WESTMINSTER VILLAGE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WESTMINSTER VILLAGE INC (EIN 37-1101586)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201521329349303477
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T14:48:35-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431594752 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUELLER PROST LC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7733 FORSYTH BLVD SUITE 1200 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63105 | 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 | 371101586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER VILLAGE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3096636474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 EAST LINCOLN | AddressLine1 |
| City | BLOOMINGTON | City |
| State | IL | State |
| ZIP Code | 61701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORA WEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3096636474 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANETTE BAX-KURTZ | PreparerPersonNm |
| PTIN | P00096490 | PTIN |
| Phone | 3148622070 | PhoneNum |
| Preparation | 2015-04-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA NATHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 EAST LINCOLN | AddressLine1 |
| City | BLOOMINGTON | City |
| State | IL | State |
| ZIP Code | 61701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,959,930 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESTMINSTERVILLAGEINC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | CELEBRATING LIFE, OUR MISSION IS TO PROVIDE EXCELLENCE IN SENIOR LIVING THROUGH A CONTINUUM OF CARE AND SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 268 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,676 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,138,563 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,711,216 | CYProgramServiceRevenueAmt |
| PY Investment Income | $305,808 | PYInvestmentIncomeAmt |
| CY Investment Income | $236,775 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,444,371 | PYTotalRevenueAmt |
| CY Total Revenue | $12,954,667 | 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 | $5,760,043 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,385,616 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,145,671 | PYOtherExpensesAmt |
| CY Other Expenses | $6,448,991 | CYOtherExpensesAmt |
| PY Total Expenses | $11,905,714 | PYTotalExpensesAmt |
| CY Total Expenses | $12,834,607 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $538,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $120,060 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,043,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,145,841 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,383,486 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,312,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,659,719 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,833,099 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CELEBRATING LIFE, OUR MISSION IS TO PROVIDE EXCELLENCE IN SENIOR LIVING THROUGH A CONTINUUM OF CARE AND SERVICES | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,006,067 | ExpenseAmt |
| Revenue | $12,711,216 | RevenueAmt |
| Desc | PROVIDING HOUSING AND HEALTHCARE FOR SENIORS. THE ORGANIZATION SERVED APPROXIMATELY 360 RESIDENTS DURING THE YEAR. | Desc |
| Total Program Service Expenses | $12,006,067 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 122 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 268 | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEREMY LAKOSH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3096636474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 EAST LINCOLN | AddressLine1 |
| City | BLOOMINGTON | City |
| State | IL | State |
| ZIP Code | 61701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LORA WEY | ||||||
| PRESIDENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAY REECE | ||||||
| VICE PRESIDENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM BROACH | ||||||
| SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM LARSON | ||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANELLA COOLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDDIE TORO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN HURLIMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR PATRICIA WILSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE LEHMANN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER HUNT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GORDON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MCINTYRE | ||||||
| FORMER BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED DRAKE | ||||||
| FORMER BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SCHMIDT | ||||||
| FORMER BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA NATHAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $185,879 | $0 | $0 | |
