CUTTY LEGACY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CUTTY LEGACY FOUNDATION (EIN 86-1007325)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201411359349309541
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-15T18:08:47-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 N CENTRAL AVE SUITE 400 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 850044527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861007325 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUTTY LEGACY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CUTT | NameControl |
| Phone | 4808388111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W LODGE DR | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85283 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICKIE MAZER | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 4808388111 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA BLUNT | Name |
| PTIN | P00075126 | PTIN |
| Phone | 6022645844 | Phone |
| Date Prepared | 2014-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHANA ELLIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W LODGE DR | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85283 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 72134 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION AND ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8683 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 15244 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33000 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 18823 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23890 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 60506 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72134 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14228 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18480 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 37055 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51035 | OtherExpensePriorYear |
| Other Expenses Current Year | 57009 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 65263 | TotalExpensesPriorYear |
| Total Expenses Current Year | 112544 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4757 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -40410 | RevenuesLessExpensesCY |
| Total Assets BOY | 1701152 | TotalAssetsBOY |
| Total Assets EOY | 1715755 | TotalAssetsEOY |
| Total Liabilities BOY | 276031 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 287783 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1425121 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1427972 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO HELP RAISE FUNDS TO SUPPORT THE ACTIVITIES OF THE CENTERS FOR HABILITATION AND ASSIST INDIVIDUALS WHEN OTHER SOURCES ARE NOT AVAILABLE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 71509 | Expense |
| Grants | 18480 | Grants |
| Revenue | 33000 | Revenue |
| Description | HELPING HANDS FUND PROVIDES GRANT DOLLARS TO INDIVIDUALS AND FAMILIES WHO MAY NOT BE ELIGIBLE FOR FUNDING THROUGH THE ARIZONA DEPARTMENT OF ECONOMIC SECURITY/DIVISION OF DEVELOPMENTAL DISABILITIES AND YET STILL DESPERATELY NEED MEDICAL TREATMENT, EQUIPMENT, OR SUPPLIES TO LIVE MORE SATISFYING LIVES. THE CUTTY LEGACY FOUNDATION (TCLF) ALSO PROVIDES FINANCIAL SUPPORT TO THE CENTERS FOR HABILITATION. TCLF HAS SPECIALIZED PROGRAMS TO ASSIST FAMILIES IN LIFE PLANNING AND PROVIDING SCHOLARSHIPS TO STUDENTS WITH SPECIAL NEEDS. | Description |
| Total Program Service Expense | 71509 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKIE MAZER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4808388111 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W LODGE DR | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85283 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| CHARLENE IVES | ||||||||
| CHAIR | 0.50 | X | X | 0 | 0 | 0 | ||
| JOE BRANDT | ||||||||
| VICE-CHAIR | 0.50 | X | X | 0 | 0 | 0 | ||
| MARTHA MARTIN | ||||||||
| TREASURER | 0.50 | X | X | 0 | 0 | 0 | ||
| DAVE FACKLER | ||||||||
| SECRETARY | 0.50 | X | X | 0 | 0 | 0 | ||
| VICKI KRINGEN | ||||||||
| PRESIDENT/CEO | 2.00 | X | X | 0 | 148991 | 7389 | ||
| ELVA COOR | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DAVID BEACH | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| AUGUSTUS SHAWTHROUGH 102112 | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| BILL MCMULLEN | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| CONNIE JUNGBLUTH | ||||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |||
| RICK GARRETT | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DAVE CUTTY | ||||||||
| FORMER EXECUTIVE DIRECTOR | 12.00 | 0 | 85807 | 4252 | 28.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 234798 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11641 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 15244 | AllOtherContributions |
| Total Contributions | 15244 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTAL INCOME | Description |
| Business Code | 531120 | BusinessCode |
| Total Revenue Column | 33000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33000 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23890 | TotalRevenueColumn |
| Exclusion | $23,890 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72134 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33000 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $23,890 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17234 | Total |
| Program Services | 17234 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1246 | Total |
| Program Services | 1246 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32670 | Total |
| Program Services | 3267 | ProgramServices |
| Management And General | 29403 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1886 | Total |
| Program Services | 189 | ProgramServices |
| Management And General | 1697 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2499 | Total |
| Program Services | 250 | ProgramServices |
| Management And General | 2249 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4150 | Total |
| Management And General | 4150 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19152 | Total |
| Program Services | 19152 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2309 | Total |
| Management And General | 2309 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16420 | Total |
| Program Services | 16420 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13751 | Total |
| Program Services | 13751 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| MICELLANEOUS | 486 | 486 |
| EQUIPMENT & SUPPLIES | 402 | 402 |
| ADMINISTRATION | 274 | 274 |
| BOARD OF DIRECTORS | 65 | 65 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112544 | Total |
| Program Services | 71509 | ProgramServices |
