LUND FAMILY CENTER INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LUND FAMILY CENTER INC (EIN 03-0179434)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-11
- IRS object ID
- 201521319349300622
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T06:40:18-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Love Cody & Company CPAs PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 319 | AddressLine1 |
| City | Bennington | City |
| State | VT | State |
| ZIP Code | 052010319 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lund Family Center Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUND | BusinessNameControlTxt |
| Phone | 8028647467 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 Glen Road PO Box 4009 | AddressLine1 |
| City | Burlington | City |
| State | VT | State |
| ZIP Code | 05406 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara Rachelson | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen C Love CPA | PreparerPersonNm |
| PTIN | P00035205 | PTIN |
| Phone | 8024425552 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,526,859 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.lundfamilycenter.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | Lund helps children thrive by empowering families to break cycles of poverty, addiction and abuse. Lund offers hope and opportunity to families through education, treatment, family support and adoption. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 191 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,356,016 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,722,951 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,508,505 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,089,584 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,147 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,193 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,928 | PYOtherRevenueAmt |
| CY Other Revenue | $145,840 | CYOtherRevenueAmt |
| PY Total Revenue | $7,982,596 | PYTotalRevenueAmt |
| CY Total Revenue | $7,973,568 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $111,109 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $106,351 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,024,277 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,352,564 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $461,646 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,872,480 | PYOtherExpensesAmt |
| CY Other Expenses | $1,928,458 | CYOtherExpensesAmt |
| PY Total Expenses | $7,007,866 | PYTotalExpensesAmt |
| CY Total Expenses | $7,387,373 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $974,730 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $586,195 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,642,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,399,856 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,266,563 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,437,377 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,375,625 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,962,479 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Background and History:Lund's mission is to help children thrive by empowering families by breaking cycles of poverty, addiction and abuse. Lund offers hope and opportunity to families through education, treatment, family support and adoption. Founded in 1890, as a maternity home for unwed mothers, Lund has evolved to meet community human service needs in Vermont. Our name too has evolved from the "Home for Friendless Women" to the "Elizabeth Lund Home" and more recently "Lund". Lund is the largest and oldest private non-profit adoption agency in Vermont; having finalized more than 9,000 adoptions since 1890. Lund has been for many years the only comprehensive, therapeutic residential treatment program in the State of Vermont for women who are pregnant and parenting, where they are not separated from their young children. Over the years, Lund staff members have received a number of national, regional and local awards distinguishing them for their service to the community.The foundation | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,792,356 | ExpenseAmt |
| Desc | Lund provides comprehensive, gender-specific residential and outpatient treatment to families affected by substance abuse disorders and mental health issues.Through Lund's Residential Treatment Program 79 mothers and 90 children engaged in gender-specific, family-centered substance abuse and mental health treatment. Additionally, 168 mothers and family members benefited from SA & MH treatment in the community.100% of babies born at Lund were free of illicit substances, and were of normal gestation period and birth weight. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,267,578 | ExpenseAmt |
| Revenue | $122,889 | RevenueAmt |
| Desc | Lund provides a continuum of Family Support and Education Services. The Early Childhood Education Program stimulates crucial early brain development and promotes school readiness. The New Horizons Educational Program is a state approved education program for pregnant or parenting young women. Lunds family support services increase parents capacity to provide for their children, foster social and emotional competence and promote healthy relationships. Lund's Early Childhood Education program ensured 76 children enjoyed high quality early education and care. While they were enrolled, their families were connected to needed resources and services in the community. Our Early Childhood Program serves a population with a high level of needs: 84% live in poverty and are at risk of abuse, neglect and school failure; 71% live in single, female-headed families; and 6% live in English language learner families.Our New Horizons Education Program provided high school completion and postsecondary readiness to 48 pregnant and parenting teens and young women. In New Horizons, 7 culminated their high school careers, receiving their High School Diploma; 16 lower grade level mothers transitioned successfully back to their sending schools or other educational programs; and 85% of the young mothers made academic progress during the year.118 families benefited from family education and parenting skill development in their home and in Lund's residential facility. 214 parents raising 240 children living in poverty received Reach Up Case Management and financial assistance, seeking to increase their self-sufficiency through work placement, vocational training and education. Of these, 88 parents attained paid employment during the fiscal year; 111 engaged in job training; and 43 parents transitioned from Reach Up due to paid employment.11 mothers and their 11 children benefited from transitional housing and programming seeking to prepare families for independent living and build their self-sufficiency.236 incarcerated mothers received parenting support services; 174 children of incarcerated women and their caretakers in the community received case management ensuring their connection to resources and services.963 individuals were educated on teen pregnancy and the importance of prevention in 20 schools and community organizations around the state. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,068,069 | ExpenseAmt |
