INTEGRACE INSTITUTE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INTEGRACE INSTITUTE INC (EIN 52-2139438)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201543139349302414
- 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 | 2015-11-09T14:30:11-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1869 CHARTER LANE STE 301 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 | 522139438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COPPER RIDGE INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COPP | BusinessNameControlTxt |
| Phone | 4109702071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1Txt |
| City | ELDERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21784 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAYSON R LUCKENBAUGH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4109702000 | PhoneNum |
| Signature | 2015-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S FREY | PreparerPersonNm |
| PTIN | P00327329 | PTIN |
| Phone | 7173935696 | 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 | JAYSON R LUCKENBAUGH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1Txt |
| City | ELDERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21784 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $595,881 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CRINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO CONDUCT AND EVALUATE RESEARCH AND TO EDUCATE ABOUT CARE PRACTICES THAT INVOLVE AGING PERSONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $461,318 | PYContributionsGrantsAmt |
| CY Contributions Grants | $260,643 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,732 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,354 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,055 | PYInvestmentIncomeAmt |
| CY Investment Income | $59,920 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $556,105 | PYTotalRevenueAmt |
| CY Total Revenue | $359,917 | 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 | $141,688 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $159,834 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,596 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $378,444 | PYOtherExpensesAmt |
| CY Other Expenses | $346,182 | CYOtherExpensesAmt |
| PY Total Expenses | $520,132 | PYTotalExpensesAmt |
| CY Total Expenses | $506,016 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $35,973 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$146,099 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $962,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $958,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $392,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $572,965 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $569,309 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $385,910 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE COPPER RIDGE INSTITUTE (CRI) IS TO PROVIDE THE HIGHEST QUALITY PROFESSIONAL EDUCATION, AND CONDUCT AND EVALUATE EMPIRICAL RESEARCH, ON THE CARE OF PERSONS WITH ALZHEIMER'S DISEASE AND RELATED MEMORY-IMPAIRING DISORDERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $159,635 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | RESEARCH - THE INSTITUTE CONDUCTS AND EVALUATES RESEARCH ON DEMENTIA-SPECIFIC TOPICS AND NON-CLINICAL ASPECTS OF OLDER AGE WITH A FOCUS ON IMPROVING THE CARE OF PERSONS WITH DEMENTIA AND ALZHEIMER'S, AND IMPROVING THE QUALITY OF LIFE FOR BOTH THE RESIDENTS AND THEIR FAMILIES. INSTITUTE PERSONNEL ARE CONDUCTING FOUR FUNDED RESEARCH PROJECTS: VALIDATION OF AN INTERNET-BASED DEMENTIA RISK ASSESSMENT, ELAN CLINICAL TRIALS, ERK AD-INDEX IN THE DIAGNOSIS OF ALZHEIMER'S DISEASE AND PRELIMINARY STUDIES OF NEW COGNITIVE TESTS COMPUTIBLE WITH HANDHELD DEVICES. ADDITIONALLY, INSTITUTE FACULTY ARE ACTIVE WITH TWO OTHER NON-FUNDED PROJECTS. THE RESEARCH DIVISION ALSO ASSISTS OUTSIDE RESEARCHERS WITH RECRUITMENT FOR THEIR STUDIES RELATED TO OLDER ADULTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $220,448 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $39,354 | RevenueAmt |
