FRIENDS BOARDING HOME OF BUCKS QUARTERLY MEETING: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS BOARDING HOME OF BUCKS QUARTERLY MEETING (EIN 23-1365330)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201432209349300408
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T06:40:15-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McLaren & Co PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 504 Corporate Drive West | AddressLine1 |
| City | Langhorne | City |
| State | PA | State |
| ZIP Code | 190478011 | 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 | 231365330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Friends Boarding Home of Bucks Quarterly Meeting Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 2159683346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 South Congress Street | AddressLine1 |
| City | Newtown | City |
| State | PA | State |
| ZIP Code | 18940 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL ASHTON-HERGENHAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2159683346 | PhoneNum |
| Signature | 2014-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT H MCLAREN CPA | PreparerPersonNm |
| Phone | 2155791260 | 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 | CAROL ASHTON-HERGENHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 S Congress St | AddressLine1 |
| City | Newtown | City |
| State | PA | State |
| ZIP Code | 18940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,655,133 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.friendshomeandvillage.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Residential Retirement Community | ActivityOrMissionDesc |
| Voting Members Governing Body | 0 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $572,302 | PYContributionsGrantsAmt |
| CY Contributions Grants | $563,350 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,455,126 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,490,415 | CYProgramServiceRevenueAmt |
| PY Investment Income | $64,360 | PYInvestmentIncomeAmt |
| CY Investment Income | $222,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | $86,296 | PYOtherRevenueAmt |
| CY Other Revenue | $120,494 | CYOtherRevenueAmt |
| PY Total Revenue | $2,178,084 | PYTotalRevenueAmt |
| CY Total Revenue | $2,396,381 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,175,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,160,394 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,109,309 | PYOtherExpensesAmt |
| CY Other Expenses | $1,159,950 | CYOtherExpensesAmt |
| PY Total Expenses | $2,284,438 | PYTotalExpensesAmt |
| CY Total Expenses | $2,320,344 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$106,354 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $76,037 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,319,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,156,897 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,727,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,684,504 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,592,195 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,472,393 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Residential Retirement Community | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,023,092 | ExpenseAmt |
| Revenue | $1,605,928 | RevenueAmt |
| Desc | OPERATION AND MAINTENANCE OF A RESIDENTIAL RETIREMENT COMMUNITY | Desc |
| Total Program Service Expenses | $2,023,092 | 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 | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | 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 | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | false | 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 | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 0 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | false | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christine Popplewell | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159683346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 South Congress Street | AddressLine1 |
| City | Newtown | City |
| State | PA | State |
| ZIP Code | 18940 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALDEN JIM | |||||||||
| Vice President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| COLLINS LISA | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DUGAN MARY ANN | |||||||||
| Exec. Director | 40.00 | $94,162 | $0 | $12,475 | Yes (X) | Yes (X) | Yes (X) | ||
| DWYER TIM | |||||||||
| Acting Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GRIFFIN DON | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ASHTON-HERGENHAN CAROL | |||||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| POTTS MIMSEY | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STONE JACOB | |||||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,162 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $12,475 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $563,350 | AllOtherContributionsAmt |
| Total Contributions | $563,350 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rent from retirement community | Desc |
| Business | 721310 | BusinessCd |
| Total Revenue Column | $1,490,415 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,490,415 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,064 | TotalRevenueColumnAmt |
| Exclusion | $57,064 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,423,810 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,258,752 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $165,058 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,058 | TotalRevenueColumnAmt |
| Exclusion | $165,058 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Entrance fees | 721310 | $110,963 | $110,963 |
| Miscellaneous | 721310 | $4,981 | $4,981 |
| Application fees | 721310 | $4,550 | $4,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120,494 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,396,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,610,909 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $222,122 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,163 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $94,163 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,982 | TotalAmt |
| Program Services | $784,836 | ProgramServicesAmt |
| Management And General | $56,146 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,663 | TotalAmt |
| Program Services | $15,154 | ProgramServicesAmt |
| Management And General | $4,509 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,812 | TotalAmt |
| Program Services | $98,180 | ProgramServicesAmt |
| Management And General | $18,632 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,774 | TotalAmt |
| Program Services | $76,827 | ProgramServicesAmt |
| Management And General | $11,947 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,005 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $20,005 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,885 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,885 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,468 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $13,468 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,355 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,355 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,145 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $38,145 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,397 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $26,397 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,693 | TotalAmt |
| Program Services | $189,693 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,956 | TotalAmt |
| Program Services | $102,956 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,318 | TotalAmt |
| Program Services | $288,318 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,084 | TotalAmt |
| Program Services | $72,084 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dining room food | $143,057 | $143,057 | $0 | $0 |
| Dining room supplies | $38,123 | $38,123 | $0 | $0 |
| Housekeeping | $8,230 | $8,230 | $0 | $0 |
| Bad Debt | $2,847 | $2,847 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,387 | TotalAmt |
| Program Services | $202,787 | ProgramServicesAmt |
| Management And General | $600 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,320,344 | TotalAmt |