| Revenue | $169,673 | RevenueAmt |
| Desc | Lund's Adoption Program finalized adoptions for 197 children, including 169 children through Project Family which finds permanent homes for children in state custody living in foster care or residential environments.Lund's Adoption Program is committed to finding children permanency in the least possible time. 62% of Project Family adoptions were finalized in under 24 months from when the child enters state custody. The average age of children entering state custody is 4.5 years. Other results of the Adoption Program at Lund were: 23 infants were adopted into permanent families. Lund also provided options counseling to 81 birth mothers and conducted 62 home studies. 77 families benefited from lifelong post-permanence services statewide. 1,230 individuals benefited from Search and Reunion services. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,128,003 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 191 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lorei Dawson | PersonNm |
| Phone | 8006391741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 Glen Road | AddressLine1 |
| City | Burlington | City |
| State | VT | State |
| ZIP Code | 054064009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Lucy Abair | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lynn Brennan | ||||||||
| Vice President | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Jane Bryan | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sara Byers | ||||||||
| President | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Matthew Carter | ||||||||
| Treasurer | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Christopher Curtis | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TJ Donovan | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Maurine Gilbert | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Katie Halsey | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Heidi Kelley | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeanne B Kennedy | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Lande | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Emily Lee | ||||||||
| Secretary | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Larry MacKinnon | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Allegra Miller | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Nostrand | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen Paul | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Pizzagalli | ||||||||
| Past President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stephanie Miller Reiskin | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| William Rowe | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Eileen Simollardes | ||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Paulette Thabault | ||||||||
| Member at Large | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Rachelson | ||||||||
| Executive Director | 40.00 | 0.00 | $121,120 | $0 | $4,155 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $121,120 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $4,155 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reinhart Foodservice | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 Thompson Drive | AddressLine1 |
| City | Essex | City |
| State | VT | State |
| ZIP Code | 05452 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Food service | ServicesDesc |
| Compensation | $184,615 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $110,769 | FederatedCampaignsAmt |
| Government Grants | $2,489,240 | GovernmentGrantsAmt |
| All Other Contributions | $1,122,942 | AllOtherContributionsAmt |
| Total Contributions | $3,722,951 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Adoption fees & srvcs | $169,673 | $169,673 |
| Childcare fees | $122,889 | $122,889 |
| State program svc grants | $3,797,022 | $3,797,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,089,584 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,182 | TotalRevenueColumnAmt |
| Exclusion | $23,182 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,930 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,930 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,930 | TotalRevenueColumnAmt |
| Exclusion | $18,930 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $523,625 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $531,614 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,989 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,989 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$7,989 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $138,966 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $21,677 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,289 | TotalRevenueColumnAmt |
| Exclusion | $117,289 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Total Revenue Column | $9,621 | TotalRevenueColumnAmt |
| Exclusion | $9,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,621 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,973,568 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,081,595 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $169,022 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,351 | TotalAmt |
| Program Services | $106,351 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,120 | TotalAmt |
| Management And General | $121,120 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,191,696 | TotalAmt |
| Program Services | $3,600,140 | ProgramServicesAmt |
| Management And General | $348,661 | ManagementAndGeneralAmt |
| Fundraising | $242,895 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,391 | TotalAmt |
| Program Services | $30,035 | ProgramServicesAmt |
| Management And General | $2,816 | ManagementAndGeneralAmt |
| Fundraising | $1,540 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,918 | TotalAmt |
| Program Services | $551,873 | ProgramServicesAmt |
