ALLIANCE FOR INDEPENDENCE INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR INDEPENDENCE INC (EIN 59-0812958)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-01-29
- IRS object ID
- 201420299349301112
- 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 | 2014-01-29T13:40:47-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SOUTH KENTUCKY AVENUE SUITE 600 | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590812958 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR INDEPENDENCE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALLI | NameControl |
| Phone | 8636653846 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 SUNSHINE DRIVE EAST | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHIRLEY BALOGH | Name |
| Title | PRESIDENT | Title |
| Phone | 8636653846 | Phone |
| Date Signed | 2014-01-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TORI LEHMAN | Name |
| PTIN | P00313085 | PTIN |
| Phone | 8636805600 | Phone |
| Date Prepared | 2014-01-20 | 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 | SHIRLEY BALOGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 SUNSHINE DRIVE EAST | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1983212 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AFI-FL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. INDIVIDUALIZED SKILLS TRAINING IN VOCATIONAL, ACADEMIC, SOCIAL SKILLS AND INDEPENDENT LIFE SKILLS AREAS ARE OFFERED TO PROMOTE AND SUPPORT THE MAXIMIZATION OF INDEPENDENCE FOR EVERY PERSON SERVED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 130 | TotalNbrEmployees |
| Total Nbr Volunteers | 111 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 445961 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 494951 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 881786 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 814826 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13843 | InvestmentIncomePriorYear |
| Investment Income Current Year | 104632 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 89392 | OtherRevenuePriorYear |
| Other Revenue Current Year | 92248 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1430982 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1506657 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1149190 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1043220 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 26458 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 503222 | OtherExpensePriorYear |
| Other Expenses Current Year | 495334 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1652412 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1538554 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -221430 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -31897 | RevenuesLessExpensesCY |
| Total Assets BOY | 790624 | TotalAssetsBOY |
| Total Assets EOY | 458895 | TotalAssetsEOY |
| Total Liabilities BOY | 352224 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 95727 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 438400 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 363168 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OFFERING INDIVIDUALS WITH DISABILITIES THE AVENUES TO EXPLORE AND EXPERIENCE PERSONAL GROWTH AND ACHIEVEMENT THROUGH AWARENESS, EDUCATION, COMMUNITY RESOURCES, AND PERSONAL RELATIONSHIPS. INDIVIDUALIZED SKILLS TRAINING IN VOCATIONAL, ACADEMIC, SOCIAL SKILLS AND INDEPENDENT LIFE SKILLS AREAS ARE OFFERED TO PROMOTE AND SUPPORT THE MAXIMIZATION OF INDEPENDENCE FOR EVERY PERSON SERVED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 258757 | Expense |
| Revenue | 228568 | Revenue |
| Description | GROUP HOMES:YEAR-ROUND RESIDENCE PROVIDING SUPERVISION AND INDEPENDENT SKILLS/COMMUNITY INTEGRATION TRAINING TO 5 ADULT MALE RESIDENTS. SERVICES AND SUPPORT ARE AVAILABLE 24 HOURS PER DAY, 365 DAYS PER YEAR. ALL INDIVIDUALS ARE INVOLVED IN A VOCATIONAL/DAY ACTIVITY PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1019889 | Expense |
| Revenue | 586258 | Revenue |
| Description | ADULT DAY TRAINING:TEACHING VOCATIONAL ACADEMIC, SOCIAL AND BASIC LIFE SKILLS TO DISABLED ADULTS WHICH PROMOTES A HIGHER LEVEL OF INDEPENDENCE. ACHIEVING MORE THAN 440 MAJOR GOALS PER YEAR DEMONSTRATES THE ABILITIES AND DESIRE TO SUCCEED BY THOSE SERVED.SERVING APPROXIMATELY 110 ADULTS, 240 DAYS PER YEAR, MONDAY THROUGH FRIDAY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 51606 | Expense |
| Description | MAINTENANCE:2 FULL-TIME STAFF WHO MAINTAIN THE BUILDINGS AND GROUNDS FOR AFI INCLUDING ADMINISTRATIVE BUILDING, SKILLS, & TECO, AND GROUP HOMES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1330252 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | 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 | 130 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIRLEY BALOGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8636653846 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 SUNSHINE DRIVE EAST | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JENNIFER ADAMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN BURTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MONROE HASKINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROL ASBILL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN DORAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDREW HERNAN | ||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| JAMES HARMER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| J MICHAEL HUNTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SCOTT SLOMAN | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| TIMOTHY KILEY | ||||||
| CHAIR ELECT | 1.00 | X | 0 | 0 | 0 | X |
| KAREN VOLKMANN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES LAKE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BART ROSS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RON LOSCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SENA SCHIRM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM WHEELER JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHERRIE LONG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD WILLS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS PATTERSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID RAMOS | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| SUZETTE JONES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LARRY BULL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES REHBERG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANNE MARIE WENDEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHIRLEY BALOGH | ||||||
