DAVID AND MARGARET HOME INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND MARGARET HOME INC (EIN 95-1660346)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201543099349301424
- 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 | 2015-11-05T13:53:45-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954557617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 234 East Colorado Blvd Suite M150 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951660346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David and Margaret Home Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9095965921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 Third Street | AddressLine1Txt |
| City | La Verne | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Rich | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 9095965921 | PhoneNum |
| Signature | 2015-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sean E Cain CPA | PreparerPersonNm |
| PTIN | P01612986 | PTIN |
| Phone | 6264036801 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Charles Rich | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 Third Street | AddressLine1Txt |
| City | La Verne | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,826,529 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.davidandmargaret.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Therapeutic assistance to abused, neglected, and behaviorally challenged children, youth and their families. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 309 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,373,922 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,128,148 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $144,262 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $139,894 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $599,428 | CYInvestmentIncomeAmt |
| PY Other Revenue | $350,977 | PYOtherRevenueAmt |
| CY Other Revenue | $625,305 | CYOtherRevenueAmt |
| PY Total Revenue | $11,869,161 | PYTotalRevenueAmt |
| CY Total Revenue | $13,492,775 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,194,904 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,299,582 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,434,743 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,700,701 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $920,336 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,142,609 | PYOtherExpensesAmt |
| CY Other Expenses | $2,773,466 | CYOtherExpensesAmt |
| PY Total Expenses | $11,772,256 | PYTotalExpensesAmt |
| CY Total Expenses | $12,773,749 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $96,905 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $719,026 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,677,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,827,036 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,761,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,185,143 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,916,097 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,641,893 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The David & Margaret Home empowers children, youth and families through culturally diverse services that foster emotional, educational, spiritual and identity development. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,225,186 | ExpenseAmt |
| Grant | $1,299,582 | GrantAmt |
| Desc | Residential Program - provides residentially-based services to adolescent girls having a history of abuse or neglect and several other foster placements. Provides an emergency shelter program for at-risk male and female youth. Provides low-cost housing and support services to former foster, probation and other at-risk male and female youth ages 18 through 21. During the year covered, 17,322 days of care were provided. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,482,745 | ExpenseAmt |
| Desc | Mental Health Program - Provides individual and family therapy, psychological testing, medication evaluation and follow-up, therapeutic behavioral services, and case management linkage to community resources. During the year covered, 86 clients were served. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,507,200 | ExpenseAmt |
| Desc | Division Unaccompanied Children - The Unaccompanied Children (UC) program is assigned the specific task of caring for children who are under 18 years old, have no legal lawful immigration status in the United States, and have no parent or legal guardian in the United States available to provide care and physical custody. The youth are placed in shelter care (generally 20-30 days) pending a disposition of their case. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $591,355 | $51,958 | Community Based Services - provides community-based foster homes and services for boys and girls ages 0-18 as well as adoption services. The agency's Learning Enhancement Center helps clients develop visual, auditory, and motor skills to be able to overcome learning disabilities. It also provides community-based education through an alcohol and drug intervention and anger management course and provides low-cost counseling. During the year covered, 327 clients were served. |
| $1,240,226 | $87,936 | Learning Enhancement Center - provides a multi-sensory treatment program to improve the learning process of individuals with learning disabilities. Community members, age 5 and up, David and Margaret residents, and foster youth are served in the La Verne and Pasadena office. During the year covered, 51 clients were served.Other Programs inclue - Foster Family Agency and Adoption Agency |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,831,581 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $139,894 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,046,712 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 309 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Phoebe Miyamoto | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095965921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 Third Street | AddressLine1Txt |
| City | La Verne | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91750 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Cindy Walkenbach | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Arun Tolia | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Timothy Evans | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Clara Soto Ivey | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Brian Bowcock | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Judy Cosgrove | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Darcy Coulter | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Carrie Garrett | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Hawkins | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ellenor Hodson | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Peg Jones | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas Osborn | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sabina Sullivan | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Amanda Thompson | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Donald Van Fleet | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jerry Watkins | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Karen Zubiate-Beauchamp | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Charles Rich | ||||||
| Executive Director | 50.00 | Yes (X) | $121,888 | $0 | $3,159 | |
| Phoebe Miyamoto | ||||||
| Finance Director | 40.00 | Yes (X) | $77,223 | $0 | $2,841 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $199,111 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Huntington Culinary Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7071 Warner Avenue Suite F714 | AddressLine1Txt |
| City | Huntington Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92647 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Food Service Management | ServicesDesc |
| Compensation | $305,361 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $18,516 | FundraisingAmt |
| Related Organizations | $44,130 | RelatedOrganizationsAmt |
