SOVEREIGN ORDER OF ST JOHN OF JERUSALEM KNIGHTS HOSPITALLER PRIO: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOVEREIGN ORDER OF ST JOHN OF JERUSALEM KNIGHTS HOSPITALLER PRIO (EIN 94-3145288)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-11
- IRS object ID
- 201502239349301790
- Schema version
- 2014v5.0
- 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 | 2015-08-11T17:21:04-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942370906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENSIBA SAN FILIPPO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18625 SUTTER BLVD SUITE 600 | AddressLine1Txt |
| City | MORGAN HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943145288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOSJ KNIGHTS HOSPITALLER | BusinessNameLine1Txt |
| Business Name Line2 | PRIORY OF THE WESTERN USA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOVE | BusinessNameControlTxt |
| Phone | 4087768900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18625 SUTTER BLVD NO 600 | AddressLine1Txt |
| City | MORGAN HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GISVOLD | PersonNm |
| Person Title | SUPERINTENDENT & RECEIVER GENERAL | PersonTitleTxt |
| Phone | 4087768900 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A GISVOLD | PreparerPersonNm |
| PTIN | P00172743 | PTIN |
| Phone | 4087768900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM GISVOLD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18625 SUTTER BLVD NO 600 | AddressLine1Txt |
| City | MORGAN HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $542,401 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO CONTINUE THE TRADITION IN SERVING HUMANITY BY CHARITABLE WORKS FOR THE SICK AND NEEDY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $227,410 | PYContributionsGrantsAmt |
| CY Contributions Grants | $338,286 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,137 | PYInvestmentIncomeAmt |
| CY Investment Income | $797 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $228,547 | PYTotalRevenueAmt |
| CY Total Revenue | $339,083 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $227,618 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $203,554 | 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 | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $46,710 | PYOtherExpensesAmt |
| CY Other Expenses | $61,169 | CYOtherExpensesAmt |
| PY Total Expenses | $274,328 | PYTotalExpensesAmt |
| CY Total Expenses | $264,723 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$45,781 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $74,360 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $415,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $501,808 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $64,149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $106,214 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $351,683 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $395,594 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CONTINUE THE KNIGHTLY TRADITION OF THE ORDER IN SERVING HUMANITY BY CHARITABLE WORKS FOR THE SICK AND NEEDY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $226,804 | ExpenseAmt |
| Grant | $203,554 | GrantAmt |
| Desc | TO FURTHER THE WORK OF THE COMMANDERY IN IT'S OBJECTIVE OF CHARITY WORK FOR THE SICK AND NEEDY. | Desc |
| Total Program Service Expenses | $226,804 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 | 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4087768900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WILLIAM GISVOLD 18625 SUTTER | AddressLine1Txt |
| City | MORGAN HILL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| WILLIAM GISVOLD | |||||
| RECEIVER GENERAL (TREASURER) | 5.00 | Yes (X) | $0 | $0 | $0 |
| COLLEEN WILCOX | |||||
| PRIOR (CEO) | 10.00 | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER J WORRALL | |||||
| DEPUTY RECEIVER GENERAL | 5.00 | Yes (X) | $0 | $0 | $0 |
| BRIAN J RAUSCHHUBER | |||||
| COMMANDER, ST JOSEPH COMMANDERY | 5.00 | Yes (X) | $0 | $0 | $0 |
| BRENDAN P KEARNEY | |||||
| COMMANDER, WESTERN MILITARY | 5.00 | Yes (X) | $0 | $0 | $0 |
| GISELLE PARRY FARRIS | |||||
| COMMANDER, SAN FRANCISCO COMMANDERY | 5.00 | Yes (X) | $0 | $0 | $0 |
| JEANNE WALPOLE | |||||
| COMMANDER, THE SIERRAS | 5.00 | Yes (X) | $0 | $0 | $0 |
| SUZANNE G TOGNAZZINI | |||||
| SECRETARY GENERAL (SECRETARY) | 5.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $175,231 | MembershipDuesAmt |
| Fundraising | $67,549 | FundraisingAmt |
| All Other Contributions | $95,506 | AllOtherContributionsAmt |
| Total Contributions | $338,286 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $797 | TotalRevenueColumnAmt |
| Exclusion | $797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $203,318 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,549 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $203,318 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $797 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,554 | TotalAmt |
| Program Services | $203,554 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,736 | TotalAmt |
| Management And General | $8,736 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,430 | TotalAmt |
| Management And General | $9,430 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,820 | TotalAmt |
| Management And General | $1,820 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $23,250 | $23,250 | |
| NEWSLETTER | $10,185 | $10,185 | |
| MISCELLANEOUS EXP | $4,393 | $4,393 | |
| STORAGE RENTAL | $3,295 | $3,295 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60 | TotalAmt |
| Management And General | $60 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,723 | TotalAmt |
| Program Services | $226,804 | ProgramServicesAmt |
| Management And General | $37,919 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $383,625 | BOYAmt |
| EOY | $451,476 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,600 | BOYAmt |
| EOY | $5,436 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $660 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,558 | BOYAmt |
| EOY | $10,278 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,335 | BOYAmt |
| EOY | $33,958 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,832 | BOYAmt |