| Desc | EDUCATION - THE INSTITUTE IS COMMITTED TO DEVELOPING AND IMPLEMENTING EVIDENCE-BASED EDUCATIONAL PROGRAMS FOR HEALTH CARE PROFESSIONALS WHO CARE FOR PERSONS WITH DEMENTIA, ALZHEIMER'S DISEASE, AND OTHER MEMORY IMPAIRING DISORDERS. OVER THE PAST YEAR, THE INSTITUTE HAS PROVIDED MORE THAN 480 HOURS OF EDUCATION AT OVER 42 DIFFERENT LOCATIONS THROUGHOUT MARYLAND AND ACROSS THE COUNTRY. OUR PROGRAMS DRAW A WIDE RANGE OF PROFESSIONALS INCLUDING PHYSICIANS, PSYCHOLOGISTS, NURSES, SOCIAL WORKERS, ACTIVITY PROFESSIONALS, NURSING ASSISTANTS, PSYCHIATRISTS, PHYSICAL THERAPISTS, OCCUPATIONAL THERAPISTS, AND ADMINISTRATORS. OVER THE PAST YEAR, THE INSTITUTE PROVIDED EDUCATION TO MORE THAN 1,900 INDIVIDUALS.SESSIONS ARE CONDUCTED WHEREBY A DISTINGUISHED CLINICIAN OR SCIENTIST GIVES A FORMAL LECTURE RELEVANT TO THE SCIENCE OF DEMENTIA, OR CARE OF PERSONS WITH DEMENTIA. THIS OFFERING DRAWS MORE THAN 37 ON-SITE ATTENDEES AND IS ALSO AVAILABLE ONLINE THROUGH LIVE VIDEO STREAMING WHERE WE REACH 36 OFFSITE ATTENDEES EACH MONTH. DURING OUR LAST SERIES OF 2012, OVER 733 PARTICIPANTS ATTENDED IN PERSON AND ONLINE.ANNUALLY, THE INSTITUTE OFFERS A 40-HOUR, WEEK-LONG ADVANCED TRAINING IN DEMENTIA CARE. OVER THE PAST 11 YEARS, 147 INDIVIDUALS HAVE COMPLETED THIS PROGRAM. THE ADVANCED TRAINING PROGRAM DRAWS HEALTH CARE PROFESSIONALS FROM ACROSS THE COUNTRY AND FROM A WIDE RANGE OF DISCIPLINES. ONE SCHOLARSHIP IS AVAILABLE PER SESSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $380,083 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM E GIBSON JR DIR ACCOUNTINGRPTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4109702073 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1Txt |
| City | ELDERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21784 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JACLYN HARRIS | |||||||
| CHAIR/PRESIDENT | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $464,777 | $21,319 |
| DR JASON BRANDT | |||||||
| EXECUTIVE DIRECTOR | 8.00 | 32.00 | Yes (X) | Yes (X) | $217,981 | $0 | $0 |
| ANDREW M MIRABOLE | |||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHITRACHEDU NAGANNA | |||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN PROXMIRE | |||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY GRACE DAY | |||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BEATTY | |||||||
| BOARD | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY YINGLING | |||||||
| VP OF BRAND STRATEGY & DEVELOPMENT | 2.00 | 38.00 | Yes (X) | $0 | $143,341 | $12,973 | |
| KATHLEEN CURRY | |||||||
| VP, STRATEGY, DEMENTIA PROGRAMMING | 2.00 | 38.00 | Yes (X) | $0 | $117,775 | $13,880 | |
| JAYSON LUCKENBAUGH | |||||||
| CHIEF FINANCIAL OFFICER | 2.00 | 38.00 | Yes (X) | $0 | $233,742 | $7,312 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $217,981 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $959,635 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $55,484 | 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 |
| Related Organizations | $150,000 | RelatedOrganizationsAmt |
| All Other Contributions | $110,643 | AllOtherContributionsAmt |
| Total Contributions | $260,643 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRAINING PROGRAMS | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $39,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,354 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,354 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,562 | TotalRevenueColumnAmt |
| Exclusion | $18,562 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $277,322 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $235,964 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,358 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,358 | TotalRevenueColumnAmt |
| Exclusion | $41,358 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $359,917 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,354 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,927 | TotalAmt |
| Program Services | $65,225 | ProgramServicesAmt |
| Management And General | $61,702 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775 | TotalAmt |
| Program Services | $1,775 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,965 | TotalAmt |
| Program Services | $11,739 | ProgramServicesAmt |
| Management And General | $8,226 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,167 | TotalAmt |
| Program Services | $5,739 | ProgramServicesAmt |
| Management And General | $5,428 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53 | TotalAmt |
| Program Services | $53 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,635 | TotalAmt |
| Management And General | $10,635 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745 | TotalAmt |
| Management And General | $1,745 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,041 | TotalAmt |
| Program Services | $237,445 | ProgramServicesAmt |