| Government Grants | $11,295,796 | GovernmentGrantsAmt |
| All Other Contributions | $769,706 | AllOtherContributionsAmt |
| Noncash Contributions | $418,380 | NoncashContributionsAmt |
| Total Contributions | $12,128,148 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Nonpublic School Management Fees | 611600 | $87,936 | $87,936 |
| Private Placement Fees | 623990 | $51,958 | $51,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $139,894 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,905 | TotalRevenueColumnAmt |
| Exclusion | $2,905 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,880 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,880 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,880 | TotalRevenueColumnAmt |
| Exclusion | $20,880 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $630,960 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $34,437 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $596,523 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $596,523 | TotalRevenueColumnAmt |
| Exclusion | $596,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,277 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $18,516 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,277 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $725,847 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $289,040 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $436,807 | TotalRevenueColumnAmt |
| Exclusion | $436,807 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $167,618 | TotalRevenueColumnAmt |
| Exclusion | $167,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $167,618 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,492,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $139,894 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,224,733 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,582 | TotalAmt |
| Program Services | $1,299,582 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,111 | TotalAmt |
| Management And General | $205,111 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,040,850 | TotalAmt |
| Program Services | $5,919,317 | ProgramServicesAmt |
| Management And General | $585,620 | ManagementAndGeneralAmt |
| Fundraising | $535,913 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,704 | TotalAmt |
| Program Services | $47,558 | ProgramServicesAmt |
| Management And General | $10,834 | ManagementAndGeneralAmt |
| Fundraising | $11,312 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,631 | TotalAmt |
| Program Services | $716,542 | ProgramServicesAmt |
| Management And General | $75,979 | ManagementAndGeneralAmt |
| Fundraising | $62,110 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,405 | TotalAmt |
| Program Services | $435,943 | ProgramServicesAmt |
| Management And General | $55,605 | ManagementAndGeneralAmt |
| Fundraising | $38,857 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,291 | TotalAmt |
| Management And General | $26,291 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,582 | TotalAmt |
| Management And General | $60,582 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,643 | TotalAmt |
| Program Services | $149,985 | ProgramServicesAmt |
| Management And General | $45,884 | ManagementAndGeneralAmt |
| Fundraising | $93,774 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,645 | TotalAmt |
| Program Services | $254,263 | ProgramServicesAmt |
| Management And General | $136,569 | ManagementAndGeneralAmt |
| Fundraising | $42,813 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,088 | TotalAmt |
| Program Services | $456,625 | ProgramServicesAmt |
| Management And General | $427,552 | ManagementAndGeneralAmt |
| Fundraising | $10,911 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,189 | TotalAmt |
| Program Services | $159,614 | ProgramServicesAmt |
| Management And General | $61,898 | ManagementAndGeneralAmt |
| Fundraising | $43,677 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,966 | TotalAmt |
| Program Services | $35,809 | ProgramServicesAmt |
| Management And General | $3,078 | ManagementAndGeneralAmt |
| Fundraising | $1,079 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,907 | TotalAmt |
| Program Services | $2,719 | ProgramServicesAmt |
| Management And General | $12,188 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,425 | TotalAmt |
| Program Services | $112,358 | ProgramServicesAmt |
| Management And General | $14,895 | ManagementAndGeneralAmt |
| Fundraising | $10,172 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Sub-contractor | $356,140 | $356,140 | ||
| Miscellaneous | $121,369 | $15,503 | $54,775 | $51,091 |
| In-kind goods used | $84,034 | $84,034 | ||
| Membership dues and sub | $29,062 | $720 | $28,342 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,125 | TotalAmt |
| Management And General | $1,498 | ManagementAndGeneralAmt |
| Fundraising | $18,627 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,773,749 | TotalAmt |
| Program Services | $10,046,712 | ProgramServicesAmt |
| Management And General | $1,806,701 | ManagementAndGeneralAmt |
| Fundraising | $920,336 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $871,982 | BOYAmt |
| EOY | $2,220,307 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,848 | BOYAmt |
| EOY | $1,046,620 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $60,093 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,964 | BOYAmt |
| EOY | $1,240,562 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,140 | BOYAmt |
| EOY | $51,308 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,369 | BOYAmt |
| EOY | $58,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,940,944 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,953,733 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,151,724 | BOYAmt |
| EOY | $987,211 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,264 | BOYAmt |
| EOY | $162,222 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,677,291 | BOYAmt |
| EOY | $5,827,036 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,227,723 | BOYAmt |
| EOY | $1,149,767 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,116 | BOYAmt |
| EOY | $821,877 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,355 | BOYAmt |
| EOY | $213,499 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,761,194 | BOYAmt |
| EOY | $2,185,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,753,272 | BOYAmt |
| EOY | $3,499,121 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,172 | BOYAmt |
| EOY | $63,119 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,653 | BOYAmt |
| EOY | $79,653 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,916,097 | BOYAmt |
| EOY | $3,641,893 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,677,291 | BOYAmt |
| EOY | $5,827,036 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $719,026 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $6,770 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,770,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,381,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,116,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,373,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,128,148 | CurrentTaxYearAmt |
| Total | $41,770,541 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,770,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,381,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,116,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,373,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,128,148 | CurrentTaxYearAmt |
| Total | $41,770,541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $41,770,541 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $220,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,880 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,880 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,785 | CurrentTaxYearAmt |
| Total | $381,260 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,618 | CurrentTaxYearAmt |
| Total | $293,663 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,445,464 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,915,345 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,653 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8 | OtherExpendituresAmt |
