UMC FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UMC FOUNDATION (EIN 75-1639312)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201422249349302062
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T12:22:04-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robinson Burdette Martin & Seright LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9816 Slide Road Suite 301 | AddressLine1 |
| City | Lubbock | City |
| State | TX | State |
| ZIP Code | 79424 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751639312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UMCF | BusinessNameControlTxt |
| Phone | 8067758250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5980 | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79408 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ALLISON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN SERIGHT | PreparerPersonNm |
| PTIN | P00911349 | PTIN |
| Phone | 8067443333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID ALLISON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5980 | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,853,740 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMCHEALTHSYSTEM.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO ASSIST IN THE OPERATION OF UMC HEALTH SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 62 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 62 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,767,283 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,756,036 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $352,083 | PYInvestmentIncomeAmt |
| CY Investment Income | $284,737 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,119,366 | PYTotalRevenueAmt |
| CY Total Revenue | $4,040,773 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,897,535 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,950,789 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $209,460 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $123,782 | PYOtherExpensesAmt |
| CY Other Expenses | $282,534 | CYOtherExpensesAmt |
| PY Total Expenses | $4,021,317 | PYTotalExpensesAmt |
| CY Total Expenses | $3,233,323 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,098,049 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $807,450 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,604,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,812,489 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $356,259 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $214,182 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,248,436 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,598,307 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ASSIST IN THE OPERATION OF UMC HEALTH SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,950,789 | ExpenseAmt |
| Grant | $2,950,789 | GrantAmt |
| Desc | THE UMC FOUNDATION WAS FORMED AND IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES TO ASSIST IN THE ESTABLISHMENT, OPERATION AND CONTINUATION OF THE UNIVERSITY MEDICAL CENTER HEALTH SYSTEM. | Desc |
| Total Program Service Expenses | $2,950,789 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 62 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 62 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRELL THRASHER | PersonNm |
| Phone | 8067610801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4505 W LOOP 289 | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79415 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| SHERRY ALLEN | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | ||
| SANDY OGLETREE | |||||||
| EXECUTIVE DIR. | 40.00 | 0.00 | $0 | $175,305 | $0 | ||
| DAVID ALLISON | |||||||
| TREASURER | 5.00 | 40.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| TONY WHITEHEAD | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SUSIE MOORE | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHEN FANNIN | |||||||
| CMN | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| SALLY MCSPADDEN | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RUSTY MCINTURFF | |||||||
| MAJOR GIFTS | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| PATSY WHIPPLE | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| PAM DANNER | |||||||
| CHAIR | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| NINA TRAMEL | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARK HUCKABEE | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LORI MCCUNNIFF | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LONNIE HOLLINGSWORTH | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LARRY ISOM | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOE INCE | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEAN SELF | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAN ISOM | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMEY PHILLIPS | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JACK STRONG JR | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| HEENAN JOHNSON | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DOUGLAS KLEPPER | |||||||
| SPECIAL EVENTS | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| DON MCINTURFF | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CORY NEWSOM | |||||||
| BD OF MGRS CHAI | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| CLARK SELF | |||||||
| MMBRSHP/NOMINAT | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| CINDY WHITEHEAD | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CINDY JUMPER | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CELIA DAVIS | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DOYLE GAMMILL | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BOB GREENHILL | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BILLIE HUCKABEE | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BETTY HENSON | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BETTY BRADFORD | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BETSY JONES | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ALBERT HERNANDEZ | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JIM COURTNEY | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KAREN COURTNEY | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAN JACKSON | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| NATHAN LOWE | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LINDA MILLER | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BERNHARD MITTEMEYER | |||||||
| CHAIR ELECT | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| PAT MAINES | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CARLOS GARCIA | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RENEE UNDERWOOD | |||||||
| DONOR RECOGNITI | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| STEPHANIE ROLEY | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MATT POWELL | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| LIBBY QUATTROMANI | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAY RICHARDSON | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROSS RUSHING | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KAREN SAVAGE | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| KAMLESH VARMA | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SURENDRA VARMA | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DOYCE MIDDLEBROOK | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| RON COOK | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID OWEN | |||||||
| FINANCE | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| LINDA GREENSTREET | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| TERRY HAWKINS | |||||||
| SPECIAL EVENTS | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| KENDALL HOWARD | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAN JOHNSON | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE RAGAIN | |||||||
| MEMBER | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARK THOMPSON | |||||||
| SECRETARY | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| TREY STRONG | |||||||
| SPECIAL EVENTS | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $175,305 | TotReportableCompRltdOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,756,036 | AllOtherContributionsAmt |
| Noncash Contributions | $33,082 | NoncashContributionsAmt |
| Total Contributions | $3,756,036 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118,298 | TotalRevenueColumnAmt |