| JEREMY LAKOSH | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $78,835 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $264,714 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,676 | AllOtherContributionsAmt |
| Total Contributions | $6,676 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH CENTER REVENUES | 623000 | $5,100,037 | $5,100,037 |
| RESIDENTIAL REVENUE | 623000 | $4,848,431 | $4,848,431 |
| ASSISTED LIVING REVENUES | 623000 | $2,009,220 | $2,009,220 |
| LIFE OCCUPANCY & MEMBERSHIP FEES | 623000 | $573,663 | $573,663 |
| COTTAGE REVENUES | 623000 | $179,865 | $179,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,711,216 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,642 | TotalRevenueColumnAmt |
| Exclusion | $234,642 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,396 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,263 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,133 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,133 | TotalRevenueColumnAmt |
| Exclusion | $2,133 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,954,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,711,216 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $236,775 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,732 | TotalAmt |
| Program Services | $136,366 | ProgramServicesAmt |
| Management And General | $136,366 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,041,364 | TotalAmt |
| Program Services | $4,513,449 | ProgramServicesAmt |
| Management And General | $527,915 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,129 | TotalAmt |
| Program Services | $39,592 | ProgramServicesAmt |
| Management And General | $537 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,669 | TotalAmt |
| Program Services | $524,030 | ProgramServicesAmt |
| Management And General | $70,639 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,722 | TotalAmt |
| Program Services | $382,130 | ProgramServicesAmt |
| Management And General | $54,592 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,071 | TotalAmt |
| Program Services | $28,071 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,470 | TotalAmt |
| Management And General | $14,470 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,410 | TotalAmt |
| Program Services | $312,410 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,341 | TotalAmt |
| Program Services | $135,341 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,746 | TotalAmt |
| Program Services | $38,226 | ProgramServicesAmt |
| Management And General | $2,520 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,591 | TotalAmt |
| Program Services | $139,591 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,236 | TotalAmt |
| Management And General | $8,236 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,243 | TotalAmt |
| Program Services | $2,243 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,225 | TotalAmt |
| Program Services | $67,225 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,362,975 | TotalAmt |
| Program Services | $1,353,270 | ProgramServicesAmt |
| Management And General | $9,705 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,868 | TotalAmt |
| Program Services | $378,936 | ProgramServicesAmt |
| Management And General | $2,932 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| REPAIRS & MAINTENANCE | $932,454 | $932,454 |
| FOOD COSTS | $884,614 | $884,614 |
| RESIDENT UTILITIES | $657,194 | $657,194 |
| TAXES & LICENSES | $539,122 | $539,122 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,431 | TotalAmt |
| Program Services | $941,803 | ProgramServicesAmt |
| Management And General | $628 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,834,607 | TotalAmt |
| Program Services | $12,006,067 | ProgramServicesAmt |
| Management And General | $828,540 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,587,503 | BOYAmt |
| EOY | $1,519 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,984,361 | BOYAmt |
| EOY | $13,705,176 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,062 | BOYAmt |
| EOY | $645,425 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,651 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,812 | BOYAmt |
| EOY | $59,790 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,477,739 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,789,140 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,435,859 | BOYAmt |
| EOY | $19,688,599 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,851,499 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $150,694 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,957 | BOYAmt |
| EOY | $43,139 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,043,205 | BOYAmt |
| EOY | $37,145,841 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,386,258 | BOYAmt |
| EOY | $1,133,617 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,378,920 | BOYAmt |