| Management And General | 41035 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3125 | BOY |
| EOY | 34327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 942000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 61878 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 893872 | BOY |
| EOY | 880122 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 804155 | BOY |
| EOY | 801306 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1701152 | BOY |
| EOY | 1715755 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4675 | BOY |
| EOY | 3852 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11212 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252973 | BOY |
| EOY | 244476 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7171 | BOY |
| EOY | 39455 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276031 | BOY |
| EOY | 287783 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1425121 | BOY |
| EOY | 1427972 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1425121 | BOY |
| EOY | 1427972 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1701152 | BOY |
| EOY | 1715755 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -40410 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 43261 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTERS FOR HABILITATIONTCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860217033 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $17,234 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 17234 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 565000 | OtherCostOrOtherBasis |
| Book Value | 565000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 377000 | OtherCostOrOtherBasis |
| Depreciation | 61878 | Depreciation |
| Book Value | 315122 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 880122 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED PARTY | Description |
| Amount | $39,455 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 39455 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE ORGANIZATION EVALUATES ITS TAX POSITIONS THAT HAVE BEEN TAKEN OR ARE EXPECTED TO BE TAKEN ON INCOME TAX RETURNS TO DETERMINE IF AN ACCRUAL IS NECESSARY FOR UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2013 AND 2012, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTERS FOR HABILITATIONTCH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W LODGE DR | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85283 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 860217033 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 17234 | AmountOfCashGrant |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL GRANT REQUESTS ARE APPROVED BY THE BOARD OF DIRECTORS. GRANTS TO ORGANIZATIONS ARE NOT MONITORED AFTER APPROVAL IS GIVEN. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | VICKI KRINGEN | NamePerson |
| Title | PRESIDENT/CEO | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 148991 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 7389 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 156380 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | SCHEDULE J, PART I, LINE 3: THE CUTTY LEGACY FOUNDATION DOES NOT PROVIDE COMPENSATION. COMPENSATION IS PROVIDED BY THE CENTERS FOR HABILITATION/TCH (TCH), A RELATED ORGANIZATION. TCH HAS A PROCESS IN PLACE INCLUDING THE METHODS DESCRIBED IN LINE 3 FOR DETERMINING COMPENSATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | EMPLOYEES OF THE CENTERS FOR HABILITATION (TCH) PROVIDE ADMINISTRATIVE AND MANAGEMENT SUPPORT FOR THE ORGANIZATION. THE ORGANIZATION REIMBURSES TCH FOR THESE EXPENSES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SUPPORTED ORGANIZATION, TCH, ELECTS THE BOARD OF DIRECTORS FOR THE CUTTY LEGACY FOUNDATION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SUPPORTED ORGANIZATION, TCH, HAS THE RIGHT AND AUTHORITY TO APPROVE: AMENDMENTS TO ARTICLES OF INCORPORATION OR BYLAWS; INCURRENCE OF DEBT (OTHER THAN TRADE DEBT INCURRED IN THE ORDINARY COURSE OF THE ORGANIZATION'S OPERATIONS); ADOPTION OF PLAN OF MERGER OR CONSOLIDATION; SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, THE ASSETS OF THE ORGANIZATION; AND DISSOLUTION OF THE CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO OF TCH. THEN, A DRAFT FORM 990 WAS E-MAILED TO THE MEMBERS OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING THE RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IT IS THE POLICY OF THE CUTTY LEGACY FOUNDATION (CLF) TO AVOID ANY CONFLICT OF INTEREST IN SERVICE ON OR ACTIONS TAKEN BY THE BOARD OF DIRECTORS (THE "BOARD") OF CLF. A DIRECTOR SHALL NOT VOTE ON NOR PARTICIPATE IN THE BOARD DISCUSSION REGARDING ANY MATTER THAT WILL DIRECTLY OR INDIRECTLY FINANCIALLY AFFECT ANOTHER SERVICE ORGANIZATION, BUSINESS, OR ACTIVITY WITH WHICH THAT DIRECTOR IS ALSO CLOSELY ASSOCIATED AND MAY PERSONALLY BENEFIT FROM THAT ASSOCIATION. ANNUALLY, EACH DIRECTOR IS REQUIRED TO SIGN OFF ON THE ORGANIZATION'S CONFLICT OF INTEREST POLICY STATEMENT. THE SIGNED OFF POLICY STATEMENTS ARE INITIALLY REVIEWED BY THE CEO OF TCH AND CFO OF TCH FOR COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. ANY ITEMS OF A QUESTIONABLE NATURE ARE THEN REVIEWED BY THE BOARD, AND EACH ITEM IS DEALT WITH INDIVIDUALLY DEPENDING ON THE CIRCUMSTANCE. IF IT IS DETERMINED THAT A CONFLICT DOES EXIST, THAT PERSON SHALL NOT VOTE ON NOR PARTICIPATE IN THE DISCUSSION OF ANY MATTERS RELATED TO THE ITEM THAT CREATES THE CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT PAY ANY COMPENSATION DIRECTLY. THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS PAID THROUGH TCH. MIDWAY THROUGH FYE 6-30-2013, TCH STARTED RUNNING THE EXPENSE OF HIS SALARY THROUGH THE CLF INTERCOMPANY ACCOUNT SO THE EXPENSE WOULD BE RECOGNIZED ON CLF'S BOOKS AND NOT TCH'S. THE TCH BOARD APPROVED THE COMPENSATION PAID TO THE EXECUTIVE DIRECTOR. TCH HAS POLICIES AND PROCEDURES IN PLACE TO DETERMINE APPROPRIATE LEVELS OF 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. | |
| FORM 990, PART IX, LINE 11G | CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 19,152. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,152. | OTHER FEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTERS FOR HABILITATIONTCH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 WEST LEDGE DRIVE | AddressLine1 |
| City | TEMPE | City |
| State | AZ | State |
| ZIP Code | 85283 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860217033 | EIN |
| Primary Activities | SUPPORT PEOPLE WITH DISABILITIES | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE CENTERS FOR HABILITATION | ||
| B | 17234 | CASH VALUE |
| THE CENTERS FOR HABILITATION | ||
| D | 801306 | FMV OF INVESTMENTS |
| THE CENTERS FOR HABILITATION | ||
| J | 33000 | CASH VALUE |
| THE CENTERS FOR HABILITATION | ||
| P | 2400 | CASH VALUE |
Comments