| PRESIDENT | 39.00 | 80084 | 0 | 11710 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 80084 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 11710 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 8390 | FundraisingEvents |
| All Other Contributions | 486561 | AllOtherContributions |
| Noncash Contributions | 8390 | NoncashContributions |
| Total Contributions | 494951 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADULT DAY TRAINING | 624310 | 586258 | 586258 |
| GROUP HOMES | 624310 | 228568 | 228568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 814826 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8130 | TotalRevenueColumn |
| Exclusion | $8,130 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 412944 | Securities |
| Other | 106346 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 349482 | Securities |
| Other | 73306 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 63462 | Securities |
| Other | 33040 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 96502 | TotalRevenueColumn |
| Exclusion | $96,502 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 118603 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 8390 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 53767 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64836 | TotalRevenueColumn |
| Exclusion | $64,836 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 624310 | BusinessCode |
| Total Revenue Column | 27412 | TotalRevenueColumn |
| Exclusion | $27,412 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 27412 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1506657 | TotalRevenueColumn |
| Related Or Exempt Function Income | 814826 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $196,880 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93438 | Total |
| Program Services | 23359 | ProgramServices |
| Management And General | 70079 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 808551 | Total |
| Program Services | 769956 | ProgramServices |
| Management And General | 23073 | ManagementAndGeneral |
| Fundraising | 15522 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5876 | Total |
| Program Services | 4547 | ProgramServices |
| Management And General | 1130 | ManagementAndGeneral |
| Fundraising | 199 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66685 | Total |
| Program Services | 55229 | ProgramServices |
| Management And General | 8958 | ManagementAndGeneral |
| Fundraising | 2498 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68670 | Total |
| Program Services | 60731 | ProgramServices |
| Management And General | 6748 | ManagementAndGeneral |
| Fundraising | 1191 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32490 | Total |
| Program Services | 28698 | ProgramServices |
| Management And General | 3792 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5651 | Total |
| Program Services | 4561 | ProgramServices |
| Management And General | 1090 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26516 | Total |
| Program Services | 21600 | ProgramServices |
| Management And General | 4916 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118209 | Total |
| Program Services | 113490 | ProgramServices |
| Management And General | 4310 | ManagementAndGeneral |
| Fundraising | 409 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85688 | Total |
| Program Services | 83425 | ProgramServices |
| Management And General | 2263 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594 | Total |
| Program Services | 594 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6952 | Total |
| Management And General | 6952 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56285 | Total |
| Program Services | 51817 | ProgramServices |
| Management And General | 4468 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79686 | Total |
| Program Services | 35425 | ProgramServices |
| Management And General | 37622 | ManagementAndGeneral |
| Fundraising | 6639 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CLIENT WAGES | 32927 | 32927 | |
| OTHER EXPENSES | 28359 | 22539 | 5820 |
| FOOD COSTS | 21977 | 21354 | 623 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1538554 | Total |
| Program Services | 1330252 | ProgramServices |
| Management And General | 181844 | ManagementAndGeneral |
| Fundraising | 26458 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600 | BOY |
| EOY | 600 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39756 | BOY |
| EOY | 152085 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14960 | BOY |
| EOY | 8580 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59564 | BOY |
| EOY | 69797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1808245 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1632431 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289514 | BOY |
| EOY | 175814 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 381663 | BOY |
| EOY | 47388 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4316 | BOY |
| EOY | 4316 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251 | BOY |
| EOY | 315 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790624 | BOY |
| EOY | 458895 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102634 | BOY |
| EOY | 95727 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249590 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352224 | BOY |
| EOY | 95727 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403113 | BOY |
| EOY | 333439 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35287 | BOY |
| EOY | 29729 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438400 | BOY |
| EOY | 363168 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790624 | BOY |