| EOY | $501,808 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,149 | BOYAmt |
| EOY | $6,214 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $100,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,149 | BOYAmt |
| EOY | $106,214 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,683 | BOYAmt |
| EOY | $395,594 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,683 | BOYAmt |
| EOY | $395,594 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,832 | BOYAmt |
| EOY | $501,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $74,360 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$30,449 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $251,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $227,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $338,286 | CurrentTaxYearAmt |
| Total | $1,344,702 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $251,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $278,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $248,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $227,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $338,286 | CurrentTaxYearAmt |
| Total | $1,344,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $86,233 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,258,469 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $809 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,122 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,137 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $797 | CurrentTaxYearAmt |
| Total | $9,058 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,353,760 | TotalSupportAmt |
| Public Support CY170 | 0.92960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED RECEIVABLES | $6,227 |
| UNDEPOSITED FUNDS | $13,640 |
| DEPOSITS | $14,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $33,958 | TotalBookValueOtherAssetsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GARDEN PARTY | Event1Nm |
| Gross Receipts Event1 | $143,969 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $100,207 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $43,762 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,593 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $33,399 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,550 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,220 | OtherDirectExpensesEvent1Amt |
| Event2 | CHRISTMAS BALL | Event2Nm |
| Gross Receipts Event2 | $74,883 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | -$2,298 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $77,181 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $58,533 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,201 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,447 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $52,015 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | -$30,361 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $82,376 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $21,378 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,772 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,950 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $51,276 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $270,867 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,548 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $203,319 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,971 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $98,704 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,701 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $68,943 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $203,319 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADVENT GROUP MINISTRIES | |||||||
| 90 GREAT OAKS BLVD STE 108 | SAN JOSE | CA | 95119 | 770100966 | 501 (C)(3) | $15,700 | CHARITY FOR THE SICK AND NEEDY |
| CHILDREN'S ADVOCACY CENTER | |||||||
| PO BOX 1900 | RENO | NV | 89505 | 680480736 | 501 (C)(3) | $30,000 | CHARITY FOR THE SICK AND NEEDY |
| GEORGE MARK CHILDREN'S HOUSE | |||||||
| 2121 GEORGE MARK LANE | SAN LEANDRO | CA | 94578 | 943255845 | 501 (C)(3) | $10,000 | CHARITY FOR THE SICK AND NEEDY |
| HELPERS OF THE MENTALLY RETARDED | |||||||
| 2626 FULTON STREET | SAN FRANCISCO | CA | 94118 | 941546037 | 501 (C)(3) | $5,100 | CHARITY FOR THE SICK AND NEEDY |
| OPERATION FREEDOM PAWS | |||||||
| 13920 LLAGAS AVE | SAN MARTIN | CA | 95046 | 452566382 | 501 (C)(3) | $12,000 | CHARITY FOR THE SICK AND NEEDY |
| DIABLO VALLEY VETERANS FOUNDATION | |||||||
| PO BOX 2133 | DANVILLE | CA | 94526 | 263198472 | 501 (C)(3) | $5,000 | CHARITY FOR THE SICK AND NEEDY |
| THE PENTAGON FEDERAL CREDIT UNION FOUNDATION | |||||||
| 2390 EISENHOWER AVENUE | ALEXANDRIA | VA | 22314 | 542062271 | 501 (C)(3) | $50,000 | CHARITY FOR THE SICK AND NEEDY |
| MISSION HOSPICE AND HOME CARE | |||||||
| 1670 S AMPHLETT BLVD SUITE 300 | SAN MATEO | CA | 94402 | 942567162 | 501 (C)(3) | $18,326 | CHARITY FOR THE SICK AND NEEDY |
| LIFE SERVICES ALTERNATIVES | |||||||
| 1922 THE ALAMEDA | SAN JOSE | CA | 95126 | 043642025 | 501 (C)(3) | $50,000 | CHARITY FOR THE SICK AND NEEDY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PERFORMS DUE DILIGENCE TO ENSURE THAT THEIR RECIPIENTS ARE U.S. REGISTERED CHARITIES. GRANT REQUEST FORMS HAVE TO BE SENT TO THE ORGANIZATION BEFORE GRANTS ARE AUTHORIZED AND APPROVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE BOARD MEMBERS FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS ANNUALLY REVIEW AND DISCUSS THE CONFLICT OF INTEREST POLICY AND ORGANIZATIONAL COMPLIANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE ANY EMPLOYEES, DIRECTORS OR CONTRACTORS; THEREFORE, A COMPENSATION POLICY IS NOT NECESSARY. |
| 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 ONLY. |
| FORM 990, PART VII | WILLIAM GISVOLD - 11 SIERRA AVENUE, PIEDMONT, CA 94611. COLLEEN WILCOX - 59 COLLEGE AVE, LOS GATOS, CA 95030. CHRISTOPHER J WORRALL - 1446 BRETMOOR WAY, SAN JOSE, CA 95129. BRIAN J RAUSCHHUBER - 1431 MONTEGO DRIVE, SAN JOSE, CA 95120. BRENDAN P KEARNEY - 1558 MANZANITA AVE, SANTA ROSA, CA 95404. GISELLE PARRY FARRIS - 2200 PACIFIC #9D, SAN FRANCISCO, CA 94115. JEANNE WALPOLE - 3720 RANCH CREST DRIVE, RENO, NV 89509. SUZANNE G. TOGNAZZINI - 615 PORTSMOUTH LANE, FOSTER CITY, CA 94404. |
| FORM 990, PART XI, LINE 9: | ACCRUAL TO CASH ADJUSTMENT -30,449. |
Comments