS AS A TRUSTEE FOR THESE FUNDS AND IS RESPONSIBLE FOR THE DISBURSEMENT OF THESE FUNDS TO THE CREDITORS OF THESE CLIENTS. |
| PART X | ADVANCED PROGRAM FUNDS - THE ORGANIZATION CONTRACTED WITH A UTILITY COMPANY TO ACT AS PROGRAM ADMINISTRATION FOR THE COMPANY'S SECURITY DEPOSIT HARDSHIP FUND. THE ORGANIZATION HAS RECEIVED ADVANCED FUNDING FOR THIS PROJECT. DEFERRED COMPENSATION - THE ORGANIZATION HAS ESTABLISHED A DEFERRED COMPENSATION PLAN FOR CERTAIN KEY EMPLOYEES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN J PIOTROWSKI | ||||||||||||||
| PRESIDENT & CEO | $152,294 | $0 | $15,000 | $0 | $10,972 | $0 | $11,875 | $0 | $17,206 | $0 | $207,347 | $0 | $0 | $0 |
| GARY VOLMER | ||||||||||||||
| ASSIST. SEC. AND ORG. VP | $119,598 | $0 | $11,604 | $0 | $1,601 | $0 | $9,316 | $0 | $13,648 | $0 | $155,767 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, QUESTION 4B | FormAndLineReferenceDesc |
| Explanation | THE THREE OFFICERS LISTED IN PART VII WERE PROVIDED WITH NON ELECTIVE SUPPLEMENTAL DEFERRED AWARDS TOTALING $20,000. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCANN GARLAND RIDALL & BURKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY OWNED IN EXCESS OF 5% BY FORMER DIRECTOR, EDWARD C. WACHTER, JR. | RelationshipDescriptionTxt |
| Transaction | $84,239 | TransactionAmt |
| Transaction | PROVIDES VARIOUS LEGAL SERVICES TO THE ORGANIZATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | IN ADDITION TO THESE VOTING MEMBERS OF THE BOARD, THE BOARD MAY, FROM TIME TO TIME, ELECT BOARD MEMBERS EMERITI, WHO WILL SERVE AS NON-VOTING MEMBERS OF THE BOARD. THE BOARD CURRENTLY HAS THREE (3) MEMBERS EMERITI. THE EXECUTIVE COMMITTEE IS COMPOSED OF THE CHAIR, PRESIDENT, CHAIR OF THE FINANCE/INVESTMENT COMMITTEE OF THE ORGANIZATION AND FIVE (5) OTHER DIRECTORS. THIS EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE THE AUTHORITY OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN REFERENCE TO ANY OF THE FOLLOWING MATTERS: -AMENDING, ALTERING OR REPEALING BYLAWS; -ELECTING, APPOINTING OR REMOVING ANY MEMBERS OF SUCH COMMITTEE OR ANY OTHER DIRECTOR OR OFFICER OF THE ORGANIZATION; -AMENDING THE ARTICLES OF INCORPORATION; -ADOPTING A PLAN MERGER OR ADOPTING A PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE ORGANIZATION; -AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE ORGANIZATION OR REVOKING PROCEEDINGS THEREFORE; -ADOPTING A PLAN OF DISTRIBUTION OF THE ASSETS OF THE ORGANIZATION; OR -AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD OF DIRECTORS WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED, OR REPEALED BY SUCH COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 2 | SADIE KROECK AND ANNE JOHN - FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS FIRST PROVIDED TO AND REVIEWED BY EACH MEMBER OF THE EXECUTIVE COMMITTEE AND THEN A COPY OF IT IS SENT TO EACH VOTING MEMBER OF THE FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. IF ANY CHANGES THERETO ARE APPROVED BY THE FULL BOARD, A COPY OF THE FINAL FORM 990 AS ULTIMATELY FILED IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, AND MORE FREQUENTLY IN THE EVENT OF CHANGES IN SAID STATEMENT, ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A WRITTEN CONFLICT OF INTEREST DISCLOSURE STATEMENT. DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE MADE BY THE PRESIDENT, OR IF A POTENTIAL CONFLICT IS RELATED TO THE PRESIDENT, BY THE EXECUTIVE COMMITTEE EXCLUDING THE PRESIDENT. ACTUAL CONFLICTS ARE REVIEWED BY THE FULL BOARD, WHICH MAY AT ITS DISCRETION IMPOSE APPROPRIATE RESTRICTIONS ON PERSONS WITH A CONFLICT, INCLUDING BUT NOT LIMITED TO PROHIBITIONS ON PARTICIPATING IN COMMITTEE OR FULL BOARD DELIBERATIONS AND DECISION IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY AND FROM TIME TO TIME AS THE BOARD DEEMS NECESSARY, FOR SUCH OFFICERS AND KEY EMPLOYEES AS THE COMMITTEE, OR AS RELATED TO KEY EMPLOYEES, AS THE PRESIDENT, DEEMS APPROPRIATE, THE COMPENSATION COMMITTEE OR THE PRESIDENT INVESTIGATES COMPENSATION PACKAGES OF PEER AGENCIES, REVIEWS THE INTERPLAY AND DOLLAR VALUE OF ALL COMPENSATION ARRANGEMENTS, REVIEWS THE ORGANIZATIONS CAPACITY TO SUPPORT PARTICULAR COMPENSATION LEVELS, OBTAINS LEGAL ADVICE AS TO LEGAL RESTRICTIONS ON COMPENSATION AND IF NECESSARY HIRE SPECIALISTS, REVIEW COST OF LIVING CONSIDERATIONS AND FINANCIAL CONDITIONS OF THE ORGANIZATION. THIS PROCESS WAS LAST UNDERTAKEN FOR THE PRESIDENT IN 2015, AND FOR CERTAIN OTHER OFFICERS AND KEY EMPLOYEES IN 2015 ALSO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
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