| EOY | 458895 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -31897 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -37335 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -6000 | 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 Separate | X | FinancialStatementSeparate |
| 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 343772 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 342977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 731693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 445961 | CurrentTaxYearMinus1Year |
| Current Tax Year | 494951 | CurrentTaxYear |
| Total | 2359354 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 343772 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 342977 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 731693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 445961 | CurrentTaxYearMinus1Year |
| Current Tax Year | 494951 | CurrentTaxYear |
| Total | 2359354 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 2359354 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14247 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11844 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13558 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13843 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8130 | CurrentTaxYear |
| Total | 61622 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32165 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24285 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27412 | CurrentTaxYear |
| Total | 127319 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2548295 | TotalSupport |
| Gross Receipts From Admissions Etc | 5648148 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.92590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79740 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 56840 | OtherCostOrOtherBasis |
| Book Value | 56840 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1166201 | OtherCostOrOtherBasis |
| Depreciation | 1088551 | Depreciation |
| Book Value | 77650 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 557989 | OtherCostOrOtherBasis |
| Depreciation | 523083 | Depreciation |
| Book Value | 34906 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27215 | OtherCostOrOtherBasis |
| Depreciation | 20797 | Depreciation |
| Book Value | 6418 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 175814 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1523894 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -37335 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 9195 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 45377 | OtherRevenues |
| Revenue Not Rptd F990 | 17237 | RevenueNotRptdF990 |
| Revenue Subtotal | 1506657 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1506657 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1599126 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 9195 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 51377 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 60572 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1538554 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1538554 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS ADOPTED THE STANDARD FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATIONS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE TAXES. THE TAX RETURNS FOR THE FISCAL YEARS ENDING 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING COSTS 45,377. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING COSTS 45,377. BAD DEBT EXPENSE 6,000. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE FESTIVAL | NameOfEvent1 |
| Gross Receipts Event1 | 69263 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 69263 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 12788 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FALL DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 31542 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 31542 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 20819 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 23135 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 8390 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 14745 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 8390 | NonCashPrizesOtherEvents |
| Other Direct Expenses Other Events | 237 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 123940 | GrossReceiptsTotal |
| Charitable Contributions Total | 8390 | CharitableContributionsTotal |
| Gross Revenue Total Events | 115550 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 8390 | NonCashPrizesTotalEvents |
| Other Direct Expenses Total Events | 33844 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 42234 | DirectExpenseSummaryEvents |
| Net Income Summary | 73316 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THERE SHALL BE A BOARD OPERATIONS COMMITTEE WHICH SHALL MEET AT THE REQUEST OF THE CHAIRPERSON OF THE BOARD OF DIRECTORS OR AT THE REQUEST OF THE MAJORITY OF THE BOARD OPERATIONS COMMITTEE. THE BOARD OPERATIONS COMMITTEE, WHICH SHALL BE COMPOSED OF THE CHAIR OF THE BOARD OF DIRECTORS, THE CHAIR OF THE PLANNING AND PROGRAM DEVELOPMENT COMMITTEE, THE CHAIR OF THE PERFORMANCE OVERSIGHT MONITORING COMMITTEE, THE CHAIR OF THE EXTERNAL RELATIONS AND RESOURCE DEVELOPMENT COMMITTEE, THE CHAIR OF THE AUDIT COMMITTEE AND THE PRESIDENT OF ALLIANCE. THE BOARD OPERATIONS COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. ALL ACTIONS OR PROCEEDINGS OF THE BOARD OPERATIONS COMMITTEE SHALL BE REPORTED IN WRITING TO THE BOARD OF DIRECTORS ON A REGULAR BASIS AND AT THE BOARD OF DIRECTORS NEXT REGULAR MEETING. MINUTES OF THE BOARD OPERATIONS COMMITTEE MEETINGS SHALL BE KEPT BY THE DESIGNATED RECORDING SECRETARY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST QUESTIONAIRE IS FILLED OUT AND SIGNED BY EACH BOARD MEMBER ANNUALLY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AN ANNUAL REVIEW IS GIVEN TO THE CEO/PRESIDENT AND IS BASED ON INTERVIEWS WITH OTHERS IN THE ORGANIZATION. A REVIEW OF CURRENT COMMENSURATE COMPENSATION FOR THE POSITION IN THIS REGION IS REVIEWED ALONG WITH PERFORMANCE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE -6,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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