| Program Services | $2,023,092 | ProgramServicesAmt |
| Management And General | $297,252 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,408 | BOYAmt |
| EOY | $97,095 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,663 | BOYAmt |
| EOY | $289,866 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,890 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,250 | BOYAmt |
| EOY | $18,384 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,847 | BOYAmt |
| EOY | $16,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,364,596 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,134,129 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,439,699 | BOYAmt |
| EOY | $4,230,467 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,888 | BOYAmt |
| EOY | $1,709,332 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,983,899 | BOYAmt |
| EOY | $12,795,459 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,319,544 | BOYAmt |
| EOY | $19,156,897 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,790 | BOYAmt |
| EOY | $41,527 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,655,914 | BOYAmt |
| EOY | $2,584,573 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,645 | BOYAmt |
| EOY | $58,404 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,727,349 | BOYAmt |
| EOY | $2,684,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,571,376 | BOYAmt |
| EOY | $3,619,123 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,242 | BOYAmt |
| EOY | $83,764 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,957,577 | BOYAmt |
| EOY | $12,769,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,592,195 | BOYAmt |
| EOY | $16,472,393 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,319,544 | BOYAmt |
| EOY | $19,156,897 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $76,037 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $804,161 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $535,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $467,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $589,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $572,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $563,350 | CurrentTaxYearAmt |
| Total | $2,728,893 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,654,646 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,851,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,691,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,537,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,605,928 | CurrentTaxYearAmt |
| Total | $8,341,162 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,190,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,319,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,280,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,109,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,169,278 | CurrentTaxYearAmt |
| Total | $11,070,055 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $385,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $417,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $561,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $545,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $541,545 | CurrentTaxYearAmt |
| Total | $2,451,759 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $385,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $417,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $561,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $545,026 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $541,545 | CurrentTaxYearAmt |
| Total | $2,451,759 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,618,296 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,064 | CurrentTaxYearAmt |
| Total | $293,136 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,064 | CurrentTaxYearAmt |
| Total | $293,136 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,363,191 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76560 | PublicSupportPY509Pct |
| Investment Income CY | 0.02580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02750 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,184 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,219 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,469 | OtherExpendituresAmt |
| End Year Balance | $139,934 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $123,721 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,426 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,963 | OtherExpendituresAmt |
| End Year Balance | $127,184 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,708 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,115 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,102 | OtherExpendituresAmt |
| End Year Balance | $123,721 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,937 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,426 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,655 | OtherExpendituresAmt |
| End Year Balance | $116,708 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $110,362 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,511 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,936 | OtherExpendituresAmt |
| End Year Balance | $110,937 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,906 | OtherCostOrOtherBasisAmt |
| Book Value | $12,906 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,094,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,156,003 | DepreciationAmt |
| Book Value | $3,938,837 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $734,984 | OtherCostOrOtherBasisAmt |
| Depreciation | $567,267 | DepreciationAmt |
| Book Value | $167,717 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $521,866 | OtherCostOrOtherBasisAmt |
| Depreciation | $410,859 | DepreciationAmt |
| Book Value | $111,007 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,230,467 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Current Assets | $15,082 |
| Beneficial Interests in Perpetual Trusts | $12,704,563 |
| Loan Origination Costs - net | $75,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,795,459 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SEP Contribution Payable | $19,779 |
| Refundable Deposits | $38,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $58,404 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III Line 1a | These pieces of art were acquired prior to 1974 and are not valued in the organization's financial statements. |
| Pt III Line 4 | The artwork throughout the community enhances the residents' day-to-day sense of "being home." |
| Pt V Line 4 | The organization's endowment funds are intended to provide for the maintenance of the facilities and to |
| Pt V Line 4 | subsidize the rent for the residents. |
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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUGAN MARY ANN | PersonNm |
| Base Compensation Filing Org | $94,162 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $2,825 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $10,484 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $107,471 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 8b | N/A Subcommittees do not have authority to act on governing |
| Pt VI, Line 8b | behalf; no notes are taken at sub level meetings. |
| Pt VI, Line 11b | Directors provided final draft prior to filing. |
| Pt VI, Line 12c | Before any transaction involving a conflict of interest |
| Pt VI, Line 12c | is entered into, the Board reviews and discusses the |
| Pt VI, Line 12c | material facts and only approves the transaction if it |
| Pt VI, Line 12c | is found to be fair to the organization. Directors |
| Pt VI, Line 12c | make annual acknowledgments of their knowledge of the |
| Pt VI, Line 12c | policy. |
| Form 990, Part IX, Line 24f | CHARITABLE CONTRIBUTIONS 600. 0. 600. 0. MISCELLANEOUS 12808. 12808. 0. 0. REPAIRS AND MAINTENANCE 189979. 189979. 0. 0. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fiduciary Corp of Philadelphia Yearly Meeting | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Cherry Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231968136 | EIN |
| Primary Activities | CHURCH | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 17 | PublicCharityStatusTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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