| Fundraising | $3,596 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,672 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
| Management And General | $18,422 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,309 | TotalAmt |
| Program Services | $14,398 | ProgramServicesAmt |
| Management And General | $3,911 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,586 | TotalAmt |
| Management And General | $1,586 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,228 | TotalAmt |
| Program Services | $20,956 | ProgramServicesAmt |
| Management And General | $272 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,193 | TotalAmt |
| Program Services | $7,193 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,787 | TotalAmt |
| Program Services | $1,787 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HONORARIUMS | $9,025 | $9,025 | |
| LICENSE, FEES & PERMITS | $7,331 | $7,331 | |
| FOOD SERVICE | $7,176 | $4,097 | $3,079 |
| CONTINUING EDUCATION | $401 | $401 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,016 | TotalAmt |
| Program Services | $380,083 | ProgramServicesAmt |
| Management And General | $122,337 | ManagementAndGeneralAmt |
| Fundraising | $3,596 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,676 | BOYAmt |
| EOY | $10,966 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,466 | BOYAmt |
| EOY | $237,609 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,655 | BOYAmt |
| EOY | $122,689 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57 | BOYAmt |
| EOY | $101 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,861 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,861 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,111 | BOYAmt |
| EOY | $579,224 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,233 | BOYAmt |
| EOY | $8,286 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,198 | BOYAmt |
| EOY | $958,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,289 | BOYAmt |
| EOY | $48,785 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,600 | BOYAmt |
| EOY | $524,180 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,889 | BOYAmt |
| EOY | $572,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$189,395 | BOYAmt |
| EOY | -$387,115 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $708,704 | BOYAmt |
| EOY | $723,025 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,309 | BOYAmt |
| EOY | $385,910 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,198 | BOYAmt |
| EOY | $958,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$146,099 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$37,300 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 Minus4 Years | $238,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $343,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $305,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $451,278 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,643 | CurrentTaxYearAmt |
| Total | $1,599,201 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,354 | CurrentTaxYearAmt |
| Total | $329,448 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $295,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $417,964 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $393,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $522,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $299,997 | CurrentTaxYearAmt |
| Total | $1,928,649 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $6,183 | CurrentTaxYearAmt |
| Total | $40,209 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $128,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,574 | CurrentTaxYearAmt |
| Total | $260,758 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $131,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,757 | CurrentTaxYearAmt |
| Total | $300,967 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,627,682 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,562 | CurrentTaxYearAmt |
| Total | $55,654 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,582 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,562 | CurrentTaxYearAmt |
| Total | $55,654 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $428,124 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $531,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $318,559 | CurrentTaxYearAmt |
| Total | $1,984,303 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82030 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78100 | PublicSupportPY509Pct |