| EOY | $3,953,902 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,754,741 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,618,308 | BOYAmt |
| EOY | $5,470,482 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,383,486 | BOYAmt |
| EOY | $17,312,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,659,719 | BOYAmt |
| EOY | $19,833,099 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,659,719 | BOYAmt |
| EOY | $19,833,099 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,043,205 | BOYAmt |
| EOY | $37,145,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $120,060 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $344,180 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$290,860 | 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 | $6,676 | CurrentTaxYearAmt |
| Total | $6,676 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,425,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,489,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,337,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,138,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,711,216 | CurrentTaxYearAmt |
| Total | $56,102,701 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,425,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,489,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,337,770 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,138,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,717,892 | CurrentTaxYearAmt |
| Total | $56,109,377 | 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 | $56,109,377 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $534,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $840,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $331,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $234,642 | CurrentTaxYearAmt |
| Total | $2,246,169 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $534,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $840,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $331,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $234,642 | CurrentTaxYearAmt |
| Total | $2,246,169 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,959,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,329,685 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,668,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,444,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,952,534 | CurrentTaxYearAmt |
| Total | $58,355,546 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95430 | PublicSupportPY509Pct |
| Investment Income CY | 0.03850 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04570 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $474,695 | OtherCostOrOtherBasisAmt |
| Book Value | $474,695 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,343,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,149,597 | DepreciationAmt |
| Book Value | $17,193,753 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,662,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,064,066 | DepreciationAmt |
| Book Value | $1,598,028 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,997,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,575,477 | DepreciationAmt |
| Book Value | $422,123 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,688,599 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE OCCUPANCY FEE | $4,736,826 |
| SECURITY DEPOSITS | $733,656 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,470,482 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,298,847 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $344,180 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $344,180 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,954,667 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,954,667 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,834,607 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,834,607 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,834,607 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME ("UBIT"). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS ASSETS OR LIABILITIES FOR THE YEARS ENDED JUNE 30, 2014 AND 2013. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED. INFORMATION RETURNS FILED FOR FISCAL YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2010 ARE NO LONGER SUBJECT TO EXAMINATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA NATHAN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $178,879 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $7,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $185,879 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAYTON HOLDINGS LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 030479134 | BondIssuerEIN |
| Bond Issued | 2013-10-01 | BondIssuedDt |
| Issue Price | $7,000,000 | IssuePriceAmt |
| Purpose | REVENUE BOND TO FUND GEOTHERMAL PROJECT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $6,820,641 | TotalProceedsAmt |
| In Reserve Fund | $230,520 | InReserveFundAmt |