| End Year Balance | $79,653 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,653 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6 | OtherExpendituresAmt |
| End Year Balance | $79,653 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,653 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4 | OtherExpendituresAmt |
| End Year Balance | $79,653 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,653 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $449 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $449 | OtherExpendituresAmt |
| End Year Balance | $79,653 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,653 | BeginningYearBalanceAmt |
| End Year Balance | $79,653 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,698 | OtherCostOrOtherBasisAmt |
| Book Value | $275,698 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,200,833 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,644,598 | DepreciationAmt |
| Book Value | $556,235 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,464,413 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,309,135 | DepreciationAmt |
| Book Value | $155,278 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $987,211 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,499,545 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $6,770 | OtherRevenueAmt |
| Revenue Not Reported | $6,770 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,492,775 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,492,775 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,773,749 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,773,749 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,773,749 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The interest is used for scholarship expenditures of the organization while the corpus remains intact in perpetuity. |
| Part X, Line 2: | David & Margaret is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by David & Margaret in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. David & Margaret's returns are subject to examination by federal and state taxing authorities, generally for three and four years, respectively, after they are filed. |
| Part XI, Line 2d - Other Adjustments: | Change in value of split-interest agreement 6,770. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Notes of Love | Event1Nm |
| Gross Receipts Event1 | $28,793 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $18,516 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,277 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,453 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $1,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,824 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $28,793 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $18,516 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,277 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,453 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $1,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,824 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,277 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Specific assistance to individuals & foster parents | GrantTypeTxt |
| Recipient | 1156 | RecipientCnt |
| Cash Grant | $1,299,582 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The organization maintains records to substantiate the amount of grants or assistance given and the selection criteria used to award the grants. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $50,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $43,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | General merchandise | Desc |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $323,880 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | Number of contributions determined by the number of individual donors | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by members of the board, Executive Director and Finance Director before submission to the IRS. |
| Form 990, Part VI, Section B, line 12c | All employees of David & Margaret Youth and Family Services ("D&M") shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of D&M. Examples of activities, which could pose a conflict of interest include, but are not limited to: 1. Any conduct that is disloyal or detrimental to D&M; 2. Having a direct or indirect (including ownership by family member) financial interest in a business entity that does or seeks to do business with, or is in competition with D&M; 3. Borrowing money from companies, other than recognized financial institutions, or from individuals, with which D&M does or seeks to do business; 4. Using confidential information gained in the course of employment with D&M for outside personal gain; 5. Accepting gifts, gratuities, free trips, personal property, or other items of value from an outside person or organization as an inducement to do business with that person or organization (anything with a value of more than $25.00 should be turned over to Senior Leadership for disposition); 6. Serving as a member of the governing body of any organization whose interests may be in competition with or conflict with those of D&M; 7. Beliefs, values, and commitments that prevent staff from fulfilling their job responsibilities, use of D&M time, facilities, or other equipment or supplies for furthering them, or attempting to convince others of their personal beliefs. 8. Outside employment, if (a) it requires extra hours and effort to such an extent that it conflicts with an employee's D&M work schedule, duties, and/or responsibilities, (b) it would be detrimental to the employee's satisfactory performance of his or her job function(s), (c) it would result in the employee conducting outside work or related activities on company property during D&M working hours or using D&M facilities and/or equipment and supplies, (d) the employee would earn profit that directly results from affiliation with D&M, or (e) it would be otherwise detrimental to the interests of D&M. Disclosure I understand that conflicts of interest or the appearance of conflicts of interest are to be avoided in the course of my employment with D&M. In the event that I have a conflict of interest or if I am unclear about whether or not I have a conflict, whether in appearance or fact, I understand that I must report such conflict or appearance of conflict to my direct supervisor immediately. I further understand that such conflict or appearance of conflict may require either divestiture of such interest or that my services as an employee may be terminated. |
| Form 990, Part VI, Section B, line 15 | The Board of Directors of David & Margaret Youth and Family Services shall take the following steps in order to determine reasonable compensation for the Executive Director and the Director of Finance: 1. The Board of Directors shall review and approve the executive compensation. Executive compensation shall be determined by persons who are knowledgeable in compensation matters and who have no financial interest in the determination. Executive compensation payments are presumed to be reasonable if the compensation arrangement is approved in advance by an authorized body composed entirely of individuals who do not have a conflict of interest with respect to the arrangement. 2. The Board of Directors shall use appropriate comparability data. Comparability data generally involves looking at compensation levels paid by similarly situated organizations for functionally comparable positions. One method is to obtain compensation surveys or studies from independent outside compensation consultants for this purpose. 3. The Board of Directors shall document in the minutes contemporaneous substantiation of the deliberation and decision for executive compensation. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The Form 990 can be accessed in another organization's website (www.guidestar.org). |
| Form 990, Part XI, line 9: | Change in value of split-interest agreements 6,770. |
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