| Management And General | $51,737 | ManagementAndGeneralAmt |
| Fundraising | $28,308 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,439 | TotalAmt |
| Program Services | $326,136 | ProgramServicesAmt |
| Management And General | $30,575 | ManagementAndGeneralAmt |
| Fundraising | $16,728 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,630 | TotalAmt |
| Program Services | $2,022 | ProgramServicesAmt |
| Management And General | $24,608 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,066 | TotalAmt |
| Program Services | $25,452 | ProgramServicesAmt |
| Management And General | $140,456 | ManagementAndGeneralAmt |
| Fundraising | $27,158 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,881 | TotalAmt |
| Program Services | $1,002,361 | ProgramServicesAmt |
| Management And General | $56,814 | ManagementAndGeneralAmt |
| Fundraising | $93,706 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,577 | TotalAmt |
| Program Services | $122,644 | ProgramServicesAmt |
| Management And General | $627 | ManagementAndGeneralAmt |
| Fundraising | $1,306 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,267 | TotalAmt |
| Program Services | $8,813 | ProgramServicesAmt |
| Management And General | $1,550 | ManagementAndGeneralAmt |
| Fundraising | $1,904 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,077 | TotalAmt |
| Management And General | $5,077 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplies | $252,388 | $243,823 | $5,274 | $3,291 |
| Dues and subscriptions | $51,392 | $27,744 | $19,873 | $3,775 |
| Telephone | $38,745 | $34,851 | $2,891 | $1,003 |
| Miscellaneous | $37,506 | $15,239 | -$16,034 | $38,301 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,929 | TotalAmt |
| Program Services | $30,519 | ProgramServicesAmt |
| Management And General | $1,679 | ManagementAndGeneralAmt |
| Fundraising | $1,731 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,387,373 | TotalAmt |
| Program Services | $6,128,003 | ProgramServicesAmt |
| Management And General | $797,724 | ManagementAndGeneralAmt |
| Fundraising | $461,646 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,960 | BOYAmt |
| EOY | $879,682 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,651 | BOYAmt |
| EOY | $157,356 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,102,130 | BOYAmt |
| EOY | $887,356 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,297 | BOYAmt |
| EOY | $477,916 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,060 | BOYAmt |
| EOY | $14,604 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,169 | BOYAmt |
| EOY | $49,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,296,321 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,293,365 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,292,061 | BOYAmt |
| EOY | $9,002,956 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,493 | BOYAmt |
| EOY | $832,402 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,367 | BOYAmt |
| EOY | $97,621 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,642,188 | BOYAmt |
| EOY | $12,399,856 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $377,973 | BOYAmt |
| EOY | $409,311 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,925 | BOYAmt |
| EOY | $6,429 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,692,688 | BOYAmt |
| EOY | $3,581,730 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,970 | BOYAmt |
| EOY | $686,210 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,795,007 | BOYAmt |
| EOY | $1,753,697 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,266,563 | BOYAmt |
| EOY | $6,437,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,971,546 | BOYAmt |
| EOY | $5,564,899 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,162 | BOYAmt |
| EOY | $124,663 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,917 | BOYAmt |
| EOY | $272,917 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,375,625 | BOYAmt |
| EOY | $5,962,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,642,188 | BOYAmt |
| EOY | $12,399,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $586,195 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $659 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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 | $5,857,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,710,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,008,414 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,356,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,722,951 | CurrentTaxYearAmt |
| Total | $19,656,113 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $311,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,534,609 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,491,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,153,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,936,957 | CurrentTaxYearAmt |
| Total | $16,428,208 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $153,143 | CurrentTaxYearMinus3YearsAmt |
| Total | $153,143 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,169,789 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,398,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,499,585 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,509,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,659,908 | CurrentTaxYearAmt |
| Total | $36,237,464 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,938 | CurrentTaxYearAmt |
| Total | $296,310 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,938 | CurrentTaxYearAmt |
| Total | $296,310 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $35,941,154 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,182 | CurrentTaxYearAmt |
| Total | $150,112 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,270 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,182 | CurrentTaxYearAmt |
| Total | $150,112 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,890 | CurrentTaxYearMinus3YearsAmt |
| Total | $8,890 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,515 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,550 | CurrentTaxYearAmt |
| Total | $153,920 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,223,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,485,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,566,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,562,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,711,640 | CurrentTaxYearAmt |
| Total | $36,550,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98410 | PublicSupportPY509Pct |