| Investment Income CY | 0.02800 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02100 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25 | OtherExpendituresAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,009 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $141 | OtherExpendituresAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,150 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $224 | OtherExpendituresAmt |
| End Year Balance | $50,009 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,008 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $206 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64 | OtherExpendituresAmt |
| End Year Balance | $50,150 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,298 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $157 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,447 | OtherExpendituresAmt |
| End Year Balance | $50,008 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,778 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,083 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,083 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $524,180 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $524,180 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $320,872 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$37,300 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$37,300 | RevenueNotReportedAmt |
| Revenue Subtotal | $358,172 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,745 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,745 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $359,917 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $504,271 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $504,271 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,745 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,745 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $506,016 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND WAS ESTABLISHED FOR AND IS USED FOR SCHOLARSHIPS. |
| PART X, LINE 2: | THE COPPER RIDGE INSTITUTE FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE PROVISION ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. MANAGEMENT HAS DETERMINED THAT THESE PROVISIONS DO NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE COPPER RIDGE INSTITUTE, INC.'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2011 THROUGH 2014 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACLYN HARRIS | ||||||||||||||
| CHAIR/PRESIDENT | $0 | $419,777 | $0 | $45,000 | $0 | $0 | $0 | $8,396 | $0 | $12,923 | $0 | $486,096 | $0 | $0 |
| DR JASON BRANDT | ||||||||||||||
| EXECUTIVE DIRECTOR | $217,981 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $217,981 | $0 | $0 | $0 |
| CINDY YINGLING | ||||||||||||||
| VP OF BRAND STRATEGY & DEVELOPMENT | $0 | $143,341 | $0 | $0 | $0 | $0 | $0 | $2,867 | $0 | $10,106 | $0 | $156,314 | $0 | $0 |
| JAYSON LUCKENBAUGH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $233,742 | $0 | $0 | $0 | $0 | $0 | $4,675 | $0 | $2,637 | $0 | $241,054 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE FILING ORGANIZATION IS AN AFFILIATE IN A GROUP OF WHICH INTEGRACE, INC. (EIN 52-1710891) IS THE PARENT. COMPENSATION FOR THE PRESIDENT OF THE OVERALL GROUP IS DETERMINED BY A BOARD LEVEL COMPENSATION COMMITTEE USING COMPARISON STUDIES TO ENSURE COMPENSATION IS WITHIN FAIR MARKET VALUE FOR THE INDUSTRY. ALL COMPENSATION DECISIONS MUST BE APPROVED BY THE BOARD. INTEGRACE, INC. PERFORMS VARIOUS MANAGEMENT FUNCTIONS, INCLUDING HUMAN RESOURCE RELATED FUNCTIONS, FOR THE GROUP. INTEGRACE, INC.'S CEO WILL USE SIMILAR METHODS TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S MANAGEMENT TEAM. |
| PART I, LINE 7 | THE DECISION TO AWARD A BONUS TO THE PRESIDENT/CEO IS DETERMINED BY CONTRACT AND THE EXECUTIVE COMMITTEE OF THE BOARD. BONUSES TO OTHER KEY LEADERSHIP ARE REVIEWED AND GRANTED BY THE PRESIDENT/CEO ON A DISCRETIONARY BASIS. JACLYN HARRIS WAS GRANTED A BONUS DURING THE CALENDAR YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE COPPER RIDGE INSTITUTE IS GOVERNED BY THE BOARD OF DIRECTORS FOR INTEGRACE, INC. (EIN: 52-1710891). |