| Issuance Costs From Proceeds | $162,912 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $6,427,209 | CapitalExpendituresAmt |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH. K, PART II, LINE 17 | FormAndLineReferenceDesc |
| Explanation | FINAL ALLOCATION OF THE BOND PROCEEDS HAS NOT BEEN MADE AT THIS POINT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 TO REVIEW PRIOR TO FILING IT WITH THE INTERNAL REVENUE SERVICE |
| FORM 990, PART VI, SECTION B, LINE 12C | 1.SPECIFIC DISCLOSURE: MEMBERS OF THE WV, INC. BOARD, ADMINISTRATION AND MANAGEMENT STAFF SHALL DISCLOSE FULLY THE PRECISE NATURE OF THEIR INTEREST OF INVOLVEMENT WHEN PARTICIPATING IN ANY TRANSACTION OF THE ORGANIZATION IN WHICH ANOTHER PARTY TO THE TRANSACTION INCLUDES: A.HIMSELF OR HERSELF; B.A MEMBER OF THE FAMILY (SPOUSE, PARENTS, BROTHERS, SISTERS, CHILDREN, IN-LAWS, OR ANY OTHER IMMEDIATE RELATIVE); OR C.AN ORGANIZATION WITH WHICH THE MEMBER OF THE WV, INC. BOARD, ADMINISTRATION OR MANAGEMENT STAFF OR HIS OR HER FAMILY IS AFFILIATED. D.DISCLOSURE SHALL BE MADE AT THE FIRST KNOWLEDGE OF A TRANSACTION. 2.GENERAL DISCLOSURE: MEMBERS OF THE WV, INC. BOARD, ADMINISTRATION AND MANAGEMENT STAFF WILL DISCLOSE ALL RELATIONSHIPS AND BUSINESS AFFILIATIONS WHICH MAY NOW, OR IN THE FUTURE, CONFLICT WITH THE INTERESTS OF THE ORGANIZATION OR BRING PERSONAL GAIN TO THEM OR THEIR FAMILY OR BUSINESS. IF ANY MEMBER OF THE WV, INC. BOARD, ADMINISTRATION OR MANAGEMENT STAFF OR A MEMBER OF HIS OR HER FAMILY ACTS IN ONE OR MORE OF THE FOLLOWING CAPACITIES, DISCLOSURE MUST BE MADE: A.IS AN OFFICER, DIRECTOR, TRUSTEE, PARTNER, EMPLOYEE, OR AGENT OF AN ORGANIZATION WITH WHICH OUR ORGANIZATION HAS BUSINESS DEALINGS; B.IS EITHER THE ACTUAL OR BENEFICIAL OWNER OF MORE THAN ONE PERCENT OF THE VOTING STOCK OR CONTROLLING INTEREST OF AN ORGANIZATION WITH WHICH OUR ORGANIZATION HAS BUSINESS DEALINGS; C.IS A CONSULTANT FOR SUCH AN ORGANIZATION; OR HAS ANY OTHER DIRECT OR INDIRECT DEALINGS WITH AN INDIVIDUAL OR ORGANIZATION FROM WHICH HE OR SHE IS MATERIALLY BENEFITTING (E.G., THROUGH THE RECEIPT, DIRECTLY OR INDIRECTLY, OR CASH, GIFTS, OR OTHER PROPERTY). 3.REPORTING OF DISCLOSURES: ALL DISCLOSURES AS THEY APPLY TO STAFF WILL BE HANDLED BY THE EXECUTIVE DIRECTOR IN CONCURRENCE WITH THE WV, INC. BOARD PRESIDENT. ALL DISCLOSURES AS THEY APPLY TO MEMBERS OF THE WV, INC. BOARD SHALL BE LISTED AT THE END OF THIS DOCUMENT AND WILL BE REFERRED TO THE PRESIDENT OF THE BOARD. INFORMATION DISCLOSED TO THE PRESIDENT OF THE BOARD OR THE EXECUTIVE DIRECTOR WILL BE HELD IN CONFIDENCE, EXCEPT WHEN THE ORGANIZATION'S BEST INTERESTS WOULD BE SERVED BY BRINGING THE INFORMATION TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OR THE BOARD. A. EACH MEMBER OF THE WV, INC. BOARD, ADMINISTRATION AND MANAGEMENT STAFF WILL COMPLETE AND UPDATE ANY DISCLOSURE OR SUSPECTED DISCLOSURE ANNUALLY. 4.FAILURE TO DISCLOSE: EACH MEMBER OF THE WV, INC. BOARD, ADMINISTRATION AND MANAGEMENT STAFF WHO IS REQUESTED TO FILE THIS CONFLICT OF INTEREST STATEMENT SHOULD RECOGNIZE THAT SUCH FILING IS A REQUIREMENT FOR CONTINUED AFFILIATION OR EMPLOYMENT WITH OUR ORGANIZATION AND, FURTHER, THAT FAILURE TO KNOWINGLY DISCLOSE A POTENTIAL CONFLICT OF INTEREST COULD RESULT IN DISAFFILIATION OR TERMINATION OF EMPLOYMENT. A.MEMBERS OF THE WV, INC. BOARD, ADMINISTRATION AND MANAGEMENT STAFF WHO HAVE A CONFLICT OF INTEREST IN ANY MATTER SHALL REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF THE PROPOSED TRANSACTION. THE PERSON OR PERSONS INVOLVED WILL NOT VOTE ON SUCH MATTERS. HOWEVER, FOR SPECIAL REASONS, THE BOARD MAY REQUEST INFORMATION OR INTERPRETATION FROM THE PERSON OR PERSONS INVOLVED. B.WV, INC. BOARD, ADMINISTRATION AND MANAGEMENT STAFF SHALL NOT ACCEPT GIFTS, FAVORS OR HOSPITALITY THAT MAY INFLUENCE THEIR DECISION MAKING OR ACTIONS AFFECTING THE VILLAGE EXCEPT FOR NORMAL BUSINESS LUNCHES, ENTERTAINMENT OR COMMEMORATIONS. C.ALTHOUGH IT IS RECOGNIZED THAT A DEGREE OF DUALITY OF INTEREST MAY EXIST FROM TIME TO TIME, AN EFFORT SHOULD BE MADE TO MINIMIZE SUCH DUALITY AND SUCH DUALITY SHALL NOT BE PERMITTED TO ADVERSELY INFLUENCE THE DECISION MAKING PROCESS. 5.HIRING OF FAMILY MEMBERS OF WV, INC. BOARD, ADMINISTRATION AND MANAGEMENT STAFF: A.FAMILY MEMBERS OF WV, INC. BOARD, ADMINISTRATION AND MANAGEMENT STAFF WILL NOT BE HIRED WITHOUT BOARD APPROVAL. THIS INCLUDES RELATIVES WITH KINSHIP BY BLOOD, ADOPTION OR MARRIAGE. |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE COMMITTEE RECEIVES A SELF-EVALUATION OF EXECUTIVE DIRECTOR AND SOLICITS THE REVIEW FROM ALL BOARD MEMBERS. SALARY SURVEY DATA FROM H.C.S. IS THEN USED FOR COMPARABILITY DATA. THE FULL BOARD THEN ACTS ON THE RECOMMENDATION FOR NEXT YEAR SALARY. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | RESTATEMENT TO CORRECT THE ACTUARIAL TABLES USED IN CALC -290,860. OF DEFERRED REV FROM ADVANCE FEES AND AMORT ON REFUNDABLE OCCUPANCY FEES |
| FORM 990, PART XII, LINE 2C: | THERE WAS NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS DURING THE YEAR. |
Comments