WVHCS RETENTION CO: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WVHCS RETENTION CO (EIN 23-2673174)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-14
IRS object ID
201521349349101057
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

FieldValueIRS element (for citing)
Return2015-05-14T07:47:20-07:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Decker Accounting LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1444 Hazle StreetAddressLine1
CityWilkes BarreCity
StatePAState
ZIP Code18702ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232673174EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WVHCS RETENTION COMPANYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWVHCBusinessNameControlTxt
Phone5708258005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1460AddressLine1
CityWILKES BARRECity
StatePAState
ZIP Code187031460ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH KROGULSKIPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5708258005PhoneNum
Signature2015-05-05SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM KAMORPreparerPersonNm
Phone5708258005PhoneNum
Preparation2015-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,298,943FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,839InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,839InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$369,235DividendsRevAndExpnssAmt
Dividends Net Invst Incm$320,904DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$324,235NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,193,813GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$324,235CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$695,309TotalRevAndExpnssAmt
Total Net Invst Incm$646,978TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$6,895OthEmplSlrsWgsRevAndExpnssAmt
Legal Fees Rev And Expnss$160,208LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$160,208LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,990AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,490AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$92,226OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$92,226OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$11,717OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$11,717OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$230,506OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$212,820OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15,199OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$523,542TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$232,310TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$281,850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$523,542TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$232,310TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$281,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$171,767ExcessRevenueOverExpensesAmt
Net Investment Income$414,668NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,725CashBOYAmt
Sav And Temp Cash Invst BOY$3,602,009SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,620,013SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,620,013SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,100,702CorporateStockBOYAmt
Corporate Stock EOY$16,254,526CorporateStockEOYAmt
Corporate Stock EOYFMV$16,254,526CorporateStockEOYFMVAmt
Other Investments BOY$10,729OtherInvestmentsBOYAmt
Other Assets BOY$599,432OtherAssetsBOYAmt
Other Assets EOY$424,404OtherAssetsEOYAmt
Other Assets EOYFMV$424,404OtherAssetsEOYFMVAmt
Total Assets BOY$20,356,597TotalAssetsBOYAmt
Total Assets EOY$18,298,943TotalAssetsEOYAmt
Total Assets EOYFMV$18,298,943TotalAssetsEOYFMVAmt
Accounts Payable BOY$66,397AccountsPayableBOYAmt
Accounts Payable EOY$66,678AccountsPayableEOYAmt
Other Liabilities BOY$12,811,364OtherLiabilitiesBOYAmt
Other Liabilities EOY$9,834,856OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,877,761TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,901,534TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Temporarily Restricted BOY$7,478,836TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$8,397,409TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$7,478,836TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,397,409TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,356,597TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,298,943TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,478,836TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$171,767ExcessRevenueOverExpensesAmt
Other Increases$746,806OtherIncreasesAmt
Subtotal$8,397,409SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,397,409TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyDETAIL OF SALES ATTACHEDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-05-15AcquiredDt
Sold2014-06-30SoldDt
Gross Sales Price$13,193,813GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$12,869,578CostOrOtherBasisAmt
Gain Or Loss$324,235GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$324,235GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$324,235CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,293InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,293SubtotalAmt
Tax Based On Investment Income$8,293TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$191EsPenaltyAmt
Tax Due$8,484TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ACCOUNTANTBusinessNameLine1
FieldValueIRS element (for citing)
Phone5708258005PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1444 HAZLE STREETAddressLine1
CityWILKESBARRECity
StatePAState
ZIP Code187024625ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH KROGULSKI
PO BOX 1460WILKES BARREPA18703CHAIRMAN1.00$0$0$0
JAMES BOBECK
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
TERI OOMS
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
CINDY MITCHELL
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
JOSEPH KNECHT
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
DEBORAH EASTWOOD
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
CAROL DOUDS
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
TARA WILSON
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
JOHN THALENFELD
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
CHRIS SEIGEL0
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
JOHN PARENTE
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
BRUCE SAIDMAN
PO BOX 1460WILKES BARREPA18703DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COZEN O'CONNORBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 MARKET STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Service TypeLEGAL SERVICESServiceTypeTxt
Compensation$155,495CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$8,293TaxBasedOnInvestmentIncomeAmt
Total Tax$8,293TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$281,850ExpensesAndContributionsAmt
Qualifying Distributions$281,850QualifyingDistributionsAmt
Adjusted Qualifying Distri$281,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$281,850QualifyingDistributionsAmt
Remaining Distri From Corpus$281,850RemainingDistriFromCorpusAmt
Total Corpus$281,850TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$281,850ExcessDistriCyovToNextYrAmt
Excess From Current Year$281,850ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$324,235ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$324,235ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$324,235TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetVARIOUS BONDS, STOCKS & ETFSAssetDesc
Gross Sales Price$13,193,813GrossSalesPriceAmt
Basis$12,869,578BasisAmt
Total Net$324,235TotalNetAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT & BANK FEES$60,195$60,195
SETTLEMENT COSTS$152,625$152,625
INSURANCE$14,349$14,349
FILING FEES$850$850
PENALTIES$750
OFFICE EXPENSES$1,737

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionINCREASE IN UNREALIZED GAINSDescription
Amount$746,806Amount

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