| Investment Income CY | 0.00410 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1i - Other Activities Description | FormAndLineReferenceDesc |
| Explanation | Lund Family Center has a registered lobbyist with the State of Vermont, Jeanne Kennedy and Associates. Jeanne provided pro bono lobbying services for Lund. While there was not specific legislation that Lund was trying to influence, Jeanne Kennedy provided information to Lund's Board and Executive Director on bills that would have an impact on Lund's clients and programs. Jeanne also provided information to legislators about Lund's services. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $272,917 | BeginningYearBalanceAmt |
| End Year Balance | $272,917 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $272,917 | ContributionsAmt |
| End Year Balance | $272,917 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $233,177 | OtherCostOrOtherBasisAmt |
| Book Value | $233,177 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,268,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,747,189 | DepreciationAmt |
| Book Value | $8,521,448 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $168,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $165,254 | DepreciationAmt |
| Book Value | $3,644 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $625,609 | OtherCostOrOtherBasisAmt |
| Depreciation | $380,922 | DepreciationAmt |
| Book Value | $244,687 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,002,956 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $7,995,904 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $659 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $21,677 | OtherRevenueAmt |
| Revenue Not Reported | $22,336 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,973,568 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,973,568 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,409,050 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $21,677 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $21,677 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,387,373 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $7,387,373 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | To be maintained in perpetuity in order to provide investment income for use in supporting the organization's programs. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Special Event costs are F/S expenses $21677 |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Special Event costs are F/S expenses $21677 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Heart of the Community | NameOfEvent1Amt |
| Gross Receipts Event1 | $76,251 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $76,251 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $8,364 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $770 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Bike Ride | NameOfEvent2Amt |
| Gross Receipts Event2 | $62,715 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $62,715 | GrossRevenueEvent2Amt |
| Entertainment Event2 | $450 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $12,093 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $138,966 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $138,966 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $8,364 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $450 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,863 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,677 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $117,289 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Family assistance | 171 | $28,457 |
| Residential treatment program | 191 | $70,716 |
| Job training | 17 | $1,490 |
| Respite | 14 | $5,688 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| Vermont Economic Developm | |||||||
| A | 036024497 | 2007-04-01 | $3,200,000 | construction of building | false | false | false |
| Vermont Economic Developm | |||||||
| B | 036024497 | 2007-04-01 | $1,000,000 | construction of building | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|
| A | $3,200,000 | false | false | Yes (true) | Yes (true) |
| B | $934,028 | false | false | Yes (true) | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pizzagalli Properties LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | See Pt V | RelationshipWithOrgTxt |
| Loan Purpose | See Pt V | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $2,497,093 | OriginalPrincipalAmt |
| Balance Due | $686,210 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $686,210 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Part II, Relationship:Business owned by family member of Trustee.Part II, Purpose of loan:Financing of building renovations. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | It is the policy of the Lund Family Center to present the Form 990 to its Board of Directors. Each member of the Board of Directors will receive a copy of the Form 990, including significant schedules prior to the submission of the Form 990 to the Internal Revenue Service. Lund will not file the Form 990 until all members of the Board have had the opportunity to review the completed Form 990. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Lund Family Center regularly and consistently monitors and enforces compliance with the Conflict of Interest Statement and Code of Ethics. This is done through direct Board communication at Board meetings. The Board routinely and as needed, reviews its established policies to determine their relevancy and currency. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Lunds HR Consultant does analysis annually for market comparison. Salaries of all employees, the Executive Director and key employees are determined taking into consideration market data, including local nonprofit salary data, longevity with agency, education, and years of experience. The Executive Director approves the salary and salary adjustments of key employees and other employees taking into consideration HR Consultant and HR recommendation and the Board of Trustees Executive Committee approves the salary adjustments of the Executive Director taking into consideration HR Consultant recommendations. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Lund does not compensate its Officers. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Lund Family Center makes its governing documents, conflict of interest policy and financial statements available upon request. Financial statements consist of audited financial statements and Form 990. |
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