| FORM 990, PART VI, SECTION A, LINE 6 | INTEGRACE, INC. IS THE SOLE MEMBER OF THE COPPER RIDGE INSTITUTE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | INTEGRACE, INC., THE SOLE MEMBER OF THE COPPER RIDGE INSTITUTE, APPOINTS ALL DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS PER THE BY-LAWS, ALL DECISIONS MADE BY THE GOVERNING BODY REGARDING THE COPPER RIDGE INSTITUTE MUST BE APPROVED BY THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COPPER RIDGE INSTITUTE, INC. PROCESS FOR REVIEWING FORM 990 IS AS FOLLOWS: 1) THE FINANCE STAFF REVIEWS THE FORM 990 FOR ACCURACY AND COMPLETENESS. 2) THE RETURN IS THEN PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. 3) ONCE APPROVED, THE FORM 990 IS RELEASED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW PRIOR TO THE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO MEMBERS OF THE SENIOR LEADERSHIP TEAM IN JANUARY OF EACH YEAR. THE REMAINING MANAGEMENT STAFF AND TRUSTEE MEMBERS RECEIVE FORMS IN EARLY JUNE. THE COMPLETED FORMS ARE RETURNED TO HUMAN RESOURCES. A REPORT IS PREPARED SHOWING ALL CONFLICT OF INTEREST DISCLOSURES. THIS REPORT IS PRESENTED AT THE JULY MEETING OF THE AUDIT COMMITTEE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THOSE WITH WHOM THERE IS A CONFLICT ABSTAIN FROM BEING INVOLVED IN DISCUSSIONS AND/OR DECISIONS REGARDING THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE TO BE REPORTED ON DISCLOSURE FORMS TO DETERMINE IF A REPORTABLE RELATIONSHP EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT/CEO'S PERFORMANCE IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE PRESIDENT/CEO PREPARES A COMPREHENSIVE REPORT SHOWING THE RESULTS OF HIS/HER WORK DURING THE PAST YEAR AND GOALS FOR THE COMING YEAR. THIS REPORT IS REVIEWED BY THE EXECUTIVE COMMITTEE WHICH THEN DETERMINES THE ONGOING COMPENSATION FOR THE PRESIDENT/CEO. THE COMMITTEE GIVES THIS INFORMATION TO THE CFO WHO THEN SENDS IT TO THE VP OF HUMAN RESOURCES FOR PROCESSING. IN THE CASE OF A NEW CEO, A SEARCH FIRM IS USED TO NEGOTIATE SALARY AND BENEFITS DIRECTLY WITH THE CANDIDATE. THE SALARY IS NEGOTIATED TAKING INTO CONSIDERATION COMPARABLE SALARIES IN THE INDUSTRY TO DETERMINE A COMPENSATION PACKAGE WITHIN FAIR MARKET RANGE. THE PROCESS IS ALSO DOCUMENTED IN MINUTES DURING AN EXECUTIVE SESSION. COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS DETERMINED BY THE CEO USING SIMILAR METHODS. SENIOR MANAGEMENT POSITIONS ARE PAID ACCORDING TO RESPONSIBILITY IN THE COMPANY, EXPERIENCE, CREDENTIALS, AND MANAGEMENT AND LEADERSHIP SKILLS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COPPER RIDGE INSTITUTE, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 235,423. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,596. TOTAL EXPENSES 239,019. PURCHASED SPECIAL SERVICES: PROGRAM SERVICE EXPENSES 2,022. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,022. |
| FORM 990, PAGE 5, PART V, LINE 1A | THE COPPER RIDGE INSTITUTE, INC. IS AN AFFILIATE IN A GROUP OF WHICH INTEGRACE, INC. (EIN 52-1710891) IS CONSIDERED THE PARENT. INTEGRACE, INC., AS PART OF ITS MANAGEMENT FUNCTIONS FOR THE GROUP, ISSUES ALL 1099 INFORMATION FORMS UNDER ITS EIN. THE COPPER RIDGE INSTITUTE, INC. IS THEN ALLOCATED APPROPRIATE AMOUNTS FOR PROFESSIONAL SERVICES WHICH ARE THEN REPORTED ON PART IX OF THE FORM 990. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRACE INC | |||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 521710891 | PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES | MD | 501(C)(3) | LINE 9 | N/A | 0 | |
| COPPER RIDGE INC | |||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 521750659 | OPERATES A LONG-TERM CARE FACILITY | MD | 501(C)(3) | LINE 9 | 0 | INTEGRACE INC | |
| EMA HEALTH SERVICES INC | |||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 521234495 | ARRANGE FOR THE PROVISION OF MEDICAL AND MEDICAL DIRECTOR SERVICES | MD | 501(C)(3) | LINE 9 | 0 | INTEGRACE INC | |
| FAIRHAVEN INC | |||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 237405177 | OPERATES A NON-PROFIT HOME FOR THE AGING | MD | 501(C)(3) | LINE 9 | 0 | INTEGRACE INC | |
| BAYLEIGH CHASE INC | |||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 200495182 | OPERATES A NON-PROFIT HOME FOR THE AGING | MD | 501(C)(3) | LINE 9 | 0 | INTEGRACE INC | |
| BUCKINGHAM'S CHOICE INC | |||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 521929311 | OPERATES A NON-PROFIT HOME FOR THE AGING | MD | 501(C)(3) | LINE 9 | 0 | INTEGRACE INC | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMA MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1Txt |
| City | ELDERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21784 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521547917 | EIN |
| Primary Activities | SENIOR LIVING CONSULTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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