GERARDS HOUSE: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GERARDS HOUSE (EIN 74-2834283)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201402249349200885
- Schema version
- 2013v3.1
- 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 | 2014-08-12T11:04:54-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCOUNTING AND TAX SERVICES | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2008 ROSINA ST STE 6 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 875053284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742834283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERARDS HOUSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 5054241800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28693 | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87592 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATRINA KOEHLER | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORETTA E VALENCIA | PreparerPersonNm |
| PTIN | P00539056 | PTIN |
| Phone | 5058201140 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | gerardshouse.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Gross Receipts | $184,548 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $127,772 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $750 | ProgramServiceRevenueAmt |
| Investment Income | $18 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $56,008 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,197 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $35,811 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $164,351 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $87,807 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $4,023 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $35,837 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $381 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $17,380 | OtherExpensesTotalAmt |
| Total Expenses | $145,428 | TotalExpensesAmt |
| Excess Or Deficit For Year | $18,923 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $21,545 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,468 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,432 | BOYAmt |
| EOY | $49,954 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,632 | BOYAmt |
| EOY | $50,154 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087 | BOYAmt |
| EOY | $9,686 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,545 | BOYAmt |
| EOY | $40,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Grief Support To Youth | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Grief support was provided for children, teenagers and their families. Staff provided weekly peer grief support sessions, bereavement camps and individual grief support to bereaved youth and their families. Other services included grief-related education, outreach and crisis response in the community. Gerard's House also provides support for the parents and caregivers of youth in our programs. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $110,440 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $110,440 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RICHARD WHITE | ||
| President | 4.00 | $0 |
| FRANCINE KERN | ||
| Vice President | 2.00 | $0 |
| THOMAS CARR | ||
| Secretary/Treas | 4.00 | $0 |
| HEIDI CHASE | ||
| Director | 0.50 | $0 |
| ARTURO DELGADO | ||
| Director | 0.50 | $0 |
| RUSSELL HARMAN | ||
| Director | 0.50 | $0 |
| CAROL ROSE | ||
| Director | 0.50 | $0 |
| MARIA SANCHEZ | ||
| Director | 1.00 | $0 |
| JEFF THOMAS | ||
| Director | 0.50 | $0 |
| KATRINA KOEHLER | ||
| Executive Dir. | 40.00 | $59,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATRINA KOEHLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3204 MERCANTILE CT SUITE C | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87507 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5054241800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,334 | CurrentTaxYearAmt |
| Total | $726,173 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $137,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $131,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $164,334 | CurrentTaxYearAmt |
| Total | $726,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $48,073 | SubstantialContributorsTotAmt |
| Public Support Total170 | $678,100 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17 | CurrentTaxYearAmt |
| Total | $181 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $726,354 | TotalSupportAmt |
| Public Support CY170 | 0.93360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99970 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Comfort Food | NameOfEvent1Amt |
| Gross Receipts Event1 | $39,525 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $39,525 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,630 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,500 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,715 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Golf Tourn | NameOfEvent2Amt |
| Gross Receipts Event2 | $13,407 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $13,407 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $2,086 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $4,669 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $873 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $52,932 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $52,932 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,630 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,086 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,169 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,588 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,473 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,459 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $1101 |
| Other Expenses.1002 | Office Expenses $1263 |
| Other Expenses.1003 | Information Technology $262 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $1062 |
| Other Expenses.1012 | Insurance $2808 |
| Other Expenses.1 | Program Supplies $2896 |
| Other Expenses.2 | Communications $1988 |
| Other Expenses.3 | Education and Training $1657 |
| Other Expenses.4 | Program Food and Meals $1207 |
| Other Expenses.5 | Cleaning $1003 |
| Other Expenses.6 | Program Printing $748 |
| Other Expenses.7 | Licenses and Fees $459 |
| Other Expenses.8 | Dues and Subscriptions $435 |
| Other Expenses.10 | Program Other $290 |
| Other Expenses.11 | Bank and Credit Card Fees $201 |
| Other Assets.1011 | Prepaid Expenses and Deferred Charges - Beginning $200 Prepaid Expenses and Deferred Charges - Ending $200 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $2087 Accounts Payable and Accrued Expenses - Ending $4686 |
| Total Liabilities.1003 | Deferred Revenue - Beginning $0 Deferred Revenue - Ending $5000 |
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