| Exclusion | $118,298 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $979,406 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $812,967 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,439 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $166,439 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,040,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $166,439 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $118,298 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,921,789 | TotalAmt |
| Program Services | $2,921,789 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,000 | TotalAmt |
| Program Services | $29,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,256 | TotalAmt |
| Management And General | $21,256 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,967 | TotalAmt |
| Management And General | $5,967 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,460 | TotalAmt |
| Fundraising | $209,460 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT EXPENSE | Desc |
| Total | $45,851 | TotalAmt |
| Management And General | $45,851 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,233,323 | TotalAmt |
| Program Services | $2,950,789 | ProgramServicesAmt |
| Management And General | $73,074 | ManagementAndGeneralAmt |
| Fundraising | $209,460 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,279,886 | BOYAmt |
| EOY | $7,469,206 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,658 | BOYAmt |
| EOY | $644,364 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,295,525 | BOYAmt |
| EOY | $6,307,998 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,044,298 | BOYAmt |
| EOY | $1,047,535 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,328 | BOYAmt |
| EOY | $1,343,386 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,604,695 | BOYAmt |
| EOY | $16,812,489 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,259 | BOYAmt |
| EOY | $214,182 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,259 | BOYAmt |
| EOY | $214,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,316,588 | BOYAmt |
| EOY | $4,292,196 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,931,848 | BOYAmt |
| EOY | $12,306,111 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,248,436 | BOYAmt |
| EOY | $16,598,307 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,604,695 | BOYAmt |
| EOY | $16,812,489 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $807,450 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $542,421 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
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 | $1,991,584 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,908,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,862,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,767,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,756,036 | CurrentTaxYearAmt |
| Total | $17,285,487 | 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 | $1,991,584 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,908,232 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,862,352 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,767,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,756,036 | CurrentTaxYearAmt |
| Total | $17,285,487 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,277,990 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,007,497 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $116,333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $152,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $178,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,298 | CurrentTaxYearAmt |
| Total | $696,771 | 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 | $17,982,258 | TotalSupportAmt |
| Public Support CY170 | 0.72340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71380 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,295,525 | BeginningYearBalanceAmt |
| Contributions | $211,021 | ContributionsAmt |
| Investment Earnings Or Losses | $827,158 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,256 | OtherExpendituresAmt |
| Administrative Expenses | $4,450 | AdministrativeExpensesAmt |
| End Year Balance | $6,307,998 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,492,809 | BeginningYearBalanceAmt |
| Contributions | $301,485 | ContributionsAmt |
| Investment Earnings Or Losses | $539,650 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,000 | OtherExpendituresAmt |
| Administrative Expenses | $20,419 | AdministrativeExpensesAmt |
| End Year Balance | $5,295,525 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,642,337 | BeginningYearBalanceAmt |
| Contributions | $124,097 | ContributionsAmt |
| Investment Earnings Or Losses | -$237,999 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,775 | OtherExpendituresAmt |
| Administrative Expenses | $32,851 | AdministrativeExpensesAmt |
| End Year Balance | $4,492,809 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,916,423 | BeginningYearBalanceAmt |
| Contributions | $218,047 | ContributionsAmt |
| Investment Earnings Or Losses | $523,714 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,500 | OtherExpendituresAmt |
| Administrative Expenses | $12,347 | AdministrativeExpensesAmt |
| End Year Balance | $4,642,337 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,968,589 | BeginningYearBalanceAmt |
| Contributions | $392,558 | ContributionsAmt |
| Investment Earnings Or Losses | $587,279 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,008 | OtherExpendituresAmt |
| Administrative Expenses | $10,995 | AdministrativeExpensesAmt |
| End Year Balance | $3,916,423 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Total Book Value Securities | $1,047,535 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | $1,247,672 |
| OTHER ASSETS | $95,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,343,386 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $4,583,194 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $542,421 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $542,421 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,040,773 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,040,773 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,233,323 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,233,323 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,233,323 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMC HEALTH SYSTEM | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 INDIANA AVE | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 751301362 | RecipientEIN |
| Cash Grant | $2,921,789 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $29,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP POLICIES AND PROCEDURES, ALONG WITH THE APPLICATION FOR SCHOLARSHIPS, ARE ATTACHED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDY OGLETREE | PersonNm |
| Title | EXECUTIVE DIR. | TitleTxt |
| Compensation Based On Rltd Orgs | $134,305 | CompensationBasedOnRltdOrgsAmt |
| Bonus Related Organizations | $6,000 | BonusRelatedOrganizationsAmt |
| Other Compensation Rltd Orgs | $35,000 | OtherCompensationRltdOrgsAmt |
| Total Compensation Rltd Orgs | $175,305 | TotalCompensationRltdOrgsAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND BY THE CEO OF UMC HEALTH SYSTEM WHO HAS A PERMANENT APPOINTMENT TO THE FOUNDATION'S BOARD. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | A CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH BOARD MEMBER. DISBURSEMENTS AND OTHER TRANSACTIONS ARE ANALYZED FOR POTENTIAL CONFLICTS OF INTEREST. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | THE EXECUTIVE DIRECTOR IS EVALUATED ANNUALLY, AND HER SALARY IS PERIODICALLY COMPARED TO NATIONAL AND REGIONAL AVERAGES FOR PERSONS IN COMPARABLE POSITIONS. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | THROUGH OUR OPEN RECORDS REQUEST PROTOCOL. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMC HEALTH SYSTEM | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 INDIANA AVE | AddressLine1 |
| City | LUBBOCK | City |
| State | TX | State |
| ZIP Code | 79415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751301362 | EIN |
| Primary Activities | HEALTH CARE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 9548 | ExemptCodeSectionTxt |
| Public Charity Status | 6 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UMC HEALTH SYSTEM | ||
| b | $2,950,000 | GENERAL LEDGER |
| UMC HEALTH SYSTEM | ||
| n | $50,143 | COST REPORT |
| UMC HEALTH SYSTEM | ||
| o | $128,409 | COST REPORT |
| UMC HEALTH SYSTEM | ||
| q | $1,042,245 | COST REPORT |
Comments