EATON SENIOR COMMUNITIES FOUNDATION: Form 990EZ, tax year 2014
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- Organization
- EATON SENIOR COMMUNITIES FOUNDATION (EIN 84-1280682)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2015-12-03
- IRS object ID
- 201523379349200507
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-03T11:37:30-06:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840817888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUERLE AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7887 E BELLEVIEW AVE STE 700 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801116021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841280682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EATON SENIOR COMMUNITIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EATO | BusinessNameControlTxt |
| Phone | 3039373000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH EATON STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SMART | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3039373000 | PhoneNum |
| Signature | 2015-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E FABRY CPA | PreparerPersonNm |
| PTIN | P00757821 | PTIN |
| Phone | 3037590089 | PhoneNum |
| Preparation | 2015-12-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.EATONSENIORCOMMUNITIES.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $106,523 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $61,364 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $792 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $2,514 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $2,514 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $41,322 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $10,581 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $30,741 | SpecialEventsNetIncomeLossAmt |
| Other Revenue Total | $531 | OtherRevenueTotalAmt |
| Total Revenue | $95,942 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $48,718 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $22,867 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $3,200 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $10,318 | OtherExpensesTotalAmt |
| Total Expenses | $85,103 | TotalExpensesAmt |
| Excess Or Deficit For Year | $10,839 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $133,000 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$4,330 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $139,509 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,258 | BOYAmt |
| EOY | $87,752 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,559 | BOYAmt |
| EOY | $51,838 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,817 | BOYAmt |
| EOY | $139,590 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,817 | BOYAmt |
| EOY | $81 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,000 | BOYAmt |
| EOY | $139,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ELDERLY SUPPORT SERVICES | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | TO OBTAIN THE RESOURCES FOR EATON SENIOR COMMUNITIES AND AFFILIATED NONPROFIT ORGANIZATIONS IN ORDER TO PROVIDE THE ELDERLY WITH A NUMBER OF AFFORDABLE LIVING CHOICES AND TO SUPPORT A VARIETY OF SENIOR PROGRAMS AND ACTIVITIES THAT ENRICH THEIR LIVES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $48,718 | GrantsAndAllocationsAmt |
| Program Service Expenses | $63,168 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $63,168 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RICHARD WYSE | ||
| BOARD CHAIR | 2.00 | $0 |
| JENNIFER VAGHER | ||
| BOARD VICE C | 2.00 | $0 |
| VINCENT MATARAZZO | ||
| SECRETARY/TR | 2.00 | $0 |
| SHERI FILAK-TAYLOR | ||
| BOARD MEMBER | 2.00 | $0 |
| DON BACKSTROM | ||
| BOARD MEMBER | 2.00 | $0 |
| RAND MORITZKY | ||
| BOARD MEMBER | 2.00 | $0 |
| ADAM PAUL | ||
| BOARD MEMBER | 2.00 | $0 |
| SANDRA REYNOLDS | ||
| BOARD MEMBER | 2.00 | $0 |
| SANDY BOWLIN | ||
| BOARD MEMBER | 2.00 | $0 |
| MICHELE HOLLERAN PHD | ||
| BOARD MEMBER | 2.00 | $0 |
| DR JAMES R MINGLE | ||
| BOARD MEMBER | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIZ GRIESER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S EATON ST | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3039373000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $74,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,364 | CurrentTaxYearAmt |
| Total | $363,504 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,364 | CurrentTaxYearAmt |
| Total | $363,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $363,504 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $792 | CurrentTaxYearAmt |
| Total | $4,330 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,270 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $792 | CurrentTaxYearAmt |
| Total | $4,330 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,156 | CurrentTaxYearAmt |
| Total | $367,834 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98710 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL DINNER | Event1Nm |
| Gross Receipts Event1 | $51,632 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $10,310 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,322 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,913 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,543 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,125 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $51,632 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,310 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,322 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,913 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,543 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,125 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,581 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $30,741 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | MISCELLANEOUS 531 TOTAL 531 |
| FORM 990-EZ, PART I, LINE 10 | THE RESIDENCES AT ESC LOW INCOME HOUSING AFFILIATED ORGANIZATION 333 SOUTH EATON ST. 41,157 0 LAKEWOOD, CO 80226 41,157 FMV ASSISTED LIVING AT ESC LOW INCOME HOUSING AFFILIATED ORGANIZATION 333 SOUTH EATON ST. 5,398 0 LAKEWOOD, CO 80226 5,398 FMV |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INVESTMENT EXPENSES 399 PROGRAM EXPENSES 3,016 FUNDRAISING COSTS 4,263 BANK FEES 1,084 GENRERAL SUPPORT COSTS 1,380 MISCELLANEOUS 176 TOTAL 10,318 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED LOSSES -4,330 |
| FORM 990-EZ, PART II, LINE 24 | PLEDGES RECEIVABLE 11,414 12,445 PREPAID EXPENSES AND DEFERRED CHARGES 0 1,694 ENDOWMENT FUND HELD BY CFF 39,145 37,699 TOTAL 50,559 51,838 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,817 81 |
| FORM 990-EZ, PART III, LINE 28 | TO OBTAIN THE RESOURCES FOR EATON SENIOR COMMUNITIES AND AFFILIATED NONPROFIT ORGANIZATIONS IN ORDER TO PROVIDE THE ELDERLY WITH A NUMBER OF AFFORDABLE LIVING CHOICES AND TO SUPPORT A VARIETY OF SENIOR PROGRAMS AND ACTIVITIES THAT ENRICH THEIR LIVES. |
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